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Rule 606 Order Routing

Statement of Financial Condition

SoFi Money® is a cash management account, which is a brokerage product, offered by SoFi Securities LLC. Member FINRA/SIPC. Neither SoFi nor its affiliates are a bank.

This is not an offer, or solicitation of any offer to buy or sell any security, investment or other product. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Past performance, historical returns, future projections, and statistical forecasts are no guarantee of future returns or future performance.

The Bancorp Bank is the issuer of the SoFi Money® World Debit Mastercard® only and is not responsible for other products, services, promotions or other offerings through SoFi.

SoFi Relay and advisory services are offered through SoFi Wealth LLC, an SEC-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/. For additional information on SoFi Wealth LLC, SoFi Relay, and products and services of affiliates, see SoFi.com/legal.

¹ NO PURCHASE NECESSARY TO ENTER OR WIN. Void where prohibited. Open to new and existing SoFi Money World Debit Mastercard cardholders who are legal residents of the 50 U.S. or DC, and legal age of majority before 8/23/20. $1 minimum spend on transactions. Ends 1/3/21. For Official Rules & complete details, click here.

² No purchase necessary to play or win. Visit https://www.sofi.com/invest/tdpromotion/rules to view Game Official Rules for further details, including eligibility requirements and prize details. Void where prohibited by law.

³ SoFi Money SoFi Stadium Cash Back Program: The following describes the terms that apply to participation in the SoFi Money SoFi Stadium Cash Back Program (“Program”) offered by SoFi Securities LLC (“SoFi”). This Program is offered solely by SoFi, and not by any named merchant or any other third party. Qualifying SoFi Money Members are opted into the Program by using their SoFi Money debit card to make a purchase at an Eligible Merchant inside SoFi Stadium. Promotion Period: The Program will be available for all transactions at SoFi Stadium between September 13, 2020 and January 31, 2021. Eligible Participants: The Program is open to all SoFi Members with a SoFi Money account who reside within the United States. Eligible Merchants: Food, Beverage, and Merchandise vendors inside SoFi Stadium Eligible Transactions: Any purchases Eligible Merchants using a SoFi Money debit card and posted during the Promotion Period are eligible for Cash Back under the terms of the Program. Cash Back Terms: For each Eligible Transaction posted during the Promotion Period, Members will receive a credit to their SoFi Money account equal to 10% of the transaction charge (“Cash Back”). A) Cash Back earned will in each case be rounded up to the nearest cent. B) Cash Back credits may take up to 14 business days after the eligible transactions are posted. C) There is a maximum aggregate cap on Cash Back bonuses of $50 per Account for this Program. SoFi is not liable for payment delays caused by named merchants or any third-party vendors. SoFi reserves the right to exclude any Members from participating in the Program for any reason, including suspected fraud, misuse, or if suspicious activities are observed. SoFi also reserves the right to stop or make changes to the Program at any time.

4 SoFi has installed SoFi owned ATMs inside SoFi Stadium. SoFi Money members will not be charged a fee when using these ATMs to withdraw cash or check their balance. Non-SoFi Members may incur a fee when withdrawing cash or checking their balance. SoFi’s ATM policies are subject to change at our discretion at any time.

The umbrella term “SoFi Invest” refers to the three investment and trading platforms operated by Social Finance, Inc. 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 or pre-qualification for any loan product offered by SoFi Lending Corp and/or its affiliates.

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.

Terms and Conditions Apply. SOFI RESERVES THE RIGHT TO MODIFY OR DISCONTINUE PRODUCTS AND BENEFITS AT ANY TIME WITHOUT NOTICE. To qualify for lending products, a borrower must be a U.S. citizen or permanent resident in an eligible state and meet SoFi’s underwriting requirements. Not all borrowers receive the lowest rate. To qualify for the lowest rate, you must have a responsible financial history and meet other conditions. If approved, your actual rate will be within the range of rates listed above and will depend on a variety of factors, including term of loan, a responsible financial history, years of experience, income and other factors. Rates and Terms are subject to change at any time without notice and are subject to state restrictions. SoFi refinance loans are private loans and do not have the same repayment options that the federal loan program offers such as Income Based Repayment or Income Contingent Repayment or PAYE. Licensed by the Department of Business Oversight under the California Financing Law License No. 6054612. SoFi loans are originated by SoFi Lending Corp., NMLS # 1121636. (www.nmlsconsumeraccess.org)

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