Disclosures
Disclosures provide important information on Axos product offerings, as well as pertinent details on related services and fees.
Terms of use
The Online Access Agreement, refers to all Axos Bank Online, Axos Bank Business Online, Axos Bank Mobile, Axos Invest, Axos Clearing, or UFB Direct online and mobile services, plus all the Eligible Accounts and Online Financial Services you can access via the Website after entering into this Agreement, as described in this agreement.
| NAME | ACTION |
|---|---|
| Online Access Agreement | Download |
Personal Bank Account Disclosures
Bank products and services are offered by Axos Bank. All deposit accounts through Axos Bank 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. Learn More.
Personal Invest Account Disclosures
Axos Invest, Inc., Axos Invest LLC, and Axos Clearing, LLC are wholly-owned subsidiaries of Axos Financial, Inc. Axos Invest may at any time revise these Disclosures. You agree to be bound by subsequent revisions and agree to review the Disclosures periodically for changes.
Investment advisory services provided by Axos Invest, Inc., an SEC registered investment advisor. Brokerage services are provided by Axos Invest LLC, a member of the Financial Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
| NAME | ACTION |
|---|---|
| Axos Invest Firm Disclosures | Download |
| Axos Invest Terms of Use | Download |
| Customer Identification Disclaimer | Download |
| Axos Invest Form ADV Part 2A | Download |
| Axos Invest, LLC Self-Directed Trading Customer Relationship Summary | Download |
| Axos Invest, Inc. Managed Portfolio Customer Relationship Summary | Download |
| Axos Invest Self-Directed Trading Margin Account Agreement and Disclosure | Download |
| Axos Invest Additional Disclosures | Download |
| Axos Invest Combined Fee Schedule | Download |
| Axos Invest Day-Trading Risk Disclosure Statement | Download |
Investment management accounts of Axos Invest, Inc. customers are held in custody by Axos Clearing Corporation, member FINRA, NYSE, SIPC. Axos Clearing Corporation may provide custody, execution, confirmation, settlement and/or delivery services to Axos Invest.
Business Account Disclosures
Bank products and services are offered by Axos Bank. All deposit accounts through Axos Bank 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. Learn More.
Public Community Reinvestment Act Notice
| NAME | ACTION |
|---|---|
| Community Reinvestment Act Public Notice | Download |