Start the enrollment process by accessing the Account Lookup link or your unique link from your employer. Complete the registration process or log into your SoFi Account.
If you are an existing SoFi member, you will be prompted to log in. Note: This screen will show part of the email address associated with your SoFi At Work account.
If you are NOT an existing SoFi member, you will be directed to set up a new account. Note: You will be required to provide the state you reside in, your personal email, and create a password.
Click Enroll Now to get started. An explanation screen will appear with the details of the Student Loan Verification Program. Simply click Next on this screen.
Important Note!
SoFi is serving as a verification service for your student loan payments and is not making any contributions.
You will then be asked if your student loan service provider is supported by Plaid, which is a system that automatically syncs your loan information to SoFi.
If you choose to sync your loans via Plaid: select your lender and enter your login credentials for your lender’s servicing site. Plaid will then pull all student loans and you may select which loans you want to be tracked.
You will also have the option to add additional loan servicers.
If you do not want to add additional loan servicers, simply click Next.