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.

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 axosbank.com

Step 2: Click "See Account" under the Account Overview tile

Step 3: Click the blue "Manage Account" button under Overview on the next screen. This will take you to your dashboard on axosinvest.com

Step 4: Click on your initials in the top right-hand corner

Step 5: Click on “Taxes” in the dropdown menu

Step 6: Access your tax documents for 2019. 

 

Please keep in mind that these are your tax documents for the year 2019, not 2020. Our team is working diligently on importing tax documents for the previous year.

 

 

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