We offer both Retirement and Non-Retirement accounts. We have two different investment options - Automated (Robo accounts) and Active (Self-Directed accounts). For the Automated accounts, the investing is done automatically for you, all you have to do is pick the portfolio. In the Active accounts, you take on the active role as the investor; you will pick out the stocks and ETFs and place the trades yourself.
Retirement Account types: Traditional IRA, Roth IRA, SEP IRA, and Traditional Rollover IRA.
Non-Retirement Account types: 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!