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Investment Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Axos Advisor Services is a trade name 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.

Securities products are offered by Axos Clearing LLC, Member FINRA & SIPC.

Axos Clearing LLC does not provide legal, accounting, or tax advice. Always consult your own legal, accounting, and tax advisors.

^†Values calculated using most recent closing price. ^‡Values calculated using 20 minute delayed price, if available, or most recent closing price. ^∗Cost Basis excludes Cash. Cost basis information for mutual funds reflects average cost, unless your Investment Advisor has elected to report actual cost for all securities. Cost basis information for all other securities is based on actual cost. Both average and actual costs may reflect adjustments for events such as wash sales and corporate actions.

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By logging into the Liberty application, I agree that I am an authorized user of this application and that the User ID and Password I am using was assigned to me personally by an independent investment advisors firm or direct participation program doing business with Axos Advisor Services. Axos Advisor Services offers an industry standard two-factor authentication system. If used properly, this security technology will not permit unauthorized access. It is strongly recommended that users enable two-factor authentication. While we continually strive to provide the best available security technology, no guarantee can be made that new methods may not emerge to circumvent this technology. Terms of Use Diagnostics Contact Us