What fees does SoFi Invest charge?
Minimum investment: $5; US stock and ETF trade: $0; Options contract: $0; Fund purchase: ≤$20; Account or platform fee: $0; Currency conversion: N/A; Full transfer out: $100. The table keeps each condition beside the price. It is not a complete fee schedule.
| Fee | What our data says | Important condition |
|---|---|---|
| Minimum investment | $5 | A funding or order minimum is not a fee and is excluded from cost totals. |
| US stock and ETF trade | $0 | No extra condition is recorded for this comparison field. |
| Options contract | $0 | No extra condition is recorded for this comparison field. |
| Fund purchase | ≤$20 | The 0.2% fee capped at $20 applies only to certain mutual funds; v1 does not collect the selected fund. |
| Account or platform fee | $0 | No extra condition is recorded for this comparison field. |
| Currency conversion | N/A | No extra condition is recorded for this comparison field. |
| Full transfer out | $100 | No extra condition is recorded for this comparison field. |
Which accounts can you open with SoFi Invest?
SoFi Invest supports or conditionally supports Brokerage account, Traditional IRA, Roth IRA, SEP-IRA. “Not confirmed yet” means missing evidence, not that an account is unavailable.
- Brokerage account
- Yes
- Traditional IRA
- Yes
- Roth IRA
- Yes
- SEP-IRA
- Yes
What can you invest in with SoFi Invest?
Our current record shows support or conditional support for Stocks, ETFs, Funds, Options. Product availability can still depend on the account, market and your eligibility.
- Stocks
- Yes
- ETFs
- Yes
- Funds
- Yes
- Options
- Yes
What should you check before choosing SoFi Invest?
- Mutual fund purchases cost 0.2%, capped at $20; regulatory and fund expenses can apply.
Where does this SoFi Invest information come from?
We use the broker’s own pricing, product and support pages. Open these links to confirm the latest terms.
Quick answers about SoFi Invest
What fees does SoFi Invest charge?
Minimum investment: $5; US stock and ETF trade: $0; Options contract: $0; Fund purchase: ≤$20; Account or platform fee: $0; Currency conversion: N/A; Full transfer out: $100. These are the published rules currently modeled, not a complete statement of every charge.
Which accounts does SoFi Invest offer?
SoFi Invest supports or conditionally supports: Brokerage account, Traditional IRA, Roth IRA, SEP-IRA.
What can you invest in with SoFi Invest?
The current record shows support or conditional support for Stocks, ETFs, Funds, Options.
Educational comparison information, not financial advice. Missing fields mean “unknown,” not “not supported.” Cost alone does not tell you whether a broker meets your needs.