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$3,000 minimum to enroll
  • Portfolio of Vanguard ETFs
  • Annual net advisory fee of approximately 0.15% 
  • Track progress toward retirement goals
  • Automatic investments and rebalancing 
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Receive step-by-step action plans to pay down debt, save more, and build wealth.

  • Get personalized financial guidance with a 24/7 AI coach tailored to your goals.
  • Ask any money question and get personalized answers based on your full financial picture.
  • Manage your finances confidently with bank-grade security and privacy.
  • Take smarter next steps with expert-backed recommendations powered by SoFi Financial Planner playbooks.
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Open an account with just $100
  • Invest with Titan Crypto, the first actively managed cryptocurrency portfolio for US investors
  • $5 monthly for investment balances under $10k
  • 1% annual management fee for balances over $10k
  • In-house investment team actively managing portfolios
  • Provides regular updates from your investment team on all changes to your portfolio
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  • Free analysis of your current employer-sponsored retirement plan
  • Regularly rebalances your portfolio
  • Secure servers with 256-bit encryption and bank-level security
  • Simple, flat annual fee—regardless of account size
  • Cancel at any time
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  • Start investing with $5 or less.
  • User-friendly educational materials
  • Manage your account online or via the Stash app
  • Over 5 million users
  • Highly-rated app for Android devices and iPhones
  • VISA debit card earns Stock-Back® rewards
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