How does a 1% cash bonus sound, just for switching to SoFi Invest?

Earn cash by moving investments to SoFi.

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Log in ›     Goodbyes can be hard, but we're guessing a 1% cash bonus on your investments when you invest your portfolio to SoFi* might help dry any tears. Open a SoFi Self-directed account to get started. Offer ends 3/31/26. Why transfer to SoFi Invest? All-in-one investing. Trade stocks, ETFs, and options, access alt investments, get the opportunity to participate in IPOs, or save for retirement—all in one easy-to-use app. Investing involves risk. Financial planning. Get a one-time, 30-minute session with a SoFi Financial Planner to help you build your portfolio. Invest with as little as $5. Buy a piece of your favorite company for as little as $5 with fractional shares. Restrictions may apply.     Open an account     For a complete list of SoFi Invest promotions currently live, please visit here. *SoFi will match 1% of a customer's ACAT transfers, up to $5,000,000 into an existing or newly opened SoFi self-directed individual retirement account (IRA) or taxable account during the Offer Period of March 12, 2026 – March 31, 2026. The transferred assets must be settled before the end of the Offer Period to qualify for the match. For the full terms and conditions, please visit SoFi.com/ACATterms.     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. SoFi isn't recommending and is not affiliated with the brands or companies displayed. Before investing in Exchange Traded Funds (ETF), always read the fund's prospectus. It contains important information about the fund's objectives, risks, and fees. You can get a prospectus from the fund company's website or by emailing our customer service at investsupport@sofi.com. Options involve substantial risk of loss and the possibility to lose the entire investment. Before trading options review the Characteristics and Risks of Standardized Options. Alternative investments and strategies involve unique risks, including the risk of loss, and may not be suitable for all investors. Before investing, consider your individual circumstances and review any relevant investment documentation, such as a prospectus. Specifically, be aware that instruments like Interval Funds are illiquid, meaning your ability to sell or trade them on your desired timeline may be restricted. Investing in IPOs comes with risk, including the risk of loss. Please visit https://www.sofi.com/iporisk/. Offered via SoFi Securities LLC, Member FINRA/SIPC. When scheduling a fractional order, it will be routed to the market immediately, in the order received. There may be system delays from receipt of your order until execution. Market conditions may adversely impact execution prices. Screen images simulated. 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: 3664756 IN26-3627500-C