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SoFi FAQ arrow Auto Invest arrow 3Do I have to pay to use Auto Invest?

Starting from 2 June 2025, you will need to pay an Advisory Fee* for your new Auto Invest Portfolio to support the value of our professionally built portfolios and continued improvement in Auto Invest experience. This advisory fee will be an annual rate of 0.5% of the total asset value in the Auto Invest account calculated based on a daily basis (i.e. 365 days a year) on the total asset value, accumulated and charged monthly.

You will also need to pay Trading Activity Fees which is charged by the market when selling your stocks.*Please refer to the section ADVISORY FEE under the Robo Advisory Agreement for more details.

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