SoFi Wealth Description:
SoFi Wealth is a money management platform that combines automated investing with access to live wealth advisors at no additional cost. With low minimum balances and no opening, closing, or SoFi management fees under $10,000, it’s the smarter way to invest.
Right from the SoFi Wealth app, you can securely:
• Register for an account in 5 minutes
• Sign in with Touch ID or PIN
• Set up your personal finance goals
• Manage your deposits, withdrawals, and account balance
• Keep up to date on your holdings and account activity
• Call or email a wealth advisor
We created SoFi Wealth to offer investing that’s personalized, simple, and straightforward. That means:
• Investing in diversified ETF index funds composed of stocks and bonds
• No opening, closing, or trading fees
• No SoFi management fees for current SoFi borrowers
• No SoFi management fees for your first $10,000 invested
• Access to live wealth advisors at no additional cost
• Individual approaches, tailored to your financial goals
• Diversified index fund investing
• Serious security, with SSL encryption
• Opening an individual account, or a traditional IRA, SEP IRA, or Roth IRA
Experience innovative investing with a personal touch. Sign-up for a SoFi Wealth account now.
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. Advisory services offered through SoFi Wealth, LLC.
SoFi Wealth Require:
Require Android 4.4 and up
Download SoFi Wealth for Android