SoFi Invest Product Selector Quiz Results - Robo IRA

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Based on your answers, here’s an account that may be a good fit.

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Robo-Advisor IRA

The “Hands-Off” Future-Ready Investor

This automated retirement account, available as a Traditional or Roth IRA, builds and manages a diversified portfolio for you, letting you save for your long-term goals with potential tax advantages.

Automated investing: Get an expert-built portfolio personalized for your specific goals and risk tolerance.
Get a 1% match: SoFi matches 1% on your IRA rollovers and contributions with no minimums required.¹
Financial advice: Includes a 30-min complimentary session with a SoFi Financial Planner to help build your strategy.²

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INVESTMENTS ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUE

SoFi Invest is a trade name used by SoFi Wealth LLC and SoFi Securities LLC offering investment products and services. Robo investing and advisory services are provided by SoFi Wealth LLC, an SEC-registered investment adviser. Brokerage and self-directed investing products offered through SoFi Securities LLC, Member FINRA/SIPC.

For disclosures on SoFi Invest platforms visit SoFi.com/legal. For a full listing of the fees associated with Sofi Invest please view our fee schedule.

Robo investing and advisory services are offered by SoFi Wealth LLC, an SEC-registered investment adviser.

¹ Terms 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.

² Advisory services are offered by 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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