We're excited to share that we're expanding our mutual fund lineup effective July 28, 2023! Axos is dedicated to making it easier for you to do business and meet your clients' needs.
Our expanded lineup will feature:
• Over 4,000 new CUSIPs available for Buys.
• 2,500 new CUSIPs will be loaded to the security master to reduce ACAT rejections as you transfer assets to us.
• Decreased chance of needing to wait for fund additions.
Our complete list of CUSIPs as of July 28, 2023. As we add new CUSIPs, you'll be alerted through Liberty bulletins.
If you have questions or want to request a new CUSIP, please contact your CSA.
Your Axos Advisor Services Team
Please contact your Client Service Advocate if you have any questions or concerns about these posts.