SoFi Invest: Transfer Your Investments to Earn Up to $10,000 Bonus

Discover how transferring your investment accounts to SoFi Invest can earn you a bonus from $100 to $10,000. Offer valid until Dec 31, 2024. Start now!

Introduction

Are you looking to get the most out of your investment transfers? SoFi Invest is offering an unprecedented opportunity to earn a bonus between $100 and $10,000 when you transfer your brokerage or retirement accounts. Whether you’re transferring $5,000 or up to $5,000,000, there’s a substantial bonus waiting for you.

Ready to take advantage? Let’s get started on how you can benefit from this remarkable opportunity.

See the bottom of this page for more SoFi offers.

SoFi Invest Offer Details

The SoFi Invest brokerage bonus offer is now available from April 16, 2024, through December 31, 2024. This promotion is applicable to new transfers into a taxable SoFi Invest Active brokerage or Active retirement account, including Traditional, Roth, or SEP IRAs.

Upon successfully transferring your investments, bonuses are awarded based on the total net amount transferred and will be credited to your account within 14 days after the month’s end in which the assets settle.

The bonus structure for the transferred amounts is as follows:

Transfer Amount	Bonus Received
$5,000	$100
$25,000	$200
$100,000	$500
$250,000	$750
$500,000	$1,000
$1,000,000	$2,500
$5,000,000	$10,000

This tiered bonus system makes it an appealing offer for both small and large investors considering transferring their brokerage or retirement accounts to SoFi Invest.

Our Take On the Bank Offer

Years ago SoFi Invest offered up to $5,000 in a similar deal. This one is double that!

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By John Huynh, with over two decades in finance and investing, including as a Senior Finance & Operations Manager at a renowned research institute and degrees in Economics and International Studies from UC Irvine. Edited by Tony Jay, an experienced finance blogger and Executive Editor with two decades in banking, specializing in online banking and savings strategies. Tony holds a doctorate from Tulane University.