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 request reimbursement by contacting us via phone at 855-525-7634 or chat with us online.
Outgoing account transfers (aka ACATs) from our Active Invest accounts have a $75 ACAT fee.
Automated Investing: Outgoing account transfers (aka ACATs) from our Automated Invest accounts have a $75 ACAT fee.