🎓 Bonus Professor

📝 Notes

• [Source: DoC sofi-invest-2-transfer-bonus-5-year-hold-brokerage-or-ira, auto-discovered 2026-05-12] SoFi will match 2% of a customer’s asset transfers (ACAT), subject to a maximum match of $100,000.
• ALSO eligible for SoFi self-directed IRA accounts (not just taxable brokerage). DoC: 'Both new and existing SoFi Invest users — SoFi self-directed individual retirement account (IRA) or SoFi self-directed taxable account'.
• Compared to last year's SoFi 1% offer with a 1-year hold: this is 2x the rate (2% vs 1%) but 5x the hold (5 years vs 1 year). At $100k transfer, $2,000 vs $1,000 — but you must keep funds at SoFi until May 2031.
• Max bonus $100,000 (2% of $5M cap). Short promo window: May 7 — May 28, 2026. ACAT transfers must settle before window closes.
• Auto-added by discover-new.js. verified=false. Review terms against the official promotion page before relying on them.
• Funds must be maintained for 5 years.
• Only asset transfers via ACAT are eligible.
• The transferred assets must be settled before the end of the Offer Period to be eligible for the match.