Wealth Management

Smart investing
made easy.

Modern investment management.

Powered by
technology,
guided by advisors.

Invest Now

We believe in
simple, low fees

Invest your first $10,000—free of SoFi fees. Then just 0.25% per year and free for SoFi borrowers.

Account Balance
$10,000
SoFi Wealth Fee
for Borrowers $0 annually
SoFi Wealth Fee
for Non-Borrowers $0 0.25% annually
Traditional Advisor
Fee $0 1.18% annually*

A More Complete Way To Manage Your Money

Live advisors with
personalized advice

Goal
planning

Investing in
diversified index funds

Automatic
rebalancing

NO TRADING, TRANSFER,
CUSTODIAN, OR COMMISSION FEES

Why SoFi?

SoFi understands your comprehensive 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 professionals.

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

Not Sure Where
To Start?

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

Call now

Investing Made Easy

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.

Want to learn more
about how we invest?

Learn More

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.

Invest Now

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

US and Global Stocks Remain Strong – Week of May 16, 2017

U.S. stocks are strong; developed world stocks are rallying, but still uncertain; and despite some investors’ fears, emerging markets are still appe...
READ MORE

We are serious about security

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SoFi Securities brokers the trades for your SoFi Wealth account and is registered with the SEC and a member of FINRA.


SoFi Securities is a member of SIPC, protecting your account up to $500,000. For details, please see www.sipc.org.


Common Questions

See all FAQs

Terms and Conditions Apply. SOFI RESERVES THE RIGHT TO MODIFY OR DISCONTINUE PRODUCTS AND BENEFITS AT ANY TIME WITHOUT NOTICE. To qualify, 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 anytime 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 Finance Lender Law License No. 6054612. SoFi loans are originated by SoFi Lending Corp., NMLS # 1121636. (www.nmlsconsumeraccess.org)

✝ To check the rates and terms you qualify for, SoFi conducts a soft credit pull that will not affect your credit score. However, if you choose a product and continue your application, we will request your full credit report from one or more consumer reporting agencies, which is considered a hard credit pull.

The SoFi Wealth platform is operated and maintained by SoFi Wealth LLC, an SEC Registered Investment Advisor. Brokerage services are provided to clients of SoFi Wealth LLC by SoFi Securities LLC, an affiliated broker-dealer registered with the Securities and Exchange Commission and a member of FINRA/SIPC. Investments are not FDIC Insured, have No Guarantee and May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Clearing and custody of all securities are provided by APEX Clearing Corporation.

* Traditional Advisor Fee is sourced from the Financial Advisor Fees 2017 Report prepared by Advisory HQ. The stated fee is the “Average Advisor Fee (%)” and is correlated to an assumed asset amount of $50,000, which is above our average account size. Please see the report for additional detail.

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