Axos Invest Managed Portfolios Overview
- 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).
- Your investment recommendations are customized based on your risk tolerance and personal financial situation.
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.
We’ll guide you through the entire investment process; plus, we make recommendations and monitor your portfolio with you along the way.
- Account assets are independently custodied, providing an extra set of eyes on the security of your money.
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Product Details and Description of
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
Top Reviews
By 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.
By Bhgfdchu
The value is great
I am a financial professional. Overall, it is very hard to beat this basically zero added fee investment service. The optional add in services are also inexpensive and useful. If you have a large portfolio, the savings can be substantial versus other robo investors that charge a percentage of assets. My only complaint is that the actual investment results are a little hard to determine.
By Quagsin
Great investment app
I needed something to save and invest in for the long haul. It was easy to set up and get going. Already getting returns and putting more money into it. Also turned on wiseharvesting to max sure I get that tax harvesting going. Submitted a question to costumer support and they we're quick to respond. Thank you
