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

Benjamin Hassett
Relationship Manager

[email protected]
858-649-2190

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

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

Advisor Resources

What is my Advisor ID?

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

APY Interest Calculator

Calculator Interest here

What products are available?

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

For more product information please call 877-887-3030

How can I send my client a link to open an account?

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.

Where can I pull my client detail report?

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.