Create account Log in

SoFi
SoFi Invest
SoFi Invest Information
ACAT

Articles in this section

How can I transfer an investment account from a different brokerage firm to SoFi Invest?
Do IRA rollovers apply to this ACAT promo?
How do I move funds/securities/assets from another Brokerage (like Robinhood) to SoFi?
ACAT Information
How can I tell the status of my ACAT?
What is SoFi's Broker Clearing Number?
Is there a charge for an ACAT transfer? Does SoFi reimburse other fees?
ACAT Issues

How can I tell the status of my ACAT?

May 14, 2021 23:15
Updated

Please contact a licensed Investment Specialist by phone at 855-525-7634 or chat online.

Facebook
Twitter
LinkedIn

Was this article helpful?

2 out of 8 found this helpful

Return to top

Related articles

Is there a charge for an ACAT transfer? Does SoFi reimburse other fees?
ACAT Information
What is SoFi's Broker Clearing Number?
Can I transfer an account to SoFi Invest? How?
I want to transfer some stock from SoFi to my broker. How do I do that?

Legal

Terms of Use Disclaimers Licenses NMLS Access Eligibility Criteria Accessibility Business Continuity

Company

About Us How it Works Reviews Press Our Values Jobs Blog

Sign up for our newsletter:

Find us

2750 East Cottonwood Parkway #300
Cottonwood Heights, Utah 84121

Investment Products:

ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUE

Terms and Conditions Apply. SOFI RESERVES THE RIGHT TO MODIFY OR DISCONTINUE PRODUCTS AND BENEFITS AT ANY TIME WITHOUT NOTICE. To qualify, a borrower must be a U.S. citizen or permanent resident in an eligible state and meet SoFi's underwriting requirements. Not all borrowers receive the lowest rate. To qualify for the lowest rate, you must have a responsible financial history and meet other conditions. If approved, your actual rate will be within the range of rates listed above and will depend on a variety of factors, including term of loan, a responsible financial history, years of experience, income and other factors. Rates and Terms are subject to change at anytime without notice and are subject to state restrictions. SoFi refinance loans are private loans and do not have the same repayment options that the federal loan program offers such as Income Based Repayment or Income Contingent Repayment or PAYE. Licensed by the Department of Business Oversight under the California Financing Law License No. 6054612. SoFi loans are originated by SoFi Lending Corp., NMLS # 1121636. (www.nmlsconsumeraccess.org Opens A New Window. )

Diversification can help reduce some investment risk. It cannot guarantee profit or fully protect against loss in a declining market.

SoFi doesn’t provide tax or legal advice. Individual circumstances are unique. Consult with a qualified tax advisor or attorney.

"SoFi Invest" is the brand name for brokerage products and services offered through SoFi Securities LLC (SFS) Member FINRA Opens A New Window. /SIPC Opens A New Window. including SoFi Money™, advisory services offered through SoFi Wealth LLC (SFW) an SEC Registered Investment Adviser, and cryptocurrency services offered through SoFi Digital Assets, LLC (SDA). SFS, SFW, and SDA are affiliated companies under the common control of Social Finance, Inc. (SoFi). Neither SoFi nor its subsidiaries are a bank.

Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Clearing and custody of all securities are provided by APEX Clearing Corporation. Information on SoFi Wealth available in the firm's Form ADV Part 2 Brochure on the SEC's website.

234 1st Street, San Francisco, CA 94105

©2020 Social Finance, Inc. All rights reserved.

TLS 1.2 Encrypted

Equal Housing Lender