Bank products and services are offered by Axos Bank®. All deposit accounts through Axos Bank brands are FDIC insured through Axos Bank. All deposit accounts of the same ownership and/or vesting held at Axos Bank are combined and insured under the same FDIC Certificate 35546. All deposit accounts through Axos Bank brands are not separately insured by the FDIC from other deposit accounts held with the same ownership and/or vesting at Axos Bank. For more information read Axos Bank’s FDIC Notice.
Advisory services are offered by Axos Invest, Inc., an investment adviserregistered with the Securities and Exchange Commission (“SEC”). Forinformation about our advisory services, please view ourForm CRSor our ADV Part 2A Brochure, free of charge. Brokerage services and securities products are offered byAxos Invest LLC, Member FINRA & SIPC. YOU MAY FIND MORE INFORMATION ABOUT OUR FIRM ON FINRA’S BROKERCHECK.View the background of this firm, or REVIEW our Form CRS. All cash and securities held in Axos Invest client accounts are protected by SIPC up to $500,000, with a limit of $250,000 for cash. Read more information about SIPC on the SIPC web page.
Securities and other non-deposit investment products and services are not deposits, obligations of or guaranteed by Axos Bank, are not insured by the FDIC or any governmental agency, and are subject to investment risk including possible loss of the principal invested. Past performance of a security does not guarantee future results or success.
Axos Invest LLC, Axos Invest, Inc., and Axos Bank are separate but affiliated companies.
Commissions, service fees and exception fees still apply. Please review our commissions and fees for details.
*Reference: http://www.smartasset.com
All investments involve risks, including the loss of principal invested. Past performance of a security does not guarantee future results or success. Before investing, consider the funds’ investment objectives, risks, charges, and expenses. Contact Axos Invest or visit the ETF sponsor's website for a prospectus or, if available, a summary prospectus containing this information. Please read it carefully.
Axos Invest uses an algorithm to manage individual client accounts. Keep in mind, our algorithm may rebalance client accounts without regard to market conditions or on a more frequent basis than the client might expect and may not address prolonged changes in market conditions. Axos Invest's investment advisory personnel oversee the algorithm but may not monitor each client's account.
There is no assurance that any investment strategy will be successful. Past performance is not a guarantee of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index may incur fees and expenses which would reduce returns.
Fee calculation is based upon the annual fee schedule charged monthly. Fees are based solely on the level of assets in your account, independent of the level of trading activity. By deciding to pay a fee based on services provided rather than transactions, you should understand that the fee may be higher than the cost of a commission alternative during periods of lower trading activity.
Axos Invest, NerdWallet's 2021 winner for Best Robo-Advisor for Cash Management 2021. ©2017-2021 and TM, NerdWallet, Inc. All Rights Reserved. To review this article, please click this link.
Nerdwallet and Investopedia (the “Solicitors”) receive cash compensation for referring potential clients to Axos Invest, LLC (“Axos Invest”) via advertisem*nts placed on their respective websites. The Solicitors and Axos Invest are not affiliated with one another and have no formal relationship outside of the solicitation arrangement. Nerdwallet’s opinions are their own. Their ratings are determined by their editorial team. The scoring formula for online brokers and robo-advisors takes into account over 15 factors, including account fees and minimums, investment choices, customer support and mobile app capabilities.
Clark.com rated Axos Invest in their Article “8 Best Robo Advisors in 2021,” dated January 8, 2021. To see the article, please click this link.
U.S. News and World Report mentioned Axos Invest in its article, “10 Best Robo Advisors of 2020” dated December 14, 2020. To review this article, please click this link.
1 The Annual Percentage Yield (APY) is accurate as of . Rewards Checking accounts are eligible to receive APY reward when criteria is met. The account must be in an open and active status on the last business day of the statement cycle to receive the reward. All daily collected balances up to and including $50,000 will earn interest based on the combined rate rewards. All daily collected balances greater than $50,000 will not earn interest. Qualifying transactions must post and clear the account by the 25th of the month to count towards the monthly qualification cycle. Account transactions may take one or more business days from the transaction date to post to the account. At the time of your statement cycle date, we will determine the combined products and services used since the previous cycle date to determine the aggregate interest rate to apply. We will use the daily balance method to calculate the interest. We may change these rewards at the Bank's discretion any time without notice. Fees may reduce earnings.
