In order to transfer your assets out of your SoFi Invest account to another firm, you will need to reach out to the other firm to initiate the request.
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
Please Note:
- ACATs typically take 1-2 weeks to process if there are no issues.
- Please note that there is a $100 fee to transfer your assets out of SoFi Invest accounts, whether as a partial or full transfer.
You can view the full Invest Fee Schedule (effective as of 05/01/24 unless otherwise noted) at any time.