The functionality to combine separate SoFi Checking and Savings accounts does not exist at this time. You can set up a joint account by following these instructions:
- Log into your SoFi Checking and Savings account.
- Select 'More'
- Then 'Joint accounts'
- Fill out the joint account holder's 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 banking account, one user will need to close their account before the joint invite can be sent.