How do I view the transaction history for my Self-Directed account? July 16, 2025 14:14 Updated Follow Login to your SoFi account and click on the Invest product. Click on your Self-Directed account. Scroll to the bottom of the page to view Recent activity. You’ll be able to review all past transaction history by tapping on VIEW ALL. Related articles Can I export my Checking and Savings transactions? How do I open a Self-Directed invest account? How SoFi Shows Gains in App & Website What is Overdraft Coverage? How do I add a Stock/ETF/Mutual Fund to my SoFi Invest watchlist?