Robo Investing Features

Tax Strategies

WiseHarvesting

In a diversified portfolio, some security prices can go up while others go down. This tax loss harvesting investment strategy monitors your price levels to capture small losses throughout the year to reduce your annual tax bill.

Selective Trading

Selective trading allows you to exclude specific ETFs from being traded in your portfolio, potentially minimizing wash sales. You can also choose to invest only in ETFs that align with your preferences and values. For instance, you could invest in Healthcare, Socially Minded or Blockchain ETFs.

IRAutomation

We offer three different IRAs (Roth, Traditional, and SEP) that provide unique benefits either in the form of tax savings in the current tax year or long-term tax savings when withdrawing in retirement.

Move Money On Your Terms

Quick Deposit

Time is money. With Quick Deposit, say goodbye to waiting on your deposits to be completed. Quick Deposit will invest your money on the same or next trading day.

Auto-Deposit Scheduler

We know one size doesn't fit all. With Auto-Deposit Scheduler your deposits can be matched to your pay periods, lucky day of the month, or whenever you choose.

Invest Your Way

Build as many unique portfolios as you like. Just select from a list of investment choices and specify the percent allocation for each in your portfolio(s). With Portfolio Plus you can expand your investment choices to more than 30.

Socially Minded

Clean Energy

Wonder Woman

The Premise Is Simple

Only pay for the services you value.

Disclosure

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.