Best Robo-Advisors of 2023
Receive step-by-step action plans to pay down debt, save more, and build wealth.
- Get personalized financial guidance with a 24/7 AI coach tailored to your goals.
- Ask any money question and get personalized answers based on your full financial picture.
- Manage your finances confidently with bank-grade security and privacy.
- Take smarter next steps with expert-backed recommendations powered by SoFi Financial Planner playbooks.
SoFi Standard Disclosure:
SoFi Coach is a tool designed to help you view and analyze your financial data, get personalized insights, learn about SoFi products, troubleshoot issues, and take certain actions in chat. Coach responses are information for you to consider and not financial advice. Coach responses are based on limited information from your connected accounts and may have inaccuracies. The insights are meant to help you think about your finances and options —they are not advice or recommendations, and they do not guarantee results. Coach may offer you options to explore SoFi products on which SoFi would earn revenue. You are solely responsible for any financial decisions you make. Coach is offered by Social Finance, LLC.
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- User-friendly educational materials
- Manage your account online or via the Stash app
- Over 5 million users
- Highly-rated app for Android devices and iPhones
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The Plynk® app helps you confidently grow into the investor you want to be
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- Customer support provided by knowledgeable professionals and resources.