General stock and ETF brokers
Broker Review
SoFi Active Investing
Founded or launched in 2019 by SoFi Technologies, SoFi Active Investing links fractional-share investing, IPO access and financial planning to SoFi’s lending and banking products. Its service model, regulatory registrations and custody arrangements should be considered together because the customer-facing name may span more than one legal entity. Parent SoFi Technologies is publicly traded; market value changes daily as of August 2026.
Strengths
- Links fractional-share investing, IPO access and financial planning to SoFi’s lending and banking products
Drawbacks
- At SoFi Active Investing, the feature set that distinguishes SoFi Active Investing can add complexity, service charges or eligibility rules that a buy-and-hold customer may never use
Profile
What you can trade
Stocks, ETFs, options, IPO participation, mutual funds, fractional shares and cryptocurrency after SoFi’s 2025 relaunch.
Account types
SoFi Active Investing builds its account lineup around individual brokerage and IRAs. Business, trust, estate or custodial ownership must be confirmed against the broker’s registration documents before publication. The registration structure reflects the fact that the service links fractional-share investing, IPO access and financial planning to SoFi’s lending and banking products.
Platform
SoFi Active Investing provides web and mobile account access; desktop software, APIs and third-party integrations are available only where specifically supported. The resulting workflow is tailored to a business that links fractional-share investing, IPO access and financial planning to SoFi’s lending and banking products.
Who it suits
Best suited to SoFi Active Investing customers whose principal requirement is the capability described in this profile, rather than investors choosing a broker only because of a zero-commission headline.
Where it is offered
SoFi Active Investing is principally offered to eligible U.S. residents who can supply a Social Security number, domestic address and tax certification. Policies for territories, citizens living abroad and international applicants are specific to this firm.
Regulation and sources
Official website: https://sofi.com/ Regulatory status should be verified through FINRA BrokerCheck, SEC/IAPD, NFA BASIC, state regulators or applicable alternative-asset disclosures. Last verified: 2026-08-11.