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 call us at 855-456-7634 or chat with us online to request a reimbursement.
Full or Partial outgoing account transfers (aka ACATs) from our Invest accounts are applicable to a $75 ACAT fee.