Description

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.
 

Dream Big

- 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.
 

Premium Features

On top of our stellar OG investment services you can customize your account with features and services including the following:
 
Tax-loss harvesting
Custom portfolio allocations
An expanded list of ETFs
Custom auto-deposit schedule, and more

What’s New

Version 2.32.6

We’re not ghosting you. We’ve just moved in with the rest of the Axos family. Download the Axos Bank app to log into your Axos Invest Managed Portfolios account today. See you in the new crib!

Ratings and Reviews

4.3 out of 5
221 Ratings

221 Ratings

jappie! ,

Sad to see the only free robo-investment app die

I signed up for WiseBanyan because it was unique for not charging ANY fees for lower-income investors such as myself. You could opt in to more features, but it was the only free way to do micro-investing with MPT. Now they decided to require one of their previously opt-in features, and appear to be trying to make their app more like the other ones out there. It was unique and the best, and they’re de-incentivizing consumers to choose their product. Otherwise a great great app

jssurdyk ,

Longtime user of service pleased with product and app

I’ve been using WiseBanyan since it’s launch. I’ve never paid for premium packages, but I have adjusted asset allocations, transferred money in (one-time and recurring), and made withdrawals. Transfers do take several days to complete, but I’ve never once experienced a snafu. Taxes are straightforward in Quickbooks with automatic download. For people concerned about the calculation of their return, it is a combination of dividends and asset appreciation for “total return” over the life of your account (cumulative). It would be inappropriate to compare it to a single benchmark like the SP500. More appropriate would be to examine the returns on the well-rated index funds and ETFs in your portfolio against their benchmarks. WiseBanyan has an excellent curated collection of funds with very low fees and strong Morningstar ratings. The app itself is decent well to all needed functionality. I recommend the service and app without reservation.

rachelafile ,

Convenient on the surface, but....

I could understand how it would take 7 business days to transfer money from an investment account, but a cash account should not take that long. As for my investment account, it’s been 7 days and I am still waiting. I thought this would be a great way to set money aside and grow it for our wedding next year, among other shorter-term goals, but it’s proving to just be too many extra steps. This app is perfect if you are going to set it and forget it and not touch it for X amount of years, but if you are looking for something to set aside for short-term goals, this app is just a little inconvenient. Also, keep in mind that this....bank/whatever it is, is not FDIC insured (not even for cash accounts). Investments are always a risk, but ask yourself if you are willing to risk cash that you could set aside in your home bank’s savings account. Just some things to consider.

App Privacy

The developer, Axos Invest Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Contact Info
  • Identifiers
  • Usage Data
  • Diagnostics

Data Linked to You

The following data may be collected and linked to your identity:

  • Financial Info
  • Contact Info
  • User Content
  • Identifiers
  • Usage Data
  • Diagnostics

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Contacts
  • User Content
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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