If you would like to transfer your SoFi Invest account to another brokerage firm you can do so through ACATS (Automated Customer Account Transfer Service).
You would initiate this transfer request from the brokerage firm that you wish to transfer to.
The firm will need the following information to initiate the request:
Clearing Firm: Apex Clearing Corp
Broker Clearing number: 0158
Account Number: Your SoFi Invest Account Number
- ACATs in good order typically take 6 full business days to process. If it has been 2 weeks since your request was initiated and the ACAT has not been processed, please refer to our article: ACAT Issues.
- If you have any Crypto holdings, they cannot be transferred and will remain in your Crypto account. You can liquidate your Crypto holdings before you initiate the ACAT out if you wish to move all of your assets.
- Please note that there is a $75 fee to transfer your assets out of SoFi Invest accounts, whether as a partial or full transfer.