SoFi - ACAT Transfer
Get $100.00 if you complete $5,000.00 in deposits and maintain that balance for 180 days.
Bonus offer is available starting Apr 16, 2024.
Bonus offer ends on Dec 31, 2024.
Note that this account has an early closure fee of $25.00 if the account is closed within 180 days.
Note that this account has an account transfer or closeout fee of $75.00
Bonus Details: Earn a bonus when you transfer investments from another brokerage firm into a taxable SoFi Invest Active brokerage or Active retirement account (Traditional, Roth, or SEP IRA). Bonus amounts are based on the total net dollar amount of settled transfers from another brokerage to an individual SoFi Invest account during each calendar month. Highest bonus is $10,000 for a transfer amount of $5,000,000 or more. Bonuses will be paid within 14 days of the last day of the month in which the transferred assets settled in your SoFi Invest account. Bonuses will be paid into the same account you transferred investments into. Assets are required to remain in your SoFi account for 180 days. SoFi reserves the right to recoup up to the bonus amount from any withdrawals that take place prior to the 180-day period. SoFi also reserves the right to change or terminate this promotion at any time without notice. The value of the reward you receive may constitute taxable income. If you transfer a brokerage account with total asset value over $5,000 through the ACAT system, SoFi will reimburse up to $75 of ACAT Fees from your outgoing brokerage firm.
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