How do I view the transaction history for my Robo account? July 16, 2025 14:16 Updated Follow Login to your SoFi account and click on the Invest product. Click on your Robo 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 How do I view the transaction history for my Self-Directed account? What is rebalancing? How often will my Robo Invest portfolio be rebalanced? Can I export my Checking and Savings transactions? Can I request that my money be invested in certain stocks in my Robo Invest account? What if the dollar amount I specify is larger than my direct deposit?