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SoFi Invest Information

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  • Meta Platforms, Inc (Facebook) Updating Ticker Symbol from FB to MVRS June 9th
  • Does My Invest Account Earn Interest?
  • How SoFi Shows Gains in App & Website
  • What are Realized & Unrealized Gains?
  • 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 set up a joint Invest account? / How do I add a joint holder to my Invest account?
  • Why isn't SoFi Invest available for non-permanent residents?
  • I want to exercise my warrants, how do I sell my warrant stock?
  • Do I get a certificate of purchase for securities purchases?
  • I do not have a PIN to vote on my stocks. How do I get a PIN or set it up?
  • Why were my documents not accepted to my SoFi Invest account?
  • What is PRESPLIT Activity In My Account and What is a Stock Split?
  • Why did you request documents from me in order to open a SoFi Invest account?
  • Are there any service charges or trading fees?
  • How do I close my Invest account?
  • What is Form CRS and why did I receive one?
  • Can I invest in Target Date Funds at SoFi?
  • Can a FINRA registered person open an Invest account with SoFi?
  • Circuit Breaker and Trading Halt
  • What are exchange fees (including SEC and FINRA TAF Fees)?
  • Does SoFi offer 529 plans?
  • Are your Financial Planners credentialed?
  • Types of Corporate Actions
  • Can I change the stock I chose for my Invest bonus?
  • On my SoFi Invest account, can I sell tax lots?
  • What if I need information on my SoFi Invest tax documents corrected?
  • Why is my cost basis higher?
  • I've noticed that my realized gain is wrong. What does this mean?
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Cottonwood Heights, Utah 84121

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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.

SoFi® Checking and Savings is offered through SoFi Bank, N.A. Member FDIC. The SoFi® Bank Debit Mastercard® is issued by SoFi Bank, N.A. pursuant to license by Mastercard International Incorporated and can be used everywhere Mastercard is accepted. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated.

*SoFi members with direct deposit can earn up to 4.00% annual percentage yield (APY) on savings balances (including Vaults) and 1.20% APY on checking balances. There is no minimum direct deposit amount required to qualify for the 4.00% APY for savings. Members without direct deposit will earn 1.20% APY on all account balances in checking balances and savings balances without direct deposit (including Vaults). Interest rates are variable and subject to change at any time. These rates are current as of 3/17/2023. Additional information can be found at http://www.sofi.com/legal/banking-rate-sheet.

Additional information can be found at www.sofi.com/legal/banking-rate-sheet

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