Custodial Forms & Weatherstone Capital Management Forms
While the most common forms are listed below you may find that additional forms may be needed. Please contact our office if you do not see a form below that may be required and we will be able to email it to you, or help you decide what else is needed.
Axos Advisor Services is ACAT eligible for transfers in. Most companies that Axos Advisor Services requests the funds from are also ACAT eligible, however a few are not. In this case the client may need to liquidate the account prior to Axos Advisor Services making the request. If you would like to see a full list of non-ACAT firms, please contact us.
Weatherstone and Axos Advisor Services forms also available on Laserapp