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We diversify and rebalance your investments, so your money is always invested how you want it to be.
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Terms and Conditions Apply. SOFI RESERVES THE RIGHT TO MODIFY OR DISCONTINUE PRODUCTS AND BENEFITS AT ANY TIME WITHOUT NOTICE. To qualify, a borrower must be a U.S. citizen or permanent resident in an eligible state and meet SoFi's underwriting requirements. Not all borrowers receive the lowest rate. To qualify for the lowest rate, you must have a responsible financial history and meet other conditions. If approved, your actual rate will be within the range of rates listed above and will depend on a variety of factors, including term of loan, a responsible financial history, years of experience, income and other factors. Rates and Terms are subject to change at anytime without notice and are subject to state restrictions. SoFi refinance loans are private loans and do not have the same repayment options that the federal loan program offers such as Income Based Repayment or Income Contingent Repayment or PAYE. Licensed by the Department of Business Oversight under the California Financing Law License No. 6054612. SoFi loans are originated by SoFi Lending Corp., NMLS # 1121636. (www.nmlsconsumeraccess.org)
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Frequently Asked Questions
With SoFi, you get financial advice when you want it. Open your account online in minutes—or easily schedule an appointment with an advisor to learn more.
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Fractional Shares
Invest in your favorite companies for as little as $1.
Automated Investing
We diversify and rebalance your investments, so your money is always invested how you want it to be.
Access to Financial Advisors
We are serious about security.
Start investing today.
With Sofi, you get financial advice when you want it. Open your account online in minutes - or easily schedule an appointment with an advisor to learn more.
With fractional shares you can start investing with as little as$1.
You can get started with just $1.
Q: What is rebalancing? How often will my portfolio be rebalanced?
Rebalancing is when we sell some of the ETFs that have gone up in value and buy more of the ones that went down, in order to keep your portfolio close to its original mix of investments. It’s important to do this periodically. We will look at portfolios at least quarterly to see if any one asset is more than 5 percentage points off its original allocation. If so, we’ll rebalance the account. We might do it more often if, for example, there is a big move in one asset class, or if we decide to change the mix of the funds in the portfolio. The end goal is to automatically keep your portfolio on track for your stated goals.
You can get started with just $1.
Q: What is rebalancing? How often will my portfolio be rebalanced?
Rebalancing is when we sell some of the ETFs that have gone up in value and buy more of the ones that went down, in order to keep your portfolio close to its original mix of investments. It’s important to do this periodically. We will look at portfolios at least quarterly to see if any one asset is more than 5 percentage points off its original allocation. If so, we’ll rebalance the account. We might do it more often if, for example, there is a big move in one asset class, or if we decide to change the mix of the funds in the portfolio. The end goal is to automatically keep your portfolio on track for your stated goals.
Yes, you can! The easiest way to do it is from your account dashboard within the SoFi App:
• Find and click the big blue button to “Add money”
• Click the name of your account under the “source” row (it might say “add account” if you don’t have an account preselected)
• Click the link at the bottom that says “Transfer via ACAT, wire, or send a check” (pro tip: ACAT is just the industry term for an account transfer)
• Follow the flow and feel free to email investsupport@sofi.org if you run into any issues and one of our advisors will help you out
Rebalancing is when we sell some of the ETFs that have gone up in value and buy more of the ones that went down, in order to keep your portfolio close to its original mix of investments. It’s important to do this periodically. We will look at portfolios at least quarterly to see if any one asset is more than 5 percentage points off its original allocation. If so, we’ll rebalance the account. We might do it more often if, for example, there is a big move in one asset class, or if we decide to change the mix of the funds in the portfolio. The end goal is to automatically keep your portfolio on track for your stated goals.
