Linking Bank Accounts to SoFi Money

1. Log into your SoFi Money account via the SoFi app.
2. From the SoFi Money Homepage select 'Transfer.' 
   
3. Select, 'Transfer between accounts.'
   
4. Click on 'From' or 'To.'
   
5. Select, 'Add an account.'
   
6. You will be redirected to our 3rd party partner, Plaid.
    
   
7. Select 'Get started.' 
   
8. Select the appropriated banking institution from the list provided, or use the 'Search' tool. 
    
   
9. Select the appropriate account(s) to link and then 'Connect.'
    
10. 'Verify your Identity' by text or Phone call.
    
11. Enter the code provided and click 'Submit.'
    
12. Select 'Next' to complete and link the bank.
    

To connect to a bank manually:

1. If your bank is not coming up via the search function, you can click on 'Exit.'
   
2. Then 'Add account manually'
   
3. Enter all applicable information and click 'Next'. 
   
4. The account will need to be confirmed with micro-deposits. A message will be displayed with instructions to keep an eye out for two small deposits. 
   
5. Once you receive the microdeposits in the account you are attempting to link, log back into your SoFi Money cash management account. 
6. Select 'Transfer.' 
   
7. Select the bank in question.
   

8. Enter the two small deposits from SoFi to the account (each less than $1.00), then select 'Next'. 

   

9. Once the amounts have been properly verified, click 'Confirm.'
   
10. 'Success' screen.