Set a course for retirement that’s right for you.
Set up a retirement account with Managed Portfolios, our automated investing platform tailored to your preferences. Or do it yourself with a Self-Directed Trading IRA.
Want to see all your retirement funds in one place?
Consider a Rollover IRA to manage all your investments in one place. Consolidate your old 401(k)s or 403(b)s into a single account.
Frequently Asked Questions
We make it easy! To set up an IRA account with Axos Invest Managed Portfolios, choose Create Your Retirement Goal or
Open an Account. During your account setup, you will be asked to select an option. To set up an IRA account, choose
Retirement as a goal, and select an account type after you enter your expected retirement age and the amount you expect
to spend per year in retirement.
To set up an IRA account with Axos Invest Self-Direct Trading, choose Open a Roth IRA or Open a Traditional IRA.
It’s straightforward, and we’ll guide you through each step. To start the process of rolling over your qualified plan retirement account to an Axos Invest IRA, please send us a secure message.
See how we stack up against the competition!* We don’t charge a maintenance fee for your Axos Invest Self-Directed Trading Account. Axos Invest Managed Portfolios IRA accounts are subject to a 0.24% annual advisory fee. All Axos Invest IRA accounts are subject to a $40 annual custodial fee, a termination fee of $50 per plan, and a $75 fee per transfer.