Axos? Clearing, A Subsidiary of Axos Financial

Today, on International Clients Day, we take a moment to honor and celebrate the incredible relationships we’ve built with each of our clients. Your trust, collaboration, and partnership are the cornerstones of everything we do. At Axos Clearing, we understand the vital role we play in keeping your business operations running smoothly. From seamless clearing services to innovative financial solutions, we’re committed to empowering your growth and success across borders. Your trust inspires us to innovate, improve, and find solutions to new possibilities as your dedicated partner on this global journey. Here’s to many more years of collaboration, innovation, and partnership. Thanks for being an integral part of our story.

Curious about how Axos Complete brings it all together? This dynamic ecosystem seamlessly integrates Axos Clearing’s full capabilities—technology, financial solutions, and service—into a unified, digital-first experience. At the core: - Axos Professional Workstation: A powerful platform delivering data-driven insights and flexible workflows. - Axos Client Portal: An end investor portal that empowers clients with real-time account access from any device. - Tailored Services: Dedicated support and solutions designed to streamline operations and enhance the client experience. Watch the video to see how Axos Complete is defining the future of wealth management.

Exciting news—David Crow recently joined Shannon Rosic on the WealthStack Podcast to discuss how technology is transforming wealth management. Here’s what they covered: Personalization in Wealth Management: How Axos Complete delivers tailored solutions for every client. The Role of Tech: How innovative tools enhance client experiences and drive scalable success. Preparing for the Future: How trends like hybrid advisory models and emerging compliance requirements reshape the industry. Client-Centric Innovation: How Axos co-creates solutions with clients for truly personalized outcomes. ? Don’t miss this insightful conversation: https://lnkd.in/g9gUx9fM

Celebrate International Women’s Day with us as we recognize the leaders who continue to shape the future of finance! Venessa Harrison, VP Business Transformation & Governance, has harnessed her industry experience to lead with extraordinary vision and drive meaningful change. We're proud to foster a collaborative environment where women thrive and lead. Join us in honoring the incredible women driving change in our industry! #IWD2025 #WomenInFinance

Onboarding isn’t just a process, it’s a partnership. From day one, our team is focused on setting clients up for success, ensuring they feel supported every step of the way. As our client, you’ll: - Meet the teams who’ll support you - Get hands-on training to navigate our platform - Have direct contact with your dedicated Relationship Manager Hear from Ryan Emmert, AAMS, VP Relationship Manager, as he shares how we make every transition smooth and strategic, so our clients can focus on growing their business.

Wealth management is evolving—your clearing partner should too. At Axos Clearing, we’re redefining the clearing experience with Axos Complete—a fully integrated ecosystem designed to drive growth, efficiency, and scalability. At its core is Axos Professional Workstation, a powerful technology platform that delivers data-driven insights, flexible workflows, and seamless connectivity to meet your firm’s evolving needs. This is Clearing Evolved. Watch the full video with Michael P. Scaplen, SVP of Sales and Relationship Management, to see how we’re shaping the future of clearing and custody.

Leadership begins with bold moves. Today we’re proud to support businesses shaping the future of America. Happy Presidents’ Day from Axos Clearing.

Axos Clearing was proud to be an Associate Sponsor of FSI OneVoice 2025, bringing together independent broker-dealer leaders to explore key industry trends, regulatory insights, and growth strategies. We were excited to connect with so many attendees, host an exclusive dinner, and engage in insightful panel discussions on AI’s impact in financial services with Tina Hollinger and Michael P. Scaplen. David Crow, alongside other industry leaders, fostered meaningful conversations that will help shape the future of the industry. Let’s keep the discussions going! Schedule a call with our team to learn more: https://lnkd.in/g9wnH-FW #OneVoice2025

As tax season approaches, it’s essential to stay ahead and avoid any last-minute surprises. Carla Barry, VP of Client Services, shares key tips for a stress-free tax season: - Organize Documents: Gather all necessary forms early. - Review Financial Statements: Confirm all personal information for your clients is up-to-date and accurate. - Communication Clearly: Keep clients informed of deadlines and send timely reminders to ensure a smooth filing process. By staying organized and proactive, you can navigate tax season with ease. For any additional guidance or support, feel free to connect with our team—we’re here to help!

We’re thrilled to announce our strategic partnership with Future Capital, empowering financial advisors to seamlessly manage workplace retirement accounts and provide comprehensive 401(k) management for their clients. This integration enhances investor outcomes while helping firms expand their service offerings and drive business growth. Future Capital’s Core and Construct platforms will be integrated into the Axos Professional Workstation (APW)—a key component of Axos Complete, our fully integrated ecosystem combining advanced technology, premier financial solutions, and the full-service expertise of Axos Clearing. This partnership reinforces our commitment to equipping financial advisors with the resources they need to serve their clients holistically. Learn more about this collaboration and its benefits in our press release: https://lnkd.in/gyHwx_YP