Invest Onboarding Email - Plus Day 1

SoFi

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Be the best investor you can be.

We work hard to make SoFi Invest^® the best platform it can be—here are some great features you might not be aware of:

Transfer
funds—at no cost.

Invest makes it easy to transfer funds from outside accounts so that you can track your investments all in one place—and it doesn’t cost you a dime.

Transfer balance →

Invest
the hands‑free way.

With SoFi automated investing, we build and manage a portfolio for you—based on your goals—without charging a management fee.

Get automated investing →

Talk
to a financial planner.

Invest members have complimentary access to our team of experienced financial planners who can help you prepare for whatever’s next.

Schedule an appointment →

SoFi is committed to fighting racism, standing in solidarity with all of our communities, providing space for open dialogue, as well as taking action as informed allies. We are donating $1 million to organizations that empower people of color and their allies.

Investment Products: ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUE

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 three investment and trading platforms operated by Social Finance, LLC 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.

3) Digital Assets—The Digital Assets platform is owned by SoFi Digital Assets, LLC, a FinCEN registered Money Service Business.

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.

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. 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.

SoFi can’t guarantee future financial performance, and past performance is no guarantee. This is not an offer, or solicitation of any offer to buy or sell any security, investment or other product. The SoFi financial planning team doesn’t provide market research, advice or recommendations on individual stocks, investment products or cryptocurrencies.

Financial planning is offered through SoFi Wealth LLC, a registered investment advisor. 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.

Social Finance, LLC values your privacy and the security of your personal information so please do not include your Social Security number in any email or letter that you send to us.

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Terms and Conditions Apply. SOFI RESERVES THE RIGHT TO MODIFY OR DISCONTINUE PRODUCTS AND BENEFITS AT ANY TIME WITHOUT NOTICE. To qualify, a borrower must be a U.S. citizen or other eligible status and meet SoFi's underwriting requirements. Not all borrowers receive the lowest rate. Lowest rates reserved for the most creditworthy borrowers. If approved, your actual rate will be within the range of rates listed above and will depend on a variety of factors, including term of loan, evaluation of your creditworthiness, years of professional experience, income, and a variety of other factors. Rates and Terms are subject to change at anytime without notice and are subject to state restrictions. SoFi refinance loans are private loans and do not have the same repayment options that the federal loan program offers, or may become available, such as Income Based Repayment or Income Contingent Repayment or PAYE. Licensed by the Department of Financial Protection and Innovation under the California Financing Law License No. 6054612. SoFi loans are originated by SoFi Lending Corp. or an affiliate, NMLS # 696891. (www.nmlsconsumeraccess.org)

✝︎ To check the rates and terms you qualify for, SoFi conducts a soft credit pull that will not affect your credit score. However, if you choose a product and continue your application, we will request your full credit report from one or more consumer reporting agencies, which is considered a hard credit pull and may affect your credit.

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