Automated Investing
Invest smarter
(not harder) with
robo investing.
SoFi’s robo advisor provides the ease and expertise to help you reach your goals—whether you're a novice investor, or looking to optimize your investments but lacking the time and resources.
Built by experts
Get portfolio recommendations built by SoFi and BlackRock experts based on the information you provide.
Customize with ease
Easily change strategies to reflect your evolving objectives and preferences.
Financial planners
Meet virtually with an actual human financial planner at no additional cost.
Why go robo?
Say you’ve got some cash you want to invest, but you don’t really have the time (or maybe comfort level) to oversee those investments yourself. Sure, investment advisors can help, but they’re expensive—and not many want to manage portfolios without large sums of money anyway. So what do you do?
Say hello to SoFi's new robo advisor. It’s an automated digital service that picks and manages investments for you—just set your preferences and risk tolerance to get started. For 0.25% a year*, you’ll get all the benefits of always-on automation and expert-curated recommendations, without lifting a finger.
Get a portfolio recommendation in
five minutes.Let expert-driven automation do the heavy lifting—just answer a few questions to get a
personalized, expert-built portfolio recommendation.Set your preferences.
Our robo advisor is designed to help you reach your goals—just tell us your goals, risk tolerance, and time horizon.
Choose your contribution.
Pick a sum to start with, whether it’s $5K or $50K—or, leverage the power of dollar-cost averaging at a custom interval (like weekly or monthly).
We do the rest.
Our automation automatically handles all the trading, rebalancing, and other busy work to help you manage your portfolio long term.
Built by experts, tailored to you.
Your portfolio is managed by SoFi's investment committee (with over 100 years of combined industry experience) in partnership with experts from BlackRock.
Choose your portfolio theme.
Select from three portfolio themes to better match your goals, risk tolerance, and values.
Classic
Performance driven • Balanced
Made up of of low-cost funds designed to grow your wealth.Classic with Alternatives
Strategic • Manage volatility
Made up of alternative assets mixed with the Classic portfolio.Sustainable
Socially responsible • Eco conscious
Includes companies that demonstrate encouraging environmental, social, and governance characteristics.
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Invest smarter
(not harder) with robo investing.
Take the headache out of investing with our new robo advisor— the uncomplicated, expert-built way to build a portfolio.
FAQs
Please be advised, Robo is not for everyone. Some clients may have more complex needs, seek a broader range of investments or prefer in person interaction with advisors. Robo is designed for clients comfortable with online access.