Can I integrate Axos Invest with my tax service?

Yes! As of right now, Axos Invest automatically integrates with the following 3rd party tax preparers:

  1. TurboTax
  2. TaxAct
  3. H&R Block

Integration means you can import the Consolidated 1099 Form from Apex Clearing directly through the tax preparer, and they should be accessible starting on February 20, 2018.

To import your Axos Invest 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 on your Axos Invest Documents page.

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