Your New Account Guide
It all starts here! Explore unique account features, dive into research and tools, and learn ways to maximize your Axos Self-Directed Trading account.
Download the Axos App
Easier, smarter banking starts with the Axos all-in-one mobile app.
- Sync all financial accounts into one dashboard.
- Quick access to trade stocks, ETFs, and mutual funds.
- Portfolio and performance monitoring at your fingertips.
- Automate your investment deposits.
- Get a complete financial snapshot of all your accounts in one place.
Link Your Accounts
Bring all your accounts together. In the app, customize your profile, set up alerts and watchlists, and link all your Axos accounts, making it easy to access funds.
Schedule Deposits
Deposit cash into your Self-Directed Trading account. You can automate your deposits to fit your pay schedule so you’re always supporting your investing goals.
How-To Guides
Download these step-by-step guides to put added power in your hands, walking you through all your most common account management actions.
Level Up Your Investing
Try some advanced investing alternatives like margin and options trading.
Margin Trading
Double your buying power with a convenient line of credit that can be ready when big opportunities happen.
If you have a $2,000 minimum balance in account equity, you could be eligible.
To apply for Margin Trading, submit a secure message through the Axos app. You’ll then receive the application you’ll need to fill out and submit for approval.
Options Trading
Limit risk while creating higher return potential with more flexibility, versatility, and diversification through options trading.
Find out if you qualify to trade options by submitting a secure message through the Axos app or calling a relationship manager at 888-585-4965. We’ll send you an application.
Axos Elite
Level up to Axos Elite and receive discounted options trading, exclusive market analysis tools, extended trading hours, and more. Send a secure message or call one of our relationship managers at 888-585-4965 to get sign up.
Your Retirement Center
More than 1 in every 4 Americans don’t believe they’ll get to retire.* These resources can help build your retirement assets now – so you’re ready to enjoy life after your working years.
IRAs
Save for retirement and take advantage of dollar cost averaging with a traditional or Roth IRA.
401(k) Calculator
Build discipline and insight by adjusting your strategy based on timeframe, employer match, contribution amount, expected rate of return, and more.
Traditional 401 (k) or Roth 401(k)?
Compare simulated results between a Traditional 401k and Roth 401k by taking account current age vs. planned retirement age, current tax rate vs. retirement tax rate, and more.
Save for Retirement
Find opportunities to personalize your approach by considering life expectancy, retirement age, current savings, expected rate of return, and more.
Investor Insight
Explore in-depth research and analysis from around the investing community to help execute your unique strategy.
FundFinder+
Exclusive to Axos Invest, FundFinder+ is an unbiased, objective, all-in-one research tool for discovering, researching, and comparing mutual funds and ETFs – just like the pros. All for free with no obligation.
Have Questions?
Talk over your investing or account questions with a licensed Axos Invest Relationship Manager.