Advisor Partner Program
Axos Advisor Services gives you access to a comprehensive suite of custom-tailored consumer and business banking, lending, and mortgage services for you to offer clients.
We help you bridge the banking product gap to enable you to deliver more holistic financial support to your clients.
Advisor Private Client Checking
& Savings
Help clients manage money effortlessly with white-glove service provided by a dedicated relationship manager. VIP banking has never been better.
Private Client Checking: Next-level banking at its finest, including unexpected perks like Priority Pass Lounge
access. Learn More
Private Client Savings: Grow money faster with competitive rates. Get the most value from reserve funds.
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Dedicated relationship manager
Zero banking fees
Multimillion dollar FDIC insurance
Exclusive private lending perks
Select Checking
& Savings
Help clients spend, save, and manage their day-to-day expenses. Clients enjoy zero fees and smart banking through a seamless banking app that fits into their busy lifestyle.
Select Checking: Ditch the minimum balance rules and account fees, while earning interest.
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Select Savings: Get rewarded for savvy money habits. Zero fees and complimentary ATM card.
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Select High Yield Money Market: Enjoy special relationship pricing and no minimum balance requirements.
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Select CDs: Secure great yields with guaranteed returns.
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Home Mortgages
Help clients finance their dream house or use their hard-earned equity for something special through our innovative suite of mortgage options for home purchase and refinance.
Mortgage options include pledge asset loan program, conforming, jumbo, super jumbo, and portfolio loans.
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$0 lender fee
No broker or origination fees
No broker or origination fees
Close-of-escrow guarantee
Business Banking
Help clients reduce their business banking costs with a suite of online business accounts and digital money management tools designed with them in mind.
Basic Business Checking: Business banking perks with little-to-no fees.
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Business Interest Checking: Get more value from business funds.
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Analyzed Business Checking: Offset banking costs with an earnings credit.
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Business Money Market: Make your funds work harder for your business.
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Let’s Talk About What We Can Do For Your Business
Call us at 866-776-0218 or complete a request for more information.