Jan

2021

Invest Onboarding Emails – Plus Day 1 CSM

By Samantha Tsu | Uncategorized | Comments Off

SoFi

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Be the best investor you can be.

We work hard to make SoFi Invest^® the best platform it can be—here are some great features you might not be aware of:

Transfer

funds—at no cost.

Invest makes it easy to transfer funds from outside accounts so that you can track your investments all in one place—and it doesn’t cost you a dime.

Transfer balance →

Invest
the hands‑free way.

With SoFi automated investing, we build and manage a portfolio for you—based on your goals—without charging a management fee.

Get automated investing →

Talk
to a financial planner.

Invest members have complimentary access to our team of experienced financial planners who can help you prepare for whatever’s next.

Schedule an appointment →

Complimentary Credit Monitoring.

As a SoFi Invest member you can get complimentary credit score monitoring in the SoFi mobile app.

Have questions? Contact us

Download the SoFi app

SoFi is committed to fighting racism, standing in solidarity with all of our communities, providing space for open dialogue, as well as taking action as informed allies. We are donating $1 million to organizations that empower people of color and their allies.

Investment Products: ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUE

Apple and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc., registered in the U.S. and other countries. Google Play and the Google Play logo are trademarks of Google Inc.

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

The umbrella term “SoFi Invest” refers to the three investment and trading platforms operated by Social Finance, LLC and its affiliates (described below). Individual customer accounts may be subject to the terms applicable to one or more of the platforms below.

1) Automated Investing—The Automated Investing platform is owned by SoFi Wealth LLC, an SEC Registered Investment Advisor (“Sofi Wealth”). Brokerage services are provided to SoFi Wealth LLC by SoFi Securities LLC, an affiliated SEC registered broker dealer and member FINRA/SIPC, (“Sofi Securities”).

2) Active Investing—The Active Investing platform is owned by SoFi Securities LLC. Clearing and custody of all securities are provided by APEX Clearing Corporation.

3) Digital Assets—The Digital Assets platform is owned by SoFi Digital Assets, LLC, a FinCEN registered Money Service Business.

For additional disclosures related to the SoFi Invest platforms described above, including state licensure of Sofi Digital Assets, LLC, please visit www.sofi.com/legal.

Neither the Investment Advisor Representatives of SoFi Wealth, nor the Registered Representatives of SoFi Securities are compensated for the sale of any product or service sold through any SoFi Invest platform. Information related to lending products contained herein should not be construed as an offer to sell, solicitation to buy or a pre‑qualification of any loan product offered by SoFi Lending Corp and/or its affiliates.

SoFi can’t guarantee future financial performance, and past performance is no guarantee. This is not an offer, or solicitation of any offer to buy or sell any security, investment or other product. The SoFi financial planning team doesn’t provide market research, advice or recommendations on individual stocks, investment products or cryptocurrencies.

Financial planning is offered through SoFi Wealth LLC, a registered investment advisor. 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.

SoFi’s Insights tool offers users the ability to connect both in-house accounts and external
accounts using Plaid, Inc’s service. When you use the service to connect an account, you
authorize SoFi to obtain account information from any external accounts as set forth in SoFi’s
Terms of Use. SoFi assumes no responsibility for the timeliness, accuracy, deletion,
non-delivery or failure to store any user data, loss of user data, communications, or
personalization settings. You shall confirm the accuracy of Plaid data through sources
independent of SoFi. The credit score provided to you is a Vantage Score® based on
TransUnion™ (the “Processing Agent”) data.

Social Finance, LLC values your privacy and the security of your personal information so please do not include your Social Security number in any email or letter that you send to us.

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Jan

07

2021

Invest Onboarding Email – Day 1 Collections

By Samantha Tsu | Uncategorized | Comments Off

SoFi

Thanks for your feedback and helping us improve our member experience.

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There's (portfolio) power in diversity. | Browse collections

Thanks for funding your SoFi Invest^® account! To get you started, we’ve put together some collections of select stocks and ETFs for you to choose from:

	Fractional Shares
	Fractional shares of stocks and ETFs starting at just $5.

Tesla | Apple | Amazon | Nike | Alphabet

See whole collection

	Dividend Growers
	Stocks with a history of dividend growth over time.

AT&T | Exxon Mobil | Caterpillar | 3M | IBM

See whole collection

	Crypto
	Crypto is a type of digital currency. You can trade in dollar amounts, and the market never closes!

Bitcoin

Ethereum

Litecoin

Bitcoin
Cash

Ethereum
Classic

Bitcoin

Ethereum

Litecoin

Bitcoin
Cash

Ethereum
Classic

Check out crypto

Browse all collections

Complimentary Credit Monitoring.

As a SoFi Invest member you can get complimentary credit score monitoring in the SoFi mobile app.

Have questions? Contact us

Download the SoFi app

SoFi is committed to fighting racism, standing in solidarity with all of our communities, providing space for open dialogue, as well as taking action as informed allies. We are donating $1 million to organizations that empower people of color and their allies.

Investment Products: ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUE

Fractional shares is a brand name of the fractional trading program offered by SoFi Securities LLC. When making a fractional trade, you are granting SoFi Securities discretion to determine the time and price of the trade. Fractional trades will be executed in our next trading window, which may be several hours or days after placing an order. The execution price may be higher or lower than it was at the time the order was placed.

No brands or products mentioned are affiliated with SoFi, nor do they endorse or sponsor this offer. Third party trademarks referenced herein are property of their respective owners.

SoFi isn’t recommending and is not affiliated with the brands or companies displayed.

Apple and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc., registered in the U.S. and other countries. Google Play and the Google Play logo are trademarks of Google Inc.

Bitcoin and other cryptocurrencies aren’t endorsed or guaranteed by any government, are volatile, and involve a high degree of risk. Consumer protection and securities laws don’t regulate cryptocurrencies to the same degree as traditional brokerage and investment products. Research and knowledge are essential prerequisites before engaging with any cryptocurrency. US regulators, including FINRA, the SEC, and the CFPB, have issued public advisories concerning digital asset risk. Cryptocurrency purchases should not be made with funds drawn from financial products including student loans, personal loans, mortgage refinancing, retirement funds or traditional investments.

There is a minimum of $10 to buy. There is a minimum sale of 0.001 BTC, 0.01 ETH, 0.1 LTC. SoFi will apply a markup of up to 1.25% for each crypto transaction. For more information, visit https://www.sofi.com/crypto.

SoFi Invest refers to the three investment and trading platforms operated by Social Finance, LLC and its affiliates (described below). Individual customer accounts may be subject to the terms applicable to one or more of the platforms below.

1) Automated Investing and advisory services are provided by SoFi Wealth LLC, an SEC-Registered Investment Adviser (“Sofi Wealth“). Brokerage services are provided to SoFi Wealth LLC by SoFi Securities LLC.

2) Active Investing and brokerage services are provided by SoFi Securities LLC, Member FINRA(www.finra.org)/SIPC(www.sipc.org), (“Sofi Securities). Clearing and custody of all securities are provided by APEX Clearing Corporation.

3) Cryptocurrency is offered by SoFi Digital Assets, LLC, a FinCEN registered Money Service Business.
For additional disclosures related to the SoFi Invest platforms described above, including state licensure of Sofi Digital Assets, LLC, please visit www.sofi.com/legal.

Neither the Investment Advisor Representatives of SoFi Wealth, nor the Registered Representatives of SoFi Securities are compensated for the sale of any product or service sold through any SoFi Invest platform. Information related to lending products contained herein should not be construed as an offer or pre-qualification for any loan product offered by SoFi Lending Corp and/or its affiliates.

Fund Fees – if you invest in Exchange Traded Funds (ETFs) through SoFi Invest (either by buying them yourself or via investing in SoFi Invest’s automated investments, formerly SoFi Wealth), these funds will have their own management fees. These fees are not paid directly by you, but rather by the fund itself. These fees do reduce the fund’s returns. Check out each fund’s prospectus for details. SoFi Invest does not receive sales commissions, 12b‑1 fees, or other fees from ETFs for investing such funds on behalf of advisory clients, though if SoFi Invest creates its own funds, it could earn management fees there.

Diversification does not guarantee success.

Social Finance, LLC values your privacy and the security of your personal information so please do not include your Social Security number in any email or letter that you send to us.

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Jan

07

2021

Invest Onboarding Email – Plus Day 1