最近 Sofi Investment 有 1% match，在想要不要把股票转过去。想问问潭友们使用体验如何。
比如说，
- Sofi 上买卖股票收手续费吗？
- 有没有什么坑需要注意的？
- 报税是不是特别麻烦？
需要绿卡 公民
4 个赞
已转，准备下年拿完bonus再转回merill 拿1000。再去wells fargo 拿2500
1 个赞
看到这里说转出要 100 美元。。一般银行就只 cover 75 转出手续费： https://support.sofi.com/hc/en-us/articles/360056266431-How-do-I-transfer-assets-to-SoFi-Invest-account-as-an-ACAT#:~:text=Tap%20on%20’Invest’%20and%20either,account%20being%20transferred%20to%20SoFi.
1 个赞
可以partial transfer. 一般不收费。到时候留一股股票在账户上，其他转走后再卖掉就可以了
1 个赞
机智
这里的“其他”指的是留在原账户的股票吗？
还有以后报税是不是还要去找原账户的税表？
2. Offer Period – The Offer Period will run from March 28, 2025 – April 17, 2025. This period may be extended at SoFi’s discretion.
3. Eligibility – The Offer is available to customers who have (1) an existing Active Investing Account in good standing or have successfully opened an account during the Offer Period through SoFi Securities LLC; (2) have successfully transferred at least $20,000 in assets via ACAT during the Offer Period; and (3) maintain an open SoFi Invest account with Net transfers of at least $20,000 through the end of the Holding Period. Only assets received through an ACAT transfer are eligible. The transferred assets must be settled before the end of the Offer Period to be eligible for the Match
看起来已经来不及了。转的股票到账都要一两个星期，今天离 Apr 17 只剩下两三天了。。。
