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

Before investing, carefully consider the investment objectives, risks, charges, and expenses detailed in a Fund’s prospectus. This document contains important information and must be read carefully prior to investing; you can find the current prospectus by clicking the link on the Fund’s respective page.

Alternative investments are highly risky and may not be suitable for all investors. These investments often involve leveraging, speculative practices, and the potential for complete loss of investment. They typically charge high fees, lack diversification, and can be highly illiquid and volatile. Be aware that both registered and unregistered alternative investments, including Interval Funds, are not subject to the same regulatory requirements as mutual funds, and their illiquid nature may restrict your ability to trade on your timeline. Always review the specific fee schedule for Interval Funds within their prospectus.

An Interval Fund is a type of closed-end fund that is not listed on an exchange and offers investors limited liquidity. Unlike traditional mutual funds or ETFs, you cannot redeem shares daily. Instead, the fund makes periodic offers (typically quarterly) to repurchase only a limited percentage of its outstanding shares. Repurchase offers are not guaranteed; if demand for redemptions exceeds the fund’s repurchase amount, your shares may be accepted on a pro-rata basis, meaning you may only be able to redeem a portion of your investment. Investments in Interval Funds involve risk, including the possible loss of principal, as these funds often invest in illiquid, less transparent assets like private credit or real estate. Carefully read the fund’s prospectus and offering documents, which contain important information about its objectives, strategies, risks, fees, and expenses, before investing.

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

SoFi can’t guarantee future financial performance, and past performance is no indication of future success.

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