You must create at least one Vault to use Autopilot.
- Log into SoFi Checking and Savings and from the homepage tap 'Autopilot.’
- ‘Create a Vault’ if you haven’t already done so.
- Tap 'New Autopilot.'
- Choose the way(s) you want to automate your recurring money moves.
- Split your Paycheck - Create funds transfer rules based on direct deposit.
- Recurring Transfers - Set up recurring transfers between linked 3rd party accounts and SoFi accounts.
- Roundups - Turn on and manage Roundups