Functionality from the legacy Axos Invest App is now available in the Axos: Bank, Invest, and Personal Finance app.
App Store Description
**Welcome, Axos Invest: Managed Portfolio Customers**
Manage your finances on the go. Your complete financial picture — banking, investing, and personal finance management — in one convenient place. Fast and secure, with all the tools you need to keep track of your money.
Save, Borrow, and Transact
● Quickly check account balances and review transaction history
● Deposit checks, transfer funds, and pay your bills on your schedule
● Set custom alerts to stay informed in real time
Investing Your Way
● Dream big, set your milestones, and start investing with our intelligent software that rebalances and reinvests for you
● Review investment portfolio recommendations tailored to your risk tolerance designed to guide you on your financial journey
360-degree Financial View
● See all your accounts in one place
● Categorize your spending across all accounts
● Review your total net worth
Need help? Just ask
● Get banking answers quickly chatting with Evo
● Contact a customer service representative
Safe and Sound
● Secure, two-factor authentication
● Advanced Face ID and Touch ID (fingerprint login)
● Account monitoring for potential fraud
● Automatic logout for extended periods of inactivity
New enhancements and minor bug solutions to improve the user experience.
Ratings and Reviews
Overall pretty good
Our experience with Axos has been solid. Not as good as Simple by a long shot, but pretty decent. The app has some little bugs - I can often navigate to the “Accounts” tab before the data has loaded in, making my accounts display $0, which is alarming - but these are not serious issues.
The biggest irritations I have with Axos are that it takes an insanely long time for checks to clear (a full week for my tax return check), and that their business app is horrendously awful, which I detailed in a review for that account.
However, if you want a fee-free checking account, high interest savings, and don’t need to use checks or cash much at all, Axos is a solid option!
The app just isn’t functional, can’t access money
For many of us, our path to Axos Bank started at an investment app called WiseBanyan, which eventually became Axos Invest, with a more recent forced integration with Axos Bank. The initial change made everything a bit worse, but the recent transition took us from a totally serviceable app and website to one that both lacks core services that made investment with them worthwhile AND just isn’t functional on a basic level. Lots of crashes, lots of the website/app simply doesn’t work, it’s a nightmare.
What’s really frustrating, though, is that there clearly hasn’t been any effort in customer service. I sent a support request asking about some of the functionality on the site along with the status of a transfer I’d submitted over a week prior that hadn’t gone through, and on top of all the functionality I asked about being unavailable, my transfer had been canceled without any notification. I followed up the next day asking why my transfer had been canceled and if my new request could be expedited in any way. No response. I followed up 4 days later. Still no response. If I can’t easily access my money and can’t get any response about why I can’t easily access my money, why in the world would I stick with this bank?
Developer Response ,
We apologize for you experience. We value your feedback and we'll use comments like yours to improve our products and services.
You won’t be able to pull your money out
I have used the app and saved for a few years and recently accumulated enough money and wanted to pull out. This was the first time I tried to pull large sums out of my accounts and could not believe how long this process takes. They advertise it takes 7-10 business days. Well I’m going on 8 weeks. And after calling and calling and receiving excuses like all the withdrawals were canceled in our system for some reason, Or we have to reinstate the transfer because it should have moved to your account, I decided to close my accounts. It has now been an additional two weeks and still have not had the funds transferred to my account. I also recommend getting email proof which is what I did for my last closure request and had Kam send me email (not that it helped) Don’t believe me, I encourage you to try and take out a large sum from any account or milestone. You won’t get your money. I will continue to update on this matter.
I have switched to M1 finance and so far so good with even more growth of my investment.
Developer Response ,
We apologize for the issue you experienced. I shared your feedback with our Invest team.
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary, for example, based on the features you use or your age. Learn More
- Axos Bank
- 193 MB
- Requires iOS 9.0 or later.
- Requires iPadOS 9.0 or later.
- iPod touch
- Requires iOS 9.0 or later.
- Requires macOS 11.0 or later and a Mac with Apple M1 chip.
English, Czech, Danish, Dutch, Finnish, French, German, Greek, Hungarian, Indonesian, Italian, Japanese, Korean, Norwegian Bokmål, Polish, Portuguese, Romanian, Russian, Simplified Chinese, Spanish, Swedish, Thai, Traditional Chinese, Turkish, Ukrainian, Vietnamese
- Age Rating
- © 2021
With Family Sharing set up, up to six family members can use this app.