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Karl

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Latest activity by Karl
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    Karl created an article,

    2023 Tax documents from Axos

    When will my tax documents arrive? All tax documents will be sent from Axos by February 15th, 2023.  How do I download the tax documents? Login to your Axos account. Click "About Your Account". Cl...

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    Karl created an article,

    Privacy Policy

    Client Privacy Policy Click to read the A&I privacy policy.

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    Karl created an article,

    Form CRS

    Form CRS Client Relationship SummaryA&I Wealth ManagementMarch 3, 2023 Click to read the A&I Client Relationship Summary

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    Karl created an article,

    SIPC and Safeguarding Axos Client Assets

    Axos Advisor Services client accounts are protected by SIPC insurance. The documents on the bottom of this page include an Axos corporate profile as well as more information about how Axos safeguar...

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    Karl created an article,

    2FA Two Factor Authentication at Axos Advisor Services

    Overview 2FA makes your accounts and everything you see at Axos Advisor Services more secure. You will need your smart phone and you need to be logged into Axos Advisor Services Liberty to complete...

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    Karl created an article,

    Two Tax Forms (1099s) for Some Investors from Axos in 2021

    Some clients received two tax forms. Two 1099 forms from Axos for the year 2021. Make sure to file as if they were two different accounts. This is a one-time event. It happened because of the merge...

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    Karl created an article,

    How do I report a QCD with the IRS so I don't pay taxes on a charitable distribution from my IRA?

      Question: How do I report the money I sent to charity out of my IRA so that money isn’t included in my adjusted gross income? Answer: A lot of people have that question at this time of year. When...

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    Karl created an article,

    Password reset

    How to change a password: Call our Client Care Team at 303.690.5070. We will confirm your identity and help! Either we give you a temporary password or We send you a password reset email. Simi...

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    Karl created an article,

    Questions to ask a financial planner

    How long have you been providing financial planning services? In what area(s) of financial planning do you specialize, if any? Do you have any advanced degrees, certificates or financial planning ...

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    Karl created an article,

    How to use our secure email system, Neo-certified

    Look for an email titled "Secure Message" If you have not previously registered, you will automatically be taken to the registration page. Enter a password. The easiest way to send a secure email ...