Bank Like a Boss
Congrats! You’re upgrading your life.
You’re getting outdoors more, you’re taking risks, and prioritizing your financial health. You made it this far – now it’s time to start banking like a pro. Discover our top tools to help you make the most of Axos. This is where smarter banking starts.
1. Personal Finance Manager
No, this isn’t a person. If you like account aggregators – the ability to link all your financial accounts into a single dashboard – you’ll love Personal Finance Manager. PFM is a handy digital tool that allows you to see all your accounts, even those outside Axos, in one place.
PFM simplifies money management with a holistic view of your funds. Every transaction is automatically categorized to help identify your purchasing patterns and behaviors ($8 lattes, we’re looking at you). This data helps you to make more informed spending decisions about your expenses.
Also, this digital banking service is completely free. Start banking like a boss and take control of your finances with PFM.
Meet direct deposit – your new favorite tool. It’s a faster, easier method to get your paycheck, which is why 93% of Americans use it.
Don’t have a paycheck? You can direct deposit any recurring income source, such as Social Security funds, IRA, and 401(k) distributions. Rather than waiting for a check in the mail, you can get paid digitally and directly into your bank account.
And if you like getting paid earlier, one of our accounts, Essential Checking, offers Direct Deposit Express, allowing you to get paid up to two days early.* You'll get your money on the same day your paycheck is issued, without any processing delays.
Got a phone? Duh. Then you’ll want the Axos mobile app. This just makes life easier.
No more waiting for a computer – handle your finances when it’s most convenient for you. Here are different ways you can use the app:
The app also offers high security with biometric authentication, so you don’t have to sacrifice protection for speed and expediency. It’s a win-win – and one of the easiest ways to up your banking and investing game.
Big on security? This tool is for you. Fraud is no joke, which is why we provide the ability to opt into biometric authentication to access your account. This allows us to prove the person accessing your account is actually you – and not a scammer.
Simply register your voice, face, or fingerprint in the mobile app for added protection. That way, even if a scammer gets your login details, they can’t sneak past that second security wall. It can also identify you when you call Axos Bank – great both for security and speed.
And let’s be honest: Peace of mind that your accounts are safe is a telltale sign of a boss banker.
With Credit Score Monitoring, you take control of your credit journey and understand how it impacts your finances. The Axos app provides free credit score updates and detailed credit account information, allowing you to track changes over time.
This is an easy way to stay informed about the health of your credit – no strings attached. Get started by checking your credit score in the Axos app, even if you don’t have an Axos account yet. Simply download the app and register for free to embark on your credit management journey.
This feature is simple, but that’s why we like it. After all, time is money.
Bill Pay lets you automate payments, saving you the time and effort of remembering to pay your bills every month. You can use it for both personal and business bills (for our real-life bosses).
Schedule payments and their frequency so you can truly set it and forget it – and skip the stress of mailing payments. Upgrading your life means realizing your time is valuable, so save it for what really matters.
To set up Bill Pay, navigate to Bank within the mobile app and select Pay Bills. Signing in online? Select the Pay Bills tab and choose Add a Recipient. Make changes any time you wish.
Asking questions is the key to success – and a valuable tool in our toolbox. This is where Evo, your virtual financial assistant, comes in. Ask Evo anything finance-related, and get an instant response.
Log in to your account online or in the app to ask Evo questions regarding your accounts, transactions, loan payments, balances, and money transfers. You’ll find Evo in the bottom right-hand corner of webpages and the top right-hand corner of the app.
Give Evo a whirl and see what happens. Evo is here to make your life easier and help you achieve your financial goals.
Banking like a boss is less about what you have and more about what you do. Take advantage of the free banking services Axos offers, and apply them to your banking experience. Ready to save yourself time, money, and effort? Let’s get started.
This blog was published by Axos Bank on December 1, 2021 and last updated on August 30, 2023.Why link your accounts?
2. Direct Deposit
3. Mobile App
4. Biometric Authentication
How does it work?
5. Credit Score Monitoring
6. Bill Pay
7. Evo
The Takeaway
Bank Like a Boss
