Weekly strategy performance

All members of our Sales department, along with staff from our Marketing, Compliance, and Executive groups, will be attending our FPI National Sales Conference from Wednesday, December 4, through Friday, December 6. The off-site event will give all an opportunity to share news about upcoming programs and exchange ideas on best sales practices. The Sales team will be checking emails and voicemails periodically, and our Client Services and Broker Administration staff will be available for additional assistance. We thank you in advance for your understanding and patience.

Starting in the first quarter of 2025, Axos Advisor Services will introduce a $5.00 per quarter fee for paper statement delivery. Clients can avoid this fee by choosing electronic statement delivery through the Axos Liberty website.

To switch to e-statements, log in to Liberty, go to About Your Account > Document Delivery Options, and update your settings to e-delivery. Please verify that your email address is correct to ensure delivery.

If you need assistance, our Client Services team is here to help at 800-347-3539, extension 1.

In observance of the Thanksgiving holiday, the office will be closed Thursday, November 28, and Friday, November 29. On Friday, our Trading department will complete all required trades and transaction data downloads before the 1 p.m. market close. Regular business hours will resume Monday, December 2. Remember, clients can log in to ontargetinvesting.com at any time to access daily account information, quarterly statements, and more.

Flexible Plan Investments (FPI) is dedicated to making sure financial advisers and their clients stay informed. As part of that effort, we now notify financial advisers whenever a client’s suitability questionnaire is updated. This ensures advisers can stay up to date with any changes and provide personalized guidance. Advisers can view the new information by logging in to flexibleplan.com, navigating to My Business Analyzer, clicking the client’s name, and selecting the Suitability Profile tab.

By opening and funding an FPI Charitable donor-advised fund (DAF) account before the end of the year, you can secure an immediate tax deduction, position yourself for tax-free growth of your charitable account, and access our dynamically risk-managed investment strategies designed to help maximize the potential of your charitable giving account over time. Don’t wait—this is the perfect time to take advantage of these benefits and simplify your giving. For more information or to get started, visit our FPI Charitable page or contact our service team at 800-347-3539, ext. 146.

As the end of the year draws closer, make sure to adequately plan for any IRA contributions, required minimum distributions (RMDs), or gifts.

The IRS requires tax-deferred account holders over a certain age to take an RMD from their IRA, SIMPLE IRA, SEP IRA, or retirement plan account on an annual basis. For more information about RMDs, see the IRS website.

Flexible Plan Investments clients were notified earlier this year of their minimum distribution amount. To request the RMD, complete the EZ IRA distribution form. Axos Advisor Services will not make a distribution without a completed form. Advisers who want to review RMD information for clients can run the RMD Report from Axos Advisor Services’ Liberty website under Documents, Standard Reports, RMD Report.

If you have any questions or need additional information, please contact our Client Services team at clientservices@flexibleplan.com.