We have some big news to share. In early 2024, we will be launching our new Axos Client Portal. Bringing you the opportunity to support your client relationships in a whole new way!

Clients will have access to all of their accounts anywhere, on any device. The interface is a modern and secure digital experience where they can see their investments, access statements, and more.

• Convenient web and mobile app experience
• Option to co-brand with your RIA logo
• Client self-service account administration

The portal will also offer an integrated Investor Checking account. Available exclusively to your clients through the Axos Client Portal. Investor Checking can provide your clients with a more integrated financial experience that strengthens the relationship between you, your client, and a non-competitive banking partner in Axos Bank.

• No transfer holds to brokerage accounts
• No account fees and unlimited ATM fee reimbursements
• High mobile deposit limits

We will share more information as we approach the launch. Your Client Service Advocate will be your partner in onboarding and will be available to answer any questions you may have.

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