Personalized. Simplified. Intelligent Investing.
Investing doesn’t have to be complicated. Set up your account with just a few taps and swipes. We’ll guide you through the entire investment process; plus, we make recommendations and monitor your portfolio with you along the way.
Whether you’re a novice or pro, our ultimate goal is to become your primary financial relationship and to maintain that relationship, with you, for your entire life.
- Invest toward your wildest wishes hassle free: no credit checks, minimums, or fees.
- Set your milestones and go! Whether you’re saving for retirement, a new car, buying an island, or preparing for a rainy day, we’re your investment partner all the way!
- Your investment recommendations are customized based on your risk tolerance and personal financial situation.
- We offer Traditional IRA, Roth IRA, and Personal Investment Accounts.
Investing Made Simple
- Easily create and edit milestones from your investment app.
- Seamlessly complete transactions such as deposits, withdrawals, and transfers by safely connecting your bank.
- Take advantage of dollar-cost averaging by leveraging our auto-deposit feature.
Safe and Sound
- Your account info is encrypted and securely stored. - We utilize two-factor and one-time password login security.
- Account assets are independently custodied, providing an extra set of eyes on the security of your money. - Axos Invest LLC is a member of the Securities Investor Protection Corporation (SIPC), which protects clients up to $500,000 (including $250,000 for claims for cash). Explanatory brochure available at www.sipc.org.
On top of our stellar OG investment services you can customize your account with add-on features and services including the following:
Custom portfolio allocations
An expanded list of ETFs
Custom auto-deposit schedule, and more
These are priced to align with how much you can benefit from them.
In this release, your improved Axos Invest Managed Portfolios account will continue to offer the free, robust, automated investment platform you've grown to love. You will notice the name Managed Portfolios in your account and app experience more frequently as our product offering continues to evolve. Stay tuned over the next few months for exciting new features.
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- Axos Invest Inc.
- 291.3 MB
Requires iOS 11.3 and watchOS 2.0 or later. Compatible with iPhone, iPad and iPod touch.
- Age Rating
- ©2019 Axos Invest. All rights reserved.
Up to six family members will be able to use this app with Family Sharing enabled.