Frequently Asked Questions

Creating a Coreaxis account is simple and takes just a few minutes:

1. Click "Start Investing" on our homepage
2. Enter your email address and create a secure password
3. Verify your email address through the link we send you
4. Complete your profile with personal information
5. Verify your identity with a government-issued ID
6. Connect your bank account to fund your investments

Once these steps are complete, you can start investing immediately!

To verify your identity, you'll need:

• Government-issued photo ID: Driver's license, passport, or state ID
• Social Security Number: For tax reporting purposes
• Proof of address: Utility bill, bank statement, or lease agreement (if required)

We use bank-level security to protect your personal information, and verification typically takes just a few minutes.

No! Coreaxis has no minimum deposit requirement. You can start investing with any amount that fits your budget.

Many of our users begin with small, regular contributions and gradually increase their investments as they become more comfortable with the platform.

Yes, you can open multiple types of investment accounts with Coreaxis:

• Individual brokerage account: Standard investment account
• Traditional IRA: For retirement savings with tax-deferred growth
• Roth IRA: For retirement savings with tax-free growth
• Joint account: For investing with a partner or family member

You can manage all your accounts from a single Coreaxis dashboard.

Coreaxis offers a variety of investment options to help you build a diversified portfolio:

• Mutual Funds: Professionally managed funds with diversified holdings
• Exchange-Traded Funds (ETFs): Market-traded funds with low expense ratios
• Individual Stocks: Shares of publicly traded companies
• Money Market Funds: Low-risk, liquid investments
• Curated Portfolios: Pre-built portfolios based on your risk tolerance and goals

Coreaxis makes investment selection easy with our smart tools:

• Investment Screener: Filter investments by risk level, performance, and category
• Portfolio Builder: Get personalized portfolio recommendations based on your goals
• Educational Resources: Learn about different investment strategies
• Risk Assessment: Take our quiz to determine your ideal risk profile

If you need additional guidance, our investment specialists are available to help.

Yes! Coreaxis offers flexible automatic investment options:

• Recurring Deposits: Set up weekly, bi-weekly, or monthly transfers from your bank
• Auto-Invest: Automatically invest your deposits into selected funds or portfolios
• Dollar-Cost Averaging: Invest fixed amounts regularly to reduce market timing risk

You can adjust or cancel automatic investments at any time through your account settings.

Coreaxis provides comprehensive performance tracking tools:

• Real-time Portfolio Tracking: See current values and daily changes
• Performance Analytics: View returns by time period and investment type
• Custom Reports: Generate detailed reports for tax purposes or personal review
• Mobile App: Track your investments on the go with our iOS and Android apps

You'll also receive monthly statements and performance summaries via email.

Yes, Coreaxis uses multiple layers of security to protect your investments and personal information:

• 256-bit SSL Encryption: Bank-level encryption for all data transmission
• SIPC Protection: Up to $500,000 in securities protection
• Two-Factor Authentication: Optional extra security for account access
• Biometric Login: Fingerprint and face ID support on mobile devices
• Regular Security Audits: Continuous monitoring and testing of our systems

We take security seriously and are committed to protecting your financial assets.

SIPC (Securities Investor Protection Corporation) protects customers of registered broker-dealers, like Coreaxis, if the firm fails financially.

Key points about SIPC protection:

• Protects up to $500,000 in securities (including up to $250,000 in cash)
• Covers most types of securities including stocks, bonds, and mutual funds
• Does not protect against market losses or poor investment performance
• Is not the same as FDIC insurance for bank deposits

Your investments with Coreaxis receive this important protection automatically.

If you notice any suspicious activity in your Coreaxis account:

1. Immediately contact our support team at security@coreaxis.xyz or call 1-800-COREAXIS
2. Change your account password
3. Enable two-factor authentication if not already active
4. Review your recent account activity and report any unauthorized transactions

Our security team will investigate promptly and take appropriate action to secure your account.