SoFi Money® is a cash management account, which is a brokerage product, offered by SoFi Securities LLC. Member FINRA/SIPC. SoFi Securities LLC is an affiliate of SoFi Bank, N.A. SoFi Money Debit Mastercard is issued by The Bancorp Bank. SoFi Securities LLC is an affiliate of SoFi Bank, N.A.. Diversification is not a guarantee of protection from loss. SoFi can’t guarantee future financial performance. Brokerage and Active investing products offered through SoFi Securities LLC, member FINRA/SIPC. Advisory services are offered through SoFi Wealth LLC, an SEC-Registered Investment Adviser. Loans originated by SoFi Lending Corp. or an affiliate (dba SoFi). Licensed by the California DFPI, CFL #6054612, NMLS #1121636 (www.nmlsconsumeraccess.org). Equal Housing Lender. Terms and conditions apply. SOFI RESERVES THE RIGHT TO MODIFY OR DISCONTINUE PRODUCTS AND BENEFITS PROSPECTIVELY BASED ON MARKET CONDITIONS AND BORROWER ELIGIBILITY. Your existing student loan(s) must total a minimum of $5,000 to be eligible for refinancing. Minimum loan amount may be higher in specific states due to legal requirements. To qualify, a borrower must be a U.S. citizen or other eligible status, have graduated with an associate degree or higher from an eligible Title-IV-accredited college or graduate program, and meet SoFi’s pre-established underwriting requirements, including verification of sufficient income to support your ability to repay; see SoFi.com/eligibility. Lowest rates reserved for the most creditworthy borrowers. SoFi refinance loans are private student loans and do not have the same repayment options that the federal loan program offers, or may become available, such as Income Based Repayment or Income Contingent Repayment or PAYE. Information current as of 02/13/22 and subject to change. Additional terms, conditions, state restrictions apply; see SoFi.com/eligibility for details. SoFi Bank, N.A. Member FDIC. 2750 E. Cottonwood Parkway #300 Cottonwood Heights, UT 84121. ©2022 Social Finance, Inc. All rights reserved. Information as of 02/22 and is subject to change. Screen images simulated. PRO22-684864

Financial planning via SoFi Wealth LLC, a registered investment advisor. 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.

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*Trust & Will, a leading digital estate planning platform, is offering a 15% discount specifically for SoFi members. No promo code required, the 15% discount is automatically applied at checkout to the initial purchase of any Guardian, Will, or Trust-based estate plan.

**The savings and experiences of members herein may not be representative of the experiences of all members. Savings are not guaranteed and will vary based on your unique situation and other factors.

Trust & Will 961 West Laurel Street San Diego, CA 92101 United States

^If you lose your job through no fault of your own, you may apply for Unemployment Protection. If your loan(s) is/are in good standing at the time you request Unemployment Protection SoFi will, upon approval, help to modify your monthly SoFi loan payments and provide job placement assistance during your forbearance period. Interest will continue to accrue and will be added to your principal balance at the end of each forbearance period, to the extent permitted by applicable law. Benefits are offered in three-month increments, and capped at 12 months, in aggregate, over the life of the loan. To be eligible for this assistance you must provide proof that you have applied for and are eligible for unemployment compensation, and you must actively work with our Career Advisory Group to look for new employment. See SoFi.com/faq-upp for details.

The experiences and savings of members shown may not be representative of the experiences of all members. Past performance does not guarantee future results. Savings are not guaranteed and will vary based on your unique situation and other factors. Some or all of the testimonials shown may be from SoFi Ambassadors who earn rewards for participating in the Ambassador Program (“Inner Circle”).

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.