What does your Portfolio Plus package do?

With Portfolio Plus, you can design Custom Portfolios using an expanded list of investments – you can either start from scratch and build a completely new portfolio, or you can begin with one of our Featured Portfolios.

Once you have created your Custom Portfolios, you can add them to your milestones for investment. Portfolio Plus gives you more control over your investments, and it allows you to invest in trends that you believe in.

Portfolio Plus is designed to fully integrate into your Axos Invest Managed Portfolios experience. Not only will our software automatically re-balance your portfolio with new deposits and dividends, but you can also use WiseHarvesting, Selective Trading, and any of our other premium features across your portfolios.

Want to know what investments are available in Portfolio Plus? Read more in our FAQ here.

To learn more about Portfolio Plus, check it out here.


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