Invest confidently. Open a Managed Portfolios or Self-Directed Trading account and you'll earn a $250 bonus.
Best Robo-Advisor for Cash Management
NerdWallet, 2022
Five stars for Mobile App experience and Stock Trading Costs
NerdWallet, 2022
Managed Portfolios offers authentic, digital automated investing. Get an expertly crafted ETF portfolio matched to your risk profile.
Get StartedSelf-Directed Trading lets you pick the securities you want and execute your trades fast in an app streamlined for the modern investor.
Whether it's Self-Directed Trading or Managed Portfolios, Axos Invest offers more. See how we stack up.
| Managed Portfolios |  |
Other Advisors |
|---|---|---|
| Low advisory fees? | Yes, 0.24%. | 0.45% and up;1 planning fees up to $300, monthly advisory fees up to $30.2 |
| Minimum balance requirement? | Only a $500 minimum balance. | Minimums starting at $5,000 or more.2 |
| Automatic portfolio rebalancing? | Yes | Some only available upon request. |
| Free tax loss harvesting? | Yes | Available with minimum account balance as high as $50,000.3 |
| Extra interest on a linked checking account? | Earn up to 1.25% APY* | Not available at other advisors. |
Yes, 0.24%.
Only a $500 minimum balance.
Yes
Yes
Earn up to 1.25% APY*
0.45% and up;1 planning fees up to $300, monthly advisory fees up to $30.2
Minimums starting at $5,000 or more.2
Some only available upon request.
Available with minimum account balance as high as $50,000.3
Not available at other advisors.
| Self-Directed Trading | |
Other Brokers |
|---|---|---|
| Real-time approval of deposited funds? | Yes | Up to 50% of funds can be held up to 3 business days, pending approval.** |
| Zero annual account, service, data, or inactivity fees? | Yes | Possible charge for holding cash in lieu of your next move.*** |
| Low transaction fees? | $9.99 transaction-fee mutual fund trades; unlimited & free with Axos Elite membership. | Transaction fees as high as $49.99 per trade.** |
| No-commission4 trading, right? | $0 commissions for any online stock and ETF trade. 5Other fees may apply. |
Some as high as $0.0035 per share****; with mobile trades up to $5 each, broker-assisted trades up to $25 each.***** |
| Competitive margin rates? | Currently around 8%. | As high as 11.95%.** |
Yes
Yes
$9.99 transaction-fee mutual fund trades; unlimited & free with Axos Elite membership.
$0 commissions for any online stock and ETF trade.
5Other fees may apply.
Currently around 8%.
Up to 50% of funds can be held up to 3 business days, pending approval.**
Possible charge for holding cash in lieu of your next move.***
Transaction fees as high as $49.99 per trade.**
Some as high as $0.0035 per share****; with mobile trades up to $5 each, broker-assisted trades up to $25 each.*****
As high as 11.95%.**
Here’s how it works.
Managed Portfolios or Self-Directed Trading, it only takes minutes to apply.
Once your account is open, you’ve got 60 days to deposit as little as $2,000. And if you’ve got a Self-Directed Trading account, you must complete at least one trade.
You did it. $250 will be deposited into your new account after your first trade*.
With a Self-Directed Trading account, you’re only a few steps from using margin to boost your buying power.
Apply for your new accounts by May 31 for your $250 bonus*.
Conditions Apply