Axos Invest

Robo-Advisor

Choose your own trades or let Axos automate your investment portfolios.

Invest
How you make money
Dividends & Value
Minimum Investment
$
10
Fees
0%
Target Return
7%-10%
Open to
All Investors
Liquidity
Moderate

How you make money

Axos Invest offers investment opportunities for anyone, regardless of previous investing experience. Hands-on or hands-off, Axos Invest offers an investment opportunity account for you. You don't have to decide between data-driven Managed Portfolios and Self-Directed Trading. You can have both. With Managed Portfolios, you set your risk profile and identify your goals; Axos Invest's robo-advisor tracks the markets and makes trades on your behalf. With Self-Directed Trading, make the no-commission trades you want with Axos Invest's easy-to-use platform. Get access to a wide range of stocks, ETFs, and options as well as market data.

How they make money

Axos Invest purposefully designed their business model to not rely on charging fees based on the size of their clients' accounts (AUM). This means Axos Invest doesn't earn money based on your account size, but rather for products and services that provide you with additional value.

Investment Risks

Advisory services are offered by Axos Invest, Inc., an investment adviser registered with the Securities and Exchange Commission (“SEC”). For information about Axos Invest advisory services, please view the ADV Part 2A Brochure, free of charge. Brokerage services and securities products are offered by Axos Invest LLC, Member FINRA & SIPC. YOU MAY FIND MORE INFORMATION ABOUT THE AXOS INVEST FIRM ON FINRA’S BROKERCHECK. View the background of this firm, or REVIEW AXOS INVEST'S FORM CRS HERE. All cash and securities held in Axos Invest client accounts are protected by SIPC up to $500,000, with a limit of $250,000 for cash. Read more information about SIPC on the SIPC web page.

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