Karl
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Activity overview
Latest activity by Karl-
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 merg...
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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 ...
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Karl created an article,
2021 tax year documents from Axos
For information about when you will receive your tax information from Axos, download the document called "mailing time frames." For information about how the E*TRADE and Axos merger affects your ta...
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Karl created an article,
Welcome to your Help Center!
You're looking at your new Help Center. The Help Center is designed to provide a complete self-service support option for you! Search for knowledge base articles to learn a task. Each user has a H...
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Karl created an article,
How do I go paperless?
Here's how you go paperless with Axos Advisor Services, where we custody our investments: Login to your Axos account. Click "About Your Account" Click "Document Delivery Options" Select both or ei...