Review
SoFi Automated Investing
Low-cost automated portfolios from the SoFi ecosystem
SoFi Automated Investing offers professionally managed ETF portfolios with no minimum investment. It's a natural fit if you already bank or borrow with SoFi and want investing in the same app.
Annual fee
0.25%
Minimum
$0
Best for
SoFi members starting with $0
Sign up with SoFi Automated Investingcoming soon
Fees
0.25%
0.25% annual advisory fee; no account minimum.
Returns report
We don't list return figures on this page. Enter a valid email and we'll send comparable estimates from published performance, net of advisory fees.
Pros
- $0 minimum — start with any amount
- Simple onboarding inside the broader SoFi app
- Free access to SoFi financial planners
Cons
- No tax-loss harvesting feature
- Fewer portfolio customization options than rivals
- Best experience requires being in the SoFi ecosystem
SoFi Automated Investing FAQ
SoFi Automated Investing charges 0.25%. Fund expense ratios on the underlying ETFs apply on top, typically 0.05–0.20%.
You can open an account with $0.
SoFi Automated Investing is a registered investment adviser. Assets are typically held at a custodian brokerage with SIPC protection up to $500,000 (including $250,000 for cash) if the brokerage fails — SIPC does not protect against market losses.
Sign up with SoFi Automated Investingcoming soon
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