As we approach the launch of the new Axos Client Portal, we want to help answer any questions you may have about the new portal and Investor Checking product.
Client Portal Features & FAQ
Through the new portal, your 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.
Investor Checking Features & FAQ
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.
If you have any questions, please contact your CSA.
To ensure compliance with Regulation-T, effective December 15, systematic distributions will not be processed if it would put the account into a negative cash balance. Please ensure that cash is available two days prior to the systematic distribution posting date. You can review Pending Systematic Distribution bulletins in Liberty to determine what accounts need to have cash raised.
Please contact your Client Service Advocate if you have any questions or concerns about these posts.