SoFi Invest
IPO Investing (NEW)
- How does SoFi's IPO Investing work?
- Honest Company (HNST) IPO
- Why are you restricting me from selling within the first 30 calendar days post IPO?
- Do the companies have an arrangement with SoFi pre-IPO or can you buy into any company that IPOs?
- If I sell within 120 days post-IPO, is the flipping fee deducted from my account balance?
- How is SoFi IPO Investing better than competitors?
Gamestop Shareholder Meeting
Shareholder Meetings/ Proxy Voting
Active Investing
- Are you going to continue to allow members to trade?
- Coinbase IPO
- Why isn't my trade going through?
- Why did my trade price change?
- Does SoFi have enough capital to clear trades/post collateral?
- Can I sell shares using a FIFO or LIFO method?
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 add funds to my SoFi Invest account?
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?
Crypto
- Can I invest in Crypto with my IRA?
- Why can't I buy Dogecoin while still being able to buy other cryptocurrencies?
- **NEW** What Crypto Currencies are available through SoFi?
- Do day trading rules apply to Cryptocurrency?
- What is Crypto?
- What is the Crypto bonus?
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?
- 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?
Current Promotions
Account Maintenance / Management
- How do I close my Invest Account if there is a negative balance?
- How do I remove a fully linked bank account from my SoFi Invest account?
- How do I set up a one-time contribution to my SoFi Invest account?
- How can I transfer an account to SoFi Invest?
- How do I remove funds from a joint (community) Invest account?
- How do I set up a recurring contribution?
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?
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?
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?