Financial Advisors: How to Set Up Your Clients' Axos Bank Accounts

How to Set Up Your Clients' Axos Accounts


 
Young people setting up Axos Business Account

Welcome to Axos Advisor!

In this how-to article, we will walk through how to set up new accounts for your clients. At Axos Bank, we take great pride in our high-yield checking and savings accounts, which help our customers reach their financial goals faster.

You can set up a new Axos account using one of two methods:

  • Set up the account through your private Advisor Dashboard, or
  • Set up the account through the Find Your Advisor lookup. This method also allows your clients to set up new accounts on their own.

No matter which method you choose, be sure to opt-in to the Information Sharing feature when prompted. Information Sharing allows you to see clients’ account activity within your Advisor Dashboard. This, in turn, will give you a clearer view of their financial position as you offer wealth management advice.

Now, it’s time to get started. If you have any questions during this process, please don’t hesitate to reach out to our Axos Advisor team at 1-866-833-0529 or email [email protected].

Option 1: Advisor Dashboard

  1. Go to www.AxosAdvisor.com and click the Access Dashboard button in the top description box.
  2. Enter your login credentials; then select the Sign In button.
  3. Once you reach your Advisor dashboard, scroll down until you reach the Available Documents section. Then select the "RateSheet.trdx" link underneath the File Name column. This link will download your Rate Sheet PDF.
  4. Open the downloaded PDF and scroll down until you see the Click Here to Open an Account button. Then, click the button to continue to your Advisor Product Selector page.
  5. After you arrive at your Advisor Product Selector page, browse the page to choose a product. Then, select the appropriate Learn More button to continue. (Your desired product may have an Open an Account button only. Select this instead and skip to Step 6.)
  6. Next, select the Open an Account button. (If there is not an Open An Account button, continue to Step 7.)
  7. Decide whether you would like to add an additional account. Then, select the appropriate button to continue.
  8. Next, select the New Customer button.
  9. Enter your client's information into the appropriate fields. If you wish to see your clients' account information within your dashboard, be sure to select the Yes toggle when asked about information sharing.
  10. After entering your client's information, select the Start Application button to fill out the application.

Option 2: Advisor Lookup

  1. Go to www.AxosAdvisor.com and click the Find Your Advisor button in the top description box.
  2. Type your name, Advisor ID number, or firm into the search bar. Then, select the Find Your Advisor Button.
  3. Next to your name, select the Apply Now button to your Advisor Product Selector page.
  4. After you arrive at your Advisor Product Selector page, browse the page to choose a product. Next, select the appropriate Learn More button to continue. (Your desired product may have an Open an Account button only. Select this instead and skip to Step 6.)
  5. Next, click the Open an Account button. (If there is not an Open an Account button, continue to Step 6.)
  6. Decide whether you would like to add an additional account. Next, select the appropriate button to continue.
  7. Next, click the New Customer button.
  8. Enter your client's information into the appropriate fields. If you wish to see your clients' account information within your dashboard, be sure to select the Yes toggle when asked about information sharing.
  9. After entering your client's information, select the Start Application button to fill out the application.

Our Team Is Here to Help

We hope this how-to article was helpful for you as you prepare to set up new Axos accounts for your clients. Should you have any questions, our team is available and excited to help you succeed. You may call us at 1-866-833-0529, or email [email protected].

Related Articles

View All

How to Set Up Your Clients' Axos Accounts