Axos Invest F.A.Q.
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We're Moving! Check Out What's New For 2021
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Where are my statements and tax documents?
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What can I do on the new app and the Axos website?
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Will I still have to use AxosInvest.com?
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Do I need to reconnect my bank account?
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Why can't I access my account?
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Where’s the app?
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What happens to my recurring deposits into my Axos Invest account?
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Why did I receive an email about a failed transfer?
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Why did I get an email about the addition of an external account?
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Why can't I update my bank account information?
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Will I lose my previous performance data?
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Why can't I open an account?
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Do I need to resubmit identification to credential my account?
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Do I need to set up a new profile?
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Will my account number change?
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Conversion to Axos Clearing
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Where are my statements and tax documents?
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New Clients
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What types of accounts does Axos Invest Managed Portfolios offer?
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Where can I see my portfolio details?
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Do I have to turn on an auto-deposit for each milestone?
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Which milestone should I choose?
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Where can I find your mobile app?
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Can an H-1B visa holder create an Axos Invest account?
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Who is eligible to become a Managed Portfolios client?
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How do you calculate my milestone recommendations?
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What is the minimum to start investing with Axos Invest Managed Portfolios?
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Does Managed Portfolios offer IRAs (Individual Retirement Accounts)?
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What is SIPC protection?
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Why do I need to link a bank account?
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Where is my money held?
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Will you run a credit check when I sign up?
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Why do I need to provide so much information when creating an account with Managed Portfolios?
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How does Axos Invest keep my information secure?
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How does Axos Invest protect the money in my account?
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Why is my account pending?
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What types of accounts does Axos Invest Managed Portfolios offer?
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Premium Features
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IRAs
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IRA contribution years on deposits
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Can I view my IRA contributions for the current tax year?
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Can I make an IRA contribution for the prior tax year?
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Can I remove excess funds from my IRA?
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How do I add an IRA (Individual Retirement Accounts)?
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What considerations are there for a Traditional to Roth IRA Conversion?
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How does a Roth IRA conversion work?
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What's the difference between a Roth IRA and Traditional IRA?
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Can I transfer an IRA account from another firm to Axos Invest?
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Can I rollover a Qualified Retirement Plan (401(k), 403(b), profit sharing, etc) to Axos Invest?
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Can I have more than one IRA with Managed Portfolios?
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IRA contribution years on deposits
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Tax Protection Feature
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What does your Tax Protection feature do?
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What are the benefits of Tax Protection?
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IRAutomation: How does Tax Protection’s IRAutomation feature work with an IRA?*
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IRAutomation: Can I edit or update my Annual Deposit Limits for my IRAs?
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IRAutomation: Can I edit or update my Funding Strategy?
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IRAutomation: What are the Annual Deposit Limits?
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IRAutomation: What are the different Funding Strategies that I can set?
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Selective Trading: How does Selective Trading work?
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Selective Trading: What are the benefits of Selective Trading?
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Tax-Loss Harvesting: What are the advantages?
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Tax-Loss Harvesting: Does Tax-Loss Harvesting work with all of my milestones?*
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Does Tax-Loss Harvesting work with my Retirement milestone or IRA(s)?*
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Tax-Loss Harvesting: How do I safely use Tax-Loss Harvesting if I have external accounts?*
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Tax-Loss Harvesting: What are the benefits of Tax-Loss Harvesting?*
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Tax-Loss Harvesting: Where can I find the total harvested losses for my account?*
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What does your Tax Protection feature do?
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Portfolio Plus
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Can I delete any of the portfolios I’ve created and saved into my Portfolio Plus Library?
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How do I assign a Custom Portfolio or Feature Portfolio to my milestones?
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How many Custom Portfolios can I create using Portfolio Plus?
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What are the benefits of Portfolio Plus?
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What are the Featured Portfolios in Portfolio Plus?
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What investments are available in Portfolio Plus?
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Can I delete any of the portfolios I’ve created and saved into my Portfolio Plus Library?
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Settings
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How do I unsubscribe from emails Axos Invest sends?
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What is the difference between Instant Bank Link and Manual Bank Link?
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Can I close a milestone?
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How do I edit my milestone?
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How do I close my Managed Portfolios account?
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I'm a representative with a member of FINRA. How do I request duplicate statements to be sent to them?
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Can I add a beneficiary to my account?
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I just changed jobs - should I update my financial information?
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I just moved - should I update my address?
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Can I change my bank account?
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Where can I view my investment activity?
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How do I unsubscribe from emails Axos Invest sends?
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Funding
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Why is the amount of money I withdrew different from the amount of money in my bank account?
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What happens after I withdraw funds?
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How can I withdraw money?
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Can I transfer funds from one milestone to another?
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How do I make a one-time deposit to one of my milestones?
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I turned off/paused my auto-deposit, but money was still deposited. What gives?
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How do I update auto-deposit?
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When will my auto-deposit complete?
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What should my auto-deposit frequency be?
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Why is the amount of money I withdrew different from the amount of money in my bank account?
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Pricing Update
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What is happening on August 1, 2020?
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What if I received a discount on my premium package(s)?
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Is there an account minimum?
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What is Axos Invest’s advisory fee?
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How is the fee paid?
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When will the 0.24% fee be charged?
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Does Axos Invest have any closing fees?
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I already pay for Tax Protection with Selective Trading and Tax-Loss Harvesting. Will my fee change?
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What is happening on August 1, 2020?
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The Nerdy Stuff
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Where can I see the total dividends?
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What are earnings?
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Where can I see the returns on my Managed Portfolios account?
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How do you calculate my investment return?
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What are the investments?
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How does Axos Invest design my investment portfolio(s)?
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What is Managed Portfolios' investment strategy?
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What is Managed Portfolios' investment philosophy?
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What's an ETF?
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Do the funds charge any fees?
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Where can I see the total dividends?
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Taxes