What are the 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 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. *

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

* Axos Invest, Inc., and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

 

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