Axos Advisor Services Feed Authorization

This section describes the steps an Axos Advisory Services client must follow to authorize Axos to export data to BridgeFT.

Locate the Third-Party Export Request form
The requestor must locate the Axos Third-Party Export Request form, which can be found here on the Axos Advisor Services Forms and Applications site. You must complete the Vendor Data Transfer Agreement prior to filling out the Third-Party Export Request.
Specify BridgeFT as the recipient
Until BridgeFT is available as a selectable recipient in Section 6, please include the request to send/export data to BridgeFT in the form’s Special Instructions section.
1. BridgeFT details to include in Section 5 (you will provide below):
  - Name: BridgeFT
  - Phone: 312-517-1008
  - Email: [email protected]
Complete and Sign the Entire Form
Ensure the form is completed before submission.
Submit the form to Axos
Send the completed, signed form to your Client Services Advocate (CSA).
CSA coordinates export setup
The CSA will route the request internally and work with the Axos team responsible for setting up data exports.

The Special Instructions entry is a temporary workaround until BridgeFT is added as an official recipient option in Section 6 of the form.