If you would like a transcript of a chat conversation with us for your records, you will need to follow these steps to email a copy of the chat transcript to yourself:
Select the 'Settings' icon on the top left corner of the chat window.
- A new window appears, select 'Email' under the Chat Transcript option and click 'Send'. The chat transcript will be emailed to the email address SoFi has on file.
*Please note, you may also retrieve a chat transcript after you have ended a chat. You may download the transcript (as a .txt file) or have the transcript emailed to yourself. (You can enter in a different email address from the one we have on file to receive the transcript if you prefer.)