SoFi offers two types, or categories, of Invest accounts - Active and Automated.
For each type, we offer both retirement and non-retirement accounts.
- Retirement Account types include: Traditional IRA, Roth IRA, SEP IRA, and Traditional Rollover IRA.
- Non-Retirement Account types include: Individual/Personal Investment accounts, Joint Accounts with Rights of Survivorship (JTWROS), Community Property (limited to members of certain states), and Tenants by Entirety (limited to members of certain states).
To learn more about SoFi Invest and investing, please watch this video!