New! alt investing

Diversify your portfolio with
alternative investments.

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SoFi is presenting its members the potential to diversify their portfolio with alternative investment strategies. Access funds that include commodities, private credit, pre-IPO unicorns and more—all on a user-friendly platform.


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Take your portfolio
beyond stocks and bonds.

Broader portfolio diversification

Alts may produce different returns than traditional investments, even under the same market conditions.

Enhanced potential returns

Alternative assets can help improve total returns potentially bolstering a portfolio's overall performance across market cycles.

Generate extra income

Earn passive income with alts that are designed to pay out regular dividends.


It is important to be aware that alternative investments may be less liquid, use leverage, have less transparency and charge higher fees including a performance incentive*.

Why trade alts with SoFi?

  • Run by knowledgeable portfolio managers.

    Access funds run by experienced asset managers who have done the research and due diligence.

  • Pick from a range of categories.

    Access commodities, foreign currencies, private credit, hedge funds, venture capital and real estate.

  • Get the all-in-one app advantage.

    Get a full view of every investment to better evaluate risk—on a platform designed for everyday investors.

  • Enjoy low minimums for access.

    Almost anyone can get started, even without being high net worth.

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Access a broad range
of categories.

Here are just a few of the of alternative funds that you can trade on SoFi Invest®.

Commodities

Foreign currencies

Venture capital

Real estate

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Access funds from
knowledgeable portfolio managers.

Access hundreds of innovative companies in one fund - managed by some of the
most successful asset managers in the space.



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carlyle


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Diversify with different structures.

Mutual funds

Invest in professionally-managed funds with a diverse mix of stocks, bonds, and other alternative assets to help build a more diversified portfolio.

Interval funds

Explore unique investment opportunities in venture capital, private credit, and real estate that offer scheduled selling windows for added control.

Money market funds

Access short-term, stable investments like treasury bills and certificates of deposit (CDs), geared toward investors aiming to protect their money while generating income.

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FAQs

Depending on the specific fund, fees you may encounter include:

•Front-End Load Fees - charged upon purchasing a fund, and will be deducted from your initial investment.
•Back-End Load Fees - charged when you sell/redeem your fund shares.
•Contingent Deferred Sales Charges (CDSC) - assessed if you sell/redeem your fund shares within a specific period.
•Annual expenses (expense ratio) - fees that cover a fund’s management costs - including compensation for fund managers, administration, distribution, and marketing. These fees are automatically deducted from the fund's assets on a regular basis.
The minimum trading amount for Alternative Funds and Mutual Funds may vary depending on the specific fund that you intend to purchase. Search for the fund that you are interested in, and the minimum purchase amount will be provided.
Yes, IRA accounts are eligible for alternative assets.