How do I add an IRA (Individual Retirement Accounts)?

You can add an IRA account by doing the following: 

If you already have a Retirement milestone:

  • Log into your Axos Invest Managed Portfolios account
  • Select your existing Retirement milestone 
  • Choose "Edit" from the top menu
  • Click on “IRAs”
  • Click on “Create IRA”
  • Choose the account type you want to open
  • From there you will go through the steps of opening the IRA account

If you do not have a Retirement milestone yet:

  • Click on "Create Milestone"
  • Select the Retirement milestone
  • Click "Get Started"
  • Answer the series of questions about this new milestone
  • Choose the appropriate IRA account type when asked (Traditional, Roth or SEP)
  • Confirm Activation of the Tax Protection Package (link to Do I need Tax Protection Package for an IRA?)
  • Set Annual Deposit Limit
  • Enter the amount of the first deposit
  • Enter the auto-deposit amount
  • Set the Funding Strategy
  • Confirm the Milestone
    • This will create your milestone and initiate your first deposit.

Important: On the Investment Account question, be sure you select the appropriate account type: Traditional IRA, Roth IRA, SEP IRA, or taxable Personal Investment Account.



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