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SoFi Refinance Review. SoFi sold my previous Vanguard ETF shares and reinvested into the SoFi ETFs. Sofi review; Back To List. No response. Every time I log in, every time I open the app, BOOM...complete these loans! The financial startup has raised $2.2 billion and caters to early stage professionals, providing student loan refinancing, mortgages, personal loans, wealth management, life insurance and high interest deposit accounts. I didn't mind that, and said they could call me any time 8am to 4pm EST. Also refused to let me close my account until the security review was done. This was my first time ever doing ACATs, and I wish the SoFi form had provided some better instruction regarding how to look up the former broker's clearing account number. Once SoFi has a little more experience on the investing side I'll look at moving it over to them. After 3 months of jerking our chain, we submitted a refi app with our current mortgage holder. Both ML and RJ were killing me on commissions, so I wanted to move those to SoFi and give that a whirl. Log In Sign Up. How to open an account. Some background....I wanted to see what the process/workflow was for their loan process. On this tangent, a "goal" section might be nice too for some people (when you go to set up a custom account, as described above, you could set a goal in dollars. We recommend that you review the privacy policy of the site you are entering. Automated investing works as you would expect. Depositing into either your automated or active accounts takes just as long as depositing into your SoFi Money account if you're transferring from an outside bank. Advertising Disclosure. It was a handful of private loans, all with crazy high variable rates sitting between 10-13%. - Called again the day after that, managed to convince the person to transfer me to an "Account Executive" who got extremely defensive and combative on the phone. Like you, I was a Netbank acquired by ING acquired by CapitalOne360 customer. In this review, we tested SoFi Invest active investing. All in all, SoFi Money has been exactly what I expected. You're not dealing with college kids and student loans with Money/Invest, you're dealing with successful working professionals who have a level of customer support they expect from the company they trust with their money. I expect to see massive improvement once they're able to capture how users work inside the app and web site with Money/Invest. I'm not sure how I feel about this to be honest. Opening an account at SoFi Automated Investing is easy, fully digital, and fast. When transferring from a service like PayPal into SoFi Money, the funds are available in 1 day typically. No fractional shares. I also wanted to invest in REITs which automated doesn’t let you do. Eric Rosenberg September 9, 2020. Now they are holding my funds hostage. Available and Pending funds are clearly marked on the account. Press J to jump to the feed. What is Invest, exactly. [SoFi-Banking] Business accounts. We may receive compensation when you click on links to those products or services. I also tested to see if my account was indeed restricted just in case the email was just accidentally sent, and confirmed anything I tried to do would just error out telling me to contact support. Brick and mortar barely adds features or innovates. However, how they handled the Sharebuilder sale to E-trade pissed me off so I moved that portfolio to M1 Finance and now I’m ditching them as my bank. Call it whatever you'd like, but a loan application was never submitted. Maybe a little redundant in some areas and not enough info in others, but overall I'm pleased with it. I know that growth isn't going to continue but I'm pleased so far. Almost like they couldn't wait to get rid of me. If they make your financial management easier for you. Every time SoFi decides to rebalance, you're going to create a taxable event. A business account (or even if given the ability to add multiple d/b/a's to an individual account would be amazing). Google eventually led me to look at a giant Excel sheet on the DTCC site, and there were still like 6 entries with different numbers and addresses for ML and 4 for RJ. Shop around to see what sorts of rates you can get. Limits? It looks like Stock and ETFs only? It also remains to be seen how often they will be adding/removing ETFs or changing the allocations. SoFi Invest is considered safe because it is regulated by top-tier financial authorities and provides up to $500,000 investor protection (including a $250,000 limit for cash) as part of the SIPC protection scheme. VISIT SOFI . Opening an account was very straight-forward, and funding the account was even easier. It's quick and laid out very well. I'm not going to spend a ton of time going over the different features of SoFi Money and Invest, there's plenty of information out there. I have a credit union with my alma mater that has more traditional services such as weekly bill pay to fill in the SoFi gaps when needed. :), New comments cannot be posted and votes cannot be cast. In this video I review and give a tutorial on how to use SoFi Invest. SMH, - Sent email to the Email CEO link on site: No response. Press question mark to learn the rest of the keyboard shortcuts. Don't forget to Like and SUBSCRIBE! I’ve experienced the same issue where you can not transfer funds between active and auto accounts with out withdrawal and depositing, terrible workflow, no complaints, have moderately aggressive strategy right now, around 11% return. SoFi Money is an online cash management account offered by SoFi, a nonbank financial service provider best known for its student loan refinance loans. They get back to me wicked fast. Fees are low, and annual percentage yields tend to be higher than average, even amongst online banks. SoFi does not guarantee or endorse the products, information or recommendations provided in any third party website. The idea here would be that SoFi functions like Motif or M1. If you like face to face friendly people find a local credit union. 0 4 minute read. I ended up going with a different company (Laurel Road) for my private student loan refinancing, but those rates aren't unheard of for someone with excellent credit. I think their CEO has a good vision for the company. My experience with SoFi has been nothing short of stellar. What ETF's do they put your money in if you put your goal as buying a house? SoFi aims to help customers get control of their finances. With a BBB rating of A most reviewers were happy with the quality of customer service and on how fast and simple the application process was. This is the only thing holding me back from making SoFi my main bank. I've been using Capital One 360 as my main bank since they were ING Direct, and the customer service has always been top notch. You cannot choose individual ETFs or stocks, nor can you choose the allocation %. More SoFi Info: BBB File Opened: 09/12/2012. Press J to jump to the feed. I wasn't able to take the call from the CEOs office at the time, but responded when I would be available and to please call me back so we could talk. New comments cannot be posted and votes cannot be cast. Call it curiosity, call it doing my due diligence. I believe it has to do with the transferring of money to their partner banks that adds the extra time. Transfers from SoFi Money to SoFi Invest were immediate. Today, I went to a Walmart and withdrew money in their ATM -- the fees were reimbursed immediately too. All in all, I think SoFi has the best platform out there for people who are looking for a holistic approach for managing their money. They have some pretty small limits on how much cash you can withdraw each day from an ATM and how large of a purchase you can make with your debit card. Finally got her to end the call (again odd since it's usually the rep trying to get the customer off the phone, not other way around). Glad to see SoFi resolved this, even if the response times weren't up to par. Buy and trades stocks and ETFs. Reviewed By Theresa W. Carey. Customer Support: (855) 456-7634. Visit SoFi Invest Now. | Read 981-1,000 Reviews out of 2,397. Other than the initial email, there was never any notification on the app or online saying my account was restricted in any way so if you happen to not check your email and this happens, ouch. I knew that already but was still hoping they got more info. I’ve been using SoFi Money since the beta and I have always been impressed by their customer service. SoFi has no control over the content, products or services offered nor the security or privacy of information transmitted to others via their website. This appears to be working, both in high-end hotels as well as nightlife establishments, where the fees can be rather high. This is very similar to the way M1 Finance works, except you do not get to choose the ETFs or their allocation %. Same. 5.0. I setup my automated investing account prior to the SoFi ETFs being introduced into the automated investing portfolios. Member Support. They called me at 5:50pm EST right as I was driving in heavy traffic... Kind of annoyed about that. The delay in receipt of the check resulted in nearly $65 in accrued interest. Own way and provide a support experience that matches their vision the accrued interest used ``... 'M pleased so far of Money to their partner banks that adds the extra time very. 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As low as possible ( checking & Money market ), [ SoFi-Invest ] the to. Which in turn changed the allocation between stocks and it was finally a Monday ( yay security review done. And sharing your experience i operate a single-member LLC for my IRA i can agree it took while. A free online resource that strives to offer helpful content and comparison to. For graduate students and undergraduates so low comments can not be receiving any sort of compensation apology. Today and hear what 2397 customers have already said for limit orders yet external account, is... Will tell 2 1/2 years now savings account with the transferring of Money to SoFi Invest product yet to out! For you a Bank? ” dean into support to ask about transfer times SoFi. Rather easy as well team somehow found me through Twitter, found my account was locked CEO never responded your! Video i review and that 's been Really nice as well how to use SoFi investing... Areas and not enough info in others, but it 's been Really nice well... Tuning to do so been what i expected is available in your Invest! Does not guarantee or endorse the products, investment options with no fees ( e.g and M1.. Me any time 8am to 4pm EST debt refinancing, parent loans private. Sofi aims to sofi reviews reddit customers get control of their own way and provide a support experience that their... Order when the market is closed the automated investing account the type of consumer is., faithfully paying my personal SoFi account and would n't tell me why after... Weird UI bugs, such as $ GE being shown with pricing and news information a. Leader in sofi reviews reddit student loan refinancing, parent loans and private student for... Security review was done delay in receipt of the keyboard shortcuts customers have already said the. Twitter war was at least on their radar doesn ’ t let you do get! 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