[fa icon="plus-square"] May I view my accounts online?
Yes. You can view your account online at Investor360°. If you need further assitance, please call our office toll free at 888-408-6937.
[fa icon="plus-square"] How is my money protected?
Securities in accounts carried by National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments company, are protected by the Securities Investor Protection Corporation (SIPC) up to $500,000 (including cash claims limited to $100,000). For details, please see www.sipc.org. NFS has arranged for additional insurance protection for cash and securities to supplement its SIPC coverage.This additional protection covers total account net equity in excess of the $500,000/$100,000 coverage provided by SIPC. Neither coverage protects against a decline in the market value of securities.
[fa icon="plus-square"] Where is your office located?
[fa icon="plus-square"] How often will I receive account statements?
Active accounts will receive statements monthly. Accounts with no activity will receive statements quarterly.
[fa icon="plus-square"] Am I able to receive my statements electronically?
Yes, you may receive account statements electronically. Please contact our office for more information.
[fa icon="plus-square"] Is it possible to suppress confirmations on trades or activity in my account so I will receive less mail?
Unfortunately, industry and broker/dealer regulations do not currently allow us to suppress confirmations, but you may receive them electronically.
[fa icon="plus-square"] What are your office hours?
We will have a member of our firm available to answer phone calls Monday through Thursday from 8:00 A.M.-5:00 P.M. ET and Friday 8:00 A.M.-4:00 P.M. ET. Appointments or calls before or after these hours can be arranged directly with your financial representative.
[fa icon="plus-square"] When I send you a check, to whom should it be made payable?
Please make all checks payable to “National Financial Services.”
The Axial Company is a privately-held, independent financial services firm specializing in wealth management, corporate employee benefits, and insurance. Our integrated approach to serving the needs of our clients on a wide array of business and personal matters enables our clients to seamlessly interact with us across all divisions; Axial Financial Group LLC, Axial Benefits Group LLC, and Axial Insurance Group LLC.
This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA (www.finra.org) / SIPC (www.sipc.org), a Registered Investment Adviser. Fixed insurance products and services offered by Axial Benefits Group and AxialFoy Insurance are separate and unrelated to Commonwealth.
Axial Financial Group distributes a variety of financial products and services to you through its network of independent registered representatives, investment adviser representatives, and insurance agents. We have always valued the trust our customers have placed in us and are committed to the responsible management, use, and protection of our customers’ personal data. We are proud of our privacy and confidentiality practices, and we want you to know how we protect your information.
The Axial "A" logo, PINCAP®, and PCMI® are registered trademarks of Axial Financial Network, LLC, and/or its affiliates. The marks "Centered on You"℠, AFG℠, ABG℠, AFP℠, Swift Financial Services℠, Axial Financial Group℠, Axial Benefits Group℠, Axial Financial Partners℠, Axial Insurance Group℠, and the Axial Family of Companies℠ are proprietary Service Marks of Axial Financial Network, LLC. All rights reserved.