How do I open a Self-Directed invest account?

First, log into the SoFi Mobile App.
Once you are logged in click on the “Invest” icon at the bottom of the page.
Under “Accounts” tap "Create (new account)".
Next, select "Active brokerage (Self-directed)".
Select next on the “Let’s get started” page.
This will lead you to the contact information screen, which will auto-populate most of your details. Ensure the information is accurate and complete, then agree to the account disclosures.
There will be additional questions for you to answer regarding your investing experience.
Finally, you will review the agreements and terms of service, then check the box to agree, and click on the "Agree and continue" button.
You will have the option to fund the account.
- If you would like to add a bank link, please follow the instructions below.
- - You can search for your bank or select it from the options listed.
  - Once you select your bank, you will be asked to enter your login credentials for that financial institution and then click the “Next” button.
  - If your bank was not listed, please click on the box at the bottom of the screen that says “Don’t See your Bank”. This will allow you to manually enter your bank routing number and account number. You will need to select either Checking or Savings as the account type. Click on the "Next" button.
- Not ready to fund your account? Click on “Skip this step for now” at the bottom of the page.
Once a bank link has been established, click on the “Add Money” button to schedule a deposit.