Client Service Team
We’re always here to help. That’s why we not only empower you with cutting-edge technology, but also provide the dedicated support to help manage and grow your business.
Service and Support Tailored to You
When you begin working with Axos Advisor Services, you’re assigned a designated team who get to know you and understand your business.
A Team You Know
We don’t have a call center where you’re routed to the next available agent. That’s why you’ll get your Client Service Team’s direct emails and phone numbers to reach out when you need assistance.
Your True Advocate
Your Client Service Team regularly meets with you to fully understand your goals, oversee all day-to-day processes, and ensure your requests are completed and issues are resolved as quickly as possible.
A Trusted Partner
We provide one-on-one training and education sessions, answer trading-related questions, process transactions, and run special reports for you.
Transferring assets and client accounts to the Axos Advisor Services platform is painless. You get a dedicated conversion team that works directly with you to ensure a smooth transition of your business.