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What is Tangerine?

With features such as automatic contributions, investing becomes a stress-free endeavor, allowing you to focus on your financial goals rather than on market timing. You may already be aware of the low fees associated with our services, which cover all of our investment options. For more than ten years, we have been dedicated to helping Canadians save and invest online, giving you the confidence to pursue your long-term financial aspirations. Benefit from tax-free interest with a Tangerine savings account, and enjoy the guaranteed returns of our GIC, along with the attractive features of our Retirement Income Fund. Additionally, using a Tangerine credit card allows you to earn cash-back rewards on all your everyday spending, take advantage of customizable categories, and enjoy unlimited monthly cash-back—all without incurring an annual fee. While it's true that Tangerine doesn't have physical branches, we provide far more than just an online experience; our services are also available through mobile applications, our Tangerine locations, and our dedicated contact centers, ensuring that help is always close at hand. This diverse range of access points enhances our ability to serve you better, adding an element of convenience to your overall banking experience. Ultimately, our commitment to innovation and customer satisfaction sets us apart in the financial landscape.

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
LoadStop
MoneyGuide
RightCapital
Utluna

Integrations Supported

Axos Bank
LoadStop
MoneyGuide
RightCapital
Utluna

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
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

Tangerine

Date Founded

1997

Company Location

Canada

Company Website

www.tangerine.ca/en/products/investing

Company Facts

Organization Name

Axos Financial

Date Founded

1999

Company Location

United States

Company Website

www.axos.com/invest/managed-portfolios

Categories and Features

Categories and Features

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