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Features

  • Integrated banking with expedited account opening
  • Online repository for claims and investor information
  • Online banking platform for easy financial management
  • Additional distribution services to streamline workflow
  • On-demand EIN service to facilitate swift recovery of assets for court ordered fiduciary matters
  • Solution-oriented bankers and dedicated account onboarding team
  • On-demand EIN service to facilitate swift recovery of assets for court ordered fiduciary matters
  • Solution-oriented bankers and dedicated account onboarding team

The Axos Difference

No Monthly Maintenance Fees

No Check or Wire Fees

Free Online Banking

Additional deposit insurance available

Integrated Banking Benefits

Streamline your workflow

DASH Claims Portal

Seamlessly manage flow of claims data

Experienced Leadership

Knowledge that you can count on

Executive Vice President and Managing Director

Marchand Boyd

SVP and Sr. Managing Director, Global Fiduciary Banking

Marchand has focused his decades-long Fiduciary Banking career of fostering consultative, client-centric partnerships. Exercising deep-rooted industry knowledge, Marchand formulates market and engagement-specific deposit management solutions, empowering his clients with the specialized banking accommodations they need to successfully administer their fiduciary responsibilities.

Phone: 844-778-7793

Email: [email protected]

 
 

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