What is automated investing?

Automated Investing uses computer algorithms to provide financial guidance and portfolio management for investors. For more information on the idea of Automated Investing, read our Automated Investing 101 Guide.

Is automated investing the same thing as robo advising?

These terms are often used interchangeably. Robo Advisors use the same idea of algorithmic based investing and financial advice for clients, as opposed to humans or self driven research and wealth management.

Is automated investing a good idea?

Using an Automated Investing platform has several perks, particularly affordability, convenience, and the avoidance of potential human errors. This type of investment strategy allows clients to use a “hands off” approach, which many people may prefer over the time consuming research and management required for active trading.

How does auto investing with SoFi work?

SoFi aims to understand your investment goals from the start, and then automates the investing needed to get there. We invest in a wide array of assets to reduce risk. SoFi Invest provides you complimentary access to our financial advisors. When the markets fluctuate and change, we will handle the rebalancing needed to maintain the strongest portfolio.

How do you start auto investing with little money?

SoFi Invest requires no minimum investment to get started. We offer investing services to users of all levels

Automated Investing - Robo Advisor Account

Investment Products:

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

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This is not an offer, or solicitation of any offer to buy or sell any security, investment or other product.

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.

Advisory services are offered through 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), a copy of which is available upon request and at www.adviserinfo.sec.gov.

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.

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