LINK your wealth
AxxcessLINK is a 401(k) platform that helps business owners manage plan costs and provide employees with true conflict free investments and advice.
All your retirement accounts, in one place.
Customize Your Plan
AxxcessLINK creates a corporate retirement platform that allows participants to invest their retirement assets the same way they do their non retirement assets.
Add your advisor, or third party managers through the AxxcessLINK UMA solution
Deliver UMA services to your self directed participants and ERISA accounts.
Link your wealth
Our Intelligent Aggregation data engine includes direct feeds from more than 20,000 institutions through multi-tiered data sources, including hard-to-report-on assets such as private investments.
We encrypt your data with the AES-256 encryption standard and store it at industry-leading data centers that are fully SOC1/SOC2/SOC3 Type II certified.
You can link your outside accounts through the “Insights” page once you register.
View and Manage
View all your accounts. Manage your workplace retirement account.
Plan your future
Retirement income planning using integrated tools makes understanding your future easy.
A Variety of Leading Investment Advisors
AxxcessLINK partners with firms like Charles Schwab, Fidelity, TD Ameritrade and trust companies like Mid Atlantic Trust.
Choose your custodian and let AxxcessLINK power your plan.
Tools to See More, and Do More
Participants have access to easy to follow graphs and charts, removing the mystery and complexity of retirement planning. When you need help, AxxcessLINK provides participants with the ability to add their own Advisor, or work with our managed account solution, our use online interactive planning resources.
Your Allocations, Your Advisor or Third Party Manager
Create the retirement allocation that matches your investment goals and risk. Core menu funds including target date, index, and managed solutions are available. Add your Advisor to provide you guidance, or choose from managed solutions with third party investment managers. Link your retirement strategy and integrate your taxable accounts to see the whole picture.
$1,755,355
What is your retirement goal?
30,000+
Investment choices including self directed brokerage
Why AxxcessLINK?
Ease of Use
Lower Admin Costs & Liability
Clear, low cost, transparent fee structure
Leading custodians provide investment services
Freedom from high cost annuity and insurance based plans
Practical, useful investment guidance.
Work with your own strategy, use your existing Advisor or implement a third party managed strategy.
Manage 401(k), Profit Sharing, Defined Benefit and Non Qualified Deferred Compensation plans in a single portal
Advanced reporting makes 5500 prep simple with multiple plan capabilities
Advanced 3(38) services at the plan and participant level. Fiduciary best practices.
Video Learning
Online enrollment, tracking and guidance
Downloads
Registration is required. AxxcessLINK services are provided by Axxcess Wealth Management, LLC a Registered Investment Advisor with the SEC.