Absolutely! SoFi Invest can accommodate a range of retirement accounts and rollover options. We offer Traditional, Roth, and SEP IRAs.
If you are transferring an existing IRA, you can submit an ACAT request to move the assets to an IRA with SoFi. Please keep in mind that the funds must be transferred into the same type of IRA i.e. Roth IRA to Roth IRA, Traditional IRA to Traditional IRA. Please refer to this article for instructions: How do I transfer assets to SoFi Invest account as an ACAT?
If you are rolling over your 401k, you will need to reach out to the financial institution where your 401k is currently held to initiate the rollover. They will typically mail a rollover check. Please refer to this article for who the check must be made payable to and where to mail it: Rollover or Personal Check Deposit Information for SoFi Invest Account
If you have an old 401k with a former employer, we can help you find out how much you’re paying in management fees to see what impact rolling over will have on your retirement funds, too. If you’d like to do that, set up some time with a Financial Planner and they can help you get started https://www.sofi.com/calendaring-ui/#/topic/.