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Features & Benefits

  • Optimize your clients' investment opportunities using our comprehensive dashboard
  • Award-winning products
  • Extensive marketing support; customized materials provided
  • FDIC insurance on all deposit products
  • No competing wealth management products
  • Integration with DST FAN Mail for seamless collection of client data
  • Team of dedicated relationship managers

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Why Axos Bank?

Axos Bank is a technology-driven financial services company providing a diverse range of innovative products and services for personal, business, and institutional clients nationwide. Born digital, we combine human insight and digital expertise to provide convenient and personalized services for retail and business clients.

With a broad and ever-growing suite of financial products and services, including checking, savings, CDs, money-market, lending, and retirement, we specialize in convenience and customization. You can find our holding company, Axos Financial, on the New York Stock Exchange with the symbol, “AX” (NYSE: AX).

Although we are headquartered in San Diego, California, we have offices across the country with over 1,000 experienced professionals serving our team.



What makes us different?


Axos Bank is one of America’s oldest and most trusted digital banks. What makes us different?

We’re Born Digital

We were founded as a digital bank in 2000. Since then, we have grown into a full-fledged, technology-based financial services company serving consumers, businesses, and institutions.

We’re Evolving

Our driving principle is “Banking EvolvedSM. And that is exactly what we intend to offer you: an experience that is better every day than it was the day before. It’s a never-ending process but one that aims to give you a cutting-edge experience that is always being refined.

We’re Efficient

Though we’ve been in business for nearly two decades, we aren’t weighed down by a costly branch network or decades of bloat. We’re young, innovative, and lean. This means better, often less costly, products and services for our customers and more opportunities to grow for our team.

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

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

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Advisor Resources

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

Axos Advisor offers several great products including:

  • Select High Yield Money Market
  • High Yield Savings
  • Rewards Checking
  • Essential Checking
  • CashBack Checking
  • Golden Checking
  • Personal Certificates of Deposits
  • Traditional/Roth Savings
  • Traditional/Roth CDs
  • Basic Business Checking
  • Business Interest Checking
  • Analyzed Business Checking
  • Business Money Market

For more product information please call 877-887-3030

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.

To make a deposit, log in to online banking and go to "Make a Deposit." It's also easy to use mobile deposit from your phone. If you have any questions, you can contact us at [email protected].

Online Banking FAQs can be found here.

Disclosures can be found here.

Our Awards