top of page
15.png

SoFi Invest

Sofi Invest is truly a “one stop shop” for investing. It offers an online brokerage, roboadvisor (fee-free), crypto, access to IPOs, and social investing. This is a good option for active investors who want to diversify their investing approach between individual stocks, ETFs, automated investing and crypto. 

Why we like SoFi Invest:

“Too many people spend money they haven't earned, to buy things they don't want, to impres

Free access to 1:1 resources

Provides free 1:1 access to financial planners who are fiduciaries, which means they are required by law to keep your best interests in mind. Free career counseling plus loan discounts with qualifying deposit.

“Too many people spend money they haven't earned, to buy things they don't want, to impres

Fee-free Roboadvisor

No investment management fee on roboadvisor. Note: SoFi earns interest from uninvested cash held in accounts, through an FDIC program that also helps keep Members’ cash safe.

“Too many people spend money they haven't earned, to buy things they don't want, to impres

One stop shop investing

SoFi It offers an online brokerage, roboadvisor, crypto, access to IPOs, and social investing. This is a good option for active investors who want to diversify their investing approach between individual stocks, ETFs, automated investing and crypto. 

Account features

Fees

Commission free trading of stocks and ETFs. But other account fees may apply (i.e., regulatory, account closure). 

Account Minimum + Insurance

$1 account minimum. SIPC insured.

12.png

Get started now

Things to consider

Not beginner friendly

Given extensive list of account options and features, the platform may not be easy to navigate for beginners.

Limited history

Roboadvisor has only been around since 2017, so limited history.

Proprietary ETFs

Roboadvisor invests in proprietary ETFs that may charge high fees than other comparable ETFs.

14.png

Get started now

Disclaimer: Finanli Inc. (“Finanli”) and its employees, Finanli coaches, affiliates, agents, and contractors (collectively, “we”) are not licensed financial advisors. All information, advice, and resources posted on our app, website, and other Finanli resources are provided for information, education, and entertainment purposes only. None of the information conveyed through Finanli (app, website, and resources) is a recommendation to buy, hold, or sell an investment or financial product.

© 2023 by Finanli.         

Privacy | Terms | Contact Us

bottom of page