We are making enhancements to improve accessibility for trade confirmations within Liberty and the Axos Client Portal. This will provide you and your clients with easy access to view, print, and download trade confirmations at any time.
We will provide additional information as we release this enhancement. If you have any questions, please contact your Client Services Advocate. We are making improvements to our Composite Model Trading functionality to reduce the risk of potential unnecessary taxable events and improve the overall client experience.
With this upcoming enhancement, RIAs will have the ability to specify if they want to create buys/sells only, or if they want to create asset transfers between models and then do boys/sells for the difference. We will provide additional information as we release this enhancement. If you have any questions, please contact your Client Services Advocate. Exciting News! We are making improvements to streamline the process for eDelivery enrollment for new accounts.
With this upcoming enhancement, clients who have provided an email address on their application will receive an email notification to confirm their email address and accept electronic delivery for all documents. We will provide additional information as we release this enhancement. If you have any questions, please contact your Client Services Advocate. |
Please contact your Client Service Advocate if you have any questions or concerns about these posts.
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