Can I integrate Axos Invest Managed Portfolios with my tax service?

Yes! As of right now, Axos Invest Managed Portfolios automatically integrates with TurboTax.

Integration means you can import the Consolidated 1099 Form from Apex Clearing directly through the tax preparer, and the form should be accessible starting on February 20, 2020.

To import your Axos Invest Managed Portfolios tax information, enter the first 8 characters of your Apex account number into the "Account Number" field.  Remember not to use any dashes (e.g.: 5WB12345).

You can find your Apex account number on your most recent monthly account statement.

Access Tax Documents (Desktop):

Step 1: Log in to your account at

Step 2: Click on your initials in the top right-hand corner

Step 3: Click on “Taxes” in the dropdown menu

Step 4: Access your tax documents

Access to Tax Documents (Mobile App):

Step 1: Open the Axos Invest Managed Portfolios app and log in to your account

Step 2: Click on the “gear” icon

Step 3: Click on Documents in the menu

Step 4: Access your tax documents (If you don’t see it immediately, type “tax” in the search bar)


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