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Your questions about SoFi Hong Kong are answered here

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About Sofi Hong Kong

1 What are SoFi Hong Kong office hours?

2 Is SoFi Hong Kong a licensed financial institution?

3 Is SoFi Hong Kong a member of the Hong Kong Stock Exchange?

4 How do I contact SoFi Hong Kong?

5 Are my assets and deposits safe?

6 What is the story of SoFi Hong Kong?

7 Why are you changing your name from 8 Securities to SoFi Hong Kong?

8 How does SoFi Hong Kong make revenue?

Account opening and management

1 Who can open an account?

2 How do I open an account?

3 What is e-signature?

4 How do I transfer my initial deposit?

5 How do I submit my completed application?

6 How long does it take to activate my account?

7 Is there any account opening fee?

8 How do I reset my password?

9 How do I change my personal account information?

10 How and when do I receive my statements?

11 What currencies can I use to fund my account?

12 Is an initial deposit required to be a customer?

13 Is your platform stable?

14 Is my account and information secure?

15 How do I transfer stock to my account from another brokerage?

16 What is a W-8BEN form?

17 Why is there a negative balance in my account?

Deposit and withdrawal

1 How do I deposit funds into my account?

2 How do I withdraw money from my account?

3 When will my deposit show up in my account?

4 When will my withdrawal show up in my bank account?

5 Why is my deposit rejected?

6 How do I upload my receipt to the app?

7 When can I make a withdrawal?

8 Why can’t I withdraw all the funds displayed under ‘buying power’?

9 What if I don't notify SoFi Hong Kong after making a deposit?

10 When will FX conversion happen?

11 Are there any charges for fund withdrawal?

12 How can I transfer my stock into SoFi Hong Kong from another broker?

13 Do I have to pay any fees for transferring stocks in?

Forms and Agreements

1 Customer Agreement

2 Notice To Customers Relating To Personal Data (Privacy) Ordinance

3 Derivative Products Risk Disclosure Statement

4 Form W-8BEN

5 Cash Instruction Form

6 Stock Instruction Form

7 Hong Kong Real-Time Quote Subscription Form

8 Terms of Use – SoFi Hong Kong App

9 Margin Trading Booklet

10 Margin Financing Agreement

11 Robo Advisory Agreement

12 Terms and Conditions for Electronic Real Time Direct Debit Authorization

13 Personal Data Collection Statement for SEHK Trading Service

SoFi Points

1 What is SoFi Points?

2 Who can participate in SoFi Points?

3 What rewards can I redeem with SoFi Points?

4 How can I earn points?

5 Do SoFi Points have an expiration date?

6 How long does it take to redeem your rewards?

7 Where can I check my SoFi Points balance?

8 How to redeem rewards?

9 Terms and Conditions (SoFi Points)

Fractional Shares

1 What are Fractional Shares?

2 Who can trade Fractional Shares?

3 Are there fees involved when trading Fractional Shares?

4 How does it work exactly, buying and selling US Fractional Shares?

7 Which order type can I place with Fractional Shares?

10 What stocks are available for Fractional Shares trading?

12 Will I receive dividends for the Fractional Shares that I own?

13 What is the minimum buy/sell limit for a Fractional Shares Order?

14 Why might my Fractional Shares Order not get executed on the same day I place the order?

IPO

1 How can I apply for an IPO with SoFi?

2 IPO Application Walk-through

3 Are there any charges to apply IPO through SoFi?

4 When is the deadline for application?

5 How will I be informed about whether my application is successful or not and the allotment result?

6 If my application is unsuccessful, when will I get refunded?

7 What is the financing interest?

8 After I have submitted my application, when will my funds be deducted?

9 How do I track my application?

10 After I have made an application, can I amend or cancel the application?

11 When will the allotment results be out?

12 Can I submit more than one application for the same IPO?

13 Can I apply for an IPO with margin financing?

14 Who can apply for IPO?

15 If I don't have enough HKD in my account, can I apply with another currency?

16 SoFi Hong Kong eIPO Guide

17 What is the Financing Quota?

18 What happens if I have insufficient funds in my account after allotment?

US Extended Hours Trading

1 What is extended hours trading?

2 What are the advantages and risks of extended hours trading?

3 Are all U.S. stocks applicable for extended hours trading?

4 How can I place an order for extended hours trading?

5 What order types does extended hours trading support?

6 What happens to my order if it is not filled?

7 Will my Stop Limit Order be triggered during extended trading hours?

8 Can I see the stock prices of the extended trading sessions from the SoFi Hong Kong app?

9 How do the prices of pre-market and after-hours trading affect my Profit and Loss and Market Value?

10 I am a Margin client, can I trade on margin during extended trading hours?

Auto Invest

1 What is Auto Invest?

2 What are the benefits of Auto Invest?

3 Do I have to pay to use Auto Invest?

4 What is a risk profile?

5 What is the minimum investment amount?

6 Can I set up a monthly contribution?

7 What if I want to stop making direct debit deposits?

8 Can I change the amount of my direct debit deposit?

9 What is the minimum sell amount?

10 How can I deposit money into Auto Invest?

11 What is rebalancing?

12 Can I cancel my order?

13 Where can I find Auto Invest within the app?

14 What is the cut-off time for same-day Auto Invest deposits or withdrawal instructions?

15 What is a dormant portfolio?

16 Will I be charged the Advisory Fee if I don’t upgrade my dormant Portfolio to the new Auto Invest Portfolio?

17 Can I sell or withdraw my existing assets from my Auto Invest account if I do not want to upgrade to the new Auto Invest Portfolio?

18 How do I upgrade from a dormant portfolio to the new Auto Invest Portfolio?

Cyber-security

1 What is 2FA on SoFi App?

2 Where is the Two-factor Authentication (2FA) code?

3 How can I change my 2FA verification method?

4 Can I still log in without setting up 2FA?

5 Why do I need to verify my device again?

6 Can my account be registered with more than one device?

7 I purchased a new device. What should I do?

8 How do I unregister a device under my account?

9 Cyber-security Tips

Trading app

1 What is the SoFi Hong Kong App?

2 Where can I download the SoFi Hong Kong app?

3 What are the stock market trading hours?

4 What instruments are supported?

5 What order types are supported?

6 Is margin lending available?

7 How to read my profit and loss figure?

8 What stock markets can I trade?

9 What if my SoFi Hong Kong app is not operating properly?

10 I cannot place order properly in the app. What can I do?

11 Can I participate in the HK pre-opening and close auction session?

12 Can I participate in the US Extended Hours Trading?

13 How do I register a bank account through the app?

14 What if I don’t have sufficient available funds to settle an executed order?

15 Why is my order cancelled or rejected?

16 What is a conditional order?

17 What is the time-in-force?

Fees and Charges

1 What is Monthly Platform Fee?

2 When will you start charging the monthly platform fee?

3 If I don’t trade this month, do I still have to pay?

4 Will I be charged if I don’t have any money in my account?

5 Fees and Charges Table

Lend and Earn 2.0

1 What is Lend and Earn 2.0?

2 What are the benefits of Lend and Earn 2.0?

3 What income will I earn if I lend out my shares?

4 How to participate in Lend and Earn 2.0?

5 Why did I participate in Lend and Earn 2.0 but receive no income?

6 Can I sell some or all my shares, even if some of it is being lent?

7 What are some of the risks involved with the Securities Lending Program?

8 Are the securities in my Margin Account eligible for the Program?

9 Will my Fractional Shares be eligible for the Program?

10 Can I select which shares and when to lend?

11 Will I retain voting rights on loaned securities?

12 Where is my collateral?

4 Who gets on the Leaderboard?

eDDA (Electronic Direct Debit Authorization)

1 What is eDDA?

2 How to set up eDDA?

3 How to Initiate an eDDA Instant Deposit?

4 How long does it take to set up my eDDA direct debit?

5 How long will it take for my funds to arrive in my SoFi account after I initiate an eDDA deposit?

6 What currency is supported with eDDA?

7 Are there any charges for eDDA setup and deposit?

8 What is the minimum amount for eDDA deposit?

9 Which banks are supported in SoFi App?

10 Why would my eDDA setup fail?

11 Why would my eDDA deposit instruction fail?

13 What are the benefits of eDDA?

14 How to set up eDDA? (Walkthrough)

15 How to deposit funds with eDDA? (Walkthrough)

Crypto ETF

1 What are Virtual Asset Exchange-Traded Funds ("VA ETF") ?

2 Are there fees involved when trading Crypto ETF?

3 How to Get Started?

4 Who is eligible to trade Crypto ETF?

5 What if I don't pass the Virtual Asset Knowledge Assessment?

6 What are some of the risks involved with trading VA ETF (e.g. Crypto ETF)?