- 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.
If you're still having issues please contact a live agent at your earliest convenience so they can troubleshoot.