Axxcess CRS

AxxcessLINK
Welcome to Your Retirement.

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Aspire Plans AxxcessLINK EPIC Plans Paychex Flex Plans

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AxxcessLINK provides participants a view of all retirement accounts in one place.

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LINK your wealth

AXXCESS-LINK is a 401(k) platform that helps a business owner manage plan costs, and provide employees with true conflict free investments and advice.

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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.

AxxcessLINK works with a variety of leading investment partners

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.

Easy to use

Flexible

Customized

Your Allocation, 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

Understanding AxxcessLINK

Ease of use
ForEmployees
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.

Reduce Administrative Cost and Liabilitiy
ForEmployers
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.

Important Information

IMPORTANT INFORMATION
Advisory services provided by Axxcess Wealth Management, LLC (AWM), an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Axxcess Wealth Management, LLC and its Investment Advisor Representatives are properly licensed or exempt from registration.Securities are offered by Arete Wealth Management, LLC member FINRA, SIPC, NFA.

Axxcess offers advisory services independent of Arete. Neither firm is affiliated.

For complete disclosures please visit:

Form CRS

Form ADV

Firm FAQ’s

Firm Business Continuity Plan

How performance is calculated and communicated to you.

AxxcessLINK
Welcome to Your Retirement.

AxxcessLINK provides participants a view of all retirement accounts in one place.

LINK your wealth

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