Timeframe: 05/15/2024 - Ongoing
Offer
- SoFi matches 1% of all new ACH deposits up to the member’s contribution limit, made into an existing or newly opened SoFi IRA Account.
Payout
- Bonuses will be paid within 60 days of the last day of the month in which the contributions settle in the SoFi IRA account.
Eligibility
- Only ACH deposits that are made during the offer period are eligible for the 1% match.
Terms and Conditions
https://www.sofi.com/iramatchterms/
- Deposits must stay in the account for two (2) years or the bonus may be subject to removal.
- 1% match is capped at the contribution limit for the year.
- This offer may not be combined with any other offers.
- SoFi reserves the right to modify or terminate the promotion at any time, without notice.
Important Tax Information
- Bonus amounts of $600 or greater in a single calendar year may be reported to the Internal Revenue Service (IRS) as miscellaneous income to the recipient on Form 1099-MISC in the year received by applicable law.
- Members are responsible for any applicable federal, state, or local taxes associated with receiving the bonus offer; consult a tax advisor to determine applicable tax consequences.