What are Featured Portfolios in Portfolio Plus?

These portfolios are designed by our investment team to help our clients discover different investment approaches. Once you find a Featured Portfolio that resonates with you, you can easily assign it to one or more milestones. In addition, you can always use a Featured Portfolio as a jumping-off point and adjust allocations or add investments to it.

Featured Portfolios are designed to fully integrate into your Axos Invest 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. 

To select a Featured Portfolio:

  • Activate the Portfolio Plus package
  • Select Create New Portfolio
  • Choose the Featured tab

If you already have the Portfolio Plus package activated, you can see here how to assign a Featured Portfolio: Assign Featured Portfolio

 

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