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
- ACATs typically take 1-2 weeks to process if there are no 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.