Axos Invest Managed Portfolios
Easily create an automated investment account in minutes.
Personalized. Simplified. Intelligent Investing.Investing doesn’t have to be complicated. Set up your account with just a few taps and swipes. We’ll guide you through the entire investment process; plus, we make recommendations and monitor your portfolio with you along the way.Whether you’re a novice or pro, our ultimate goal is to become your primary financial relationship and to maintain that relationship, with you, for your entire life.Dream Big- Set your milestones and go! Whether you’re saving for retirement, a new car, buying an island, or preparing for a rainy day, we’re your investment partner all the way!- Your investment recommendations are customized based on your risk tolerance and personal financial situation.- We offer Traditional IRA, Roth IRA, and Personal Investment Accounts.Investing Made Simple- Easily create and edit milestones from your investment app.- Seamlessly complete transactions such as deposits, withdrawals, and transfers by safely connecting your bank.- Take advantage of dollar-cost averaging by leveraging our auto-deposit feature. Safe and Sound- Your account info is encrypted and securely stored.- We utilize two-factor and one-time password login security.- Account assets are independently custodied, providing an extra set of eyes on the security of your money.- Axos Invest LLC is a member of the Securities Investor Protection Corporation (SIPC), which protects clients up to $500,000 (including $250,000 for claims for cash). Explanatory brochure available at www.sipc.org.Premium FeaturesOn top of our stellar OG investment services you can customize your account with features and services including the following:Tax-loss harvestingCustom portfolio allocationsAn expanded list of ETFsCustom auto-deposit schedule, and moreWe’re not ghosting you. We’ve just moved in with the rest of the Axos family. Download the Axos Bank app to log into your Axos Invest Managed Portfolios account today. See you in the new crib! Axos Bank app link on Android: Google Play
Personalized. Simplified. Intelligent Investing.Investing doesn’t have to be complicated. Set up your account with just a few taps and swipes. We’ll guide you through the entire investment process; plus, we make recommendations and monitor your portfolio with you along the way.Whether you’re a novice or pro, our ultimate goal is to become your primary financial relationship and to maintain that relationship, with you, for your entire life.Dream Big- Set your milestones and go! Whether you’re saving for retirement, a new car, buying an island, or preparing for a rainy day, we’re your investment partner all the way!- Your investment recommendations are customized based on your risk tolerance and personal financial situation.- We offer Traditional IRA, Roth IRA, and Personal Investment Accounts.Investing Made Simple- Easily create and edit milestones from your investment app.- Seamlessly complete transactions such as deposits, withdrawals, and transfers by safely connecting your bank.- Take advantage of dollar-cost averaging by leveraging our auto-deposit feature. Safe and Sound- Your account info is encrypted and securely stored.- We utilize two-factor and one-time password login security.- Account assets are independently custodied, providing an extra set of eyes on the security of your money.- Axos Invest LLC is a member of the Securities Investor Protection Corporation (SIPC), which protects clients up to $500,000 (including $250,000 for claims for cash). Explanatory brochure available at www.sipc.org.Premium FeaturesOn top of our stellar OG investment services you can customize your account with features and services including the following:Tax-loss harvestingCustom portfolio allocationsAn expanded list of ETFsCustom auto-deposit schedule, and moreWe’re not ghosting you. We’ve just moved in with the rest of the Axos family. Download the Axos Bank app to log into your Axos Invest Managed Portfolios account today. See you in the new crib! Axos Bank app link on Android: Google Play
Read trusted reviews from application customers
This app is not working at all, shows wrong statistics and numbers. It is scary if this app is not reliable and causes so many issues, do you really feel comfortable to trust this bank your investments? Axos had more than one year and still no useful solution, shame on you! And investments are done mostly with a huge delay sometimes more than 10 days!
This app has been unusable for over a year now, don't waste your time
Had a ton of issues with this product before they tried merging it into the full Axos Bank app. Now I can't even see my account details. Customer support takes a long time to respond. Getting ready to close my account and move my business elsewhere!
This is the best passive income investment App an a great way to build basic Wealth, if you don't have time to do it yourself! use this app.
I requested to withdraw the money a month ago, and had not gotten the money. I emailed them, but the agent was not helpful. I email again, then no response. DO NOT TRANSFER YOUR MONEY TO THIS APP/COMPAMY.
UPDATE: I called support and it worked this time. They sent a password reset link. I had to open it in a browser, NOT the new app. Support by email and phone was not helpful until today. Looks like they are finally getting on the same page.
I wouldn't recommend this app or service anymore. Similar to other reviewers, I have been with them since the wise banyan days (so 5-6 years). The app sort of works but no new goals can be created on here or online. You can edit ones that already exist. I sent multiple emails, called, and left messages with no response. Axos bank will call me back but they are not affiliated and cannot help me. Unfortunately, I will be transferring my portfolio to another institution that works.
Traaash! Incompetent programming! Couldnt login most times. Willing to take money but, will fight to give it back!
Absolutely terrible ever since they were purchased by Axos. The new app doesn't let you manage recurring transactions at all and neither does the new site. Most interactions on the new app just sends you to the old website, but the old website has had all management features removed. Also, they've pulled money from my account twice even though they told me that recurring transactions were disabled or after I've changed to a different date.
You would expect they would put effort to make this app functional, but nope. App no longer links correctly to my account and doesn't work on the web either. I've reached out to support several times and the only response is they'll forward to IT. No resolution!?! I'd recommend everyone to move to another investment company. If they can't make an effort, why should the customer?