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SoFi Invest opicon

By : Social Finance

4.4 ( 10 reviews )
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SoFi Invest Reviews & Ratings

Check out SoFi Invest reviews by verified users. Discover what businesses are saying about SoFi Invest on Techjockey.


87%

Have recommended this product

Overall Score

4.4/5
Based on 10 Reviews

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If you have used the solution already, why not share your thoughts and help others make the right purchase.

SoFi Invest Pros and Cons

Pros

pros_icon “SoFi teaches investing gently with beginner tools, community content, and automated investing.” Junaid Edavachal - Dec 1, 2025

pros_icon “SoFi Checking & Savings integrates directly with investing accounts for instant transfers.” Tracy Steuckrath - Sep 19, 2025

pros_icon “SoFi combines investing, checking account, loans, and credit score tracking in one platform.” Hailee - Sep 18, 2025

Cons

cons_icon “Investors who grow fast may outgrow SoFi’s research and analysis capabilities.” Junaid Edavachal - Dec 1, 2025

cons_icon “App updates occasionally introduce small bugs or slow performance.” Hailee - Sep 18, 2025

cons_icon “Appointments may require scheduling flexibility depending on availability.” Dawnette - Jul 24, 2025

SoFi Invest User Reviews ( 10 )

AF

Anthony fugueroa

Verified reviewer:linkedin_verify

Reviewed on: Feb 13, 2025

4.5/5

“Great for Beginners Who Want Guided Investing”

As a first-time investor, I felt overwhelmed by the stock market. SoFi’s automated portfolios and simple interface helped me start without feeling lost.

Pros :

Cons :

Switched from : Wealthfront

Reason to switch : I switched because I wanted hands-on trading in addition to robo-investing, which SoFi allows in the same app.

Features

4.5/5

Value for Money

5/5

Customer Support

4.5/5

Ease of Use

4/5

Likely to Recommend

9/10
H

Hailee

Verified reviewer:linkedin_verify

Reviewed on: Sep 18, 2025

4.5/5

“All-in-One Finance App Is Extremely Convenient”

I no longer juggle multiple finance apps. I invest, save, pay bills, and track my credit score all in SoFi. That convenience keeps me organized financially.

Pros :

Cons :

Switched from : Fidelity

Reason to switch : I switched because Fidelity focused mostly on investing while SoFi gave me a full financial ecosystem in one place.

Features

4/5

Value for Money

4.5/5

Customer Support

5/5

Ease of Use

4.5/5

Likely to Recommend

8/10
TS

Tracy Steuckrath

Verified reviewer:linkedin_verify

Reviewed on: Sep 19, 2025

4.5/5

“Investing and Banking Together Simplified My Money Life”

I get paid into my SoFi account and instantly move funds into investments. That instant integration changed how consistently I invest.

Pros :

Cons :

Switched from : E TRADE

Reason to switch : I switched to remove friction between banking and investing that existed when using separate institutions.

Features

4/5

Value for Money

4.5/5

Customer Support

5/5

Ease of Use

4.5/5

Likely to Recommend

9/10
SK

shoaib khan

Verified reviewer:linkedin_verify

Reviewed on: Jun 27, 2025

4.5/5

“Clean Interface Makes Daily Investing Stress-Free”

I check my portfolio daily, and SoFi’s interface makes that process simple and calm. I never feel overwhelmed by complicated charts.

Pros :

Cons :

Switched from : TD Ameritrade

Reason to switch : I switched because TD Ameritrade felt overwhelming for casual investing compared to SoFi’s simple UI.

Features

4.5/5

Value for Money

5/5

Customer Support

4.5/5

Ease of Use

4/5

Likely to Recommend

8/10
CG

Charles Green4?WduYUewwe

Verified reviewer:linkedin_verify

Reviewed on: Jul 16, 2025

4.5/5

“Fractional Shares Helped Me Start With Small Money”

I didn’t have enough money to buy full shares of big stocks. With fractional investing on SoFi, I could still build a diversified portfolio even on a tight budget.

Pros :

Cons :

Switched from : Charles Schwab

Reason to switch : I switched because Schwab required higher balances for some investments, whereas SoFi was more beginner-budget friendly.

Features

4.5/5

Value for Money

5/5

Customer Support

4.5/5

Ease of Use

4/5

Likely to Recommend

8/10
K

Kelly

Verified reviewer:linkedin_verify

Reviewed on: Apr 25, 2025

4.5/5

“Automated Portfolios Are Truly Hands-Off”

I don’t want to actively manage my investments. SoFi’s automated portfolios handle everything for me while I focus on my job and family.

Pros :

Cons :

Switched from : Betterment

Reason to switch : I switched because Betterment charged management fees, while SoFi’s robo-investing has no advisory fees.

Features

4.5/5

Value for Money

5/5

Customer Support

4.5/5

Ease of Use

4/5

Likely to Recommend

9/10
JE

Junaid Edavachal

Verified reviewer:linkedin_verify

Reviewed on: Dec 1, 2025

4.3/5

“Perfect Starter Platform Before Moving to Advanced Broker”

SoFi helped me go from zero investing knowledge to confidently managing my own portfolio. Eventually, I may move to a more advanced broker — but SoFi gave me the foundation I needed.

Pros :

Cons :

Switched from : E TRADE

Reason to switch : I started with SoFi for learning and simplicity before planning to move to advanced trading platforms later.

Features

4/5

Value for Money

4.5/5

Customer Support

4/5

Ease of Use

5/5

Likely to Recommend

9/10
J

juiop

Verified reviewer:linkedin_verify

Reviewed on: Mar 22, 2025

4.3/5

“Great for Long-Term Investors, Not Day Traders”

I invest for the long run, not daily speculation. SoFi fits my long-term mindset perfectly with passive strategies and simple investing tools.

Pros :

Cons :

Switched from : Interactive Brokers

Reason to switch : I switched because Interactive Brokers was too complex for my long-term, low-frequency trading style.

Features

4/5

Value for Money

4.5/5

Customer Support

5/5

Ease of Use

4/5

Likely to Recommend

9/10
MS

Madeline Silva

Verified reviewer:linkedin_verify

Reviewed on: May 13, 2025

4.3/5

“Zero Commissions Made Investing Finally Affordable for Me”

I started investing with SoFi because I didn’t want to lose money to trading fees. The zero-commission structure helped me invest small amounts without worrying about costs eating into my returns.

Pros :

Cons :

Switched from : Robinhood

Reason to switch : I switched because I wanted broader financial tools like banking and loans alongside investing, which SoFi provides in one ecosystem.

Features

4.5/5

Value for Money

4/5

Customer Support

5/5

Ease of Use

4/5

Likely to Recommend

9/10
D

Dawnette

Verified reviewer:linkedin_verify

Reviewed on: Jul 24, 2025

4.3/5

“Free Financial Planning Is a Big Hidden Benefit”

Speaking to a real financial planner through SoFi helped me with retirement and debt strategy. That level of guidance usually costs extra elsewhere.

Pros :

Cons :

Switched from : Vanguard

Reason to switch : I switched because Vanguard charged advisory fees, while SoFi offered planning support included.

Features

4.5/5

Value for Money

5/5

Customer Support

4/5

Ease of Use

4/5

Likely to Recommend

9/10

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