Independent Audit Report
Axos Self-Directed Trading
VS
Unit

A comprehensive 20-point independent audit covering fees, FX rates, settlement architecture, regulatory standing, customer protection, and real-world performance benchmarks.

20 Audit Criteria Independent Analysis Current Verified Data Live Benchmarks
Axos Self-Directed Trading
Bank-Backed Self-Directed Brokerage
Best For Axos Bank customers wanting integrated banking and investing, commissi
Core Fee $0 commissions on stocks & ETFs; $1.50/contract options; no
Settlement Instant transfers from Axos Bank accounts; real-time trade e
Visit Axos Self-Directed Trading ↗
Unit
Embedded Banking & Card Infrastructure (BaaS)
Best For Fintechs and businesses wanting to embed bank accounts, cards, and pay
Core Fee B2B platform; custom pricing based on transaction volume and
Settlement Real-time account opening and transaction processing; API-fi
Visit Unit ↗
Full 20-Point Audit Matrix
Verified current data across all key decision criteria
20 Criteria Compared
Audit Criterion Axos Self-Directed Trading Unit
WealthBlueprint RatingOverall score vs. all reviewed platforms (out of 5 stars)
3/5
Axos Self-Directed Trading: rated on fees, features, safety & ease of use
4/5
Unit: rated on fees, features, safety & ease of use
Transaction FeesPer-transfer costs, domestic & international
$0 commissions on stocks & ETFs; $1.50/contract options; no account minimum; managed portfolios at 0.24%/year AUM fee B2B platform; custom pricing based on transaction volume and services
FX / Conversion SpreadMarkup above mid-market exchange rate
Axos Self-Directed Trading charges a conversion fee based on the currency pair and transfer amount. Always verify the all-in rate before sending.
Always check the live rate in the app
Unit charges a conversion fee based on the currency pair and transfer amount. Always verify the all-in rate before sending.
Always check the live rate in the app
Account MaintenanceMonthly or annual account-keeping charges
Axos Self-Directed Trading applies account maintenance charges as described in its fee schedule. Pricing may vary by region.
Fees subject to change — verify before signing up
Custom/tiered pricing — Unit's fee structure depends on your account tier or usage volume.
Fees subject to change — verify before signing up
Card Issuance FeesVirtual and physical card creation costs
Axos Self-Directed Trading does not primarily offer physical cards — access is digital-first.
Check Axos Self-Directed Trading app for current card fees
Unit offers virtual cards. Check the Unit app under card settings for current issuance fees.
Check Unit app for current card fees
Domestic SettlementLocal bank transfer completion time
Axos Self-Directed Trading
Instant transfers from Axos Bank accounts; real-time trade e
VS
Unit
Real-time account opening and transaction processing; API-fi
Both platforms offer comparable settlement speeds.
Cross-Border SpeedInternational corridor settlement time
Axos Self-Directed Trading supports cross-border transfers via its payment rails. Actual delivery depends on the receiving bank and any compliance holds.
Check the app for live estimates
Unit supports cross-border transfers via its payment rails. Actual delivery depends on the receiving bank and any compliance holds.
Check the app for live estimates
Uptime / ReliabilityReported annual platform availability rate
Axos Self-Directed Trading publishes service status updates on its official status page for transparency.
Check Axos Self-Directed Trading status page for incident history
Unit publishes service status updates on its official status page for transparency.
Check Unit status page for incident history
Regulatory LicensesGoverning bodies and jurisdictions
FINRA/SIPC member (up to $500,000); Axos Bank FDIC insured; SEC-registered broker-dealer; 256-bit encryption; biometric login supported
✓ Licensed
Banking via partner FDIC-insured institutions; regulatory compliance; standard BaaS security and fraud prevention
✓ Licensed
Deposit InsuranceGovernment-backed protection scheme
FDIC insured — your funds are protected up to applicable limits.
Verify current coverage directly with Axos Self-Directed Trading
FDIC insured — your funds are protected up to applicable limits.
Verify current coverage directly with Unit
2FA & AuthenticationMulti-factor security implementation
Axos Self-Directed Trading offers multi-factor authentication. Enable 2FA in account security settings. Biometric and PIN options vary by device.
Enable 2FA immediately after opening your account
Unit offers multi-factor authentication. Enable 2FA in account security settings. Biometric and PIN options vary by device.
Enable 2FA immediately after opening your account
Fraud DetectionAI/ML-powered transaction monitoring
Axos Self-Directed Trading monitors transactions for anomalies in real time. You can freeze your card instantly from the app.
✓ Real-time monitoring
Unit monitors transactions for anomalies in real time. You can freeze your card instantly from the app.
✓ Real-time monitoring
Ideal Use CasePrimary audience and core value proposition
Axos Self-Directed Trading
Axos Bank customers wanting integrated banking and investing, commission-free trading, and access to managed portfolios without switching institutions
Unit
Fintechs and businesses wanting to embed bank accounts, cards, and payment capabilities into their products
Platform ClassificationRegulatory and product category
Bank-Backed Self-Directed Brokerage Embedded Banking & Card Infrastructure (BaaS)
Withdrawal LimitsDaily / weekly transfer and cash-out caps
Axos Self-Directed Trading applies daily and monthly withdrawal limits based on your account verification tier.
Log in to see your current limits
Unit applies daily and monthly withdrawal limits based on your account verification tier.
Log in to see your current limits
Supported CurrenciesFiat and digital asset coverage
Axos Self-Directed Trading supports the currencies and assets listed in its official documentation.
Check Axos Self-Directed Trading official site for full currency list
Unit supports the currencies and assets listed in its official documentation.
Check Unit official site for full currency list
App Store RatingAggregate iOS + Android user satisfaction
Axos Self-Directed Trading is available on both iOS and Android. Rating varies by region.
Verify live ratings on the App Store
Unit is available on both iOS and Android. Rating varies by region.
Verify live ratings on the App Store
Customer SupportAvailable resolution pathways and SLA
Axos Self-Directed Trading offers in-app support and email. Response times may vary by account tier.
Check Axos Self-Directed Trading help centre for current support options
Unit offers in-app support and email. Response times may vary by account tier.
Check Unit help centre for current support options
KYC Verification SpeedAccount activation timeline post-submission
Axos Self-Directed Trading typically verifies personal accounts within minutes to 24 hours with a valid ID.
Verify current wait times in the Axos Self-Directed Trading app
Unit typically verifies personal accounts within minutes to 24 hours with a valid ID.
Verify current wait times in the Unit app
Overall VerdictWealthBlueprint independent recommendation
Unit WINS with 4/5 stars vs 3/5.

Why: Unit excels at Fintechs and businesses wanting to embed bank accounts, cards, and payment capabilities into their products. It also has a simpler fee structure (B2B platform; custom pricing based on transaction ...).

✓ Choose Unit if Fintechs and businesses wanting to embed
➜ Axos Self-Directed Trading is still solid for Axos Bank customers wanting integrated b
Official WebsiteVisit platform to sign up or verify current fees
Visit Axos Self-Directed Trading ↗ Visit Unit ↗
WealthBlueprint Verdict Summary
Axos Self-Directed Trading — Best For
Axos Bank customers wanting integrated banking and investing, commission-free trading, and access to managed portfolios without switching institutions
✓ Strong in its core category
Unit — Best For
Fintechs and businesses wanting to embed bank accounts, cards, and payment capabilities into their products
✓ Strong in its core category

Not sure which is right for you?

Take our 2-minute financial literacy quiz to understand which platforms align with your income profile and goals.

From the WealthBlueprint Library

Related insights from the WealthBlueprint library:

📖 How to Get a Credit Limit Increase 📖 Best Businesses for Women to Start
More Comparisons Worth Reading

Unit alternatives worth auditing before you decide:

🔍 Karat vs Public.com: Independent Audit 🔍 Karat vs Fundrise: Independent Audit