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SoFi Invest Transfer Bonus
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.

See all SoFi offers →

Bonus Tiers

DepositBonus
$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

Sign-Up Bonus

$100,000

View Promo Terms →

Offer expires May 27, 2026

Last updated May 29, 2026

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