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Rating
8.58
Commission & Fees
9.5
Customer Service
9
Ease of Use
9.5
Tools & Resources
8
Investment Options
7.5
Asset Allocation
8
Suitable for:
  • Novice investor
  • Intermediate investors
  • Human advice
Short description:

SoFi Wealth is a modern robo investing service with a wide range of tools and a financial advisor option. Opening an account is completely free of charge for SoFi borrowers or when creating an investment portfolio below $ 10,000. The service is highly specialized and offers a solution to financial goals. The option of tax loss harvesting is not provided.

COMPARE ALL INVESTMENT ADVISORS
Advisor screener

All characteristics

GENERAL CHARACTERISTICS
MINIMUM ACCOUNT $100
Management fee 0%/year
ADDITIONAL INFORMATION ABOUT MANAGEMENT FEE Free under $10k and SoFi Borrowers; 0.25%/year
ASSETS UNDER MANAGEMENT > $43 Mln
NUMBER OF USERS > 10000
AVERAGE ACCOUNT SIZE $4415
YEAR FOUNDED 2011
PROMOTIONS
SERVICES
HUMAN ADVISORS
ADDITIONAL INFORMATION ABOUT HUMAN ADVISORS Human assisted
PORTFOLIO REBALANCING
AUTOMATIC DEPOSITS
Access platforms Website, iOS App, Android App
TWO-FACTOR AUTHENTICATION
CUSTOMER SERVICE Phone: M-Th 7A-5P, F 7A-4P PT; Live Chat: M-Th 7A-5P, F 7A-4P PT; Email
CLEARING AGENCY Apex Clearing Corp
ADDITIONAL INFORMATION
NO INFORMATION
ACCOUNT AVAILABLE
Taxable Traditional IRA SEP IRA
Solo 401(k) Partnerships Coverdell
Savings Joint Rollover IRA
SIMPLE IRA Trusts Non-Profit
Annuities Money Market Roth IRA
Custodial 401(k) Limited Parternships
529 Checking CDs
FEATURES
FRACTIONAL SHARES
401(K) GUIDANCE
TAX LOSS HARVESTING
ADDITIONAL INFORMATION ABOUT TAX LOSS HARVESTING
RETIREMENT PLANNING TOOLS
SELF CLEARING
SMART BETA
SOCIALLY RESPONSIBLE INVESTING
INVESTS IN COMMODITIES
INVESTS IN REAL ESTATE
SUMMARY
NO SUMMARY

Conclusion

REVIEWS

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