Introducing the All-New Auto Invest: Level Up Your Investments and Unlock Exclusive Rewards!
Exciting news! We’re thrilled to announce the launch of our upgraded Auto Invest on 31 May 2025, designed to take your investments to the next level.
What’s New with Auto Invest?
Our new portfolios have been built by SoFi Hong Kong with research, recommendations, and analytics provided by the affiliates of SoFi Hong Kong and their partnership with BlackRock.
Advisory Fee
To support the value of our professionally built portfolios and continued improvement in Auto Invest experience, the Advisory Fee will be applied to portfolios after the upgrade. 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
Seamless Transition
For our existing Auto Invest users, transitioning to the new Auto Invest is simple. You are just a few tabs away from our new Auto Invest. All you need to do is to follow the steps in the blog “How to upgrade to new Auto Invest” to upgrade them.
Unlock Exclusive SoFi Points Rewards*
To celebrate this launch, you can earn a tiered SoFi Points rewards of up to 1500 SoFi Points for each upgraded or newly created Auto Invest account holding a total investment portfolio market value at or above a certain amount for 30 days during the promotion period from 2 June 2025 12 a.m. to 1 August 2025 8 a.m..
* Promotional Terms and conditions Apply.
Here’s how you can earn rewards:
Please Note:
- The average daily market value of the portfolio in the new Auto Invest Account is calculated based on the 30 calendar days with the highest portfolio market value during the promotion period .
- Each new Auto Invest account can only reward for at most one highest tier reward.
Ready to take your investments to the next level? Upgrade your existing Auto Invest account or create a new one to earn the time limited SoFi Points rewards!
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