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Features & Benefits

  • Optimize your clients' investment opportunities using our comprehensive dashboard
  • Award-winning products with industry-leading rates
  • Extensive marketing support; customized materials provided
  • FDIC insurance on all deposit products
  • No competing wealth management products
  • Full integration with DST FAN Mail for seamless collection of client data
  • Team of dedicated relationship managers
  • Award winning business products

Partner With Us

Why Axos Bank?

When you partner with Axos Advisor, you'll benefit from unparalleled visibility into your clients’ liquid assets, giving you the insight you need to optimize their investment opportunities. And since we do not and will not compete in wealth management, you know that your clients' information is always secure.

Start your clients earning with our high-yield, award-winning financial products and services today by filling out the form.

About Axos Bank

Knowledgeable Professionals Ready to Assist You

Sherry McCarty - Vice President

Sherry McCarty

Vice President

858-649-2002

Benjamin Hassett - Relationship Manager

James Van Rens

Relationship Manager

858-376-6381

Sales Inquiries - [email protected], 877-887-3030

Support Inquiries - [email protected], 866-833-0529

Request a Callback

Advisor Resources

In order to retrieve your Advisor ID, you will need to log into your dashboard here.

Axos Advisor offers several great products including:

  • Select High Yield Money Market
  • High Yield Savings
  • Rewards Checking
  • Essential Checking
  • CashBack Checking
  • Golden Checking
  • Personal Certificates of Deposits
  • Traditional/Roth Savings
  • Traditional/Roth CDs
  • Basic Business Checking
  • Business Interest Checking
  • Analyzed Business Checking
  • Business Money Market

For more product information please call 877-887-3030

You will need to log into your Advisor Dashboard. From there, copy your enrollment link and send over to your clients for them to log in and begin their application.
Once you log into your Advisor Dashboard, scroll to the ‘Customers’ section then click on the client’s name you’re looking up. From there you will be able to see all accounts that client has open along with any recent transactions.

To make a deposit, log in to online banking and go to "Make a Deposit." It's also easy to use mobile deposit from your phone. If you have any questions, you can contact us at [email protected].

Online Banking FAQs can be found here.

Disclosures can be found here.

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