ONLINE INVESTING

All-in-one investing
that's easy to use.

Open an account entirely online— start trading today. Trade stocks, ETFs, and more with ease. Plus, get a bonus of up to $1,000 in stock from SoFi when you fund a new Active Investing account.¹

¹ Promotional terms: Customer must fund their Active Invest account with at least $50 within 30 days of opening the account. Probability of customer receiving $1,000 is 0.028%. See full terms and conditions.

No commissions on trading stocks or ETFs.² Other fees apply.

Expansive investment options including Alternatives.⁶

Customized portfolio built for your goals with Automated Investing.³

IRAs with 1% match on contributions and 401(k) rollovers.⁴

IPO offerings before they trade on an exchange.⁵

Access personalized advice from a credentialed financial planner.

Active Invest offered by SoFi Securities, LLC. Automated investing offered by SoFi Wealth, LLC.

Prepare for your retirement with SoFi.

Discover the benefits of opening an Active IRA with SoFi Securities and see how it can help you achieve your retirement goals.

Boost your IRA with a 1% match.
Reimagine what your retirement can do for you with a 1% match on rollovers and contributions to your SoFi Traditional or Roth IRA⁴—even without an employer plan.
Diverse investment options.
Access a wide range of investment options including stocks, ETFs, alternative investments, and more.
Professional advice at no additional cost.
Need investment advice? Our financial planners can help based on your unique needs. And you don’t need thousands of dollars to speak to a planner at SoFi—all members get a complimentary 30 minute introductory session.
No commission or minimums.
With SoFi Active Invest, there are no maintenance fees, no commissions, and no minimum contributions or balances, meaning no extra cost to you. Other fees apply.

Open an account

⁴ Terms and conditions apply. Roll over a minimum of $20K to receive the 1% match offer. Matches on contributions are made up to the annual limits.

Ready for a user-friendly
investing experience?

Investment Products:

ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUE

SoFi Invest encompasses two distinct companies, with various products and services offered to investors as described below:

1) Automated Investing and advisory services are provided by SoFi Wealth LLC, an SEC-registered investment adviser (“SoFi Wealth“). Brokerage services are provided to SoFi Wealth LLC by SoFi Securities LLC.

2) Active Investing and brokerage services are provided by SoFi Securities LLC, Member FINRA/SIPC. Clearing and custody of all securities are provided by APEX Clearing Corporation.

Individual customer accounts may be subject to the terms applicable to one or more of these platforms.

Neither the Investment Advisor Representatives of SoFi Wealth, nor the Registered Representatives of SoFi Securities are compensated for the sale of any product or service sold through any SoFi Invest platform.

Diversification can help reduce some investment risk. However, it cannot guarantee profit nor fully protect in a down market.

Investing in an Initial Public Offering (IPO) involves substantial risk, including the risk of loss. Further, there are a variety of risk factors to consider when investing in an IPO, including but not limited to, unproven management, significant debt, and lack of operating history. For a comprehensive discussion of these risks please refer to SoFi Securities’ IPO Risk Disclosure Statement. This should not be considered a recommendation to participate in IPOs and investors should carefully read the offering prospectus to determine whether an offering is consistent with their investment objectives, risk tolerance, and financial situation. New offerings generally have high demand and there are a limited number of shares available for distribution to participants. Many customers may not be allocated shares and share allocations may be significantly smaller than the shares requested in the customer’s initial offer (Indication of Interest). For more information on the allocation process please visit IPO Allocation.

SoFi doesn’t provide tax or legal advice. Individual circumstances are unique. Consult with a qualified tax advisor or attorney about your specific needs.

1 Customer must fund their Active Invest account with at least $50 within 30 days of opening the account. Probability of customer receiving $1,000 is 0.028%. See full terms and conditions.

2 If you invest in Exchange Traded Funds (ETFs) through SoFi Invest (either by buying them yourself or via investing in SoFi Invest’s automated investments), these funds will have their own management fees. These fees are not paid directly by you, but rather by the fund itself. These fees do reduce the fund’s returns. Check out each fund’s prospectus for details. SoFi Invest does not receive sales commissions, 12b-1 fees, or other fees from ETFs for investing such funds on behalf of advisory clients, though if SoFi Invest creates its own funds, it could earn management fees there. SoFi Invest may waive all, or part of any of these fees, permanently or for a period of time, at its sole discretion for any reason. Fees are subject to change at any time. The current fee schedule will always be available in your Account Documents section of SoFi Invest.

3 Advisory services are offered by SoFi Wealth LLC, an SEC-registered investment adviser. Information about SoFi Wealth’s advisory operations, services, and fees is set forth in SoFi Wealth’s current Form ADV Part 2 (Brochure), a copy of which is available upon request and at www.adviserinfo.sec.gov. SoFi. 234 1st Street, San Francisco, CA 94105 ©2024 SoFi Technologies, Inc. All rights reserved. Screen images simulated. IN24-2038659-B

4 Terms and conditions apply. For 401(k) rollovers, existing SoFi IRA members must complete 401(k) rollovers at https://app.hicapitalize.com/p/sofi/. For SoFi members without a SoFi IRA, a SoFi IRA must first be opened, and 401(k) rollover must be completed utilizing Capitalize at https://app.hicapitalize.com/p/sofi/. SoFi and Capitalize will charge no additional fees to process a 401(k) rollover to a SoFi IRA. SoFi is not liable for any costs incurred from the existing 401(k)k provider for rollover. Please check with your 401(k) provider for any fees or costs associated with the rollover. For IRA contributions, only deposits made via ACH are eligible for the match. Click here for SoFi’s 1% Match terms and conditions.

5 Investing in an Initial Public Offering (IPO) involves substantial risk, including the risk of loss. Further, there are a variety of risk factors to consider when investing in an IPO, including but not limited to, unproven management, significant debt, and lack of operating history. For a comprehensive discussion of these risks please refer to SoFi Securities’ IPO Risk Disclosure Statement. This should not be considered a recommendation to participate in IPOs and investors should carefully read the offering prospectus to determine whether an offering is consistent with their investment objectives, risk tolerance, and financial situation. New offerings generally have high demand and there are a limited number of shares available for distribution to participants. Many customers may not be allocated shares and share allocations may be significantly smaller than the shares requested in the customer’s initial offer (Indication of Interest). For more information on the allocation process please visit IPO Allocation.

6 Investing in alternative investments and/or strategies may not be suitable for all investors and involves unique risks, including the risk of loss. An investor should consider their individual circumstances and any investment information, such as a prospectus, prior to investing. Interval Funds are illiquid instruments, the ability to trade on your timeline may be restricted. Brokerage and Active investing products offered through SoFi Securities LLC, Member FINRA/SIPC.

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