Automated Investing
- What is rebalancing? How often will my Automated Invest portfolio be rebalanced?
- 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?
- How much can I contribute?
- Who is eligible for a SEP IRA?
- What is a SEP IRA?
- Can I roll over an existing retirement account?
- What kinds of accounts can I have?
- Will your Investment Specialists try to upsell me?
- Is SoFi Wealth a Broker Dealer or Registered Investment Advisor?
- Are your accounts insured?
- How long will it take for my money to be invested?
- Does SoFi invest my money in SoFi loans?
- Can I transfer an existing IRA or 401k to SoFi?
- Does opening an account impact my credit score?
- Are there fees for SoFi Invest?
- What’s a fiduciary?
- Are your Investment Specialists credentialed?
- Can I get help from a person if I have a question?
- How long will it take for a promotional bonus to appear in my account?
- Does SoFi offer any promotions to customers to open automated investing accounts?
- Can I have a joint account in Automated Investing?
- Can I change my investment strategy?
- Can I sell my positions on my Automated Investing account without withdrawing my money? Or, reallocate to a money market fund?
- Can I set up an Automated Invest account that I can transfer to my son/daughter when he/she goes to college?
- Can I transfer an account to SoFi Invest? How?