Christina K admin

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Christina K
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  • Christopher, Thanks for the post. Glad to hear you are happy with your SoFi Wealth account! We sincerely appreciate your feedback and are currently working on a way to better display investment performance of all of our accounts; it should be ou…
  • Hi Ahmad - You can view your 1099 in Your Document Center under Tax Documents. Transferring the 1099 data is initiated within TurboTax. If you are letting the software guide you: * it will ask if you want to import data from a financial insti…
  • Hi Ron - 1099 forms will be available in the Documents section mid-month. Hope that helps. Christina
  • Hi Harrison - The best bet would be to contact Personal Capital to see if they would offer integration with your SoFi account. Thanks!
  • Hi Brendan - The administrative fees should not make a difference, all else equal. If you're a SoFi borrower, there will be no management or transaction fees charged by SoFi for your Wealth account during the life of your loan. This holds whether …
  • Hi Alex - 1099s will be produced and distributed in late January or the 1st week in February. There is an import link to TurboTax as well as a table with details on your purchases and sales over the year including cost basis and gains or losses. Ho…
  • Hi Leonela and Chris - You may withdraw money from SoFi Wealth at any time. There is no penalty or cost to do so. We usually will sell enough securities to fund your withdrawal the trading day after the request is placed. These trades settle in thre…
  • Hi Christopher, There are many advantages to a SoFi Wealth account, but the real question is: “is it right for you?”  I see two factors to consider. One is control and the other is fees and commissions.   Let's discuss control first. If, like mos…
  • Hi Harrison - Please send your request to Mint that they support SoFi Wealth integration on their site. The integration comes from their side, so please request it of them again. Thanks for the enthusiasm!
  • Thanks for letting us know you want integration with Mint! We will let you know if we hear any updates or an estimated ETA.
  • SoFi Wealth doesn't have any plans to offer multiple sub-accounts within SoFi Wealth, and currently offers just one account per member. Therefore, to help achieve multiple goals of varying time horizons, including one within a timeframe of three yea…
  • SoFi Wealth is a managed asset allocation platform; we have a team of economists who examine global economic data to help drive decisions within the SoFi Wealth portfolios. The Investment committee includes John Foley, Mike Cagney, Nino Fanlo, and P…
  • Time is your friend when investing. The sooner you get started the better, and the more likely you will be to realize your investment goals. While wealth management used to be exclusively for people with a lot of assets, and it was (and still usuall…
  • You cannot buy options, or any other investment, directly through SoFi Wealth. SoFi Wealth is a wealth management platform, not a trading platform. You can leave the investing to us. You can change your goals or risk tolerance any time, which will c…
  • Wealth Management used to be exclusively for people with a lot of assets, and it was (and still is) very expensive. SoFi Wealth changes all that. We use technology, low-cost funds, and the expertise of people who have been managing money for years t…