Axos Invest, Inc. Apps

Personalized. Simplified. Intelligent Investing. Investing doesn’thave to be complicated. Set up your account with just a few tapsand swipes. We’ll guide you through the entire investment process;plus, we make recommendations and monitor your portfolio with youalong the way. Whether you’re a novice or pro, our ultimate goal isto become your primary financial relationship and to maintain thatrelationship, with you, for your entire life. Dream Big - Set yourmilestones and go! Whether you’re saving for retirement, a new car,buying an island, or preparing for a rainy day, we’re yourinvestment partner all the way! - Your investment recommendationsare customized based on your risk tolerance and personal financialsituation. - We offer Traditional IRA, Roth IRA, and PersonalInvestment Accounts. Investing Made Simple - Easily create and editmilestones from your investment app. - Seamlessly completetransactions such as deposits, withdrawals, and transfers by safelyconnecting your bank. - Take advantage of dollar-cost averaging byleveraging our auto-deposit feature. Safe and Sound - Your accountinfo is encrypted and securely stored. - We utilize two-factor andone-time password login security. - Account assets areindependently custodied, providing an extra set of eyes on thesecurity of your money. - Axos Invest LLC is a member of theSecurities Investor Protection Corporation (SIPC), which protectsclients up to $500,000 (including $250,000 for claims for cash).Explanatory brochure available at www.sipc.org. Premium Features Ontop of our stellar OG investment services you can customize youraccount with features and services including the following:Tax-loss harvesting Custom portfolio allocations An expanded listof ETFs Custom auto-deposit schedule, and more