Company name
Axos Invest
Website
https://www.axos.com/invest
Phone
1-888-642-0039
customerservice@axosbank.com
Address
4350 La Jolla Village Drive, Suite 140, San Diego, CA 92122
— Review updated Aug 2025
Axos Invest delivers a solid robo-advisory service with competitive fees and a user-friendly interface.
Their 0.24% management fee is attractive, and the self-directed trading platform offers commission-free trades.
While customer service is adequate but not exceptional, their integration of banking and investment services creates a convenient experience for users seeking comprehensive financial solutions.
Low-Cost Structure: AXOS Invest offers a low-cost robo-advisor service and commission-free trading platform, making it accessible for various types of investors.
Dual Investment Options: The platform provides both self-directed trading for those who want control over their investments and managed portfolios for those preferring automated assistance.
Customization Capabilities: AXOS Managed Portfolios allows investors to add or remove up to 32 different investment types, including socially responsible investments, offering personalization options.
Tax Optimization: Their managed portfolios feature tax optimization strategies, which can help maximize returns by minimizing tax implications.
User-Friendly Experience: The platform is designed to be simple and easy to use, making it accessible for beginners while still offering features for more active traders.
Limited Physical Presence: As a primarily online platform, AXOS lacks physical branches, which may not suit investors who prefer face-to-face interactions for financial guidance.
Customer Service Issues: Some reviews indicate problems with customer service and support, which could be frustrating when dealing with investment-related questions or issues.
Relatively New Platform: Following the rebranding from WiseBanyan to AXOS Invest in 2019, the platform is still relatively new compared to more established investment services.
Axos Invest
https://www.axos.com/invest
1-888-642-0039
customerservice@axosbank.com
4350 La Jolla Village Drive, Suite 140, San Diego, CA 92122
.
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Janecruz.ph0001
Jul 28, 2025Upsides
Low annual advisory fee for managed portfolios and $0 for self directed trading.
Downsides
high minimum account balance for managed portfolios