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Plan for the Future: Open a Self-Directed Trading Account

Your long-term savings plan is in place. Now enjoy more flexibility and higher potential returns by investing smarter with:

$0 commissions for elegible stock and ETF trades¹
No annual account, service, data, or inactivity fees²
Access to over 10,000 mutual
Margin and options trading available^*

Stocks

$0 per trade¹

ETFs

$0 per trade

Options

$1.00 per contract

Mutual Funds

$9.95 per trade (no-load)

Schedule of Fees >

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Axos Financial, Inc., All Rights Reserved. © Axos Bank, All Rights Reserved. © Axos Invest LLC. Member FINRA & SIPC. All Rights Reserved. © Axos Invest, Inc. All Rights Reserved.

Bank products and services are offered by Axos Bank^®. All deposit accounts through Axos Bank brands are FDIC insured through Axos Bank. All deposit accounts of the same ownership and/or vesting held at Axos Bank are combined and insured under the same FDIC Certificate 35546. All deposit accounts through Axos Bank brands are not separately insured by the FDIC from other deposit accounts held with the same ownership and/or vesting at Axos Bank. For more information read Axos Bank’s FDIC Notice.

Advisory services are offered by Axos Invest, Inc., an investment adviser registered with the Securities and Exchange Commission (“SEC”). For information about our advisory services, please view our Form CRS or our ADV Part 2A Brochure, free of charge. Brokerage services and securities products are offered by Axos Invest LLC, Member FINRA & SIPC. YOU MAY FIND MORE INFORMATION ABOUT OUR FIRM ON FINRA’S BROKERCHECK. View the background of this firm, or REVIEW our Form CRS. All cash and securities held in Axos Invest client accounts are protected by SIPC up to $500,000, with a limit of $250,000 for cash. Read more information about SIPC on the SIPC web page.

Securities and other non-deposit investment products and services are not deposits, obligations of or guaranteed by Axos Bank, are not insured by the FDIC or any governmental agency, and are subject to investment risk including possible loss of the principal invested. Past performance of a security does not guarantee future results or success.

Axos Invest LLC, Axos Invest, Inc., and Axos Bank are separate but affiliated companies.

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All investments involve risks, including the loss of principal invested. Past performance of a security does not guarantee future results or success.

Axos Invest LLC and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

ETFs are limited to those ETFs which are not leveraged or the inverse of any index of which the ETF is tracking. Prior to the purchase of any ETF strategy, you should read the prospectus of each individual ETF carefully and consider the investment objectives, risks, charges, and expenses before you invest or send money.

As with any investment decision, it is important to consider a number of factors before making an investment in a mutual fund. Not only should you consider the risks and objectives of the fund and match them to your own goals and risk tolerance, but you should also understand the costs associated with your investment and how Axos Invest is compensated on that investment. Some key factors to consider include a mutual fund's investment strategy, risk profile, investment performance, and relationship to your overall asset allocation strategy and investment time horizon. Fees and expenses have an impact on a fund's investment returns and are important factors as well. All mutual funds, including "no load" funds, incur transaction costs, expenses, and other fees that are passed through by the mutual fund and ultimately paid by the fund shareholders. Generally this information is referred to in the fund Prospectus, or in other information as may be requested or obtained from the fund, such as the fund's Statement of Additional Information (SAI).

Most mutual funds require a minimum initial investment, sometimes as low as $250. Mutual fund shares fluctuate in value, rising and falling in price depending on the performance of the underlying securities in the fund. The Net Asset Value (NAV) of a mutual fund indicates its value or price per share.

Mutual funds are offered by prospectus only. Investors should consider the investment objective, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other important information, are available at each and should be read carefully before investing. The investment return and principal value of an investment will fluctuate, so that an investor's shares, when redeemed, may be worth more or less than original cost.

Diversification and systematic investing do not ensure a profit or protect against loss.

Access to real-time data is subject to acceptance of the exchange agreements. Professional access and fees differ. For details, see our commissions and fees.

System response and account access times may vary due to a variety of factors, including trading volumes, market conditions, system performance, and other factors.

Trading non-marginable securities may be subject to funding restrictions.

A Margin account may not be suitable for all investors. Borrowing on Margin and using securities as collateral may involve a high degree of risk. Market conditions can magnify any potential for loss. If the market turns against the investor, he or she may be required to deposit additional securities and/or cash in the account. The securities in the account may be sold to meet the margin call, and the firm can sell the investor’s securities without contacting them. The interest rates charged are determined by the amount borrowed. Please review this additional information provided by the Securities and Exchange Commission prior to enrolling in Margin trading.

^*Margin Trading and Options Trading are subject to approval by Axos Invest LLC. Please see the following for the risks associated to both Margin trading and Option trading.

¹ $0 Stocks are limited to stock listed on an exchange in the United States. Foreign exchange, stocks listed over the counter, and large block transactions requiring special handling may include charges. Mutual funds are limited to no-load mutual funds in which Axos Invest LLC has a distribution agreement in place.

² Commissions, service, contract, regulatory and exception fees still apply. Please review our commissions and fees for details. Trades executed in multiple market lots on the same trading day are charged a single commission. Trades partially executed over multiple trading days are subject to commission charges for each trading day.

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