StratiFi & Axos Integration

Step 1: Fill out Third Party Export Request form from Axos

• Go to Axos' Forms, Applications, and Documents page.
• Scroll to the bottom of the page. From there, download the Third-Party Export Request. 

Step 2: Send the completed form to Axos

• Once you have filled out the form, send it to Axos.
• There is nothing more that you will need to do at this time. From here, Axos will contact StratiFi for integration set-up.