SoFi Invest Information
- 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?