Simple!
If you would like to add a joint account holder to your existing SoFi Checking and Savings accounts:
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Select 'More' from your SoFi Checking and Savings Homepage.
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Then select 'Joint account holder'.
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Enter the first name, email address, and select the relationship of the potential joint account holder.
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NOTE: If the secondary individual already has SoFi Checking and Savings, they must close their accounts before they may be invited to be a joint account holder with another member.
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An email invitation will be sent to the secondary individual. Please note the invitation will expire after 30 days.
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You may also resend or cancel the invitation once it has been sent by following steps 1-2.
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