Description

Axos Invest is designed to help everyone achieve their financial goals faster. Simply tell us what you want to achieve and we’ll guide you every step of the way. The minimum starting deposit is only $1, so you can start achieving your financial goals today!

As a client, we’ll take care of all the nerdy stuff such as building and monitoring your portfolio(s) and financial plan. You can easily update your milestones, add or withdraw funds, or check in for new recommendations on what to do next – from your computer or phone. To help your money grow to its full potential (and to make your life easier), we’ve automated the daily investment tasks such as rebalancing, reinvesting dividends, and depositing. We’re like your own personal trainer, but you never have to go to the gym!

We currently offer Personal Investment Accounts, Roth IRAs, Traditional IRAs, and SEP-IRAs. You can also rollover or transfer outside accounts, including old 401(k)s and 403(b)s, to relieve yourself of the time and fees required to manage them elsewhere and see all your funds working side-by-side.

Please let us know if you have any questions – we’re here to help. Our whole team is excited to start working with you as an Axos Invest client!

What’s New

Version 2.28

We are very excited to present our new Overview design in this release to make your financial planning better!

The new Overview now features three tabs including Today, Plan, and Progress.

Today
Think of this as your daily financial snapshot, everything relevant to you is front and center.

Plan
This is the new hub of your financial goals bringing your planning into one place.

Progress
Monitor your progress with full visibility of your performance.

Information

Provider
Axos Invest Inc.
Size
288.1 MB
Category
Finance
Compatibility

Requires iOS 11.3 and watchOS 2.0 or later. Compatible with iPhone, iPad and iPod touch.

Languages

English

Age Rating
4+
Copyright
Price
Free

Supports

  • Family Sharing

    Up to six family members will be able to use this app with Family Sharing enabled.

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