Navigating to the Balance Transfer Offers
- Click ‘More’.
- Click 'Balance Transfer'.
- Click ‘I want this offer’.
- Please note, if you haven’t finished setting up your SoFi Credit Card Account, you won’t be able to initiate a balance transfer.
Initiating a Balance Transfer
- You will fill in the boxes below and click ‘Find account.’
Review and Submission
- If the information is correct, you will see a list of creditors that match your account number, as shown below. Select which creditor you want to complete your balance transfer from and click ‘Continue.’
- You will be routed to a review page to review the information before you click ‘Submit.’
- Click ‘Submit’ and, if successful, you will see a message that the transfer will be complete in 3-5 days.
- Once the balance transfer has been finalized,, you will see the below screen in the ‘Transaction Details’ section.