What is my Advisor ID?

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

What products are available?

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.

How can I sent 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.

Do I need access to a computer and an email address to have an Axos Bank account?

Yes. Because we are a digital bank, you will need a current email address and access to a computer. When you apply for an account, you will be asked to give your consent to receive communication and information in electronic form. We do not send paper communications. Because we are a digital bank, we can offer our checking, savings, money market, retirement products, and certificate of deposit products at highly competitive interest rates.