To set-up a joint account please follow these instructions:
- Log into your SoFi Money account
- Select More then Joint Accounts
- Fill out the joint account holders information and select Send Invite
The invitation to join will then be emailed via the address provided. The primary account holder will be asked to confirm all details before the joint account is created.
Please note, if one or more users currently have an individual money account, one user will need to close their account before the joint invite can be sent.
Commonly Asked Questions
|Can I combine two SoFi Money accounts into one joint account?
|No, sorry that functionality does not exist at this time.
|How can I tell if my joint member has been accepted or not?
|You will receive a notification once the accounts have been joined.
|Why can't I have my own account and a second account joint with my partner?
|We continue to develop our products and we hope to add this feature soon. Stay tuned to your account for regular changes.
|I have a joint account; will both of our names be on the check?
|Yes, both account holder names will be on your SoFi Money joint account checks.