We make it easy! To set up an IRA account with Axos Invest Managed Portfolios, choose Create Your Retirement Goal or Open an Account. During your account setup, you will be asked to select an option. To set up an IRA account, choose Retirement as a goal, and select an account type after you enter your expected retirement age and the amount you expect to spend per year in retirement. To set up an IRA account with Axos Invest Self-Direct Trading, choose Open a Roth IRA or Open a Traditional IRA.