SoFi Invest
Robo Investing Updates
- What has changed with Robo Investing?
- How do I migrate my account to Robo Investing?
- Will my portfolio be migrated to Classic, Classic with Alternatives, or Sustainable and will my risk level change?
- Once my portfolio is migrated, will I have the option to switch to a different portfolio theme?
- Once my portfolio is migrated, can I change my risk level?
- Why aren’t all accounts being migrated at the same time?
About SoFi Invest
- How do I inform SoFi Invest if my visa is expiring soon and I've been issued a new one?
- As a non-permanent SoFI Invest member, how often do I need to verify my U.S. residency?
- Which visa documents are accepted for non-permanent residents to open a SoFi Invest account?
- Types of Investments With SoFi Invest
- Does SoFi have enough capital to clear trades/post collateral?
- What is SoFi Invest?
SoFi Invest Information
- How SoFi Shows Gains in App & Website
- What are Realized & Unrealized Gains?
- 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?
- I want to exercise my warrants, how do I sell my warrant stock?
- What is PRESPLIT Activity In My Account and What is a Stock Split?
IPO Investing
- SoFi IPO Center Current Offerings
- How does SoFi's IPO Investing work?
- Why is the final IPO price per share higher/lower than my Indication of Interest (IOI) price?
- How is the offering price determined?
- How much time do I have to confirm my order?
- What happens if I miss the order confirmation time period?
Active Investing
- Why is the stock I am trading not eligible for market orders?
- How do I view the transaction history for my Active Investing account?
- How do I open an Active Investing brokerage account?
- Is there an age requirement to open a brokerage account?
- Can I combine my Automated Investing and Active Investing accounts into one?
- How do I view/download statement for my Invest account(s)?
Automated Investing
- How do I view the transaction history for my Automated Investing account?
- What is rebalancing? How often will my Automated Invest portfolio be rebalanced?
- How do I create an Automated Invest account?
- Can I request that my money be invested in certain stocks in my Automated Invest account?
- What kinds of accounts can I have?
- Is SoFi Wealth a Broker Dealer or Registered Investment Advisor?
Trading
- Are there any fees for trading stocks and ETFs?
- What are the regulatory trading fees at SoFi?
- What is Free Riding?
- Why did my price change after I placed my trade for fractional shares?
- Why did my price change after I placed my Market on Open trade?
- Why did my price change after I placed a Market Order trade?
Split Your Direct Deposit to SoFi Invest (Autopilot)
- What if the dollar amount/percentage I specify when I split my direct deposit to SoFi Invest is larger than my total direct deposit amount?
- My direct deposit just posted, but my direct deposit autopilot to SoFi Invest was unsuccessful. Why?
- If I split my direct deposit into multiple accounts, how is the order determined?
- Where can I see my direct deposit autopilot to SoFi Invest?
- How do I change my direct deposit autopilot to SoFi Invest?
- How long after my direct deposit posts will it autopilot into SoFi Invest?
Margin Trading
- What is a concentrated position?
- Where can I see the margin maintenance requirement of a stock?
- How do I apply for Margin Trading?
- How does margin work?
- How much can I borrow on margin?
- What is margin investing?
Account Maintenance / Management
- How do I find my SoFi Invest account number?
- 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?
- Why was my Invest trade canceled?
- How do I enroll for electronic statements?
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 determine 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
- How can I view my annual contribution amount in my IRA?
- How do I designate the contribution year for my SEP IRA?
- Can I open multiple IRA accounts?
- Will my automated funding into my IRA account automatically stop once I reach the contribution limit?
- Does SoFi Invest support inherited IRAs?
- Does SoFi offer custodial Roth IRA accounts?
Dividend Reinvestment
- Dividends
- Dividends: Important Dates
- 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?
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?
- 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 do I find others to follow on the Social Investing platform?
- How do I get on the Social Leaderboard?
- How is the Social Leaderboard measured?
Tax Preparation-Invest
- How does SoFi sell tax lots?
- 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?
Shareholder Meetings/ Proxy Voting
Invest Forms
Inquiries or complaints regarding your account, including your positions and balances, may be directed to our customer support team at https://www.sofi.com/contact-us.