What Happens to Your SoFi Invest Account When You Die
Quick Facts
Investment
Estate claim for Invest account
Banking
SoFi Checking/Savings too
Loans
Check for SoFi loans (debt)
Step-by-Step Guide
Contact SoFi for estate claim — all accounts
SoFi may hold Invest, Checking, Savings, and loan accounts under one login. Contact SoFi to initiate estate claims for all accounts simultaneously.
Identify all SoFi products
Check for SoFi Invest (stocks/crypto), SoFi Money (checking/savings), SoFi loans (personal/student), and SoFi Credit Card. Loans are debts of the estate.
Cancel SoFi Plus if subscribed
Cancel any SoFi Plus membership to stop recurring charges.
Document Now Checklist
- SoFi account email
- Investment portfolio value
- Checking/Savings balances
- Outstanding loan balances if any
Save this to your vault
When you document your accounts in Passed Plan, your family gets a personalized action plan — with only the guides that apply to them, in the right order, with your notes attached.
Start your vault — free for 30 daysLast verified: June 2026. Platform policies may change. Verify current procedures directly with SoFi Invest. This guide is for informational purposes only and does not constitute legal advice.
Related Guides
PayPal
PayPal balances are estate assets. Recurring payments continue until cancelled by executor.
Venmo
Venmo balance is an estate asset. Family cannot access the social feed or transaction history directly.
Cash App
If you hold Bitcoin in Cash App, document this separately — crypto recovery requires additional steps.
Protect your SoFi Invest account — and all your others
Document your digital life in a zero-knowledge encrypted vault. 1,800+ platform guides. Dead Man's Switch. Everything your family needs.
Start your free trial →This is 1 of 1,800+ guides in Passed Plan. When you document your accounts, your family gets a personalized Family Action Guide with only the steps that apply to them — in the right order, with your notes.
Browse all 1,800+ guides →