Get ready to deliver more features, functions, and products to your clients. The Axos Client Portal will be launching in early 2024. 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.
What functionality is included in the Axos Client Portal?
To help prepare, we invite you to review the attached resources. We’re excited about the added convenience and value the Axos Client Portal will bring to you, your firm, and your clients.
Axos Client Portal Informational Flyer
Axos Client Portal User Guide
End Investor Communications and Marketing Guide
Investor Checking Informational Flyer
If you have any questions, please reach out to your Client Services Advocate.
Please contact your Client Service Advocate if you have any questions or concerns about these posts.