Axos All-In-One Mobile Banking vs Lili - Small Business Finances Uso & Estadísticas

Your money, your way. Axos® delivers smart personal and business finance on the go. Bank, borrow, invest, and plan on your terms. Manage accounts. Track savings. Access and move money with ACH direct deposit, mobile deposit, and money transfer. Plus, pay bills and monitor your credit score. It’s the way financial services should be. MOVE MONEY & ACCESS FUNDS It’s your money – use it. Add money and send it where it needs to go. • Transfer money to accounts, friends, and others • Mobile check deposit • Early direct deposit • One-time & recurring bill pay • Wire transfers MANAGE CHECKING AND SAVINGS ACCOUNTS Make your money work. Open a digital bank account. Manage debit and ATM cards. Get account balance and other alerts. • Accounts for all ages, from teens to adults and seniors • Rewards and CashBack Checking • High Yield Savings • High Yield Money Market • Certificates of Deposit (CDs) BORROW MONEY & MANAGE LOANS Apply for a loan, track details, and pay loans. • Mortgages for home purchase and refinance • Auto loans to buy or refinance vehicles • Personal loans for large expenses, home improvements, debt consolidation, and more • Set up & edit scheduled payments • Enroll in payment alerts DIY & HANDS-OFF INVESTING Track and manage investments. Research and buy stocks & ETFs. Place a trade. • Self-Directed Trading • Managed Portfolios • Axos Elite Investing • Individual retirement accounts (IRAs): Traditional, Roth, and Rollover • Margin & options trading CREDIT SCORE MONITORING Watch your credit and learn how it impacts finances. • Free credit score • Credit score change alerts • Credit score history PERSONAL FINANCE MANAGER Connect bank accounts to track money and gain insights to help master finances. • Account aggregator • Spending tracker • Saving & investing trends • Debt tracker © 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 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 BROKERCHECK. PLEASE VISIT https://brokercheck.finra.org/firm/summary/172393 OR REVIEW OUR FORM CRS AT https://files.brokercheck.finra.org/crs_172393.pdf. 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 webpage. 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. $0 Stocks are limited to stocks listed on an exchange in the United States. Foreign exchange, stocks listed over the counter and large block transactions requiring special handling may include charges. Axos Invest LLC, Axos Invest, Inc., and Axos Bank are separate but affiliated companies. Axos Bank NMLS# 524995
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Lili is a business finance platform that enables small businesses to manage all aspects of their finances in one place. With business banking, smart bookkeeping, unlimited invoices & payments, and tax preparation tools–you’ll always know where your business stands. BUSINESS BANKING - Business Checking Account - Lili Visa® Debit Card* - Mobile Check Deposit - Fee-free ATM withdrawals at 38K locations - Cash Deposit at 90k participating retailers - Get paid up to 2 days early - No minimum balance or deposit required - No hidden fees - Automatic Savings - Cashback Awards** - Fee-free Overdraft up to $200** - Savings Account with 3.65% APY**** ACCOUNTING SOFTWARE** - Expense management tools and reports - Income & expense insights*** - Attach receipts to expenses with a quick photo from your phone - On-demand reporting including profit & loss and cash flow statements*** TAX PREPARATION** - Automatic labeling of transactions into tax categories - Write-off tracker - Automated tax savings - Pre-filled business tax forms (including Forms 1065, 1120, and Schedule C)*** INVOICING SOFTWARE*** - Create and send customized invoices - Accept all payment methods - Track unpaid invoices and send payment reminders SUPPORT FOR YOUR BUSINESS - Lili Academy: Videos and guides that cover all aspects of running a small business - Free tools, downloadable resources, long-form guides and blog articles - Discounts on relevant tools from our partners - Curated newsletters and business-related content ACCOUNT SECURITY YOU CAN RELY ON All Lili accounts are insured up to $250,000 through our partner bank, Sunrise Banks, N.A., Member FDIC. Lili business accounts and debit cards are protected by industry-leading encryption software and security protocols, including fraud monitoring and multi-factor authentication. Lili customers receive transaction alerts in real-time, can access their account from mobile or desktop anytime and instantly freeze their card if needed. LEGAL DISCLOSURES Lili is a financial technology company, not a bank. Banking services are provided by Sunrise Banks N.A., Member FDIC *The Lili Visa® Debit Card is issued by Sunrise Banks, N.A., Member FDIC, pursuant to a license from Visa U.S.A. Inc. Please see the back of your Card for its issuing bank. The Card may be used everywhere Visa debit cards are accepted. **Available to Lili Pro, Lili Smart, and Lili Premium account holders only, applicable monthly account fee applies. ***Available to Lili Smart and Lili Premium account holders only, applicable monthly account fee applies. ****The Annual Percentage Yield (“APY”) for the Lili Savings Account is variable and may change at any time. The disclosed APY is effective as of October 1, 2024. Must have at least $0.01 in savings to earn interest. The APY applies to balances of up to and including $100,000. Any portions of a balance over $100,000 will not earn interest or have a yield. Available to Lili Pro, Lili Smart, and Lili Premium account holders only.
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Axos All-In-One Mobile Banking VS.
Lili - Small Business Finances

11iciembre d, 2024