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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?
  • 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?
  • What is rebalancing? How often will my portfolio be rebalanced?
  • 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?
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Investment Products:

ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUE

Terms and Conditions Apply. SOFI RESERVES THE RIGHT TO MODIFY OR DISCONTINUE PRODUCTS AND BENEFITS AT ANY TIME WITHOUT NOTICE. To qualify, a borrower must be a U.S. citizen or permanent resident in an eligible state and meet SoFi's underwriting requirements. Not all borrowers receive the lowest rate. To qualify for the lowest rate, you must have a responsible financial history and meet other conditions. If approved, your actual rate will be within the range of rates listed above and will depend on a variety of factors, including term of loan, a responsible financial history, years of experience, income and other factors. Rates and Terms are subject to change at anytime without notice and are subject to state restrictions. SoFi refinance loans are private loans and do not have the same repayment options that the federal loan program offers such as Income Based Repayment or Income Contingent Repayment or PAYE. Licensed by the Department of Business Oversight under the California Financing Law License No. 6054612. SoFi loans are originated by SoFi Lending Corp., NMLS # 1121636. (www.nmlsconsumeraccess.org Opens A New Window. )

Diversification can help reduce some investment risk. It cannot guarantee profit or fully protect against loss in a declining market.

SoFi doesn’t provide tax or legal advice. Individual circumstances are unique. Consult with a qualified tax advisor or attorney.

"SoFi Invest" is the brand name for brokerage products and services offered through SoFi Securities LLC (SFS) Member FINRA Opens A New Window. /SIPC Opens A New Window. including SoFi Money™, advisory services offered through SoFi Wealth LLC (SFW) an SEC Registered Investment Adviser, and cryptocurrency services offered through SoFi Digital Assets, LLC (SDA). SFS, SFW, and SDA are affiliated companies under the common control of Social Finance, Inc. (SoFi). Neither SoFi nor its subsidiaries are a bank.

Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Clearing and custody of all securities are provided by APEX Clearing Corporation. Information on SoFi Wealth available in the firm's Form ADV Part 2 Brochure on the SEC's website.

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