Wealth management for $5 per month for each $100K.
Free for SoFi borrowers. We’ll manage your first $10K for free. Then the management fee is just $5 per month for each $100K invested.
Invest Your Money (in 5 minutes)
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, career, and education. More Info »
E-Sign: Once you’re happy with your goals and investment mix, open your account easily online.
Make a Deposit: Deposit funds & watch them grow. Your portfolio will be automatically adjusted, but you can modify it easily for free at any time.
SoFi understands your financial picture. Who better to help you move forward as you turn your debt into equity?
Not a Bank. Low cost exchange-traded funds. Online trades and seamless technology. Advisors without commission in their vocabulary.
Not a Robot. ETF portfolios actively curated by team of experts. SoFi Community to support you. Live advisors who can help you make a plan.
SoFi Wealth invests in exchange-traded funds. ETFs are investments for the 21st century. They offer the diversification and tax efficiency of a mutual fund with the liquidity of a stock. They’re efficient and low-cost.
Diversification is at the core of modern portfolio theory. Essentially, investing in a mix of funds rather than individual stocks helps limit wild swings in value yet still provides solid returns. It’s the approach your finance professor would recommend.
SoFi’s managers actively choose an optimum mix from over 20 indexes with a disciplined approach to try to avoid some of the common human errors. This active management of passive funds means you get broader diversification from fewer funds, and therefore, lower costs. Interested in learning more?
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