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| 542 | (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”). | 543 | (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”). |
| 567 | 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. | 568 | 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. |
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