Automated Investing: We do not charge a fee for incoming or outgoing account transfers (aka ACATs) for our Automated Investing account.
Active Investing: SoFi does not charge fees for incoming transfers. However, if you transfer over a brokerage account from another firm using the ACAT system and that firm charges an ACAT fee, SoFi will cover up to $75 of any ACAT Outgoing Fees you may incur from your current brokerage firm as long as the transfer is for $5,000 or more. Once the transfer is successfully completed, you can send this request for reimbursement to investsupport@sofi.com|mailto:investsupport@sofi.com.
Outgoing account transfers (aka ACATs) from our Active Invest accounts are applicable to a $75 ACAT fee.