As we approach the launch of the new Axos Client Portal, we want to help answer any questions you may have about the new portal and your client’s experience.
About the Portal
The Axos Client Portal (ACP) provides your clients with an enhanced digital experience where they can view and manage their investment accounts. Clients will automatically see all their managed accounts and will have access to Axos premier banking and lending solutions, letting you address your client’s needs holistically.
Watch the Demo
Prioritizing your experience and empowering you with helpful information is our goal. Please use the quick links on the far right to access our Frequently Asked Questions and Axos Client Portal user guide.
Please contact your Client Service Advocate if you have any questions or concerns about these posts.