Brokerage
SoFi Invest Transfer Bonus — Up to 2% match up to $100,000
Sign up for SoFi Invest Transfer Bonus and earn up to $100,000 in bonus rewards.
Bonus Tiers
| Deposit | Bonus |
|---|---|
| $5,000,000 | $100,000 |
Hold Period
5 years from settlement date
Qualifying Period
Assets must settle before May 28, 2026
Payout
Within 5 business days of settlement
Requirements
- ✓ACAT transfer from another brokerage
- ✓Account must be in good standing during offer period
Restrictions
- ⚠ACAT transfer required
- ⚠Existing or newly opened SoFi self-directed IRA or taxable account in good standing
- ⚠Cannot be combined with other offers
- ⚠Only asset transfers via ACAT eligible
- Match is 2% of transferred assets with $100,000 maximum cap
- Early withdrawal before 5 years triggers proportional early withdrawal fee
- ACAT transfer out triggers early withdrawal fee on entire match amount
- Match treated as taxable income
- Account must remain in good standing to receive payout
Offer expires May 27, 2026
Last updated May 29, 2026
