SoFi Invest
About SoFi Invest
- What is SoFi Invest?
- What types of SoFi Invest accounts do you offer?
- Who is eligible for a SoFi Invest account? Do I have to be a US Citizen or a Permanent Resident?
- How do I create an Invest account? How long does it take to open a SoFi Invest account?
- Why is my SoFi Invest account pending?
- Why am I getting an error when I try to open a SoFi Invest account?
SoFi Invest Information
- What is a Security Lending Program?
- How do I opt-out of Securities Lending?
- How many Invest accounts can I have?
- Why is my Invest application pending?
- I received a notification stating I need to finish my application. What is needed?
- How do I set up a joint Invest account? / How do I add a joint holder to my Invest account?
IPO Investing (NEW)
- New Offerings are available on the SoFi IPO Center!
- How does SoFi's IPO Investing work?
- Portage Fintech Acquisition Corporation (PFTAU) SPAC IPO
- What if I want to exercise my PFTAU warrants?
- How many ordinary shares and warrants are included in a PFTAU unit?
- What is SoFi's IPO Investing?
Active Investing
- Are you going to continue to allow members to trade?
- What is a stop loss limit order?
- Robinhood IPO
- Coinbase IPO
- Why isn't my trade going through?
- Why did my trade price change?
Automated Investing
- What is rebalancing? How often will my Automated Invest portfolio be rebalanced?
- How do I create (not fund) an Automated Invest account?
- Can I request that my money be invested in certain stocks in my Automated Invest account?
- Does contributing to a SEP affect my ability to make annual IRA contributions?
- Are there Roth versions of SEP IRAs?
- How much can I contribute?
Crypto
- How do I withdraw cash from my SoFi Crypto Invest account?
- Why can’t I purchase some of the new Cryptocurrencies added to SoFi?
- Can I invest in Crypto with my IRA?
- What Crypto Currencies are available through SoFi?
- Do day trading rules apply to Cryptocurrency?
- What is Crypto?
Account Maintenance / Management
- How do I transfer assets out of my SoFi Invest account as an ACAT?
- How do I close my Invest Account if there is a negative balance?
- When does my monthly Invest statement become available? / How often do you provide statements?
- How do I check my Invest balance?
- Can you link your SoFi Invest account to aggregators?
- Why was my Invest trade canceled?
Deposits & Withdrawals
- How do I withdraw cash from my SoFi Auto Invest account?
- What is my SoFi Invest Instant Funding Limit?
- Rollover or Personal Check Deposit Information for SoFi Invest Account
- How do I send a wire to my SoFi Invest account?
- How do I link my SoFi Money account to my SoFi Invest account?
- How do I manually connect my bank account to my SoFi Invest account without Plaid?
Transfer Assets
- How do I transfer my shares from SoFi Invest to a Transfer Agent?
- How do I move funds/securities/assets from another Brokerage (like Robinhood) to SoFi?
- How do I transfer assets to SoFi Invest account as an ACAT?
- How can I tell the status of my ACAT?
- What is SoFi's Broker Clearing Number?
- Is there a charge for an ACAT transfer? Does SoFi reimburse other fees?
IRA Contributions
- Can I open multiple IRA accounts?
- Will my automated funding into my IRA account automatically stop once I reach the $6,000 limit?
- Does SoFi Invest support inherited IRAs?
- Does SoFi offer custodial Roth IRA accounts?
- Does SoFi offer SoFi traditional IRA conversion to SoFi Roth IRA?
- How do I check if my IRA account is active?
Dividend Reinvestment
- How does dividend reinvestment at SoFi work?
- Is “Dividend Reinvestment” optional?
- Can I start or stop dividend reinvestment at any time?
- What investments are eligible for dividend reinvestment?
- What account types are eligible for dividend reinvestment?
- How will I know when a dividend has been reinvested?
Recurring Investments
Social Investing
- How do I turn on/off my SoFi Invest social sharing? / How do I enable or disable Social Investing on my account?
- What is SoFi's Social Investing feature?
- Can anyone see my profile and investing activity when using the Social Investing feature?
- What information is made available to others as part of SoFi’s Social Investing feature?
- How can I see my Invest profile?
- What account types can have Social Investing enabled?
Tax Preparation-Invest
- How do I access my tax documents after I’ve closed my Invest account?
- Can my tax documents be mailed if I close my Invest account?
- Why have I received a corrected 1099? / What do I do if I receive a corrected 1099?
- Why haven't I received an email for my 1099 from SoFi for my Invest account? Where can I retrieve my 1099?
- What is a reportable tax activity for SoFi Invest?
- What tax documents will be prepared for my SoFi Invest account?