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

¹Options involve risks, including substantial risk of loss and the possibility an investor may lose the entire amount invested in a short period of time. Before an investor begins trading options they should familiarize themselves with the Characteristics and Risks of Standardized Options. Tax considerations with options transactions are unique, investors should consult with their tax advisor to understand the impact to their taxes.

Brokerage and Active investing products offered through SoFi Securities LLC, member FINRA/SIPC. For a full listing of the fees associated with Sofi Invest, please view our fee schedule

^§Awards or rankings are not indicative of future success or results. Neither SoFi Securities LLC nor its employees paid a fee in exchange for ratings. Awards and ratings are independently determined and awarded by their respective publications.

This information isn’t financial advice. Investment decisions should be based on specific financial needs, goals and risk appetite.

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

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³Terms and conditions apply. For 401k rollovers, existing SoFi IRA members must complete 401k rollovers via this link For SoFi members without a SoFi IRA, a SoFi IRA must first be opened, and 401k rollover must be completed utilizing Capitalize via this link. SoFi and Capitalize will charge no additional fees to process a 401(k) rollover to a SoFi IRA. SoFi is not liable for any costs incurred from the existing 401k provider for rollover. Please check with your 401k provider for any fees or costs associated with the rollover. For IRA contributions, only deposits made via ACH and cash transfer from SoFi Bank accounts are eligible for the match. Click here for the 1% Match terms and conditions.

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