How to Connect Claude to Your Axos Advisor Services Account Using Truthifi

Searching for "Claude Axos Advisor Services"? You're in the right place. Axos Advisor Services is the RIA custody arm of Axos Financial — a platform built for boutique and mid-size independent advisors who want competitive custody pricing, integrated banking through Axos Bank, and a technology stack that doesn't make them feel like second-tier clients. Whether you're an advisor managing client accounts through the Liberty platform or a client who wants to understand the portfolio your advisor built at Axos, your account data — holdings, transactions, balances, account mix — has lived behind a portal. Until now, "Claude for Axos Advisor Services" meant downloading a statement, pasting it into Claude, and losing the live-data thread with every session reset.

Truthifi changes that. With a Claude Axos Advisor Services connection using Truthifi, Claude can see your live Axos Advisor Services holdings, balances, transaction history, and account metadata through an Anthropic-supported MCP custom connector. Truthifi rebuilds your historical data on connection: it normalizes security names, fills Yodlee aggregation gaps, and stitches multi-account history into one clean timeline — so Claude reasons about reliable data, not stale statement exports. The connector is read-only, never stores your Liberty platform credentials, and cannot move money, place trades, or change any account setting.

This guide walks you through setup (about 5 minutes), explains what Truthifi allows and blocks with your Axos Advisor Services data, and shows the kinds of long-form analyses Claude is especially well suited to run on custodial account data.

Before you begin, you'll need:

• A paid individual Claude subscription (Pro or Max). Custom connectors are only available on paid individual plans. Free accounts and some team plans cannot add custom connectors.

• A Truthifi account with at least one linked financial institution.

2. What You Need

• Active Axos Advisor Services account via the Liberty platform portal

• Claude Pro plan ($20/mo) — required for custom MCP connectors

• MFA (two-factor authentication) enabled on your Axos Advisor Services login

• Free Truthifi account at truthifi.com

• About 5 minutes for first-time setup

• Want to try Perplexity instead? See /connect/perplexity-axos-advisor-services

3. How to Connect Claude to Your Axos Advisor Services Account

Ready to connect Claude to financial accounts? Here's how to link Claude to your Axos Advisor Services profile using Truthifi.

1. Open Settings in Claude. Go to claude.ai. Click your profile → Settings → Connectors.

2. Add the Truthifi connector. Choose Add custom connector. Enter Name: Truthifi, MCP URL: https://api.truthifi.com/mcp. Click Connect.

3. Authorize your Axos Advisor Services accounts. Claude redirects you to Truthifi's OAuth screen. Sign in to your Truthifi account, choose Axos Advisor Services from the institution list, complete the Yodlee aggregator handoff with your Liberty platform credentials and MFA, and choose which accounts (individual brokerage, joint, IRA, trust, entity) to share with Claude.

4. Enable Truthifi when needed. In any new chat, click + → Integrations → toggle Truthifi on. You may need to re-enable Truthifi in some new conversations if it isn't active by default.

5. Verify the connection. Send: "Give me a full picture of my Axos Advisor Services holdings — total value, account breakdown, and top 10 positions by dollar weight." If Claude responds with your actual figures, you're live.

[Connect Claude to Axos Advisor Services →]

Your Axos Advisor Services account is now linked to Claude for live, read-only custodial analysis.

4. Example Prompts for Claude

• Portfolio Memo for Advisor Meeting — "Pull my complete Axos Advisor Services holdings. Write a 1,200-word pre-meeting memo covering total portfolio value, asset-class mix, top 10 positions, any concentrations above 5%, fee drag, and three questions I should raise with my advisor based on what the data shows."

• Fee Deep Dive — "Review all fees visible in my Axos Advisor Services accounts — advisory fees, ETF expense ratios, any transaction costs. Compute the all-in annual cost in dollars and as a percentage of assets, decompose it by account, and tell me how it compares to typical RIA custody fee ranges."

• IRA Contribution & Withdrawal Analysis — "Across my Axos Advisor Services IRA accounts (Traditional, Roth, SEP), pull the current balances and all contributions and withdrawals over the past 24 months. Tell me whether I've hit annual limits, flag any premature withdrawal that could have tax implications, and project each account's balance at 65 assuming current contribution pace."

• Asset-Class Drift Report — "For each Axos Advisor Services account, compare current holdings to a 60/40 target allocation. Identify which accounts have drifted more than 5% from target, rank the drift by magnitude, and write a concise rebalancing action list I can bring to my advisor."

• Transaction Audit — "Pull every transaction across my Axos Advisor Services accounts for the past 6 months. Write a structured audit: total buys and sells by asset class, net cash flows in and out, any pattern that looks inconsistent with a buy-and-hold strategy, and anything worth flagging to my advisor."

• Household Net Worth Summary — "Aggregate all my Axos Advisor Services accounts into a household net worth view. Show total assets, account-by-account breakdown, and the share of my overall financial picture each account represents. Format as an executive summary I could use for estate planning."

• Tax-Loss Harvesting Scan — "Look at unrealized gains and losses across my Axos Advisor Services accounts. Surface any positions currently sitting at a loss that could be harvested before year-end. Rank by potential tax savings, and note any wash-sale risks I'd need to manage."

• Risk Concentration Memo — "Identify every stock or ETF across my Axos Advisor Services accounts that represents more than 3% of my total holdings. Write a one-page concentration memo: the position, the concentration level, any sector overlap with other holdings, and the risk argument for each."

5. Why Truthifi?

5.1. Security

Your Axos Advisor Services username and password never touch Truthifi's servers. Authentication occurs through Axos Advisor Services' aggregator partner (Yodlee), creating a read-only, protocol-enforced connection secured with AES-256 encryption. Claude receives only scoped data tokens, never your Liberty platform credentials. You maintain complete control and can revoke access anytime from your Axos Advisor Services portal settings or your Truthifi dashboard.

5.2. Privacy

Your financial data stays under your complete control when using Truthifi. We never store login credentials from Axos Advisor Services or any institution. You decide which specific accounts Claude can see, with selective per-account permissions. Data is not sold to third parties, and connecting Claude does not grant access to any other AI you have connected through Truthifi.

5.3. Audit Trail

Every MCP data request is logged for Claude transparency. When Claude accesses your Axos Advisor Services data, the timestamp and specific data retrieved is recorded automatically. You maintain full visibility into which account details were accessed and when, with no hidden background queries. Audit logs are available in your Truthifi dashboard.

5.4. Data Quality

Axos Advisor Services delivers raw custodial data through its aggregator partner. Security names, ticker symbols, and account labels can be inconsistent across the Yodlee feed. Truthifi rebuilds that history from the aggregation source, normalizes security and ticker names, and resolves timing mismatches so Claude sees a clean, complete Axos Advisor Services timeline.

6. About Claude

Claude, built by Anthropic, is a conversational AI especially strong at long-form reasoning, careful explanations, and structured writing — all of which map well to portfolio analysis and advisor meeting prep. The Claude Pro plan ($20/mo) is required to use custom MCP connectors, which is what powers the Truthifi integration.

For Axos Advisor Services specifically, Claude is great at multi-step analyses — drift reports, fee audits, household net worth memos, tax-loss harvesting scans. Claude tends to ask clarifying questions, show its work, and produce well-organized output, which suits the kind of decisions RIA clients often face: fee negotiations, rebalancing discussions, and pre-meeting preparation.

7. About Axos Advisor Services

Axos Advisor Services is the RIA custody and clearing division of Axos Financial, Inc., headquartered in San Diego, California. The platform targets boutique and mid-size independent advisory firms managing roughly $50 million to $500 million in client assets — a segment that benefits from competitive pricing and attention that larger custodians can underserve.

The platform's ownership history runs from Trust Company of America (TCA) to E*TRADE (2018 acquisition, $275 million) to Axos Financial (2021 acquisition from Morgan Stanley), where it was rebranded Axos Advisor Services. As of March 31, 2026, approximately $44.0 billion in assets are under custody and/or administration (up from $37.1 billion a year prior). More than 200 active RIA firms use the Liberty platform, with integrated banking services available through parent Axos Bank.

• Headquarters: San Diego, CA (custody operations Denver, CO area)

• Founded: 1999 (parent Axos Bank); Axos Advisor Services brand launched 2021

• Parent: Axos Financial, Inc.

• Assets under custody/administration: Approximately $44.0 billion (as of March 31, 2026)

• RIA firms served: More than 200 active firms

• Authentication: Username/password + two-factor authentication via Liberty platform (app.axosadvisorservices.com)

• Data aggregators: Yodlee (Envestnet)

• Supported account types: Individual brokerage, joint brokerage, Traditional IRA, Roth IRA, SEP IRA, trust accounts, entity/corporate accounts

Axos Advisor Services website →

8. Frequently Asked Questions

Is it safe to connect my Axos Advisor Services account using Truthifi?

Yes. Your Axos Advisor Services login happens on the Liberty platform's own authentication flow through the Yodlee aggregator handoff. Your username, password, and MFA codes never pass through Truthifi's servers. Claude receives only a scoped, read-only data token — it cannot move money, place trades, or alter any account setting. Every data request is logged, and you can revoke access at any time. Full details at https://truthifi.com/security.

Truthifi security overview →

What can Truthifi actually do with my Axos Advisor Services data?

Truthifi pulls holdings, balances, transaction history, and account metadata from your Axos Advisor Services custodial accounts and exposes them to Claude through a read-only MCP connector. Claude can write portfolio memos, audit fees, flag drift and concentration risks, and surface tax-loss harvesting opportunities. It cannot transfer money, place trades, or change account settings.

Do I need a paid Claude plan to use this with Axos Advisor Services?

Yes. To use Claude with Truthifi, you need a Claude Pro subscription at $20/mo or higher. Custom MCP connectors are gated to paid Claude plans. Free Claude accounts cannot add the Axos Advisor Services integration.

Where is my Axos Advisor Services data stored?

Your holdings and transaction data is fetched on demand from Axos Advisor Services' aggregator feed via Truthifi, used during the active Claude conversation, and not retained in Claude memory between sessions. Truthifi caches a normalized history so Claude has consistent context, and you can clear it from your dashboard at any time.

How do I disconnect Claude from Truthifi?

To disconnect Claude from Truthifi, open Settings → Connectors → find Truthifi → Disconnect. You can also revoke access from your Axos Advisor Services portal, or remove the institution entirely from your Truthifi dashboard. Disconnecting Claude does not affect any other AI you have connected through Truthifi.

How does Truthifi compare to other options for Axos Advisor Services?

What about my financial advisor?

Claude does not replace your advisor. Your advisor is responsible for portfolio management, trading, and licensed guidance. Claude — with read-only Axos Advisor Services data using Truthifi — helps you prepare for advisor meetings, ask better questions, and understand your holdings and fees between reviews.

Can Claude write a pre-meeting memo using my Axos Advisor Services data?

Yes — and this is one of Claude's strengths. Claude can pull your full account picture and produce a structured memo with sections on holdings, performance, fees, drift, and questions to raise. Many clients run this before every quarterly review.

What account types does Truthifi support at Axos Advisor Services?

Truthifi supports individual brokerage, joint brokerage, Traditional IRA, Roth IRA, SEP IRA, trust, and entity/corporate accounts where they appear in the Yodlee aggregator feed. You can pick which subset to share with Claude.

Can I connect both Claude and ChatGPT to my Axos Advisor Services account?

Yes. Each AI connection using Truthifi is independent. Connecting Claude does not expose your data to ChatGPT, and vice versa. You can revoke either at any time.

How is Claude different from ChatGPT for Axos Advisor Services analysis?

Claude tends to write longer, more structured analysis and is more willing to show its assumptions — useful for drift reports and fee audits. ChatGPT tends to be faster and more conversational. Many users keep both connected: ChatGPT for quick lookups, Claude for deeper written work.

Does this replace the Axos Advisor Services Liberty platform portal?

No. The Liberty platform portal remains the system of record for your accounts and the place your advisor manages them. Claude + Truthifi is for analysis and preparation — it sits next to the portal, not in place of it.

Is there a Free Claude path for this?

No. Custom MCP connectors are gated to Claude Pro ($20/mo) or higher. If cost is a blocker, Truthifi also supports free or lower-cost AI clients (including OpenClaw), which you can use instead or alongside.

Who can see my Axos Advisor Services data?

Only you, and only Claude during an active conversation where Truthifi tools are enabled. Truthifi does not sell data, does not earn commissions on Axos Advisor Services products, and does not share your data with advertisers.

Subject to Claude privacy policy.

9. MCP Integration Paths

MCP (Model Context Protocol) is the open standard that lets Claude talk to external data sources through a structured, read-only interface. Anthropic, the company behind Claude, co-developed MCP, so Claude is one of the most natural homes for an MCP-based investment connector. When you connect Claude to Axos Advisor Services using Truthifi, you are using a Truthifi MCP server — infrastructure that translates Claude's natural-language requests into safe, scoped MCP API calls against your live Axos Advisor Services data.

Truthifi runs MCP servers across finance: MCP banking, MCP investment, MCP brokerage, MCP crypto. Each connector is read-only, protocol-enforced, and audit-logged. For Axos Advisor Services, the MCP investment integration covers custodial brokerage, IRA, trust, and entity accounts through the Yodlee aggregation path.

For developers, Truthifi's MCP API is documented for custom MCP integration work — building advisor dashboards, internal tools, or routing Axos Advisor Services data into other MCP-aware clients. The same security model applies: no credentials, read-only scopes, full audit trail.

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• ChatGPT + Axos Advisor Services guide

• Perplexity + Axos Advisor Services guide

• Grok + Axos Advisor Services guide

• OpenClaw + Axos Advisor Services guide

Informational only. Not financial advice. Consult a qualified financial advisor before making investment decisions. Truthifi is an independent platform and is not affiliated with Axos Advisor Services or Axos Financial, Inc. This guide reflects current product functionality as of June 2026.

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