Does Axos Invest have any closing fees?

There may be fees for closing your account charged by Apex Clearing. Apex Clearing Corporation is a clearing corporation who handles custody, execution, confirmation, settlement, and delivery of your funds and securities in your account.

Taxable Personal Investment Accounts do not have a closing fee associated with them. There is no charge to close your individual investment account.

All IRA accounts (Traditional, Rollover, Roth, and SEP) have a $10 closing fee.

In any account, if you wish to transfer securities from your current Managed Portfolios account directly to another brokerage firm, Apex Clearing will charge a $75 transfer fee.

All fees are charged from your account once Axos Invest or Apex receives your request to transfer or close your account.

 

 

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