What is active share investing?

Active investing is the trading individual stocks or bonds in an attempt to beat the ‘market’. Active investing allows you to put in place a strategy that’s tailored to your preferences, goals, and risk tolerance. Read more on What is Active Investing?

What is the difference between active and passive investing?

Passive investing allows you to put your money in a group of stocks, such as an index fund or exchange-traded fund (ETF), and mostly sit back, whereas Active Investing lets you buy and sell on your own.

What are the advantages of active investing?

Active Investing allows you to potentially beat average market returns by picking higher performing as opposed to waiting it out in the long run. Both of these aspects come with a level of risk.

How do I start active investing with SoFi?

Opening an account with SoFi Invest® can be a good way to start trading on your own. There are no account minimums, and no commissions for stocks and ETFs so you can get started with whatever amount you are comfortable with.

What is the minimum amount to start active investing?

SoFi does not require a minimum account balance so investors of all levels have access to the market.

Self-Directed Investing Account - Trade On Your Terms

Investment Products:

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

SoFi Invest is a trade name used by SoFi Wealth LLC and SoFi Securities LLC offering investment products and services. Robo investing and advisory services are provided by SoFi Wealth LLC, an SEC-registered investment adviser. Brokerage and self-directed investing products offered through SoFi Securities LLC, Member FINRA/SIPC.

For disclosures on SoFi Invest platforms visit SoFi.com/legal. For a full listing of the fees associated with Sofi Invest please view our fee schedule

Rule 606 Order Routing | Statement of Financial Condition | Fee Disclosure

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

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

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 (www.finra.org)/SIPC(www.sipc.org). Clearing and custody of all securities are provided by APEX Clearing Corporation.

⁶Utilizing a margin loan is generally considered more appropriate for experienced investors as there are additional costs and risks associated. It is possible to lose more than your initial investment when using margin. Please see https://www.sofi.com/wealth/assets/documents/brokerage-margin-disclosure-statement.pdf for detailed disclosure information

For additional disclosures related to the SoFi Invest platforms described above please visit 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.

TLS 1.2 Encrypted

Equal Housing Lender