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TURN YOUR REFUND INTO REWARDS!

Your tax refund matters. Invest in you – and earn.

It’s the perfect time to get rewarded with $100 for opening a new Axos Invest account of your choice.

Best No-Frills Robo-Advisor

Clark.com, 2021

Best Robo-Advisor for Cash Management

NerdWallet, 2021

Best Robo-Advisor for Customized Portfolios

Modest Money, 2021

Axos X logo

It’s easy to maximize your rewards.
Here’s how...

Follow 3 steps to lock in your $100.

Step 1

Choose your
Axos Invest account.

Self-Directed Trading or Managed Portfolio, it only takes minutes to apply for each account.

Step 2

Fund your
new account.

Once your account is ready, you’ve got 90 days to make a qualifying deposit of as little as $1,500.

Step 3

Maintain – and
earn $100.*

Keep your account balance above $1,500 for 90 days – and you’ll receive your $100* bonus. And don’t worry… market-driven volatility doesn’t tally against your $1,500 balance.

Questions? Reach us at [email protected] or call 1-888-585-4965.

Open an Account

We’ll waive transfer fees too.

Need to transfer funds from another brokerage account? No problem. Move assets of over $50,000 into your new Axos Invest account and you’ll also get your transfer fees reimbursed up to $300. Just send us the receipt from your transfer and we’ll repay those extra costs.**

You Get More When You Team With Axos

Check out how our offer stacks up head-to-head against some of our chief competitors.

Tax Refund Offer SCHWAB Refer a Friend M1 Cash Bonus E-TRADE Cash Bonus MERRILL EDGE Cash Bonus Offer
BONUS CASH $100* $100 $30 $50 $100
DEPOSIT MINIMUM $1,500 $25,000 $1,000 $10,000 $20,000
ACCT. TERM
FOR BONUS
90 Days Maintain
balance 90 days
45 Days Cash revoked
if withdrawn within 1 yr.
90 Days Maintain
balance 50 days
60 Days Maintain
balance 1 yr.
60 Days Maintain
balance 1 yr.
REIMBURSED
TRANSFER FEES?
Up to $300 on transfers
over $50k
$250
on transfers
over $100k
$250
on transfers
over $10,000
   
Axos Invest logo CASH BONUS

bonus cash

$100*
$100

deposit minimum

$1,500
per account
$25,000

acct. term for bonus

90 Days Maintain
balance 90 days
45 Days Cash revoked
if withdrawn within 1 yr.

REIMBURSED TRANSFER FEES?

Up to $300
on transfers over $50k
$250
on transfers over $100k

bonus cash

$100*
$30

deposit minimum

$1,500
per account
$1,000

acct. term for bonus

90 Days Maintain
balance 90 days
90 Days Maintain
balance 50 days

REIMBURSED TRANSFER FEES?

Up to $300
on transfers over $50k
$250
on transfers over $10,000

bonus cash

$100*
$50

deposit minimum

$1,500
per account
$10,000

acct. term for bonus

90 Days Maintain
balance 90 days
60 Days Maintain
balance 1 yr.

REIMBURSED TRANSFER FEES?

Up to $300
on transfers over $50k
 

bonus cash

$100*
$100

deposit minimum

$1,500
per account
$20,000

acct. term for bonus

90 Days Maintain
balance 90 days
60 Days Maintain
balance 1 yr.

REIMBURSED TRANSFER FEES?

Up to $300
on transfers over $50k
 

Terms as of Mar. 1, 2022. For more details on the offers provided by JP Morgan, M1, E-Trade and Merrill Edge, please see their websites.

Self-Directed Trading or
Managed Portfolios?

Choose your path.
Managed Portfolios

Determine your risk level, set your goals, then our premium robo-advisor trades to your demands.

  • Personalized, automated investment portfolios
  • Low management fees
  • Industry-recognized performance
Woman using her laptop to monitor her investments
Self-Directed Trading

Execute your investment strategy, buying stocks, ETFs, and mutual funds on our easy-to-use platform.

  • No-commission trading on eligible stocks and over 10,000 ETFs (other fees may apply)
  • Low-cost options ($1 per contract) and mutual fund trading ($9.95 per no-load trade)
  • Individual or joint accounts available
Man with folded arms with people moving quickly behind him

Can’t decide?

Our knowledgeable relationship representatives can help answer your questions. Call us at 1-888-585-4965 or email at .

Invest Your Tax Refund Wisely

Ready to invest your refund? Great! But recent market volatility and economic uncertainty could give you some pause. Our exclusive Tax Refund Kickstarter may help.

Axos Invest Senior VP Tracy Gallman talks with Meeder Investment Management CEO Bob Meeder to break down key strategies for using that refund check to bolster your investments.

Enter your email now to receive exclusive access to our Tax Refund Kickstarter.

Any questions?

Just reach out. Email us at or call 1-888-585-4965.

Open an Account