Karl-Frank
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Activity overview
Latest activity by Karl-Frank-
Karl Frank created an article,
Axos Withholding Election Form (FORM w-4r/OMB 1545-0074)
Federal income tax regulations require IRA account holders to be informed of their right to waive or elect a different withholding rate prior to taking a distribution. To comply with these regulati...
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Karl Frank created an article,
Tax documents from Axos
When will my tax documents arrive? All tax documents will be sent from Axos by February 28th. Contact A&I for the most recent year's deadline. How do I download the tax documents? Login to your Ax...
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Karl Frank created an article,
Privacy Policy
Client Privacy Policy Click to read the A&I privacy policy.
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Karl Frank 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 Frank 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 Frank 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 Frank 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 Frank 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 Frank 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 Frank 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 ...