Reviewed by
Stang Gappa
Reviewed by
Stang Gappa
Updated on May 30, 2024
Learn about our Editorial Process
SoFi offers hands-off approach with an automated IRA. Enjoy a low, $1 account minimum and no annual management fee with access to Certified Financial Planners in a user-friendly robo-advisor platform.
TD Ameritrade offers an automated IRA with no management fee and a wide range of portfolio options.
SoFi is a digital-first institution that offers a simple, no-fee rollover IRA managed for you. One of the early “fintech” companies, SoFi started out by helping people refinance their loans. From that start they’ve expanded into a range of financial services, recently launching investment accounts that include rollover IRAs.
The SoFi experience is built for mobile, so if you want a well-designed, mobile-first way to manage your retirement savings, then the SoFi Automated IRA is a great option.
TD Ameritrade was acquired by Charles Schwab in 2020. We also have a comprehensive review of Charles Schwab’s Intelligent Portfolios Automated IRA.
SoFi’s overall mission is to help you “Get your money right”. To do that, they offer a broad selection of financial services – all digital, and all built with a younger, tech-savvy user in mind. Besides investment accounts, SoFi offers a checking account, student loan refinancing, personal loans, home loans, and even insurance products.
TD Ameritrade was acquired by Charles Schwab in 2020. We also have a comprehensive review of Charles Schwab’s Intelligent Portfolios Automated IRA.
SoFi offers a simple, no-fee, automated IRA. If you want somebody to manage your IRA with little fuss, it’s a solid option. You’ll also be able to establish a broader relationship with SoFi and access a full range of financial services over time.
If you’re looking to fund your new SoFi Automated Investing IRA with a 401(k) rollover, Capitalize can help. We’ve made it our mission to make this process easier for everyone. We can handle the entire process for you. Most of the process can be done online and our rollover experts will guide you through any of the manual parts. Get started with your 401(k) to IRA rollover in just a few minutes.
TD Ameritrade was acquired by Charles Schwab in 2020. We also have a comprehensive review of Charles Schwab’s Intelligent Portfolios Automated IRA.
