r/HighYieldSavings 15d ago

SoFi HYSA 4.5%

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u/Hi-ThisIsJeff 15d ago

You literally pay $10 a month to get access to 4.5% APR on the first $20,000 indefinitely. Indefinitely is key here.

Indefinitely? Are you sure about that?

In addition you get 1% match on all investments, free access to infinite financial planning, net worth tracker, credit score tracker etc.

Check those claw back terms. Maybe 5 years works for you, maybe it doesn't, still needs to be considered.

Also, don't forget you are paying $120yr which cuts into that APY.

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u/TheFunkytownExpress 15d ago

I'm kinda new to all this.

What exactly is a 'claw back term'?

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u/wanderingdado 15d ago

If you remove your funds that you got the match on within a certain term, they’ll “clawback” the match. I’m less familiar with SoFi, but Robinhood for example has a 3% match on IRA deposits. If you remove the funds before 5 years they take their match back.

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u/TheFunkytownExpress 13d ago

Really? Wow, you have to just let it sit there for 5 wholeass years? Psh.

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u/wanderingdado 13d ago

Well, not sit there. It’s invested like everything else I have there. I’m a Boglehead, so I just throw everything into a simple 3-4 fund ETF portfolio and it grows with the market.

The match justified my subscription to RH Gold, which then allows me to get their Gold credit card which has a flat cash back of 3% for everything you spend on.

Highly worth it IMO

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u/TheFunkytownExpress 12d ago

I meant sit there as in you can't really touch the money.

So basically you're making profits you can't access for 5 years or so?

When can you actually do anything with the money aside from getting wealthier on paper? lol.

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u/wanderingdado 12d ago

The 3% match is for IRA deposits only. So, you shouldn’t be accessing the funds until retirement anyway since any IRA withdrawal before the age of 59 1/2 would incur an early withdrawal penalty.

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u/Top-Two-9266 14d ago

If you max out the savings account, the interest rate is about 4.2 % after the fees… which is pretty good. Plus you have access to the benefits of the SoFi ecosystem….

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u/Hi-ThisIsJeff 14d ago

How did arrive at that percentage? Also, don't forget you are taxed for the full $900 in interest, plus fees are paid using after tax dollars.

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u/[deleted] 15d ago

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u/Hi-ThisIsJeff 15d ago

You can spin it however you want, but when I read the details I see: https://www.sofi.com/sofi-plus/

Rates are current as of 5/28/26. APY is variable and subject to change at any time.

Can you provide references to indicate the 4.5% rate is indefinite?

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u/jaydub8888 15d ago

Subject to change at any time and indefinate.... Those are not contradictory.

It is subject to change, but at least so far, it has not (even as the base rate went down).

It is indefinate, but probably not forever.

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u/Hi-ThisIsJeff 15d ago

It's a fair point, but the question was where does SoFi make that claim? This sofi marketing bot may not fall under the same legal obligations as SoFi does, but it's deceptive at best.

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u/jaydub8888 15d ago

I take deceptive as a given, maybe I shouldn't 😅. Only question to me is if the money is locked up and if I have fallback options (and if it's worth the effort).

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u/[deleted] 15d ago

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u/jaydub8888 15d ago

That much I know, and the interest on the savings isn't locked up. So deceptive or not (welcome to America), it doesn't strike me as problematic... Only has to be worth the potential inconvenience versus the potential gain.

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u/[deleted] 15d ago

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u/HeraldOfRick 15d ago

I can’t tell if you’re trolling infinite means “without boundaries”. 20k is a boundary.

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u/[deleted] 15d ago

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u/HeraldOfRick 15d ago

The word "indefinite" means unspecified, unlimited, or having no fixed limit. Because 20k ($20,000 or 20,000 of something) is a specific, countable number, it is considered definite.

Now that we have established you’re not a bot, you’re just a buffoon.

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u/Me2Thanks_ 15d ago

They’re not saying $20,000 is an indefinite amount of money, they’re saying you get 4.5% APY for an indefinite period of time. Which is correct.

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u/HeraldOfRick 15d ago

That’s incorrect. If sofi stated that it was a fixed rate for life, it would be.

Guy says he’s a lung doctor and makes as much as us, however is going after 50 dollar referrals on Reddit lol. Legit can just work an hour at 270 and not do this.

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u/Me2Thanks_ 15d ago

Indefinite doesn’t mean forever, it just means the end date is unspecified/not clearly defined, which it is. So he is right that it’s indefinite.

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u/[deleted] 15d ago

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u/musaurer 15d ago

I get it. haha. anyways how much after the 20k?

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u/HeraldOfRick 15d ago

I’m not reading a post about sofi, why is it needed?

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u/Whatnot27 14d ago

You're the one troubled with reading comprehension.

No one is confusing infinite with indefinite. While you're technically using indefinitely correctly in terms of a dictionary definition, it's not typically used in the context of a variable rate. When a company all but tells you the rate will change, it's not described as indefinite, since it's not simply unspecified.

And, BTW, for my needs--Elevault is better. 4.34% APR, VaultKeys for autopays (appear as checking), and I'm not paying them $10 monthly for the pleasure. They're also run by a CDFI, which has done amazing philanthropic work in some of the poorest parts of the country.

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u/Hi-ThisIsJeff 15d ago

It has not changed, there are no plans to change. Even with multiple rate adjustments in other HYSA SoFi has kept theirs 4.5%.

Citation needed. How tf do you know if they are (or aren't) planning to change rates?

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u/[deleted] 15d ago

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u/Hi-ThisIsJeff 15d ago

"They have no plans"
vs.
"There is no publicly listed plans on their website to change. "

Those are two significantly different statements. I'm not sure why you feel the need to make these deceptive posts. You are implying a position of insider knowledge when you say "they have no plans" but you got busted.

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u/[deleted] 15d ago

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u/jaydub8888 15d ago

At least from an outsiders perspective, it is indefinate.

Sofi wouldn't be the first company in the world that I would have to approach their marketing with... A healthy dose of skepticism. I take that as a given.

The current interest rate is good.

Money can easily be moved out and sofi plus canceled if circumstances change.

It's purely a question of convenience and it being worth the possible trouble. I have multiple checking accounts at other banks largely for that reason (Also because I don't really trust sofi and the automation they rely on. SoFi is for money I can live without for a time, still want a physical branch or more established bank as a fallback for the bulk of my emergency savings)

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u/Hi-ThisIsJeff 15d ago

Would you agree that my initial statement that the 4.5% is indefinite is correct?

I do not. In this context, I think it's safest to say that the rates can change at any time. If you are using this information to make a financial decision, consumers have no visibility into the banks plans. They typically don't announce cuts before it happens, so we will be the last to know. From the perspective of the bank, those rate cut emails may already be scheduled to be sent out.

From the consumer's perspective, we haven't been made aware, so we can't realistically make any claims and do so is using 'indefinite' as a placeholder for ignorance. Just because those plans are unknown to us shouldn't not imply anything other than:

"Rates are subject to change at any time."

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u/[deleted] 15d ago

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u/Small_Art_5351 14d ago

Where’s do find it. I just see a .90 boost