Bank products and services are offered by Axos Bank®. All depositaccounts through Axos Bank brands are FDIC insured through Axos Bank. Alldeposit accounts of the same ownership and/or vesting held at Axos Bank arecombined and insured under the sameFDIC Certificate 35546.All deposit accounts through Axos Bank brands are not separately insured bythe FDIC from other deposit accounts held with the same ownership and/orvesting at Axos Bank. For more information readAxos Bank’s FDIC Notice.
Advisory services are offered by Axos Invest, Inc., an investment adviserregistered with the Securities and Exchange Commission (“SEC”). Forinformation about our advisory services, please view ourForm CRSor our ADV Part 2A Brochure, free of charge. Brokerage services and securities products are offered byAxos 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 servicesare not deposits, obligations of or guaranteed by Axos Bank, are notinsured by the FDIC or any governmental agency, and are subject toinvestment 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.
1 Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circ*mstances. All examples are hypothetical and are for illustrative purposes only. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.
2 The Annual Percentage Yield (APY) is accurate as of . This is a tiered, variable rate account. The interest rate and corresponding APY for savings and money market accounts are variable and are set at our discretion. Interest rates may change as often as daily without prior notice. Fees may reduce earnings.
3 The Annual Percentage Yield (APY) is accurate as of . Rewards Checking accounts are eligible to receive APY reward when criteria is met. The account must be in an open and active status on the last business day of the statement cycle to receive the reward. All daily collected balances up to and including $50,000 will earn interest based on the combined rate rewards. All daily collected balances greater than $50,000 will not earn interest. Qualifying transactions must post and clear the account by the 25th of the month to count towards the monthly qualification cycle. Account transactions may take one or more business days from the transaction date to post to the account. At the time of your statement cycle date, we will determine the combined products and services used since the previous cycle date to determine the aggregate interest rate to apply. We will use the daily balance method to calculate the interest. We may change these rewards at the Bank's discretion any time without notice. Fees may reduce earnings.
