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Home Investing

SoFi Invest: Transfer Your Investments to Earn Up to $10,000 Bonus

John Huynh by John Huynh
April 19, 2024 12:49 pm CDT
in Investing
0
Interactive Brokers Logo Click here to see why Interactive Brokers is the #1 brokerage for serious investors!

Discover how transferring your investment accounts to SoFi Invest can earn you a bonus from $100 to $10,000. Offer valid until Dec 31, 2024. Start now!

Key Takeaways

  • Investment Bonus: Transfer your brokerage or retirement accounts to SoFi Invest and earn bonuses ranging from $100 to $10,000.
  • Wide Range of Eligibility: Bonuses apply to transfers as low as $5,000 up to $5,000,000.
  • Extended Offer Period: Valid from April 16, 2024, to December 31, 2024.
  • Quick Payout: Receive your bonus within 14 days of the assets settling in your account.
  • Commitment Requirement: Keep assets in your account for 2 years to retain the full bonus.
Table of Contents
  • Introduction
  • SoFi Invest Offer Details
  • Our Take On the Bank Offer
  • More SoFi Bonuses

Introduction

Are you looking to get the most out of your investment transfers? SoFi Invest is offering an unprecedented opportunity to earn a bonus between $100 and $10,000 when you transfer your brokerage or retirement accounts. Whether you’re transferring $5,000 or up to $5,000,000, there’s a substantial bonus waiting for you.

Ready to take advantage? Let’s get started on how you can benefit from this remarkable opportunity.

See the bottom of this page for more SoFi offers.

Alpha Picks 50 Off Banner

SoFi Invest Offer Details

The SoFi Invest brokerage bonus offer is now available from April 16, 2024, through December 31, 2024. This promotion is applicable to new transfers into a taxable SoFi Invest Active brokerage or Active retirement account, including Traditional, Roth, or SEP IRAs.

Upon successfully transferring your investments, bonuses are awarded based on the total net amount transferred and will be credited to your account within 14 days after the month’s end in which the assets settle.

The bonus structure for the transferred amounts is as follows:

Transfer AmountBonus Received
$5,000$100
$25,000$200
$100,000$500
$250,000$750
$500,000$1,000
$1,000,000$2,500
$5,000,000$10,000

This tiered bonus system makes it an appealing offer for both small and large investors considering transferring their brokerage or retirement accounts to SoFi Invest.

OFFER LINK

bmo-bank-logo

TRENDING DEAL:

▶ GET A $350 CASH BONUS FOR A NEW BMO CHECKING ACCOUNT

Our Take On the Bank Offer

Years ago SoFi Invest offered up to $5,000 in a similar deal. This one is double that!

More SoFi Bonuses

  • Best SoFi Sign Up Bonuses, Promotions Of May 2025 - Find the latest SoFi sign up bonuses for Checking & Savings, Personal Loans, Invest, and more. Maximize your earinngs with SoFi's rewarding offers today. Quick…
  • SoFi Personal Loans Sign Up Bonus: Get $300 & Competitive Rates - Have you ever wondered if there's a smarter way to manage your loans while getting rewarded in the process? Fnding a solution that caters to…
  • SoFi Student Loan Refinancing Sign Up Bonus: Get $300 Offer & $300 Referrals - re you feeling overwhelmed by your student loan debt? You're not alone. Many graduates find themselves strapped with high-interest rates, looking for relief. With SoFi…
  • Sofi Student Loan Refinance Offer: $1,000 Bonus for Doctors & Dentists Through Referral - SoFi is now offering a $1,000 referral bonus for doctors and dentists who refinance their student loans with the bank. This offer is definitely worth…
  • SoFi Active Investing Promotions: $25 Sign Up Bonus + $50 Referral - SoFi Active Investing is a platform designed to empower both novice and experienced investors to take control of their financial future. With a user-friendly interface…
  • SoFi Invest Promotion: Extra 1% IRA Match (Up To Annual Contribution Limits) - SoFi Invest offers a 2% match on contributions to active or automated IRAs up to annual limits, enabling users to gain an additional $65 or…
  • SoFi Checking & Savings Sign Up Bonus: Earn Up to $650 Via Referral, Swagbucks/Rakuten - Looking to boost your savings? Discover how opening a new SoFi Checking & Savings account can net you up to $650! Intrigued? Read on to…
  • SoFi Checking & Savings Promotion: Sign Up Bonus Increased To $325 + Up To 4.60% APY - Earn up to $325 in bonuses and enjoy a high APY of up to 4.60% with SoFi Checking & Savings. Open your account today and…
  • SoFi Invest: Transfer Your Investments to Earn Up to $10,000 Bonus - Discover how transferring your investment accounts to SoFi Invest can earn you a bonus from $100 to $10,000. Offer valid until Dec 31, 2024. Start…
  • SoFi Invest Promotion: $200 Welcome Bonus With Swagbucks Or $175 Rakuten - You can earn up to $275 with a referral link, $200 through Swagbucks, and/or $175 with Rakuen. The offers may be stackable. Update 11/25/2023: The…
  • SoFi Plus Promotion: Up To $250 Bonus + Up To 4.60% APY - The new SoFi Plus premium membership earns interest and cash back rewards. Earn up to $250 cash for enrolling in the benefits program and receiving…
  • Swagbucks Deal: Get $10 Rewards + 750 SB (Worth $7.50) When Sign Up For Credit Insights From SoFi Relay - Earn 1,000 Swagbucks (worth $10) plus $10 in rewards from SoFi when you sign up for Credit Insights from SoFi Relay. See details below. Update…
  • SoFi Credit Card Up To $250 Bonus & 3% Cash Back - Get up to a $250 bonus with this offer for the SoFi credit card. The card also earns up to 3% cash back. Get the…
  • SoFi Mortgage Loans Review: 10% Down On Loans Up To $3M - SoFi has found a niche in the mortgage business by catering to high-earning borrowers looking for jumbo loans who don’t have enough saved for a…

READ MORE: SEE THE BEST BANK BONUSES HERE AND THE BEST INVESTING BONUSES HERE.

By John Huynh, with over two decades in finance and investing, including as a Senior Finance & Operations Manager at a renowned research institute and degrees in Economics and International Studies from UC Irvine. Edited by Tony Jay, an experienced finance blogger and Executive Editor with two decades in banking, specializing in online banking and savings strategies. Tony holds a doctorate from Tulane University.

Interactive Brokers Logo Click here to see why Interactive Brokers is the #1 brokerage for serious investors!

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John Huynh

John Huynh

As a passionate advocate for financial wellness, I am dedicated to uncovering and sharing the top bonus deals to maximize your earning and savings potential. In my free time, I am a seasoned traveler, constantly creating itineraries for my next adventurous journey.

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