Account Maintenance / Management
- How do I close my Invest Account if there is a negative balance?
- How do I remove a fully linked bank account from my SoFi Invest account?
- How do I set up a one-time contribution to my SoFi Invest account?
- How can I transfer an account to SoFi Invest?
- How do I remove funds from a joint (community) Invest account?
- How do I set up a recurring contribution?
- When does my monthly Invest statement become available? / How often do you provide statements?
- How do I check my Invest balance?
- Can you link your SoFi Invest account to aggregators?
- Why can I not link an account into my SoFi Invest account?
- How do I set up, edit, or cancel a Recurring Deposit on my Invest account?
- Why was my Invest trade canceled?
- Why can I not move funds out of my SoFi Invest account?
- How do I enroll for electronic statements?
- How do I remove an "incomplete Invest application" from my SoFi Invest account?