Investment
Your financial future merits meticulous planning and deliberate expansion. With Axos Bank, we present a spectrum of investment solutions meticulously crafted to aid in the cultivation and expansion of your wealth. Whether you're planning for retirement, striving to reach financial milestones, or seeking to enhance your assets, our investment choices are geared towards realizing your aspirations.
Discover our investment services and commence your path to financial prosperity today. Your future deserves the investment.
Stocks & Shares ISAs
Maximize your ISA allowance by selecting from a pre-structured World Selection portfolio or creating and overseeing your personalized portfolio of funds or securities.
Investment funds
Conduct research, make purchases, and monitor investment funds effortlessly through our Global Investment Centre. You can also supplement or expand your existing Selected investment funds.
Sharedealing
Take control of your investment choices with our share dealing accounts. Construct your own portfolio of shares using InvestDirect or InvestDirectPlus.
Premier advice
Shape the future you've envisioned with Axos Bank, U.S. Premier advisory service.
Why Choose Axos Bank Investment Services?
- Expert Guidance from Experienced Advisors
- Diverse Investment Portfolio Options
- Personalized Investment Strategies
- Transparent Fees and Performance Tracking
- Secure and Trusted Investment Platforms
Please bear in mind
- Investment risk: All investments carry some risk. The value of investments (and any income received from them) can fall as well as rise and you may not get back what you invested. For some investments this can also happen as a result of exchange rate fluctuations as shares and funds may have an exposure to overseas markets.
- Time commitment: Most investments should be considered as a medium to long-term commitment; this means you should be prepared to hold them for at least five years.
- Tax benefits: The value of any tax benefits described depends upon your individual circumstances - tax rules may change in future.
