SoFi Money Autopilot – SoFi

Autopilot is a feature that lets you automate your recurring money moves in the following ways:

Save a part of your paycheck toward your goals. Set the dollar amount or percentage you want to save and we’ll automatically transfer it from your direct deposit to one or more of your Vaults.
Make recurring transfers to one or more of your Vaults.
Activate and manage Roundups to add funds to vaults of your choosing every time you use the SoFi debit card.
Split your direct deposit into SoFi Invest

Whether you're saving up for a down payment on a house or an emergency fund, Autopilot can help you reach your goals faster.

Commonly Asked Questions

Question	Answer
How do I access Autopilot?	Log into SoFi Money 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
Can I use Autopilot if I don’t use Vaults?	You will need to have created at least one Vault to use Autopilot. You can click 'Vaults' via your SoFi Money account homepage to get started or you will also have the option to create a Vault while you are initially setting up Autopilot.
What if the dollar amount I specify is larger than my direct deposit?	If you set up an Autopilot recurring paycheck transfer and the dollar amount you had specified is larger than your direct deposit transaction, the full amount of your direct deposit transaction will be automatically transferred to your specified Vault. Additional funds will not be moved from your spending balance to the Vault to cover the difference.