CRS stands for Customer Relationship Summary and it outlines the services we provide as a brokerage and investment advisor. It also covers the fees we charge and conflicts of interest our firms may have.
Members who currently have a product or service offered by our brokerage, SoFi Securities, or our investment adviser, SoFi Wealth, received the form. (Products/Services: SoFi Money, Active Investing, Automated Investing, Financial Planning appointment, SoFi Relay, or Credit Score Monitoring)
We do encourage you to read the form, but other than that there's no action required on your part.