Rule 606 Order Routing | Statement of Financial Condition | Fee Disclosure
Important: Bitcoin and other cryptocurrencies aren’t endorsed or guaranteed by any government, are volatile and involve a high degree of risk.
Consumer protection and securities laws don’t regulate cryptocurrencies to the same degree as traditional brokerage and investment products. Research and knowledge are essential prerequisites before engaging with any cryptocurrency. US regulators, including FINRA, the SEC, and the CFPB, have issued public advisories concerning digital asset risk. Cryptocurrency purchases should not be made with funds drawn from financial products including student loans, personal loans, mortgage refinancing,, retirement funds or traditional investments.
SoFi Technologies, Inc. (“SoFi”) is compensated by Blockchain.com and BitGo for each customer who opens a crypto account and transacts on the Blockchain.com and BitGo websites through the SoFi partnership. Investing in cryptocurrencies can be volatile and involves a high degree of risk. SoFi is not affiliated with Blockchain.com, BitGo or Bakkt and this is not an endorsement of Blockchain.com’s, BitGo’s or Bakkt’s products or services.
This is not an offer, or solicitation of any offer to buy or sell any security, investment or other product.
The umbrella term “SoFi Invest” refers to the two investment and trading platforms operated by Social Finance, Inc. and its affiliates (described below). Individual customer accounts may be subject to the terms applicable to one or more of the platforms below.
1) Automated Investing— The Automated Investing platform is owned by SoFi Wealth LLC, an SEC Registered Investment Advisor (“Sofi Wealth“). Brokerage services are provided to SoFi Wealth LLC by SoFi Securities LLC, an affiliated SEC registered broker dealer and member FINRA/SIPC, (“Sofi Securities).
2) Active Investing—The Active Investing platform is owned by SoFi Securities LLC. Clearing and custody of all securities are provided by APEX Clearing Corporation.
For additional disclosures related to the SoFi Invest platforms described above, including state licensure of Sofi Digital Assets, LLC, please visit www.sofi.com/legal.
Information related to lending products contained herein should not be construed as an offer to sell, solicitation to buy or a pre-qualification of any loan product offered by SoFi Lending Corp and/or its affiliates.
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