Skip to main content

Why Axos Advisor

As the single point of contact for a variety of financial services geared specifically to advisors, we eliminate the need to work with multiple firms to accomplish your clients’ needs.

Working with Axos Advisor helps you:

  • Grow your practice by increasing “wallet-share” of current clients and attracting new clients.
  • Save time and money by working directly with us instead of a myriad of providers.
  • Quick and easy account opening process.

Plus, your clients will love our exceptional, concierge-level service.

 

 

And, because we do not have a wealth management group,
we'll never compete with you for your clients’ business.

Our Comprehensive Suite of Products

High Yield Deposit Products

Market-leading consumer and business deposit products, such as our 2.00% APY1 Select Savings2 account (available to new partners only)

Exclusive Tools

Provide deeper insight with our exclusive Dashboard and visibility into clients’ cash balances. Personalized marketing flyers and brochures provided.

Multi-Million Dollar FDIC Insurance

Expanded coverage simplified. Open one deposit account instead of multiple accounts at different banks.

Discounted Rates and Fees on Lending Products

Broaden your product portfolio by offering our competitively priced commercial lending, residential lending, auto loans and personal loans.

We're The Kind Of
Bank Worth Praising.

awards Best Rewards Checking Account from NerdWallet
10 Best Checking Accounts from GoBankingRates

Best Online Bank from MyBankTracker
 

“Clients tend to keep their funds with the bank”

“Due to the consistent high yields that Axos Advisor clients earn on their liquid assets; they tend to keep their funds with the bank.”

Sheila M. | Security First Financial

“Highly Recommend”

“I would really recommend to advisors looking at Axos to learn how to really get in and use the interface online to be active in these accounts with clients.”

David C. | Wealth Management & Business Concepts, Inc.

“Platform for interacting with client accounts”

"They had a platform where the advisor could go on and interact with the client accounts, so that we could see the balances. That’s what really appealed to us, that we were able to have some type of oversight on the accounts, since we are a fiduciary to our clients.”

Scott C. | Triad Advisors. Inc.

About Us

Born digital, Axos has reinvented the banking model, growing to nearly $10 billion in assets in just 19 years. We remain relentlessly focused on our award-winning customer service, maintaining and cultivating lasting relationships, creating a suite of innovative digital tools, and establishing a diverse portfolio of strategic partnerships.

Axos Bank is FDIC-insured and our holding company, Axos Financial, is publicly traded on the New York Stock Exchange under the symbol “AX”. We are headquartered in San Diego, California.