NOTICE: ACH Bank Account Transition

Important Information

Over the next six months, we will be moving our Automated Clearing House (ACH) operations from JP Morgan to Axos Bank. To ensure a smooth transition, both JP Morgan and Axos Bank accounts will run simultaneously until March 2025.

Please note that no action is required for any ACH transactions processed through Axos Advisor Services.

• This covers both one-time and recurring systematic transactions on the Liberty platform.
• This is also inclusive of any ACHs manually processed by the Axos Advisor Services Operations team on your behalf.
• Our wire instructions remain unchanged.

 
Below are our new bank instructions for ACH transactions:

• Bank Name: Axos Bank
• Account Number: 890000058705
• ABA Number: 122287251
• Instructions: In ACH PPD transaction field #7, enter the 6-digit Axos Advisor Services account number, followed by a space, then the first ten characters of the account holder’s last name.
  Example: 123456 SMITH

Action is required only when your clients initiate ACH transactions from an external institution.
In these instances, you and your clients have until March 2025 to update their instructions based on the new bank information above.

Your Client Service Advocate will notify you in the coming weeks if you have any clients who need to act.

Transfer Request Form Update: We are revising the second page of our Transfer Request form to incorporate the new ACH instructions.

Questions? Please reach out to your Client Service Advocate.