You don't need to be an expert to start investing like one. SoFi's Robo Advisor provides the ease and expertise to help you reach your financial goals.
Here’s how it works:
Set your preferences
Choose from diversified portfolio themes, built by SoFi and BlackRock experts. Answer a few questions and we'll tailor recommendations to your specific financial goals.
Choose your deposit amount
Start with as little as $50. Consider setting up a recurring deposit to automatically invest and build your portfolio over time.
We handle the rest
Our robo advisor automatically manages all the trading, rebalancing, and maintenance to help keep your portfolio aligned with your objectives, even as markets change.
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INVESTMENTS ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUE
Advisory services are offered by SoFi Wealth LLC, an SEC-registered investment adviser. Information about SoFi Wealth’s advisory operations, services, and fees is set forth in SoFi Wealth’s current Form ADV Part 2 (Brochure), at www.adviserinfo.sec.gov and upon request.
This information should not be deemed as an offering nor a recommendation of product from SoFi Bank, N.A.
Registered Representatives of SoFi do not receive compensation for selling products or services available on any SoFi Invest platform. Information regarding financial products should not be considered an offer to sell, a solicitation to buy, or a pre-qualification for any product offered by SoFi Bank or its affiliates.
SoFi can’t guarantee future financial performance, and past performance is no indication of future success.
The SoFi financial planning team doesn’t provide market research, advice or recommendations on securities.
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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.
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