Axos Invest
Managed Portfolios
Low minimum balance requirements
Personalized, automated investments
Automatic
monitoring
ETFs: Smartly Managed. Personally Tailored.
Put our robo-advisor to work for you. Get an expertly built, diversified, and smartly allocated portfolio at a fraction of the cost.
Managed Portfolio features:
No Commissions. Low-cost management fees, with an average 0.12% expense ratio for ETFs.
Industry recognized performance1
Automated portfolios with nine basic asset classes.
- Personalize your portfolio by adding choices from another 20 thematic asset classes, including ESG, Divided Income Focus, and more.
- Diversify and potentially lower your risk profile through both U.S. and International ETFs.
Automatic, regular portfolio rebalancing
Optional tax-loss harvesting
Ready. Set. Portfolio.
Open your Axos Managed Portfolio account.
Answer a few quick questions, and we’ll recommend an investment portfolio customized to your timeline, appetite for risk, and expected return.
Get approved.
Many accounts are ready to invest
the same day.
Fuel your new portfolio.
Keep reinvesting automatically. With our auto deposit scheduler, your deposits can be matched to your pay periods, a lucky day of the month, or whenever you choose.
Axos Invest
Managed Portfolio Fast Facts
Good news! We welcome anyone over the age of 18 with a U.S. permanent address* and Social Security number, including H-1B visa holders, to open a Managed Portfolios account.
* Includes all 50 states
You need to deposit a minimum of $500 to open an Axos Invest Managed Portfolios account. We highly recommend setting up auto-deposits to constantly feed your account on a regular schedule.
Manage your accounts anywhere, anytime with the Axos Bank Mobile app. Download the app for iOS and Android.
Goal recommendations are based on several factors, including but not limited to your income, net worth, and the time horizon you choose. Remember to keep your Managed Portfolios account up to date for the most accurate recommendations.
Axos Invest charges an annual 0.24% advisory fee on all accounts over $500. If your account balance at the end of the month is under $500, the fee is $1 per month.
When you log in to your dashboard, choose the Move Money tab. Then use the drop-down menus to select the account with the funds as well as the account you’re ready to transfer to. You can also choose the specific amount, whether it’s a one-time only or recurring deposit, and even schedule your transaction.
Several factors can influence that. First, did your stock sale create a profit or a loss? If you lost money, you may be able to claim it on your taxes.
However, if you profited from the sale and withdrawal, you might be subject to short- or long-term capital gains. Generally, if you held the stock for less than a year, any profits are deemed short-term capital gains and taxed at your regular income tax rate. But if you held the stock for a year or longer, your profits are then long-term capital gains with taxes that vary depending on your taxable income.
It’s also important to remember that if you withdraw funds from a retirement portfolio, such as an IRA or 401(k), there may be penalties, depending on your age. The penalty tax is usually 10% of the taxable amount you withdraw if you’re younger than 59 ½. You may also need to include withdrawals in your taxable income and pay taxes on what you made.
Of course, there are always exceptions. Make sure to talk to your tax advisor or accountant to get advice based on your specific situation.
Own your future.
Enroll now to get your Managed Portfolio set up in minutes.