Insight
Articles & Interviews
Get insights from Axos Invest SVP Tracy Gallman about investing strategies and research. Plus, check out thought-provoking articles and interviews with fund managers.
Automated Investing
Your New Account Guide
It all starts here! Explore unique account benefits, dive into research and tools, and learn ways to maximize your Managed Portfolios account.
Download the
Axos App
Easier, smarter investing starts with
the Axos all-in-one mobile app.
Sync all financial accounts into one dashboard.
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 and link your accounts, making it easy to access funds fast.
Schedule Deposits
A Managed Portfolios account is a smart approach to long-term investing. It’s even easier when you set up recurring deposits, automatically feeding and growing your portfolio.
Model Factsheets
Tour the factsheet for each model portfolio we offer. It’s your opportunity to assess each model portfolio’s performance, investment philosophy, risk profile, and more. And if your strategy or goals shift, consider starting a new portfolio.
Low Risk Portfolios
Medium Risk Portfolios
High Risk Portfolios
A Managed Portfolio AND Self-Directed Trading? It makes sense.
A Managed Portfolios account and a Self-Directed Trading account doesn’t have to be an either/or choice. In fact, the pair can work together to help build a strategy that addresses all your investing needs. Here are four good reasons to consider having both:
Extra Diversification
A Self-Directed Trading account can inject added flexibility into your portfolio by bringing in even more security types. Try trading trending sectors, or even boosting your international exposure with stocks and mutual funds.
Added Control
With stock choices, active trading strategies, and investing on your schedule, Self-Directed Trading offers a additional path to help reach financial goals even faster. Respond and adjust quickly to changing market conditions or new opportunities.
Income Investing
A Self-Directed Trading account can be used for setting aside money each month to play some hunches, such as dividend investing. Follow your instincts while your original Managed Portfolios goals remain in place.
Sharp Insights
Engage in hands-on research. You’ll better understand market dynamics, and develop your own investment strategies to refine your approach and help you become more active in the markets.
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.
Podcast
Investing Evolved Podcast
The official Axos Invest podcast featuring industry experts offering tips and ideas you can apply to your portfolio.
Video
Invest in the present; love your future
Simple navigation. Market performance. Watchlists. Find out it all comes together with Self-Directed Trading.
Have Questions?
Talk over your investing or account questions with a licensed Axos Invest Relationship Manager.