Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Upon establishing an Axos Invest account, we will suggest a tailored investment portfolio that takes into account your time frame, risk tolerance, and expected returns in order to formulate a strategy that aligns with your preferences. Although our Managed Portfolios are designed for precision and efficiency, they remain adaptable to your needs. Beyond simple rebalancing, should you revise your personal information or financial objectives, we will modify your portfolio to ensure you stay on track towards achieving those goals. It's crucial to consider both your immediate and future financial aspirations, whether that involves saving for an upcoming vacation, accumulating funds for a home down payment, or creating a safety net through an emergency fund. Our team is here to assist you in crafting an investment plan tailored to your objectives. Furthermore, we will help you assess how much you can contribute towards retirement while setting clear investment targets, whether through an individual automated investment account or a Traditional or Roth IRA, providing comprehensive support throughout your investment journey. Ultimately, our aim is to empower you to take charge of your financial future.
Description
With a self-directed approach, you have the flexibility to invest in virtually anything, and the earnings from those investments remain untaxed. At IRA Financial, our dedicated tax and ERISA experts will assist you in setting up a self-directed retirement account, ensuring ongoing compliance. We strive to make the process of investing your retirement funds in alternative assets more straightforward. By opening an account through our app, you can start investing with a straightforward, flat fee. The app also features a supplemental forms section, allowing clients to electronically sign documents for common account transactions, eliminating the need for physical signatures or paperwork. This section is set to expand with future updates of the app. IRA Financial is committed to enhancing your investment experience while helping you grow your retirement savings effortlessly. So take the first step today and embrace a new way of managing your retirement investments.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Axos Financial
Founded
1999
Country
United States
Website
www.axos.com/invest/managed-portfolios
Vendor Details
Company Name
IRA Financial Trust
Founded
2010
Country
United States
Website
www.irafinancialtrust.com/investments/