SoFi Invest price (October 2026) and how to close
In the US (as of 2026-10-18), SoFi Robo / automated investing Support describes an advisory fee of about 0.25% annually on automated portfolios (fee Help). Close via Manage → Close Account after canceling recurring deposits and withdrawing/transferring to $0 (close Invest Help). Outgoing ACATS may cost about $100 - Confirm fee schedule.
Taxable sales can create gains/losses. Uninstalling the app does not close Invest.
Export statements before you liquidate or ACATS out.
Who bills you
| Who bills you | Where to cancel | Official help |
|---|---|---|
| SoFi app / web | Manage → Close Account (after $0 balance) | Close Invest Help |
| ACATS out | Initiate at receiving brokerage | Outgoing fee Confirm schedule |
Current prices
| Plan | Price (US) | What you get |
|---|---|---|
| Robo / automated advisory | ~0.25%/yr AUM | US Support |
| Active / other Invest | Confirm fee schedule | May differ |
| Outgoing ACATS | Confirm ~$100 | Fee schedule |
| IRA low-balance close | Confirm schedule | May apply |
How to close SoFi Invest
Withdraw or transfer then close
- Sign in at sofi.com.
- Cancel recurring investments/deposits.
- Sell/withdraw or start an ACATS transfer so the Invest balance is $0.
- Open Manage → Close Account and follow prompts.
- Keep final statements and tax forms.
How to confirm it worked
You're done when:
- Invest account shows closed.
- No new SoFi advisory fee accrues on a zero balance.
Source: SoFi Support close-account Help.
Common problems
- Only sold one goal. Other Invest accounts still fee.
- Expected free ACATS. Outgoing transfers can fee ~$100.
- Ignored tax lots when liquidating.
- Only deleted the app. Accounts remain open.
What we checked
Verified on official SoFi Support (October 18, 2026): fee and close-account articles.
Fees vs subscriptions
SoFi Robo bills AUM %, not a Netflix-style flat month.
After close
Tax forms follow IRS timelines; keep downloads.
Frequently asked questions
How much does SoFi Robo cost?
About 0.25%/yr advisory.
How do I cancel?
Withdraw/transfer to $0, then Manage → Close Account.
Is there an ACATS fee?
Outgoing often ~$100 - Confirm fee schedule.
Does deleting the app close Invest?
No.