Automated Investing: We do not charge a fee for incoming or outgoing account transfers (aka ACATs) for our Automated Investing account.
Active Investing: We do not charge a fee for incoming account transfers (aka ACATs), but there is a $75 ACAT fee for outgoing transfers from our Active Invest accounts.
Please note, it is possible that other firms may charge an ACAT fee. If you transfer over a brokerage account using the ACAT system, we will cover up to $75 of any ACAT Outgoing Fees you may incur from your current brokerage firm. Once the transfer is successfully completed, you can send this request for reimbursement to investsupport@sofi.com.