Liberty will be down on Thursday, February 9, from 6PM MT to 7 PM MT for system Maintenance.
We are adding some enhancements to the Liberty Message Center to aid in ease of use. Some of the items we are enhancing include:
• Ability to filter Closed cases across different time periods • Addition of Representative and Account name columns in the search • Highlighting cases that require your team’s attention Please contact your Client Service Advocate if you have questions or concerns. At Axos Advisor Services, we are continually looking for ways to improve our user experience. For those who trade individual accounts rather than models, we get feedback that having separate screens for buys and sells is cumbersome.
To improve the user experience, we consolidated the Buy and Sell tabs in Liberty to one tab or page. Now the user can go to one space to conduct both actions. The Investor trading section will now have Buy/Sell Positions all on one tab. Functionality will remain the same for each, the only difference is now you go to one page to conduct both actions. The view by quantity and view by value display the same information for both buy/sell. The view by tax lot will only be available to the sell option but you will see both the buy and sell buttons, although you will only be able to sell from that view. We hope you find this latest enhancement beneficial. As always, if you have any questions on Liberty, please contact your Client Service Advocate. When opening a new trust account, Axos requires a trust certification to accompany the application. Effective March 1, only the following Axos forms are acceptable for use as a trust certification:
Should you have questions regarding the new trust account required documentation, please contact your Client Service Advocate. Message Center provides bidirectional communication between users and their client service teams as well as the opportunity to submit and review statuses of requests.
You can access the Message Center in Liberty via the Documents tab> Message Center. You will be able to send messages and attachments securely via the Message Center directly to your client service team members, providing greater visibility into request statuses on accounts. Your client service team will introduce this feature to you over the next couple weeks. Please contact your Client Service Advocate if you have questions or concerns. Required Minimum Distributions (RMDs) are mandatory withdrawals that must be made from IRAs, SEP IRAs, SIMPLE IRAs, and employer retirement savings plans like 401ks after a certain age.
Starting in 2023, the age that individuals must begin taking required minimum distributions (RMDs) from their retirement account changed to 73 from 72, beginning January 1, 2023. Individuals who turn 73 this year must take their first distribution no later than December 31, 2023. Please contact your Client Service Advocate if you have questions or concerns. |
Please contact your Client Service Advocate if you have any questions or concerns about these posts.
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