Skip to main content

We’ll give you $200 this Black Friday.

Open a Self-Directed Trading or Managed Portfolio account, fund it, make a couple trades … and we’ll give you $200.* Happy holidays, indeed!

★★★★★

Best Robo-Advisor for Cash Management

NerdWallet, 2022

★★★★★

Five stars for Mobile App experience and Stock Trading Costs

NerdWallet, 2022

Why Axos Invest?

Because we’re here to bring independence back to investing. One app gets it all started.

Portfolios built for you.

Managed Portfolios offers authentic, digital automated investing. Get an expertly crafted ETF portfolio matched to your risk profile.

Get Started

Be your own architect.

Self-Directed Trading lets you pick the securities you want and execute your trades fast in an app streamlined for the modern investor.

Get more with Axos vs. the Others.

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.

Managed Portfolios

Low advisory fees?

Yes, 0.24%.

Minimum balance requirement?

Only a $500 minimum balance.

Automatic portfolio rebalancing?

Yes

Free tax loss harvesting?

Yes

Extra interest on a linked checking account?

Earn up to 1.25% APY*

Low advisory fees?

0.45% and up;1 planning fees up to $300, monthly advisory fees up to $30.2

Minimum balance requirement?

Minimums starting at $5,000 or more.2

Automatic portfolio rebalancing?

Some only available upon request.

Free tax loss harvesting?

Available with minimum account balance as high as $50,000.3

Extra interest on a linked checking account?

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. 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%.**

Self-Directed Trading

Real-time approval of deposited funds?

Yes

Zero annual account, service, data, or inactivity fees?

Yes

Low transaction fees?

$9.99 transaction-fee mutual fund trades; unlimited & free with Axos Elite membership.

No-commission4 trading, right?

$0 commissions for any online stock and ETF trade.

$0 commissions for any online stock and ETF trade.

Currently around 8%.

Real-time approval of deposited funds?

Up to 50% of funds can be held up to 3 business days, pending approval.**

Zero annual account, service, data, or inactivity fees?

Possible charge for holding cash in lieu of your next move.***

Low transaction fees?

Transaction fees as high as $49.99 per trade.**

No-commission2 trading, right?

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?

As high as 11.95%.**

Earn $200* when you get started.

Here’s how it works.

  • 1

    Choose an account.

    Managed Portfolios or Self-Directed Trading, it only takes minutes to apply.

  • 2

    Deposit money and trade.

    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 two trades.

  • 3

    Congratulations!

    You did it. $200 will be deposited into your new account within 10 days after your first two trades*.

  • Start Investing

Got more questions?

  • With a Self-Directed Trading account, you’re only a few steps from using margin to boost your buying power.

Ready to get started?

Apply for your new accounts by Jan. 31 for your $200 bonus*.