- Log into your SoFi Checking and Savings account.
- Select 'Transfer.'
- Select 'Transfer to Invest.'
- Add the transfer amount.
- If you need to link your SoFi Checking or Savings account, click 'From', once the From screen pops up, select or add a new bank account (your banking account should automatically pop up as a linking option.).
- Then 'Review deposit.'
- The final step is to confirm the transaction, by clicking on the 'Confirm' button.