As a result of the merger with Social Capital and anticipated public offering of Social Finance, Inc., SoFi is required to send a communication to all Advisory clients providing you with an opt-out from the advisory agreement. If you received this email, SoFi has acknowledged you as a customer utilizing a product in our SoFi Wealth LLC, but your experience will remain unchanged.
What does this mean for me?
- While this is an indirect change of control for SoFi Wealth, LLC, your direct experience will not change. The account management, management fees, and oversight will all remain unchanged.
What do I need to do?
- Please review the email for additional details on the 'behind the scenes' changes related to our public offering. If you do not consent to these details, you can let us know within 30 days. If you agree, no action is needed.
How do I opt-out?
- You may contact us directly at investsupport@sofi.org or 855-654-7634 - or you can also reply via mail to the address on your letter.