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| 0 | Terms of Use | SoFi Log In Contact Us Products Loans Student Loan Refinancing Medical Resident Refinancing Parent PLUS Refinancing Medical Professional Refinancing Law and MBA Refinancing SmartStart Refinancing Private Student Loans Undergraduate Student Loans Graduate Student Loans Law School Loans MBA Loans Health Professions Loans Parent Student Loans Medical and Veterinary Loans Dental Loans STEM Loans Auto Loan Refinance Personal Loans Home Improvement Loans Credit Card Consolidation Loans Family Planning Loans Travel Loans Wedding Loans Mortgage Loans Home Purchase Loans Mortgage Refinance Cash-Out Refinance Jumbo Loans FHA Loans VA Loans Mortgage Preapproval Mortgage Rates Home Equity Home Equity Loans HELOC Investing Invest Self-Directed Investing Robo Investing Retirement Accounts (IRAs) Stock Trading IPO Investing Fractional Shares ETFs Credit Cards Credit Cards Everyday Cash Rewards Card Essential Card Unlimited 2% Card Premium Membership SoFi Plus Banking Banking Checking Account High Yield Savings Account International Money Transfers Crypto Crypto Insurance Insurance Auto Insurance Life Insurance Homeowners Insurance Renters Insurance Estate Planning Financial Insights Financial Insights Credit Score Monitoring Budgeting and Spending Property Tracking Investment Portfolio Summary Debt Summary Business Solutions SoFi at Work Small Business Financing Line of Credit Equipment Financing Startup Loans Business Checking Business Credit Card Browse all products SoFi Plus Member Benefits Member Benefits As a SoFi member, you get access to exclusive benefits designed to help set you up for success with your money, community, and career. | 0 | Terms of Use | SoFi Skip To Main Content Accessible Menu - Main Log In Contact Us Products Loans Student Loan Refinancing Medical Resident Refinancing Parent PLUS Refinancing Medical Professional Refinancing Law and MBA Refinancing SmartStart Refinancing Private Student Loans Undergraduate Student Loans Graduate Student Loans Law School Loans MBA Loans Health Professions Loans Parent Student Loans Medical and Veterinary Loans Dental Loans STEM Loans Auto Loan Refinance Personal Loans Home Improvement Loans Credit Card Consolidation Loans Family Planning Loans Travel Loans Wedding Loans Mortgage Loans Home Purchase Loans Mortgage Refinance Cash-Out Refinance Jumbo Loans FHA Loans VA Loans Mortgage Preapproval Mortgage Rates Home Equity Home Equity Loans HELOC Investing Invest Self-Directed Investing Robo Investing Retirement Accounts (IRAs) Stock Trading IPO Investing Fractional Shares ETFs Credit Cards Credit Cards Everyday Cash Rewards Card Essential Card Unlimited 2% Card Premium Membership SoFi Plus Banking Banking Checking Account High Yield Savings Account International Money Transfers Crypto Crypto Insurance Insurance Auto Insurance Life Insurance Homeowners Insurance Renters Insurance Estate Planning Financial Insights Financial Insights Credit Score Monitoring Budgeting and Spending Property Tracking Investment Portfolio Summary Debt Summary Business Solutions SoFi at Work Small Business Financing Line of Credit Equipment Financing Startup Loans Business Checking Business Credit Card Browse all products SoFi Plus Member Benefits Member Benefits As a SoFi member, you get access to exclusive benefits designed to help set you up for success with your money, community, and career. |
| 553 | (ii) 1% match on deposits into taxable accounts: INVESTMENTS ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUE SoFi Securities LLC (“SoFi Securities”) and SoFi Wealth LLC (“SoFi Wealth”) are offering the SoFi Plus 1% Match promotion (the “Match” or “Offer”), which is governed by the following Terms and Conditions: Offer: SoFi Plus members are eligible for a 1% Match on deposits made into their existing or newly opened taxable self-directed SoFi Invest account (offered by SoFi Securities) or taxable Robo investing SoFi Invest account (offered by SoFi Wealth) during the Offer Period (the “Eligible Deposit”). | 553 | (ii) 1% match on deposits into taxable accounts: 1% Match Promotion: Example Withdrawal and Fee Calculations INVESTMENTS ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUE SoFi Securities LLC (“SoFi Securities”) and SoFi Wealth LLC (“SoFi Wealth”) are offering the SoFi Plus 1% Match promotion (the “Match” or “Offer”), which is governed by the following Terms and Conditions: Offer: SoFi Plus members are eligible for a 1% Match on deposits made into their existing or newly opened taxable self-directed SoFi Invest account (offered by SoFi Securities) or taxable Robo investing SoFi Invest account (offered by SoFi Wealth) during the Offer Period (the “Eligible Deposit”). |
| 578 | SoFi Plus Cancellation Fee Examples: SoFi Plus Activation Date Deposit 1% Match Total Equity Balance SoFi Plus Cancellation Date SoFi Plus Cancellation Fee March 1, 2026 $2,000 $20 $2,020 5+ years from deposit date $0 (earned full match amount) March 1, 2026 $2,000 $20 $2,020 2 years from deposit date $0 (adhered to SoFi Plus holding period, but early withdrawal fee could still apply) March 1, 2026 $2,000 $20 $2,020 Less than 1 year from deposit date $20 SoFi Plus members must keep Eligible Deposits in the account that earned the Match for five (5) years to keep the entire Match amount. | 578 | SoFi Plus Cancellation Fee Examples: 1% Match Promotion: Example Withdrawal and Fee Calculations SoFi Plus Activation Date Deposit 1% Match Total Equity Balance SoFi Plus Cancellation Date SoFi Plus Cancellation Fee March 1, 2026 $2,000 $20 $2,020 5+ years from deposit date $0 (earned full match amount) March 1, 2026 $2,000 $20 $2,020 2 years from deposit date $0 (adhered to SoFi Plus holding period, but early withdrawal fee could still apply) March 1, 2026 $2,000 $20 $2,020 Less than 1 year from deposit date $20 SoFi Plus members must keep Eligible Deposits in the account that earned the Match for five (5) years to keep the entire Match amount. |
| 594 | Early Withdrawal Fee Examples: Deposit 1% Match Total Equity Balance Withdrawal Date Withdrawal Amount Remaining Equity Balance Early Withdrawal Fee $1,000 $10 $1,010 5+ years from deposit date -$600 $410 $0 (earned full match amount) $1,000 $10 $1,010 Less than 5 years from deposit date -$600 $410 $5.94 $1,000 $10 $1,310 Account balance increases due to investment gains Less than 5 years from deposit date -$250 $1,060 $0 $1,000 $10 $950 Account balance decreases due to investment losses Less than 5 years from deposit date -$250 $700 $3.07 Fraud and Violations: SoFi reserves the right to decline, rescind, or delay granting the Match if fraudulent activity or violations of these Terms are suspected. | 594 | Early Withdrawal Fee Examples: 1% Match Promotion: Example Withdrawal and Fee Calculations Deposit 1% Match Total Equity Balance Withdrawal Date Withdrawal Amount Remaining Equity Balance Early Withdrawal Fee $1,000 $10 $1,010 5+ years from deposit date -$600 $410 $0 (earned full match amount) $1,000 $10 $1,010 Less than 5 years from deposit date -$600 $410 $5.94 $1,000 $10 $1,310 Account balance increases due to investment gains Less than 5 years from deposit date -$250 $1,060 $0 $1,000 $10 $950 Account balance decreases due to investment losses Less than 5 years from deposit date -$250 $700 $3.07 Fraud and Violations: SoFi reserves the right to decline, rescind, or delay granting the Match if fraudulent activity or violations of these Terms are suspected. |
| 646 | (vii) 1% match on crypto: CRYPTOCURRENCY AND OTHER DIGITAL ASSETS ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUE Cryptocurrency and other digital assets are highly speculative, involve significant risk, and may result in the complete loss of value. | 646 | (vii) 1% match on crypto: 1% Match Promotion: Example Withdrawal and Fee Calculations CRYPTOCURRENCY AND OTHER DIGITAL ASSETS ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUE Cryptocurrency and other digital assets are highly speculative, involve significant risk, and may result in the complete loss of value. |
| 962 | Back Clear checkbox label label Apply Cancel Consent Leg.Interest Switch Label label Switch Label label Switch Label label Reject All Confirm My Choices | 962 | Back Clear checkbox label label Apply Cancel Consent Leg.Interest Switch Label label Switch Label label Switch Label label Reject All Confirm My Choices Opens in new window PDF Download Word Download Excel Download PowerPoint Download Document Download |
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