Automated Investing
Hands-off investing
that’s always on.
You don’t have to follow the market to master it. With automated investing we’ll build and manage a portfolio for you with no SoFi management fee.
Invest now
It’s easier than ever to put your
money on a mission.
We take the stress out of investing by helping you with the hard part:
goal setting, rebalancing, and diversifying your money.
Goal planning
Whether you’re saving for retirement, a down payment, or just investing for later, we’ll help you make a plan to tackle multiple goals.
Auto rebalancing
We’ll rebalance your investments, which means adjusting your stock and bond funds on a quarterly basis, so your money is always invested how you want it to be.
Diversification*
Risk is real. That’s why we’ll diversify your portfolio so that your money is allocated across different kinds of financial investments.
*Diversification can help reduce some investment risk. However, it cannot guarantee profit nor fully protect in a down market
The right way to invest? It’s up to you.
Everyone has different goals when it comes to their life, their money, and their investment plans.
Click below to explore some common financial goals and example investment strategies to achieve them.
Take the trip of a lifetime
Buy a home
Pay for a wedding
Retire early
Save for kids’ education
Time is your
best friend.
Compound interest is basically “interest on interest” and it’s how your money can make money. Time is the magic ingredient—which is why the earlier you start investing your money, the better. That way you can ride the ups and down of the market over time towards your goals.
We’re here
if you need it.
Investing with SoFi gets you access to member benefits like rate discounts on other SoFi products, exclusive events and experiences, as well as access to financial advisors to discuss big picture financial goals one-on-one—all at no additional cost.
Get started with
no minimums.
Investing is for anyone that can afford to do it—which is why you can start with as little as $1. Make a one-time investment today, or set-up a recurring payment if that works better for you.
Invest now
Please review the Customer Relationship Summary (ADV Part 3) which contains important information about the product, services, fees, and conflicts of interests of SoFi Wealth LLC.
FAQs
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 auto investing the same as Robo investing
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
Can I choose which companies to invest in?
Automated Investing is tailored to be as hands off as possible. Portfolios are built around your
investments goals, so the need to research and choose your own investments is unnecessary. If you are
interested in a more hands on approach, check out Active Investing.
See more FAQs
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