- Log into your SoFi Money account via the SoFi app.
- From the SoFi Money Homepage select 'Transfer.'
- Select, 'Transfer between accounts.'
- Click on 'From' or 'To.'
- Select, 'Add an account.'
- You will be redirected to our 3rd party partner, Plaid.
- Select 'Get started.'
- Select the appropriated banking institution from the list provided, or use the 'Search' tool.
- Please note: Accounts previously connected to Plaid will auto-populate.
- Please note: Accounts previously connected to Plaid will auto-populate.
- Select the appropriate account(s) to link and then 'Connect.'
- 'Verify your Identity' by text or Phone call.
- Enter the code provided and click 'Submit.'
- Select 'Next' to complete and link the bank.
To connect to a bank manually:
- If your bank is not coming up via the search function, you can click on 'Exit.'
- Then 'Add account manually'
- Enter all applicable information and click 'Next'.
- 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.
- Once you receive the microdeposits in the account you are attempting to link, log back into your SoFi Money cash management account.
- Select 'Transfer.'
- Select the bank in question.
-
Enter the two small deposits from SoFi to the account (each less than $1.00), then select 'Next'.
- Once the amounts have been properly verified, click 'Confirm.'
- 'Success' screen.