Wealth Management

Smart investing
made easy.

Modern investment management.

Powered by
technology,
guided by experts.

Invest Now

We believe in
simple, low fees

Invest your first $10,000—free.
Then it’s just $5 per month for every $100,000 you invest.

Account Balance
$10,000
SoFi Wealth Fee $0 annually Free For SoFi Borrowers
Typical Robo
Advisor Fee
$0 0.25% annually
Traditional
Advisor Fee
$0 1.3% annually

SoFi Wealth Includes

Live advisors with
personalized advice

Goal
planning

Investing in
diversified index funds

Automatic
rebalancing

No account opening,
closing, or trading fees

Invest Now

Invest Your Money
(in 5 minutes)

Define Goals

We help you figure out goals and how much you can invest to reach them. Not sure? Our advisors will recommend a clear path to reaching them.

Select Investment Mix

We recommend a mix of funds that’s appropriate for someone like you, based on your age, income, and assets.

E-Sign

Once you’re happy with your goals and investment mix, open your account easily online.

Make an Investment

Deposit funds, sit back, and relax. Your portfolio will automatically rebalance, but you can modify it easily for free at any time.

Why SoFi?

SoFi understands your complete financial picture. Which means we’re here to
help you move forward as you ditch your debt and increase equity.

Not a Bank

An investment plan that can actually help you reach your goals.

Exchange Traded Funds + technology = lower fees.

Our advisors do not have “commission” in their vocab.

Not a Robot

Our live advisors are here to help
you—not to sell to you.

ETF portfolios are actively curated by our team of experts.

Our one-of-a-kind community is here to help you succeed.

Invest Now

We are serious about security

SSL encryption to keep your information safe


Every account is insured up to $500,000 by the Securities Investor Protection Corporation (SIPC)


SoFi Securities is registered with the Securities and Exchange Commission (SEC) and regulated as a member of the Financial Industry Regulatory Authority (FINRA)


Get Started

Put your money to work.
Start with as little as $500.

Invest Confidently

Adjust your goals, savings rate, and portfolio. Add money or take it out—free. Talk to an advisor at any time.

Learn with Us

Whether you get advice from mom and dad or Janet Yellen, our advisors take a no-judgment approach to get you investing intelligently.

Protect What You’ve Earned

Your career has gotten you this far. We'll recommend a plan to help you hit your goals without taking unnecessary risk.

Defeat Procrastination

Doing nothing is easy. But so is doing something right now. Invest in just five minutes.

Hear Our Market
Commentary

SoFi's Chief Economist, Dr. Michael Dooley, shares his thoughts on current market conditions—and how they impact our porfolios of low-cost ETFs. You can use SoFi's analysis to get a better understanding of the following.

  • What happened last week
  • Macro-trends in the economy
  • Impact on the capital markets
  • What it all means for your portfolio

RECENT BLOG POST

Higher Interest Rates and Cheaper Oil – Week of Mar. 15, 2017

Interest rates have continued to rise while equities tread water as a March rate hike by the Federal Reserve became a certainty. Today the FED raised ...
READ MORE

Questions?

Call us for a free consultation
855-525-7634 (SOFI)

Learn More
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