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What is Qtrade?

Leverage advanced technology in risk assessment and portfolio construction to create, evaluate, and test your investment portfolio, supported by expert research and customized tools. After answering a few straightforward questions, the Portfolio Creator will craft an ideal ETF portfolio tailored to your needs. Efficient screening tools allow you to narrow down your investment options seamlessly. To help you gauge your future needs, a retirement calculator will provide insights into the savings you require. An easy-to-navigate account dashboard gives you a holistic overview of your portfolio in one glance. You can conveniently establish your account using digital onboarding and e-signature features. With self-service options, accessing e-statements, making contribution requests, processing foreign exchange transactions, and utilizing additional resources is a breeze. Gain valuable insights through actionable recommendations from analysts at Morningstar. The watchlist feature lets you monitor stocks before making any trades. Furthermore, a variety of savings and investment calculators are at your disposal to assist in strategizing and realizing your financial goals effectively. Altogether, these tools simplify your investment experience and significantly improve your decision-making capabilities. By integrating these resources into your financial planning, you can navigate the investment landscape with greater confidence and clarity.

What is Axos Invest?

By creating an account with Axos Invest, you will receive a customized investment portfolio tailored to your specific time frame, risk tolerance, and desired returns, which will enhance your overall investment strategy. Our Managed Portfolios are not only automated and precise but also adaptable, allowing for adjustments as needed. We regularly rebalance your portfolio and make necessary refinements whenever you update your personal information or goals, ensuring you remain on the right path to fulfilling your financial dreams. It is crucial to account for both your present requirements and future plans. Whether you aim to save for a vacation, gather funds for a home down payment, or establish a financial cushion for unforeseen expenses, we are dedicated to helping you formulate an effective investment strategy. Furthermore, we assist in assessing your retirement savings potential and setting your investment goals through options like an automated investment account, a Traditional IRA, or a Roth IRA, guaranteeing that you will have a thorough and well-rounded financial plan. This comprehensive approach empowers you to confidently navigate your financial journey while keeping your aspirations in sight. Ultimately, we believe that a well-structured strategy can significantly impact your financial success.

Media

Media

Integrations Supported

Axos Bank
MoneyGuide
Raptoreum
RightCapital
TradingDiary Pro

Integrations Supported

Axos Bank
MoneyGuide
Raptoreum
RightCapital
TradingDiary Pro

API Availability

Has API

API Availability

Has API

Pricing Information

$25 Fee
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Qtrade

Date Founded

1999

Company Location

Canada

Company Website

www.qtrade.ca/en/investor.html

Company Facts

Organization Name

Axos Financial

Date Founded

1999

Company Location

United States

Company Website

www.axos.com/invest/managed-portfolios

Categories and Features

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