Affiliates Automated Investing | SoFi
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Invest smarter
(not harder) with
robo investing.
SoFi’s robo advisor provides the ease and expertise to help you reach your goals—whether you’re a novice investor, or looking to optimize your investments but lacking the time and resources.
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Built by experts
Get portfolio recommendations built by SoFi and BlackRock experts based on the information you provide.
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Customize with ease
Easily change strategies to reflect your evolving objectives and preferences.
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Financial planners
Meet virtually with an actual human financial planner at no additional cost.
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Why go robo?
Say you’ve got some cash you want to invest, but you don’t really have the time (or maybe comfort level) to oversee those investments yourself. Sure, investment advisors can help, but they’re expensive—and not many want to manage portfolios without large sums of money anyway. So what do you do?
Say hello to SoFi’s new robo advisor. It’s an automated digital service that picks and manages investments for you—just set your preferences and risk tolerance to get started. For 0.25% a year*, you’ll get all the benefits of always-on automation and expert-curated recommendations, without lifting a finger.
Invest now
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Get a portfolio recommendation in
five minutes.
Let expert-driven automation do the heavy lifting—just answer a few questions to get a personalized, expert-built portfolio recommendation.
Set your preferences.
Our robo advisor is designed to help you reach your goals—just tell us your goals, risk tolerance, and time horizon.
Choose your contribution.
Pick a sum to start with, whether it’s $5K or $50K—or, leverage the power of dollar-cost averaging at a custom interval (like weekly or monthly).
We do the rest.
Our automation automatically handles all the trading, rebalancing, and other busy work to help you manage your portfolio long term.
Invest now
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Built by experts, tailored to you.
Your portfolio is managed by SoFi’s investment committee (with over 100 years of combined industry experience) in partnership with experts from BlackRock.
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Liz Young Thomas, CFA
Liz is SoFi’s Head of Investment Strategy, responsible for providing economic and market insights to a variety of audiences.
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Brian Walsh, PhD, CFP®
Brian is SoFi’s Head of Advice and Planning, responsible for robo investing, financial planning, and personal finance education.
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William Tanona, CFA
Bill Tanona serves as Senior Vice President of Corporate Development and Strategic Partnerships at SoFi, providing planning, advisory, and execution leadership on mergers and acquisitions, strategic investments, and joint ventures.
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Linda Zhang, PhD
Linda is a senior advisor to SoFi, and the CEO and founder of Purview Investments, a SEC-registered investment advisor specializing in low-carbon and ESG global investing.
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Choose your portfolio theme.
Select from three portfolio themes to better match your goals, risk tolerance, and values.
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Classic
Performance driven • Balanced
Made up of of low-cost funds designed to grow your wealth. -
Classic with Alternatives
Strategic • Manage volatility
Made up of alternative assets mixed with the Classic portfolio. -
Sustainable
Socially responsible • Eco conscious
Includes companies that demonstrate encouraging environmental, social, and governance characteristics.
Learn more
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Invest smarter
(not harder) with robo investing.
Take the headache out of investing with our new robo advisor— the uncomplicated, expert-built way to build a portfolio.
Invest now
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FAQs
Robo investing uses technology to recommend and manage expert built portfolios based on your unique financial situation. For more information on the idea of Robo Investing, read our
Robo Investing 101 Guide.
You will start by answering a few questions about your goal, timeline, comfort with risk, and preferences. Then we will recommend a portfolio from a carefully curated set of mutual funds and/or ETFs, based on that information. Therefore results are limited by your provided information. You can implement that recommendation or adjust it, and once you make a decision your investments will automatically be managed without you having to take any further action.
You only need $50 to get started with SoFi Robo Investing.
While robo investing is a great way to automate your investing strategy, it’s not risk-free. The stock market can be volatile, and has its ups and downs. Our robo-advisor monitors your portfolio daily and automatically rebalances it as needed. As with all investing, Robo investing includes risk of total loss of principal.
Robo investing allows you to take a hands off approach to managing your investments by automating your portfolio management. Portfolios are built by experts, constantly monitored, adjusted as the market moves, diversified, and typically much lower cost than working with a financial advisor. Some view the lack of human interaction as a potential downside, but here at SoFi Members have complimentary access to financial planners.
Please be advised, Robo is not for everyone. Some clients may have more complex needs, seek a broader range of investments or prefer in person interaction with advisors. Robo is designed for clients comfortable with online access.
Yes. Robo investing is sometimes referred to as automated investing because technology does the work of managing your investments. It’s an algorithmic investing service that recommends pre-curated portfolios based on on your individual goals and preferences and does not consider assets or objectives outside of your stated goa. Rest assured, it’s not all about technology as our investment committee builds our portfolios with the support of BlackRock.
SoFi charges an annual advisory fee of 0.25%. The 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.
See more FAQs
