How do I set up an advisory appointment with a Financial Planner?

Complimentary access to a Financial Planner is one of the perks of being a SoFi member and ONLY members can set appointments with Planners. To schedule an appointment, take the following steps:

1. Go to the schedule link: https://go.oncehub.com/sofifp_ops
2. Select the most applicable topic.
3. Select a time-slot (Note: times are displayed in the time-zone of the browser/device being used).
4. Enter your name, email address, and phone number.