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
VERSION HISTORY
- Version 2.5.0 posted on 2020-07-31
Beginning August 1, 2020, all Axos Invest accounts will be charged a 0.24% annual advisory fee. - Version 2.4.5 posted on 2020-05-26
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. - Version 2.0.13 posted on 2016-12-20
This update's theme is "Scramble No More":,- As the year comes to an end, and we all scramble to top off our IRAs, we've got you covered with more guidance on how much you've contributed each tax year and new designs to send your funds to the right places,- You can also now update your linked bank account from your app, making that long trek (scramble?) from the couch to the computer obsolete (and just in time for the holidays!) - Version 2.0.10 posted on 2016-10-05
This update's theme is "Communication":,- Thanks to all who gave feedback on our new Transfer Funds process. You deemed it worthy of release so we're making it happen!,- You'll start to see recommendations on how to get the most out of your client experience – will keep evolving.,- Communication is key to this team dynamic. We included email preferences in the app so you can control the flow of yo' info while on the go.,- We added Smart Lock, no need to enter a passcode, log in safely sans pin.
Program Details
- Category: Business > Accounting & Finance
- Publisher: Axos Invest, Inc.
- License: Free
- Price: N/A
- Version: 2.5.0
- Platform: android