SoFi

The finance company that's helping members get their money right. Bank, borrow, and invest — all in one app. NMLS #696891 Questions: @SoFiSupport

[SoFi @SoFi]

Many investors approach IPOs reactively rather than strategically.

@LizThomasStrat and @Bullish CEO @ThomasFarley break down the patterns worth understanding before you decide if an IPO belongs in your portfolio.

Watch the full episode live on Youtube right now 👉 https://t.co/rJyeAh469T

[SoFi @SoFi]

@Toodamoony @SoFiIR Great requests! We'll be sure to share them with the team. Stay tuned for updates—we're excited about what's coming for our Invest experience! 💪

[SoFi @SoFi]

🚢 SoFi Invest | Ship Note #1

We’re shipping faster because of your feedback. 3 new features our team has worked on getting live in the last month:

⚡ Advanced Orders: Stop & Stop-Limit types.
💳 Margin for Life: Use equity for personal liquidity.
🔍 Better Discovery: Live market indicators + IPO notifications.

What should we prioritize next?

[SoFi @SoFi]

@tepathome Yes! To get in, just show your logged-in SoFi app to the brand ambassador at the door. Excited to see you there! 🤠

[SoFi @SoFi]

We can’t wait to spend #CMAfest with our members at SoFi Studio. Join SoFi and swing by our premium members-only lounge to cool off, kick back, and enjoy exclusive perks. See y’all there! 🤠 @CountryMusic

[SoFi @SoFi]

Thanks for your interest! Access should be almost instant once you sign up for Plus. If you already have Plus, you should see the option to use SoFi Coach directly in the SoFi app—just navigate to the Home screen and tap the circular SoFi Coach icon in the top right of the screen!

[SoFi @SoFi]

Not just for Plus! Coach is rolling out to all SoFi members. Plus members just get early access—can't wait? that's what Plus is for 👀 https://t.co/NLAK2ccVoa

[SoFi @SoFi]

Something big just dropped: SoFi Coach (SM) is here.

Powered by the playbooks of SoFi Financial Planners, Coach can help you track, budget, save, and invest with chat-based guidance.

Get personalized insights—and take action—right from our mobile app. And rest assured knowing your protection is our priority. Coach is backed by bank-grade security and privacy standards, so your data stays safe.

Over the coming weeks, we’ll be rolling out new features and updates to Coach in the SoFi app, starting with early access for SoFi Plus members. Get access when you subscribe to SoFi Plus for $10/month.*

https://t.co/hrnR0t379s

As you begin chatting, we want to hear your feedback! How can we make Coach better for you?

[SoFi @SoFi]

@mgerhart62 Hey there! To clarify, SoFi Coach will be rolling out to non-SoFi Plus members in the following weeks after SoFi Plus members get early access.

[SoFi @SoFi]

@Jordaninmt We hear you on vertical spreads—we want this as well. The team is working on this, and we'll have more information in the coming months. 🙌 We're working on expanding our account types in general, so stay tuned!

[SoFi @SoFi]

@Mxarko1 Great requests! Rolling options are something we're actively working on, so stay tuned for updates there. We'll share your other requests with our team for review in the meantime. We're excited about what's coming for our options experience! 💪

[SoFi @SoFi]

@FireLineCoder @the_sofi_stan @SoFiSupport @anthonynoto We're currently working on rolling out early access to SoFi Plus members—hang tight!

[SoFi @SoFi]

Anastasia Amoroso, Chief Investment Strategist at @partnersgroup, breaks down how firms are using AI to help scale portfolio companies faster across industries like healthcare and enterprise software.

Tune in to The Important Part with @LizThomasStrat and @AAmoroso_1 for more insights. https://t.co/rldFPeH6gl

[SoFi @SoFi]

@FireLineCoder @SoFiSupport Hey there, thanks for your interest! SoFi Coach will be rolling out to non-SoFi Plus members in the following weeks after SoFi Plus members get early access. Feel free to subscribe to SoFi Plus if you can’t wait! 😉 More info here: https://t.co/NLAK2ccnyC

[SoFi @SoFi]

Last one!

(6/6) What's important to consider going into IPO investing?

[SoFi @SoFi]

(5/6) Why can IPOs carry more risk than buying an established public company's stock?

[SoFi @SoFi]

(4/6) Which statement about IPO pricing is most accurate?

[SoFi @SoFi]

(3/6) If you request shares in an IPO, what can you expect?

[SoFi @SoFi]

Let’s keep it going!

(2/6) When a company goes public, what document should investors review before buying shares?

[SoFi @SoFi]

Kicking off Monday with a pop quiz! How IPO-savvy are you? Follow along and test your knowledge!

(1/6) What does IPO stand for? 👇