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SoFi Ranks #1 in JD Power 2026 U.S. Investor Satisfaction Study for DIY Investors

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SoFi Ranks #1 in JD Power 2026 U.S. Investor Satisfaction Study for DIY Investors
Business

Business

SoFi Ranks #1 in JD Power 2026 U.S. Investor Satisfaction Study for DIY Investors

2026-03-18 22:08 Last Updated At:03-19 15:26

SAN FRANCISCO--(BUSINESS WIRE)--Mar 18, 2026--

SoFi Technologies, Inc. (NASDAQ: SOFI), the one-stop shop for digital financial services, today announced SoFi Invest has ranked #1 among do-it-yourself (DIY) brokerages nationwide in the JD Power 2026 U.S. Investor Satisfaction Study SM.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260317400998/en/

The recognition underscores SoFi’s leadership in digital financial services, with its top-ranked investing platform serving as a cornerstone of a fully integrated, digital-first experience for a new generation of investors with a wide selection of products and greater control over their full financial lifecycle.

Investors can build truly diversified portfolios, with access to a wide range of investment options, including stocks, ETFs, IPOs, alternative assets, and options through SoFi Securities. It also includes integrated financial tools and data that help members make informed decisions through SoFi Invest brokerage accounts and tax advantage IRA accounts across their entire portfolio, helping members manage their full financial lives in one place.

“Being ranked #1 in DIY investor satisfaction by JD Power reflects our commitment to building world class products that help our members get their money right,” said Anthony Noto, CEO of SoFi. “To achieve that, we believe in a simple formula: spend less than you make, and invest the rest. SoFi makes it easy for our members to put that into action by combining seamless technology with a fully integrated suite of products and guidance to help people reach financial independence.”

The study, which benchmarks the experiences of 7,982 advised and 4,335 DIY investors, evaluated the largest DIY investment platforms across seven key dimensions: digital channels; ease of doing business; people; product and service offerings; resolving problems or complaints; trust; and value for fees paid.

SoFi achieved the highest overall satisfaction score among DIY platforms, outperforming both traditional financial institutions and fintech competitors and ranked #1 across multiple critical dimensions, including:

These top scores highlight SoFi’s ability to deliver an intuitive, digital-first platform that simplifies investing at every stage of a member's financial life. As part of its mission to help people achieve financial independence, SoFi continues to invest in innovation across its platform, expanding capabilities, enhancing user experience, and delivering personalized insights that empower members to reach their financial ambitions.

For more information on SoFi Invest or to start investing with a platform designed to help you get your money right visit www.sofi.com/invest.

About SoFi

SoFi Technologies (NASDAQ: SOFI) is a one-stop shop for digital financial services on a mission to help people achieve financial independence to realize their ambitions. 13.7 million members trust SoFi to borrow, save, spend, invest, and protect their money and buy, sell and hold their crypto – all in one app – and get access to financial planners, exclusive experiences, and a thriving community. Fintechs, financial institutions, and brands use SoFi’s technology platform Galileo to build and manage innovative financial solutions across 128 million global accounts. For more information, visit www.sofi.com or download our iOS and Android apps.

©2026 SoFi Technologies, Inc. All rights reserved.

About the JD Power 2026 U.S. Investor Satisfaction Study

SoFi received the highest score in the do-it-yourself segment of the JD Power 2026 U.S. Investor Satisfaction Study, which measures the satisfaction of investors who trade/invest on their own without any professional advice. For JD Power award information, visit jdpower.com/awards. JD Power 2026 Ranking methodology can be found at jdpower.com/business/awards. Award issued 3/18/2026. Study is independently conducted, and the participating firms do not pay to participate; however, use of award and promotional materials is subject to a license fee.

INVESTMENTS ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUE

SoFi Invest is a trade name used by SoFi Wealth LLC and SoFi Securities LLC offering investment products and services. Robo investing and advisory services are provided by SoFi Wealth LLC, an SEC-registered investment adviser. Brokerage and self-directed investing products offered through SoFi Securities LLC, Member FINRA / SIPC.

For disclosures on SoFi Invest platforms visit SoFi.com/legal. For a full listing of the fees associated with SoFi Invest please view our fee schedule.

SoFi can’t guarantee future financial performance, and past performance is no indication of future success. Screens simulated for illustrative purposes.

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SoFi Invest #1 JD Power 2026 U.S. Investor Satisfaction Study for DIY Investors

SoFi Invest #1 JD Power 2026 U.S. Investor Satisfaction Study for DIY Investors

DES MOINES, Iowa (AP) — Two Democrats vying to be Iowa's next U.S. senator are scheduled to debate Thursday, as each seeks to convince voters he's better positioned to flip the Republican-held seat in a contest that has seen heavy outside spending and high-profile endorsements.

State lawmakers Zach Wahls and Josh Turek are competing in a June 2 primary. It is one of a few remaining competitive Democratic Senate primaries this year, as the party looks to find the best approach to reclaim the U.S. Senate this fall.

Iowa’s Republican Sen. Joni Ernst opted out of a reelection bid, leaving the seat open for the first time since she replaced retiring Democratic Sen. Tom Harkin in 2014. Republican Senate leaders have backed Ashley Hinson, a congresswoman representing northeast Iowa, committing $29 million for her to help keep their thin majority.

Democrats see an opportunity to flip seats in the once-competitive state, despite President Donald Trump’s double-digit win in the last presidential election and an all-Republican federal delegation. But first they need to settle which federal candidate will be at the top of the ticket. Early voting began Wednesday.

While Wahls and Turek have raised and spent similar amounts, a Democratic political organization, VoteVets, has spent about $7 million to support Turek in the final stretch of the campaign. That's more than the two candidates have spent combined.

Turek, who is not a veteran, was born with spina bifida after his father’s exposure to chemicals while serving in the Vietnam War. The group has said Turek is uniquely positioned to advocate for veterans’ services, especially health care and military families.

Wahls has criticized the influx of cash as insiders in Washington trying to exert outsized influence, and it's likely to come up again Thursday, as it did at an Iowa Press debate last week.

Wahls has been vocal about who should — or should not — lead Senate Democrats, saying he would not vote for Sen. Chuck Schumer of New York to be the caucus leader.

“The leadership of Chuck Schumer has failed the Democratic Party, it has failed the state and it has failed this country,” Wahls said during last week's debate. “Dark money has an agenda, and that agenda is to protect the broken status quo and the failed leadership of Sen. Schumer.”

Schumer has tried to keep the focus on Republicans.

Wahls is endorsed by U.S. Sen. Elizabeth Warren of Massachusetts, who joined him in Iowa for campaign events over the weekend. The progressive senator told voters the Senate needs Democrats who are willing to “get in there and stand up and fight.” Wahls also often highlights the support he's seen from unions and local elected officials.

Turek responded to Wahls' criticism saying he's not a “DC insider."

“I don't know these folks," he said. Turek explained his criteria for leader candidates but stopped short of saying he wouldn’t support Schumer.

“I will go up and ask whoever is deciding to run for leadership ... ‘What are you going to do for Iowa? What are you going to do for Iowans? What are you going to do for the middle class?’” Turek said.

In the last week, Turek unveiled a rare endorsement from Harkin, who represented Iowa in Washington for three decades, as well as former Transportation Secretary Pete Buttigieg. Turek also has collected endorsements from sitting U.S. senators, including Illinois' Tammy Duckworth, New Hampshire's Maggie Hassan and Nevada's Catherine Cortez Masto.

In the first debate last week, Turek and Wahls were aligned on many issues. Both said that they would not support the Republican president’s tariffs or the war in Iran and that they do support raising the minimum wage and restoring health care access with a public insurance option. They criticized corruption in Washington and proposed higher taxes on corporations and wealthy Americans.

But they also started to draw some contrasts. More of that is likely Thursday.

Wahls referenced a law Turek supported in the Iowa legislature that makes it a state crime to be in the U.S. illegally. Turek defended his vote, saying it was Biden-era legislation and stressed the importance of a secure U.S.-Mexico border. Turek said he also supports an easier path to citizenship and reforms to immigration enforcement under the Trump administration.

Turek highlighted his working-class background and contrasted his work for a nonprofit with Wahls’ work for a political organization focused on electing young Democrats.

Follow the AP’s coverage of the 2026 election at https://apnews.com/projects/elections-2026/.

This combination of file photos shows Iowa State Sen. and candidate for the Democratic nomination for U.S. Senate Zach Wahls speaking in Cedar Rapids, Iowa, Sept, 11, 2025, left, and Iowa state Rep. Josh Turek speaking in Des Moines, Iowa, April 8, 2026, right. (Nick Rohlman/The Gazette via AP, File)

This combination of file photos shows Iowa State Sen. and candidate for the Democratic nomination for U.S. Senate Zach Wahls speaking in Cedar Rapids, Iowa, Sept, 11, 2025, left, and Iowa state Rep. Josh Turek speaking in Des Moines, Iowa, April 8, 2026, right. (Nick Rohlman/The Gazette via AP, File)

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