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Welcome to your all-in-one research tool. Quickly discover, research, and
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$0 Lender Fee on Home Loans



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Open a Business Banking Account



Designed to move your business forward. Speak to a Relationship Manager at
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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.


ONLINE ACCESS AGREEMENT

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ONLINE ACCESS AGREEMENT EFFECTIVE 2/9/24

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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.


DEPOSIT ACCOUNT AGREEMENT & SCHEDULE OF FEES

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DEPOSIT ACCOUNT AGREEMENT & SCHEDULE OF FEES EFFECTIVE 2/9/24

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TERMS AND CONDITIONS FOR MYDEPOSIT

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TERMS AND CONDITIONS FOR MOBILE DEPOSIT

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TERMS AND CONDITIONS FOR OVERDRAFT LINE OF CREDIT

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LEGACY ACCOUNTS       

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TEXT MESSAGE BANKING SERVICES
TERMS AND CONDITIONS

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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).


AXOS INVEST FIRM DISCLOSURES

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AXOS INVEST TERMS OF USE

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CUSTOMER IDENTIFICATION DISCLAIMER

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AXOS INVEST FORM ADV PART 2A

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AXOS INVEST, LLC SELF-DIRECTED TRADING CUSTOMER RELATIONSHIP SUMMARY

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AXOS INVEST, INC. MANAGED PORTFOLIO CUSTOMER RELATIONSHIP SUMMARY

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AXOS INVEST SELF-DIRECTED TRADING MARGIN ACCOUNT AGREEMENT AND DISCLOSURE

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AXOS INVEST ADDITIONAL DISCLOSURES

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AXOS INVEST COMBINED FEE SCHEDULE


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AXOS INVEST DAY-TRADING RISK DISCLOSURE STATEMENT


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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.


DISCLOSURE AND AGREEMENTS FOR SMALL BUSINESS ACCOUNTS

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DISCLOSURE AND AGREEMENTS FOR COMMERCIAL ACCOUNTS

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DISCLOSURES AND AGREEMENTS FOR FIDUCIARY ACCOUNTS

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ACCOUNT AND TREASURY MANAGEMENT FEE SCHEDULE FOR COMMERCIAL ACCOUNTS

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PUBLIC COMMUNITY REINVESTMENT ACT NOTICE


COMMUNITY REINVESTMENT ACT PUBLIC NOTICE

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PERSONAL

   
 * Bank
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 * Borrow
 * Mortgages
 * Personal Loans
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 * Invest
 * Managed Portfolios
 * Self-Directed Trading
 * Client Relationship Summary


BUSINESS

Commercial

 * Equipment Finance
 * Lender Finance
 * Small Balance Commercial Real Estate
 * Residential Warehouse Lending
 * Commercial Real Estate Bridge & Construction Lending
 * Treasury Management

Small Business

 * Basic Business Checking
 * Business Interest Checking
 * Business Savings
 * Business Premium Savings
 * Business Money Market
 * Business CDs

Solutions By Industry

 * Third Party Payment Processors
 * HOAs & Property Management
 * 1031 Exchange Qualified Intermediaries
 * Title & Escrow
 * Global Fiduciary Banking
 * Fiduciary Services
 * Hedge Funds & Alternative Fund Banking Solutions


PARTNERS

 * Auto Dealers
 * Financial Advisors
 * Lending Forms & Guidelines
 * Small Balance Commercial
 * Investor-Owned Properties
 * Multi-Family Housing
 * Wholesale Lending
 * Strategic Partnerships




ALL YOUR FINANCES. IN ONE PLACE.




PERSONAL

 * Bank
 * Checking
 * Savings
 * CDs
 * Borrow
 * Mortgages
 * Personal Loans
 * Auto Loans
 * Invest
 * Managed Portfolios
 * Self Direct Trading
 * Client Relationship Summaries


BUSINESS

Commercial

 * Equipment Finance
 * Lender Finance
 * Small Balance Commercial Real Estate
 * Residential Warehouse Lending
 * Commercial Real Estate Bridge & Construction Lending
 * Treasury Management

Small Business

 * Basic Business Checking
 * Business Interest Checking
 * Business Savings
 * Business Premium Savings
 * Business Money Market
 * Business CDs

Solutions By Industry

 * Third Party Payment Processors
 * HOAs & Property Management
 * 1031 Exchange Qualified Intermediaries
 * Title & Escrow
 * Global Fiduciary Banking
 * Fiduciary Services
 * Hedge Funds & Alternative Fund Banking Solutions


PARTNERS

 * Auto Dealers
 * Financial Advisors
 * Lending Forms & Guidelines
 * Small Balance Commercial
 * Investor-Owned Properties
 * Multi-Family Housing
 * Wholesale Lending
 * Strategic Partnerships

Support
Careers
Blog
Company
Tools
Disclosures
Privacy
Security
ATM Locator
Accessibility

© 2024
Axos Financial, Inc., All Rights Reserved. © 2024 Axos Bank, All Rights
Reserved. © 2024 Axos Invest LLC. Member FINRA & SIPC. All Rights Reserved. ©
2024 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.

Axos Bank NMLS# 524995



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