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Written by: Ádám N. Updated: Dec 2022
Expert verified

SoFi Invest customer service

When you contact a broker, whether you are a beginner investor or an experienced trader, you’ll be looking for customer service that is fast and truly helpful. These qualities, in turn, will depend on the range of available channels and the relevance of their responses.

To be able to tell at a glance what you should expect from SoFi Invest’s customer service, we collected the following must-know information.

If you want to read our full review, including fees, deposit options and other platforms (like web and desktop) then skip to the SoFi Invest review.

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Customer service
3.5

SoFi Invest's customer service is great, as it gives fast and relevant answers. On the flip side, there is no 24/7 service.
Pros
Cons
Live chat
No 24/7 support
Fast response time
Relevant answers

You can contact SoFi Invest via:

  • live chat
  • telephone

SoFi Invest has a fast live chat. The relevancy of the answers was satisfactory.

SoFi Invest's telephone support gave relevant and helpful answers. The speed was OK as we had to wait about a minute before someone was connected. However, we missed 24/7 availability. Furthermore, you can't connect them via live chat until your account is validated. 

It's also a nice feature that you can email the CEO's office. We emailed the CEO and got both a phone call and an email response from the CEO's office.

SoFi Invest review - Customer Service

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Check out our summary on SoFi Invest’s customer service compared with similar brokers, Alpaca Trading and Robinhood.

SoFi Invest customer service vs. similar brokers
SoFi Invest Alpaca Trading Robinhood
US discount broker US API broker US zero-fee discount broker
How fast was customer support when we tried? Fast Fast Fast
Quality of Customer service answers Good Too vague or didn't answer Good
Live chat available Yes No No
Phone available Yes No No
Email available No Yes Yes
24/7 availability No Yes No

Let's continue with a more detailed description of SoFi Invest’s customer service features.

SoFi Invest customer service
Available customer service channels at SoFi Invest

One of the most essential components of a well-functioning customer service is the number of channels through which you can reach out for help. Usually, the more communication platforms there are, the more likely it is that somebody will answer your questions in time.

You can get in touch with SoFi Invest in the following ways.

  • Live chat
  • Phone
  • Please note that SoFi Invest is not available 24/7, so keep that in mind before reaching out for help with an issue that needs an immediate response.

    SoFi Invest customer service
    SoFi Invest customer service quality

    We define the quality of a broker's customer service based on its response speed (e.g. if they answer the phone within a few minutes, it counts as quick, but if they make you wait a lot, that’s considered a poor response speed) and their response relevance (i.e. whether they provide a clear answer to your questions or an ambiguous one that needs further clarification).

    Response speed at SoFi Invest

    Live chat

    You’re in good hands. SoFi Invest’s live chat responds quite fast, someone's usually there to help you within a minute.

    Phone

    On the phone, SoFi Invest is real quick. They’re at your disposal within a minute, so prepare your questions in advance.

    Response relevance at SoFi Invest

    Live chat

    You’ll find what you need. SoFi Invest’s live chat provides clear and detailed information to any questions you may have.

    Phone

    On the phone SoFi Invest provides all the necessary information in an easily comprehensible way, paying attention to your concerns and giving the right answers.

    SoFi Invest customer service
    SoFi Invest customer service bottomline

    Overall, SoFi Invest's customer service could be improved in multiple areas. To check out how similar brokers fare compared with SoFi Invest, use our broker comparison tool here.

    Author of this article

    Ádám Nasli

    Author of this article

    Ádám worked in banking and investment, and holds a professional degree in this field. He is a motivated finance expert, having joined BrokerChooser in 2018. He's also eager to help people find the best investment provider for them, and to make the investment sector as transparent as possible. In his spare time, he loves learning new things, especially data science, algo trading, programming and trading.

    Ádám Nasli

    Analyst Head

    Ádám worked in banking and investment, and holds a professional degree in this field. He is a motivated finance expert, having joined BrokerChooser in 2018. He's also eager to help people find the best investment provider for them, and to make the investment sector as transparent as possible. In his spare time, he loves learning new things, especially data science, algo trading, programming and trading.

    Everything you find on BrokerChooser is based on reliable data and unbiased information. We combine our 10+ years finance experience with readers feedback. Read more about our methodology

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