Our Partner
- Automated investing
- Members receive financial advice from real advisors
- Open an account with as little as $100
- Automated rebalancing
- Rollover existing accounts into a SoFi Wealth retirement account
- Hybrid model - guidance from actual advisors to assist with portfolios maintained by robo-advisor
- Exclusive rate discounts on SoFi loans
Our Partner
No account minimums or commissions on stocks and ETFs
- No trading, account transfer, or rebalancing fees
- Customized investing portfolios offer low fees
- Earn 4% interest on your cash
- Buy, sell, and stake crypto
- Get on-demand investing advice
Our Partner
Alternative to an online stock brokerage
- Work personally with CFP professional
- Complimentary financial analysis
- Full financial planning
- Flat fee based on services, not assets