Auto Invest is here
SoFi’s robo advisor. It never sleeps. It never stops. All it ever does, is try to make you money.* Using AI technology, Auto Invest automatically invests your money into a diversified portfolio, taking into account how much risk you want to take.
Now, all you have to do, is sit back and see your money grow.
Want to learn more about robo advisors? Check out our educational video and factsheet.
*Please refer to the risk disclosure under the Robo Advisory Agreement
Why Auto Invest?
Here are three reasons why.
Expert advice without the price
Auto Invest solves all this for you.
Set your own strategy
Whatever your personality, you choose the investment strategy to suit you.
We do all the work
Who said investing was difficult?
Choose Your Investment Strategy.
Auto Invest does the rest.
Watch our product video to see how Auto Invest takes the stress out of investing by doing the hard work for you. Auto Invest is now available in your SoFi app. Try it today!
Automate Your Investing Today
Make a one time investment or set up a recurring payment.
Whatever you choose, Auto Invest will grow it for you.
Auto Invest is SoFi Hong Kong’s robo advisor.
Based on your financial goals and comfort level with risk, Auto Invest uses a clever algorithm to intelligently invest your money in a globally diversified portfolio of US listed Exchange Traded Funds (ETF) covering over 13,000 stocks in over 35 countries.
Your investments will track a model portfolio, which is a diversified group of assets designed to achieve an expected return with a corresponding risk.
We build your portfolio of Exchange Traded Funds (ETF) from leading fund managers such as BlackRock and Vanguard. No need to worry about keeping an eye on all these investments because Auto Invest intelligently monitors your portfolio around the clock and will rebalance it based on market conditions.^
^Please refer to the risk disclosure under the Robo Advisory Agreement.
SoFi charges a monthly flat fee of HK$30 for you to enjoy the features within our trading app. We do not charge an additional portfolio fee on top for Auto Invest. You will need to pay SEC Transaction Fees and Trading Activity Fees which are charged by the market when selling your stocks.
Understanding your risk attitude and tolerance is an important step before you start investing by taking a short questionnaire. Your risk profile determines what types of portfolio you can invest in. There are 5 portfolios available:
- 1) Conservative,
- 2) Moderately Conservative,
- 3) Moderate,
- 4) Moderately Aggressive
- 5) Aggressive.
For instance, a “Moderate” risk profile can only invest in portfolios that are Moderate or below. You can always resubmit your answers through the “Reassess” button.
Your initial contribution to start investing is US$100. You may reference the following transaction amounts below.
- Initial Contribution: US$100
- Min Monthly Recurring (Optional): HK$100
- Min Subsequent Deposit: US$10
- Min Withdrawal: US$10*
*If your asset balance is below US$100, your min. withdrawal amount is your asset balance. If you decide to withdraw from Auto Invest, your funds will be transferred to your Direct Invest account.
Yes. When setting up your new investment, you have the option to input an amount for your monthly contribution.
If you wish to make monthly recurring contributions and hold a bank account with HSBC / BOC, we support Direct Debit instructions. The amount you set will be directly debited from your bank account on a monthly basis. We will aim to process your Direct Debit on the 15th of every month. If the 15th falls on a Hong Kong public holiday, Direct Debit will be processed the next working day.
If you are a HSBC customer, to set up Direct Debit:
If you are a BOC customer, to set up Direct Debit:
Unfortunately, Direct Debit is not supported for other banks at the moment.