1. Other fees, such as exchange fees, may apply. Please view our fee disclosure to view a full listing of fees.
2. Investing in alternative investments and/or strategies may not be suitable for all investors and involves unique risks, including the risk of loss. An investor should consider their individual circumstances and any investment information, such as a prospectus, prior to investing. Interval Funds are illiquid instruments, the ability to trade on your timeline may be restricted. Brokerage and Active investing products offered through SoFi Securities LLC, Member FINRA(www.finra.org) /SIPC(www.sipc.org).
3. There are limitations with fractional shares to consider before investing. During market hours fractional share orders are transmitted immediately in the order received. There may be system delays from receipt of your order until execution and market conditions may adversely impact execution prices. Outside of market hours orders are received on a not held basis and will be aggregated for each security then executed in the morning trade window of the next business day at market open. Share will be delivered at an average price received for executing the securities through a single batched order. Fractional shares may not be transferred to another firm. Fractional shares will be sold when a transfer or closure request is initiated. Please consider that selling securities is a taxable event.
4. Options involve risks, including substantial risk of loss and the possibility an investor may lose the entire investment Before trading options please review the Characteristics and Risks of Standardized Options
5. Utilizing a margin loan is generally considered more appropriate for experienced investors as there are additional costs and risks associated. It is possible to lose more than your initial investment when using margin. Please see https://www.sofi.com/wealth/assets/documents/brokerage-margin-disclosure-statement.pdf for detailed disclosure information.
6. SoFi Plus members can schedule an unlimited number of appointments with a financial planner during periods in which the SoFi Plus member meets the eligibility criteria set forth in section 10(a) of the SoFi Plus Terms and Conditions. SoFi members who are not members of SoFi Plus can schedule one (1) appointment with a financial planner. The ability to schedule appointments is subject to financial planner availability. SoFi reserves the right to change or terminate this benefit at any time with or without notice. Advisory services are offered by SoFi Wealth LLC, an SEC-registered investment adviser. Information about SoFi Wealth’s advisory operations, services, and fees is set forth in SoFi Wealth’s current Form ADV Part 2 (Brochure), a copy of which is available upon request and at www.adviserinfo.sec.gov
7. The probability of a member receiving $1,000 is 0.028%. If you don’t make a selection in 45 days, you’ll no longer qualify for the promo. Members must fund their account with a minimum of $50.00 to qualify. The probability percentage is subject to decrease. Members are only eligible for the Stock Award promotion upon opening their first brokerage account; subsequent cash brokerage accounts are ineligible for the promo, including for members with multiple accounts.

8. Terms and conditions apply*. For 401k rollovers, existing SoFi IRA members must complete 401k rollovers via this link For SoFi members without a SoFi IRA, a SoFi IRA must first be opened, and 401k rollover must be completed utilizing Capitalize via this link. SoFi and Capitalize will charge no additional fees to process a 401(k) rollover to a SoFi IRA. SoFi is not liable for any costs incurred from the existing 401k provider for rollover. Please check with your 401k provider for any fees or costs associated with the rollover. For IRA contributions, only deposits made via ACH and cash transfer from SoFi Bank accounts are eligible for the match. Click here for the 1% Match terms and conditions.

9. Must be a SoFi Plus member at the time a recurring deposit is received into your SoFi Active or Automated investing account to qualify. Bonus calculated on net monthly recurring deposits made via ACH and paid out as Rewards Points. See Rewards Terms of Service. SoFi reserves the right to change or terminate this promotion at any time without notice. See terms and limitations. https://www.sofi.com/sofiplus/invest/#disclaimers

*Rate as of 1/21/26. APY is variable and subject to change.

**Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Options trading entails significant risk and is not appropriate for all investors.  Review Options Disclosure Document here. Review Options Rebate Terms here. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/GA. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.

Rate as of 10/30/26. The performance data features represents past performance, which is no guarantee of future results. Current performance may be higher or lower than the performance quoted.

Cash rate: Performance data shown represents past performance and is no guarantee of future results. Current performance may be higher or lower than quoted. Your cash awaiting investments will be held in a free credit balance ("GCASH"), which is payable to you on demand by Green Pier FinTech LLC (Green Pier). Green Pier may use this free credit balance in connection with its business, subject to applicable law.

Max dividend bonus is $250 per year, payouts made monthly. Other terms apply. www.plynkinvest.com/disclosures/promotions

Commission-free applies to U.S. equity trades and funds for Digital Brokerage Services LLC (DBS) retail clients. Expenses charged by investments, interest charges, or other expenses for transactions still apply. See brokerage fee schedule for details. www.plynkinvest.com/disclosures/fee-schedule. Separate expenses for crypto apply. See crypto fee schedule for details: www.plynkinvest.com/disclosures/crypto-fee-schedule

The Simulated Trading tool is for informational purposes only. Please note that past performance in the simulation does not indicate future results in actual trading. Investing involves risk, including risk of loss.

Keep in mind that investing involves risk, including risk of loss. The value of your investment will fluctuate over time, and you may gain or lose money. The information provided is general in nature. It is not intended to be, and should not be construed as, legal or tax advice. Plynk/DBS does not provide legal or tax advice. Laws of a specific state or laws relevant to a particular situation may affect the applicability, accuracy, or completeness of this information. Consult an attorney or tax professional regarding your specific legal or tax situation.

The Plynk® app provides access to different types of accounts and related services. Brokerage services are provided by Digital Brokerage Services LLC (DBS), member FINRA, SIPC, 499 Washington Boulevard, Jersey City, NJ 07310. Brokerage custody and clearing services are provided by Green Pier Fintech LLC, both members FINRA and SIPC.

Plynk marks are the property of FMR LLC; third-party marks are the property of their respective owners.

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*Other fees may apply.
Securities and brokerage services offered by Kraken Securities LLC, member FINRA/SIPC.