How do I view the transaction history for my Automated Investing account? July 08, 2024 17:24 Updated Follow Login to your SoFi account and click on the Invest product. Click on your Automated Investing account. Scroll to the bottom of the page and click View All. You’ll be able to review all past transaction history on this page. Related articles What is rebalancing? How often will my Automated Invest portfolio be rebalanced? How do I view the transaction history for my Active Investing account? Can I export my Checking and Savings transactions? Can I request that my money be invested in certain stocks in my Automated Invest account? What if the dollar amount I specify is larger than my direct deposit?