u/Lazynoobb

I was considering transferring my brokerage assets into SoFi Invest for the 2% bonus. I hold a significant amount in options so I reached out to customer service and 2 separate times, they said they allow option transfers, but when I actually go to the transfer screen on the SoFi app, it says I would need to do a partial transfer if I have options.

So, which is true? Has anyone had success in transferring options?

I’d rather not risk transferring if my assets will be separated, or at worst if the options are liquidated.