This is not an offer, or solicitation of any offer to buy or sell any security, investment or other product.
Lunch Money Group, LLC, the creators of The Best Business Show is paid a referral fee for each “Eligible User” which means a person who: (i) reaches SoFi through the Link and opens a SoFi Active Invest account with a deposit within forty five (45) days of reaching SoFi through the Link.
The Diamond Hands club is a promotional offer from SoFi Securities. Not an investment club, nor will investments be managed by SoFi Securities, and investment decisions will continue to be the responsibility of the customer. This should not be considered a solicitation or a recommendation to buy, sell, or hold any asset, nor an endorsement of a particular investment strategy. All investing comes with risk, including the risk of loss of some, or all, of the amount invested.
To be eligible for the DHC, you must download the SoFi app and become a new SoFi member through SoFi.com/Pomp. You must have a SoFi Active Invest account with a balance of at least $2,000, including crypto balances.
By Participating in the Diamond Hands Club you agree that SoFi can share your name, email, and confirm that you’ve met the eligibility requirement of having a SoFi Active Invest account balance of at least $2,000 with third parties for the purpose of providing Diamond Hand’s Club benefits. Additional terms and conditions may apply. SoFi reserves the right to terminate this promotion at any time.
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Past performance, historical returns, future projections, and statistical forecasts are no guarantee of future returns or future performance. The firm reserves the right to monitor and retain all incoming and outgoing communications as permitted by applicable law.
SoFi Invest refers to the three 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 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, (“Sofi Securities). Clearing and custody of all securities are provided by APEX Clearing Corporation.
3) Cryptocurrency is offered 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 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 or pre-qualification for any loan product offered by SoFi Lending Corp and/or its affiliates.
Fractional Shares: During market hours, fractional orders will be routed to the market immediately. Outside of market hours orders will be aggregated and executed in the morning trade window of the next business day when the market opens. Orders are sent in the order received. There may be system delays from receipt of your order until execution. Market conditions may adversely impact execution prices.
Exchange Traded Funds (ETFs): Investors should carefully consider the information contained in the prospectus, which contains the Fund’s investment objectives, risks, charges, expenses, and other relevant information. You may obtain a prospectus from the Fund company’s website or by email customer service at [email protected] Please read the prospectus carefully prior to investing.
Shares of ETFs must be bought and sold at market price, which can vary significantly from the Fund’s net asset value (NAV). Investment returns are subject to market volatility and shares may be worth more or less their original value when redeemed. The diversification of an ETF will not protect against loss. An ETF may not achieve its stated investment objective. Rebalancing and other activities within the fund may be subject to tax consequences.
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, formerly SoFi Wealth), 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.
Cryptocurrency (Crypto): SoFi doesn’t endorse any cryptocurrency. Bitcoin and other cryptocurrencies aren’t endorsed or guaranteed by any government, are volatile, involve a high degree of risk, and are unsuitable for most investors. For more information on digital asset risk see FINRA, SEC, and CFPB public advisories.
SoFi will apply a markup of up to 1.25% for each crypto transaction. For more information, visit SoFi.com/crypto.
Initial Public Offerings (IPOs): 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. IPOs offered through SoFi Securities are not a recommendation 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 SoFi’s allocation procedures please refer to IPO Allocation Procedures.
SoFi Digital Assets, LLC is providing services to you as a participant in a special Hawaii project which ends on December 31, 2022. At the end of the project term, SoFi Digital Assets, LLC may be required to close all accounts for Hawaii customers and cease operations. SoFi Digital Assets, LLC will notify Hawaii customers in advance if accounts must be closed. Hawaii customers who choose to open accounts with SoFi Digital Assets, LLC are advised that the virtual currency or digital currency purchased, whether as an investment, for making payments, or other purposes, may lose value, including the loss of some or all of your original purchase amount.
The views and opinions expressed on the Best Business Show reflect solely those views and opinions of the show creators and not those of SoFi or any of its affiliates. The views expressed are for informational purposes only, and are not intended to serve as a recommendation to buy, sell, or hold any security or other financial asset, nor an endorsement of any investment strategy. Lunch Money Group, LLC, the creators of The Best Business Show has been compensated for his endorsement of SoFi and will be compensated for referring consumers to open Active Invest accounts.
* Terms and conditions apply. To receive the offer, you must: open a new SoFi Digital Assets LLC account and buy at least $10 worth of any cryptocurrency within 7 days. The offer only applies to new crypto accounts. The offer is limited to one per person. The offer expires on December 31st, 2021. Once conditions are met and the account is opened, you will receive $10 in Bitcoin (BTC) within 7 days. Bonus amounts of $600 or greater in a single calendar year may be reported to the Internal Revenue Service (IRS) as miscellaneous income to the recipient on Form 1099-MISC in the year received by applicable law. Recipient is responsible for any applicable federal, state or local taxes associated with receiving the bonus offer, consult your tax advisor to determine applicable tax consequences. SoFi reserves the right to change or terminate the offer at any time without notice.
We do not accept mutual funds. These funds would need to be liquidated prior to initiating an ACAT with SoFi. Please contact your brokerage firm to complete this action, prior to submitting an ACAT.
We do not accept cryptocurrency transfers, and we do not accept stocks that trade on OTC, Pink Sheets, and/or most low-priced securities. Check our Invest platform for any associated stocks you may be interested in transferring – if they appear in SoFi Invest, they are eligible to be transferred to us.
1 If you transfer a brokerage account with total asset value over $5,000 through the ACAT system, SoFi will reimburse up to $75 of ACAT Fees from your outgoing brokerage firm.
Active Investing and brokerage services are provided by SoFi Securities LLC, Member FINRA/SIPC, (“Sofi Securities). Clearing and custody of all securities are provided by APEX Clearing Corporation.
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