SoFi - Banking & Investing 2.47.1

Invest & save money with SoFi Invest®. Trade stocks, shares, cryptocurrency & ETFs from a single app.

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Invest, borrow & manage money with SoFi. Save money & earn cash back rewards when you spend on your favorite brands with SoFi Money®. Invest, track & earn more on everything you do.

Investing, saving & cash management - we can help you Get Your Money Right®

Invest: Stocks, crypto
• Investing without account fees or minimums
• Buy & sell crypto: Bitcoin, Litecoin, Ethereum
• Auto-investing, trending stocks, ETFs

Money: Save, spend, earn
• Save money by paying zero account fees, including annual or overdraft fees*

SoFi Relay spending tracker shows your money habits

Loans: Borrowing is easy
• Borrow money when you need it with personal & student loans
• Loan Refinancing has competitive rates & no hidden fees.

DISCLOSURE

INVESTMENT PRODUCTS: ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUE

*We work hard to give cashback rewards & charge no account fees. Interest rate & fee structure is subject to change at any time. See terms at sofi.com/legal

SoFi Money® is a cash management account, which is a brokerage product, offered by SoFi Securities LLC. Member FINRA/SIPC. Neither SoFi nor its affiliates are a bank.

Risk is a natural part of investing—crypto, due to its volatility, carries a higher degree of it. FINRA, the SEC, the CFPB have issued public advisories concerning this.

Stock Bits is a brand name of the fractional trading program offered by SoFi Securities LLC. You are granting SoFi Securities discretion to determine the time & price of the trade. Fractional trades will be executed in our next trading window. The execution price may be higher or lower than it was at the time the order was placed.

The SoFi Money™ World Debit Mastercard® is issued by The Bancorp Bank.

The umbrella term “SoFi Invest” refers to the three investment & trading platforms operated by Social Finance, Inc. Individual customer accounts may be subject to the terms applicable to one or more of the platforms below.
The Automated Investing platform is owned by SoFi Wealth LLC, an SEC-Registered Investment Advisor. Brokerage services are provided to SoFi Wealth LLC by SoFi Securities LLC.

The Active Investing platform is owned by SoFi Securities LLC, Member FINRA/SIPC. Clearing & custody provided by APEX Clearing Corporation.

SoFi isn’t endorsing & is not affiliated with the brands or companies displayed. Active investing via SoFi Securities LLC, member FINRA/SIPC, IN19-1324

The Digital Assets platform is owned by SoFi Digital Assets, LLC, a FinCEN registered Money Service Business.

For additional disclosures related to the SoFi Invest platforms described above, including state licensure of Sofi Digital Assets, LLC, please visit www.sofi.com/legal.

SoFi loans are originated by SoFi Lending Corp. not all products are available in all states. Additional terms, conditions, and state restrictions apply; See www.sofi.com/eligibility for details. Licensed by the DPFI, CFL#6054612. NMLS#1121636 (nmlsconsumeraccess.org)

Personal loan fixed rates from 5.99% APR to 18.28% APR (with autopay). Loan terms are between 2-7 years. Payment example: If you take out a $30,000 loan with a 60-month term, a fixed APR of 8.54%, your monthly payment would be $616.07, with a total lifetime payment of $36,964.47. Not all rates & amounts available in all states; sofi.com/eligibility for details. Interest-rate caps may be lower in some states due to legal requirements & may impact your eligibility to qualify for a SoFi loan. SoFi rate ranges are current as of 10/15/20 & are subject to change. Not all applicants qualify for the lowest rate. To qualify for the lowest rate, you must have a responsible financial history & meet other conditions. To learn more about the autopay discount see www.sofi.com/legal/#5

www.sofi.com/invest/clawpromotion/rules

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