Axos Invest

Invest Your Way

Choose your own trades or let us automate your investment portfolios. We offer investment options for anyone, regardless of previous investing experience.

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Mobile App experience & Stock Trading Costs

NerdWallet, 2022

Best Robo-Advisor for Cash Management

NerdWallet, 2022

One size doesn’t fit all.

Hands-on or hands-off, we offer an investment account for you. The best part? You don’t have to decide between data-driven Managed Portfolios and Self-Directed Trading. You can have both.

Managed Portfolios

Active management meets strategic diversification and expert guidance,
all in one platform. Transform your investment approach and unlock
your portfolio's true potential.

  • Smart tools and expert guidance create investing that works
  • Your investment model aligns with your risk tolerance, taxes, and goals
  • 24/7 portfolio access to review or change your model at any time
  • Exclusive investments typically unavailable to individual investors
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Self-Directed Trading

Make the no-commission1 trades you want with our easy-to-use platform. Get access to a wide range of stocks, ETFs, and options as well as market data.

  • No-commission1 trading
  • Execute the trades you want to place
  • Access to real-time research and market data
  • Wide range of stocks, ETFs, mutual funds, and options
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Automated doesn’t mean cookie-cutter.

Managed Portfolios may be automated, but that doesn’t mean that every portfolio looks the same. Our features let you customize your investments and personalize your accounts.

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Step up with Axos Elite.

Sign up for more powerful Self-Directed Trading tools, extended trading hours, and real-time market quotes. Elevate your account with instant access to funds, lower fees on options trading, increased buying power, and TipRanks™.

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Digital tools at your fingertips.

Easier, smarter banking starts with the Axos all-in-one mobile app.

  • Sync all financial accounts into one dashboard.
  • Analyze your saving and spending behavior.
  • Chat 24/7 with a virtual financial assistant.
  • Add, move, and send money to friends and others.
  • Automate your bill payments.
  • Monitor your credit score for free.
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Support
Careers
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Tools
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CRA Public File
Privacy
Security
ATM Locator
Accessibility

©2025 Axos Financial, Inc., All Rights Reserved. ©2025 Axos Bank, All Rights Reserved. © 2025 Axos Invest LLC. Member FINRA & SIPC. All Rights Reserved. © 2025 Axos Invest, Inc. All Rights Reserved.

Bank products and services are offered by Axos Bank®. All deposit accounts through Axos Bank brands are FDIC insured through Axos Bank. All deposit accounts of the same ownership and/or vesting held at Axos Bank are combined and insured under the same FDIC Certificate 35546. All deposit accounts through Axos Bank brands are not separately insured by the FDIC from other deposit accounts held with the same ownership and/or vesting at Axos Bank. For more information read Axos Bank’s FDIC Notice.

Advisory services are offered by Axos Invest, Inc., an investment adviser registered with the Securities and Exchange Commission (“SEC”). For information about our advisory services, please view our Form CRS or our ADV Part 2A Brochure, free of charge. Brokerage services and securities products are offered by Axos Invest LLC, Member FINRA & SIPC. YOU MAY FIND MORE INFORMATION ABOUT OUR FIRM ON FINRA’S BROKERCHECK. View the background of this firm, or REVIEW our Form CRS. All cash and securities held in Axos Invest client accounts are protected by SIPC up to $500,000, with a limit of $250,000 for cash. Read more information about SIPC on the SIPC web page.

Securities and other non-deposit investment products and services are not deposits, obligations of or guaranteed by Axos Bank, are not insured by the FDIC or any governmental agency, and are subject to investment risk including possible loss of the principal invested. Past performance of a security does not guarantee future results or success.

Axos Invest LLC, Axos Invest, Inc., and Axos Bank are separate but affiliated companies.

Axos Bank NMLS# 524995

1
$0 Stocks are limited to stock listed on an exchange in the United States. Foreign exchange, stocks listed over the counter, and large block transactions requiring special handling may include charges.
Commissions, service fees and exception fees still apply. Please review our commissions and fees for details.
*
Reference: http://www.smartasset.com.
All investments involve risks, including the loss of principal invested. Past performance of a security does not guarantee future results or success. Before investing, consider the funds’ investment objectives, risks, charges, and expenses. Contact Axos Invest or visit the ETF sponsor's website for a prospectus or, if available, a summary prospectus containing this information. Please read it carefully.
Axos Invest uses an algorithm to manage individual client accounts. Keep in mind, our algorithm may rebalance client accounts without regard to market conditions or on a more frequent basis than the client might expect and may not address prolonged changes in market conditions. Axos Invest's investment advisory personnel oversee the algorithm but may not monitor each client's account.
There is no assurance that any investment strategy will be successful. Past performance is not a guarantee of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index may incur fees and expenses which would reduce returns.
Fee calculation is based upon the annual fee schedule charged monthly. Fees are based solely on the level of assets in your account, independent of the level of trading activity. By deciding to pay a fee based on services provided rather than transactions, you should understand that the fee may be higher than the cost of a commission alternative during periods of lower trading activity.
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