SoFi Automated Investing

About SoFi Automated Investing SoFi Automated Investing is an SEC-registered robo-advisory platform operated by SoFi Wealth LLC, offering algorithm-driven portfolio management with a 0.25% annual advisory fee and no account minimums.

The platform constructs diversified ETF-based portfolios tailored to each investor's risk tolerance, financial goals, and time horizon, supporting both taxable brokerage accounts and retirement accounts including Traditional, Roth, Rollover, and SEP IRAs.

SoFi Automated Investing differentiates itself by bundling complimentary access to certified financial planners, automatic portfolio rebalancing, and goal-based investing within a single unified banking and investing super-app serving over 14.7 million members.

Investors benefit from SIPC protection up to $500,000, real-time fraud monitoring, and seamless integration with SoFi Checking, Savings, and Credit products for consolidated financial management.

Portfolio recommendations are generated using modern portfolio theory and optimized asset allocation models that adjust exposure across domestic equities, international equities, fixed income, and alternative asset classes.

SoFi Automated Investing's position within a nationally chartered bank ecosystem and wrap-fee program structure makes it a strategically compelling robo-advisory solution for cost-conscious, digitally native investors seeking holistic wealth-building tools.

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