Axos
Axos Advisor Services is an RIA custodian that delivers individualized attention, intuitive technology, and knowledgeable consulting support you need to take your business to the next level and beyond. Axos Advisor Services is a tradename of Axos Clearing LLC. Axos Clearing LLC provides back-office services for registered investment advisers. Axos Clearing LLC does not provide investment advice or make investment recommendations through Axos Advisor Services or in any other capacity. For more information, visit axosadvisorservices.com.
Integration
Axos (formerly e*Trade Securities, LLC) offers financial advisors a comprehensive mix of FDIC-insured, award-winning banking products and custom-tailored services. Docupace has integrated with AXOS APIs to provide a universal account opening solution.
Integration Benefits:
- API integration for New Account Opening and maintenance which:
- Reduces duplicate data entry
- Reduces time to open new accounts
- Increases consistency in account opening processes
- Improves advisor experience
- Increases advisor and back office efficiency by:
- Providing pre-bundled forms for all available registrations
- Reducing NIGO rates through automated data validations
- Automating account number pre-populations on forms prior to client signing
- Automating transmission of signed Axos forms and metadata to Axos following broker dealer/RIA suitability and compliance reviews
- Supporting both Docusign and Signix electronic signatures
- Supporting some maintenance processes through the Axos Create Account API