SoFi Invest
About SoFi Invest
- Does SoFi help manage Roth IRA investments?
- What is SoFi Invest?
- What types of accounts do you offer?
- How much growth can I expect from SoFi Invest?
- How do I sign up for SoFi Invest?
- How do I create an Invest account? How long does it take to open a SoFi Invest account?
SoFi Invest Information
- 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?
- How do I cancel a SoFi Invest ACH transfer?
- I want to exercise my warrants, how do I sell my warrant stock?
- Do I get a certificate of purchase for securities purchases?
Crypto
- What is Crypto?
- What is the Crypto bonus?
- How do I get started with Crypto?
- How do I buy and sell Crypto?
- How do I fund Crypto?
- Is SoFi Invest creating a new cryptocurrency coin?
Active Investing
- Am I able to gift or transfer stock to another family member with a SoFi account from my account?
- I received partial shares from a stock split, how do I sell these fractional shares?
- Can you put a stop-loss on a stock? / How do I set up a stop-loss order?
- Do stock bits combine to reflect owning one share if enough are owned?
- Can I trade Options?
- How do I open an Active Investing brokerage account?
Automated Investing
- How do I make a 401k rollover from another institution to SoFi Roth IRA?
- Who do I make a rollover check out to?
- How do I create (not fund) an Automated Invest account?
- How do I add funds to my 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?
Current Promotions
Account Maintenance / Management
- How do I remove funds from a joint (community) Invest account?
- 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?
- How do I link an account to my SoFi Invest account?
- Why can I not link an account into my SoFi Invest account?
IRA Contributions
- 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?
- How long after I add cash to my Roth IRA is it put into stocks and bonds?
- How do I transfer from one Roth IRA to another?
- How much can I contribute to a Traditional or Roth IRA?
Recurring Investments
Social Investing
- 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?
- How do I enable or disable Social Investing on my account?