Yes, you can! The easiest way to do it is from your account dashboard within the SoFi App:
- Find and click the big blue button to “Add Money”
- Click the name of your account under the “From” row (It might say “Add account” if you don’t have one pre-selected.)
- Click the row that says “Transfer or rollover”
- Click the link at the bottom that says “Transfer via ACAT, wire, or send a check” (Pro Tip: ACAT is just the industry term for an account transfer.)
Follow the flow and feel free to chat with us online or call us at 855-525-7634 if you run into any issues and one of our Investment Specialists will help you out. Please allow 1-2 weeks for ACAT transfers to complete after being initiated.