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.

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.

Brian Walsh and Liz Thomas are Registered Representative of SoFi Securities, LLC and an Investment Adviser Representative 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®

¹ 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.

² 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.

³ 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. See details at SoFi.com/legal/wrapbrochure.

⁴ Available to SoFi Plus members who make eligible cash deposits into taxable SoFi Invest accounts. You must be a SoFi Plus member at the time of deposit, remain a SoFi Plus member for one (1) year after the deposit settles, and keep the deposited funds in the account for five (5) years.

Canceling SoFi Plus within one year or withdrawing/transferring funds during the five-year holding period may result in forfeiture of some or all of the match. Other restrictions apply. Excludes internal transfers and ACAT transfers. Match may be taxable. For the full Terms & Conditions please click here.

⁵ Consider the investment objectives, risks, and charges and expenses of funds carefully before investing. The prospectus contains this and other important information about the fund, and should be read carefully before investing. You may obtain a prospectus from the fund company’s website, contact SoFi's customer service at 855-525-7634.