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.

About Axos Bank

Knowledgeable Professionals Ready to Assist You

 

Sherry McCarty - Vice President
Sherry McCarty
Vice President

[email protected]
858-649-2002

Dyland Stafford - Relationship Manager
Dylan Stafford
Relationship Manager

[email protected]
858-649-2437

Orlando Barron - Relationship Manager
Orlando Barron
Relationship Manager

[email protected]
858-649-2190

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.
Calculator Interest here

Axos Advisor offers several great projects including:

  • Rewards Checking
  • CashBack Checking
  • Essential Checking
  • Golden Checking
  • Select High Yield Money Market
  • High Yield Savings
  • Personal Certificates of Deposits
  • IRAs - Traditional & Roth

Find out more information about our products here 

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.

Make a deposit or contact us at suppor[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.

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