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UFB Direct (Axos Bank)

UFB Direct (Axos Bank) Portfolio Savings

Axos' rate-chaser brand, where the account name changes more often than the rate holds

7.0
Our Rating
APY
3.26% on all balances (as of June 2026); up to 3.46% bundled with Freedom Checking
Monthly Fee
$0
Minimum to Open
None
ATM Access
ATM card included; 91,000+ ATMs with no UFB fees domestically

Insurance: FDIC insured up to $250,000 through Axos Bank (UFB is a division; coverage is combined with other Axos deposits)

Features

  • Flat APY on all balances, no caps and no activity hurdles on the base rate
  • +0.20% bundle boost with Freedom Checking: $5k monthly direct deposit, $10k checking balance, 10 debit swipes
  • Free ATM card included with savings — uncommon for the category
  • No monthly maintenance fees, no minimum to open
  • Mobile check deposit and SMS banking
  • Latest in a long line of UFB account names (Premier, Priority, Best, Portfolio...)

Pros

  • +Honest flat rate with an ATM card thrown in
  • +Axos is a real chartered bank, not a fintech wrapper
  • +Bundle boost is attainable for direct-deposit households

Cons

  • UFB's signature move is launching a new account name at a higher rate while old accounts quietly decay — you must call and ask to be moved
  • 3.26% base now trails Barclays, CIT, and the rate leaders
  • Bundle requirements are heavy for a +0.20% boost

Our Take

UFB pays decently and includes an ATM card, but this is the bank that perfected the rename-and-strand rate game: Portfolio Savings succeeds a half-dozen identical accounts whose holders got left on dead rates. If you open it, calendar a quarterly check and ask to be upgraded the moment a new name appears. Savers who won't do that maintenance should take Barclays or Marcus instead.

Best for: Vigilant rate-watchers who will police the rename game

Open at UFB Direct (Axos Bank)

Last verified 2026-06-11

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