|
gptkbp:instanceOf
|
Robo-advisor
|
|
gptkbp:accountTypesSupported
|
gptkb:Roth_IRA
gptkb:SEP_IRA
gptkb:Traditional_IRA
Individual brokerage
Joint account
|
|
gptkbp:cashManagementFeatures
|
Yes
|
|
gptkbp:expenseRatio
|
0%
|
|
gptkbp:financialPlanningAccess
|
gptkb:Certified_Financial_Planners
|
|
gptkbp:firstReleased
|
2019
|
|
gptkbp:headquartersLocation
|
gptkb:San_Francisco,_California
|
|
https://www.w3.org/2000/01/rdf-schema#label
|
SoFi Automated Investing
|
|
gptkbp:minimumInvestment
|
$1
|
|
gptkbp:mobileAppAvailable
|
Yes
|
|
gptkbp:offeredBy
|
gptkb:SoFi
|
|
gptkbp:parentCompany
|
gptkb:SoFi_Technologies,_Inc.
|
|
gptkbp:portfolioCompany
|
ETF-based portfolios
|
|
gptkbp:portfolioCustomization
|
Limited
|
|
gptkbp:provides
|
Tax-loss harvesting
Automated portfolio management
Automatic rebalancing
Goal-based investing
|
|
gptkbp:rebalancingFrequency
|
Quarterly
|
|
gptkbp:regulates
|
gptkb:FINRA
gptkb:SEC
|
|
gptkbp:sociallyResponsibleInvestingOptions
|
Yes
|
|
gptkbp:supports
|
gptkb:Chat
Email
Phone
|
|
gptkbp:supportsAutomaticDeposits
|
Yes
|
|
gptkbp:supportsFractionalShares
|
No
|
|
gptkbp:targetAudience
|
Retail investors
|
|
gptkbp:webPlatformAvailable
|
Yes
|
|
gptkbp:website
|
https://www.sofi.com/invest/automated-investing/
|
|
gptkbp:bfsParent
|
gptkb:SoFi_Technologies
|
|
gptkbp:bfsLayer
|
7
|