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

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), at www.adviserinfo.sec.gov and upon request.

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Robo investing and advisory services are offered by SoFi Wealth LLC, an SEC-registered investment adviser.

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

Registered Representatives of SoFi do not receive compensation for selling products or services available on any SoFi Invest platform. Information regarding financial products should not be considered an offer to sell, a solicitation to buy, or a pre-qualification for any product offered by SoFi Bank or its affiliates.

The SoFi financial planning team doesn’t provide market research, advice or recommendations on securities.

Investment funds, Exchange Traded Funds (ETFs) may have their own management fees paid directly by the fund. Please consider these fees and objectives in the fund’s prospectus before investing.

An investor should consider the investment objectives, risks, charges, and expenses of the Fund carefully before investing. This and other important information are contained in the Fund’s prospectus. For a current prospectus, please click the Prospectus link on the Fund’s respective page. The prospectus should be read carefully prior to investing.

Alternative investments, including funds that invest in alternative investments, are risky and may not be suitable for all investors. Alternative investments often employ leveraging and other speculative practices that increase an investor’s risk of loss to include complete loss of investment, often charge high fees, and can be highly illiquid and volatile. Alternative investments may lack diversification, involve complex tax structures and have delays in reporting important tax information. Registered and unregistered alternative investments are not subject to the same regulatory requirements as mutual funds.

Please note that Interval Funds are illiquid instruments, hence the ability to trade on your timeline may be restricted. Investors should review the fee schedule for Interval Funds via the prospectus.

Awards or rankings are not indicative of future success or results. Neither SoFi Bank, N.A. nor its employees paid a fee in exchange for ratings. Awards and ratings are independently determined and awarded by their respective publications.

Brian Walsh and Liz Thomas are Registered Representatives of SoFi Securities, LLC and Investment Adviser Representatives of SoFi Wealth, LLC. Brian Walsh is a CERTIFIED FINANCIAL PLANNER® certificant.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®

^*0.25% fee is based on your account value. The wrap program fee may cost more or less than purchasing brokerage, custodial, and recordkeeping services separately. Brokerage costs are billed separately. Please see sofi.com/legal/wrapbrochure for more information.

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