To participate in IPO investing the following qualifications are eligibility requirements:
- You must be a SoFi Member and have an Active Investing account. (You may have other Invest accounts with us, however, to actively participate in any IPO offerings with SoFi, you must be able to fund an Active Invest account.) There is no minimum balance requirement.
- You must complete the suitability questionnaire and the IPO must be deemed suitable. (Or, if it is not deemed suitable, you may acknowledge the message and select to invest anyway.)
Note: Investment account balances fluctuate with the increased or decreased value of your holdings due to the movement of the stock market.
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