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
Partner With Us
Why Axos?
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.
Knowledgeable Professionals Ready to Assist You
Sherry McCarty
Vice President
Dylan Stafford
Relationship Manager
Benjamin Hassett
Relationship Manager
Sales Inquiries - [email protected] 877-887-3030
Support Inquiries - [email protected] 866-833-0529
Advisor Resources
Axos Advisor offers several great products including:
- Rewards Checking
- CashBack Checking
- Essential Checking
- Golden Checking
- Select High Yield Money Market
- High Yield Savings
- Personal Certificates of Deposits
- IRAs - Traditional & Roth
For more product information please call 877-887-3030
Make a deposit or contact us at [email protected] for any additional questions.
Online Banking FAQs can be found here
Disclosures can be found here
Visit our Forms and Documents page for account management related items.
Deposit Slips and Forms can be found on our Forms and Documents webpage.
