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:
- Go to the schedule link: https://go.oncehub.com/sofifp_ops
- Select the most applicable topic.
- Select a time-slot (Note: times are displayed in the time-zone of the browser/device being used).
- Enter your name, email address, and phone number.
*If you have missed your appointment with your Advisor, and it's within 10 minutes of your appointment time, please give us a call at 855- 456-7634 so we can connect you with an advisor.
* If it's more than 10 minutes past your appointment, please follow the steps above to reschedule your appointment.