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Frequently Asked Questions
 What is AXAonline.com?
Are there any fees for signing up?
Whom do I call if I have questions about AXAonline?
Is my personal information (on-line profile) secure and confidential?
How can I contact a financial professional?
I forgot my password, how can I reset it?
What is the Map of the Market?
How do I use the Watchlist Minibrowser?
Where can I find more information on the products that AXA Advisors offers?
How do I register?
How do I personalize my AXAonline screen?
What are the web browser requirements to use AXAonline?
What is an Advisory Account?
What is a Brokerage Account?
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What is AXAonline.com?
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AXAonline.com is the gateway to:
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Are there any fees for signing up?
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There are no fees to register or be a member of AXAonline. Currently, this feature is available only to AXA Advisors clients.
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Whom do I call if I have questions about AXAonline?
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Questions you have about AXAonline can be answered by our customer service representatives at (877) 222-2144 between 8:00 am and 6:00 pm, ET, Monday through Friday.
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Is my personal information (on-line profile) secure and confidential?
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Yes. Information you submit through our Web site, as well as information we send back to you while you are visiting our Web site, is protected while passing through the Internet. We protect it when necessary with 128-bit encryption via Secure Sockets Layer (SSL) technology. We recommend that you use a browser that uses a 128-bit level of encryption. When you are in a secure environment, you will see an icon of a closed lock or a solid key in the bottom bar of your browser, depending on the browser. Although AXA Advisors will use all reasonable efforts to safeguard the confidentiality of your data and information, transmissions made by means of the Internet cannot be made absolutely secure. AXA Advisors will have no liability for disclosure of data and information due to errors in transmission or unauthorized acts of or breaches of security by third parties. For further information, please refer to the Privacy & Security Statement.
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How can I contact a financial professional?
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If you currently have an AXA Advisors financial professional assigned to you, his/her contact information will appear on the Your Accounts tab, once you register with AXAonline.
If you do not have a personal financial professional, submit this form and we'll help you get in touch with someone in your area.
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I forgot my password, how can I reset it?
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You can reset your password online using our password reset form.
If you are an AXA Advisors' financial professional and you need to reset your password, please call the Help Desk at (877) 364-2172.
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What is the Map of the Market?
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The Map of the Market is a powerful new Smart Money tool for spotting investment trends. The map lets you watch 500 stocks at once, with data updated every 15 minutes. Each colored rectangle in the map represents an individual company. You can customize the map by using the control panel. To display this panel, click on the "Controls" button in the upper left corner. For further assistance, click on the "Instruction" button, located to the right of the "Controls" button.
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How do I use the Watchlist Minibrowser?
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The Watchlist Minibrowser is a Smart Money tool used to track the daily performance of specific securities. The Watchlist allows you to easily track pricing and volume on a desired set of securities with data updated every 15 minutes. This tool organizes securities into a tabular display, which uses color to distinguish the gainers and decliners. In this layout, green (or yellow in the alternate color scheme) indicates that the price is up, while red (or blue in the alternate color scheme) indicates that the price is down. With the Watchlist, you can track the following performance values: current price, price change since last closing, and percent change since last closing.
The Watchlist tracks a default set of securities. However, you can delete these securities and add your own set. With the customization capabilities of the Watchlist, you can change the table color scheme, refresh the screen for updated data, and sort data in ascending or descending order based on the contents of a column. In addition, you can set alerts for pricing and volume by specifying a desired target, thus enabling you to act on recent changes in the market.
- To delete a security, click the desired ticker symbol in the table and select "Remove Symbol" from the pop-up menu.
- To add a security, click the "Add" button at the bottom of the table. In the text box that appears, enter the desired ticker symbol and press "Enter". You can also scroll to the end of the table to access the text box.
- To sort data, click the heading cell of the column by which you would like to sort. The content order changes to its alternate option.
- To set a target, click on the corresponding cell and enter the desired value in the text box that appears. When a security reaches the specified target, a small circle image appears in the table cell to indicate that the desired price or volume has been reached.
- To change the color scheme of the table, use the drop-down list on the lower-right corner of the screen to make your selection.
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Where can I find more information on the products that AXA Advisors offers?
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You can find detailed information on the products that AXA Advisors offers here or by contacting an advisor.
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How do I register?
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Currently, this feature is available only to AXA Advisors clients.
Clients can click here to begin the registration process.
In order to link your AXAonline home page with your AXA Advisors Account and EQAccess information, you will be asked for your user ID (Social Security or Tax ID Number), password and E-mail Address.
If you do not have on-line access to EQAccess and/or the AXA-Advisors client Web site, you must provide the following information in order to register: First Name, Last Name, E-mail Address, Social Security or Tax ID Number, Polcy/Account Number, Date of Birth, Mother's Maiden Name / Secret Word and a self-selected password.
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How do I personalize my AXAonline screen?
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You can choose the content that appears on each tab, as well as change the layout/order of the information. After logging in, use the "Choose Content" and "Change Layout" links near the top of the page.
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What are the web browser requirements to use AXAonline?
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AXAonline is continually working to accommodate new browser versions. At the present time, in order to maximize the privacy of your information as well as to provide a consistent visual presentation of the site, one of the following browsers is required:
- Microsoft® Internet Explorer 6.x and up
- Netscape Communicator® 6.x and up
- Netscape Navigator® 6.x and up
To access a free copy of one of these compatible browser versions, visit the vendors' Web sites that are listed below. Be sure to select the 128-bit encryption-enabled version of the browser. Detailed downloading instructions are provided by each vendor. After downloading, you will need to exit your current browser in order to install the new one.
Microsoft® Internet Explorer
http://microsoft.com/windows/ie/ie6/downloads/default.mspx
Netscape Navigator® or Netscape Communicator®
http://browser.netscape.com/ns8/
Please be sure to return to this site once your new browser is installed.
Note: If you are an AOL® user, you must use version 4.0 or above.
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What is an Advisory Account?
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An Advisory Account is an account wherein the client's Financial Professional or a money manager acts as an investment advisor.
- In a mutual fund asset allocation program, such as Capital Visions and Flexible Fund Strategy, offered through AXA Advisors, LLC, the Financial Professional provides investment advice utilizing the firm's asset allocation models and screened list of mutual funds in advising the client.
- In a separately managed account (SMA), such as Lockwood, the professional money manager acts as an investment advisor and has discretion over the equities and/or fixed income securities purchased and sold in the account.
- In an Advisory Account, clients pay an annual fee, charged quarterly in advance, based on the amount of assets in the account. The fee generally covers investment advice and brokerage services.
You can view/manage your Advisory Accounts on the AXAonline Your Accounts page using the following features:
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Statements & Confirms: View monthly brokerage statements, transaction confirmations, and annual tax statements.
- Account Access: Links to account holdings, transaction capability and history. For Lockwood accounts, the master account is a temporary funding vehicle for each of its individual Manager accounts (indented beneath the master account).
- Account Nickname (Create/Edit Nicknames): Create a customized name for your account so that you can recognize it more easily.
- Description: The product name and the account registration type.
- Performance Information: Available for certain products only.
- Balance: Balance as of previous business day's close.
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What is a Brokerage Account?
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A Brokerage Account is an account where clients work with their Financial Professional to purchase, sell and hold various securities, including equities, fixed income, mutual funds and Exchange Traded Funds (ETFs). Clients can either pay a fee for every transaction, or pay an annual asset-based fee in lieu of transaction costs. Some brokerage accounts also have cash management features, such as checkwriting and a debit card.
AXA Advisors, LLC, offers the following brokerage account products:
- AXA Asset Account
- CapAdvantage
- AXA Brokerage Account
- Mutual Fund Investment Account
- Brokerage IRA
Your Financial Professional can help you decide which Brokerage Account is appropriate for you based upon your past and anticipated trading activity, amount of assets, types of securities you plan to purchase, and personal preferences for features and benefits.
You can view/manage your Brokerage Accounts on the AXAonline Your Accounts page using the following features:
- Trade Stocks: Place equity trades. Available for certain products only.
- Statements & Confirms: View monthly brokerage statements, transaction confirmations, and annual tax statements. For CapAdvantage accounts, allows you to view quarterly performance reports.
- Account Access: Links to account holdings, transaction capability and history
- Account Nickname (Create/Edit Nicknames): Create a customized name for your account so that you can recognize it more easily.
- Description: The product name and the account registration type.
- Performance Information: Available for certain products only.
- Balance: Balance as of previous business day's close.
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AXAD-00-092 (10/00)
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