📣 Get a 1% match on 401(k) rollovers *and* IRA contributions.

Kick start your retirement savings with SoFi.

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Log in ›     INDIVIDUAL RETIREMENT ACCOUNT (IRA) Get a 1% IRA Match on rollovers and contributions. Get a 1% match Begin Rollover       Hi Janet, Double down on your retirement with a 1% match on every dollar you roll over and contribute to a SoFi IRA.1 That's right—we're adding to your future not once, but twice. There's never been a better time to consolidate your retirement investments with SoFi.     Need an IRA crash course?     Individual retirement accounts (IRAs) may offer tax advantages for retirement:     • Traditional IRAs can potentially grow tax-deferred with before-tax and after-tax contributions. • Roth IRAs offer tax‐free growth potential on after‐tax contributions. • The IRS sets an annual limit on contributions across all of your IRAs (including those outside SoFi). For 2026, it's $7,500 for ages under 50 and $8,600 for 50 and above. • There is no limit to what you can roll over from your 401(k) into a SoFi IRA. Plus, the sky's the limit on our match offer!1     Learn more, then consider the next step by opening a SoFi IRA today.     Get a 1% match Begin Rollover     ¹ Terms and conditions apply. Matches on contributions are made up to the annual limits.     To learn more, explore the Invest Page.       Have questions? Contact us   Download the SoFi app   SoFi is committed to fighting racism, standing in solidarity with all of our communities, providing space for open dialogue, as well as taking action as informed allies. 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. This information should not be deemed as an offering nor a recommendation of product from SoFi Bank, N.A. 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. SoFi doesn't provide tax or legal advice. Consult with a qualified tax advisor or attorney about your specific needs. SoFi Securities LLC, values your privacy and the security of your personal information so please do not include sensitive personal information, such as your Social Security number, in any email or letter that you send to us. Social Finance, LLC. 234 1st Street, San Francisco, CA 94105 Unsubscribe Privacy Policy Licenses w: 3121825 rec: -5724349330512926211