Automated Investing
- How do I view the transaction history for my Robo account?
- What is rebalancing? How often will my Robo Invest portfolio be rebalanced?
- How do I create a Robo account?
- Can I request that my money be invested in certain stocks in my Robo Invest account?
- What kinds of accounts can I have?
- 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 in my Robo Invest account?
- Does opening an account impact my credit score?
- Are there advisory fees for SoFi Robo Invest accounts?
- What’s a fiduciary?
- Are your Investment Specialists credentialed?
- How long will it take for a promotional bonus to appear in my account?
- Can I have a joint account in Robo Investing?
- Can I change my investment strategy?
- Can I sell my positions on my Robo Investing account without withdrawing my money? Or, reallocate to a money market fund?
- Can I set up a Robo account that I can transfer to my son/daughter when he/she goes to college?
- What’s the minimum amount to invest?