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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

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