Bringing Together Nitrogen and Axos

Integrate Axos with Nitrogen

Bring the power of the Nitrogen Growth Platform Axos. Integrating with Axos Advisor Services (formerly E*Trade) will allow you to import client account data and TCA Liberty models into Nitrogen.

 

Included in:
  • Custodians
Questions? Contact Us

How it Works

Advisors can import new client profiles and link existing ones from Nitrogen into Axos Advisor Services. The best part: once you’re connected, Nitrogen automatically pulls account holdings on a daily basis to ensure everything is kept up to date.

Integration Includes:

  • The ability to pull holdings: sync client account holdings from Axos into Nitrogen on a regular basis. Every time you log in to Nitrogen, you should see the client’s up-to-date holdings in that client’s active portfolio.
  • Create Nitrogen client profiles from a Axos client account
  • Link existing Nitrogen clients into a Axos client account
  • Import a model portfolio from Axos Advisor Services into Nitogen

 

Get Nitrogen and Axos Advisor Services integrated

To get started with the integration, contact your relationship manager at Axos Advisor Services and let them know you would like to integrate with Nitrogen. Let your relationship manager know you need the Axos Advisor Services Release of Information (ROI) form. Fill out the form and submit it to Axos Advisor Services according to the form directions.

Learn More

To learn more about using the Nitrogen and Axos Advisor Services, visit our knowledge base article, or contact us.

GET YOUR INTEGRATION REPORT

Want to try our interactive tech stack builder?

With our easy-to-use Tech Stack Builder, you can select the technology you use at your company, and receive step-by-step instructions on how to integrate Nitrogen with your existing software. Say goodbye to frustrating integrations and hello to a more streamlined and efficient workflows with Nitrogen!

Build my tech stack