How Do I send a Joint Account Invitation for SoFi Checking and Savings?

Simple!

If you would like to add a joint account holder to your existing SoFi Checking and Savings accounts:

1. Select 'More' from your SoFi Checking and Savings Homepage.

2. Then select 'Joint account holder'.

3. Enter the first name, email address, and select the relationship of the potential joint account holder.

   1. 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.

4. An email invitation will be sent to the secondary individual. Please note the invitation will expire after 30 days.

5. You may also resend or cancel the invitation once it has been sent by following steps 1-2.

Additional Articles:

• How Do I apply for SoFi Checking and Savings as a Secondary User?