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

Yes! 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).

 

 

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