To use Strategy Builder, complete the following steps:
- Log in to your SoFi account, go to the Invest tab, and select your Self-Directed account.
- Tap the search (magnifying glass) icon.
Select a stock, then tap Trade and choose Options.
- Choose the market direction you expect. The available strategies will update based on your selection.
Select your desired strategy to view available option contracts.
Choose a contract, then enter the number of contracts and your limit price.
- Tap Confirm to submit the trade for execution.