Invest easily with SoFi Wealth. Plus, members get access to unlimited personalized financial advice—on us.
Fueling your future and further planning for your financial goals is easier than ever with SoFi Wealth. Just tell us your financial goals and we’ll do the rest. Set, forget, and start growing your wealth.
Setting up an account is fast and easy, so you can start investing in your future sooner. There are no SoFi account management fees.
Wondering how to grow wealth? Put your money to work by using our online investing app for SoFi Wealth. You’ll benefit from:
● No SoFi fees. This makes putting all your money to work easier.
● Easy investing with as little as $100. Getting started is the hardest part. You can with as little as $100 or a $20 monthly deposit.
● Work with credentialed financial advisors—at no cost for SoFi members. Get access to one-on-one financial planning with credentialed advisors at no extra charge. Just call in or schedule a time that works for you. Rest assured you’ll get the advice you need when you need it.
● No-commision advice. SoFi Advisors don’t get commission: their goal is to help you reach yours. Period.
● Investment recommendations tailored to your risk tolerance. Whatever your goals are, we’ll tailor your investments to your comfort level. We get it. Maybe you came of age during the recession, or maybe you have a long time horizon and can handle market fluctuations. Whatever the case, we’ll make sure your portfolio reflects your preference.
● Invest while you sleep. With a SoFi Wealth account, you’ll be investing your money with minimal effort.
Ready to get started? Talk to our financial advisors at 1-855-525-7634 (SOFI)
Existing SoFi members can keep track of loans, apply for new accounts and connect with the SoFi community through exclusive events.
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SoFi loans are originated by SoFi Lending Corp. and are not available in all states. Additional terms and conditions apply; see https://sofi.com/eligibility for details. Licensed by the Department of Business Oversight under the California Financing Law, license number 6054612. NMLS#1121636
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All returns and statistics shown are for illustrative purposes only. Different types of investments involve varying degrees of risk, past performance is no guarantee of future results, and there can be no assurance that any specific investment or investment strategy will be either suitable or profitable for a prospective client’s portfolio. Investments are not FDIC Insured, have no guarantee and may lose value. Advisory services offered through SoFi Wealth, LLC.
Neither SoFi nor its affiliates is a bank.
SoFi MoneyTM is offered through SoFi Securities LLC, member FINRA/SIPC.
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