SoFi Money
Money Member Upgrade to SoFi Checking and Savings
- What if I don’t wish to upgrade, and wish to close my account?
- How do I upgrade to SoFi Checking and Savings?
- Do I have to upgrade my SoFi Money account to SoFi Checking and Savings accounts?
- Switching to SoFi Checking and Savings Accounts: What Changes and What Stays the Same?
- What ATMs can I withdraw money from with my SoFi Money Debit Card without paying a fee?
- I’m a SoFi Money member…Can I open only a Savings account?
About SoFi Money
- What features and benefits are included with a SoFi Money account?
- Is SoFi membership included when I open a SoFi Money account?
- How easy is it to sign up for SoFi Money?
- What is the SoFi bank address?
- Is SoFi Money secure?
- How does SoFi ensure that my personal information is secure?
Autopilot
Money Transfers & Linking
- How to transfer money from my SoFi Money account to another account
- How do I edit or cancel a bank account transfer?
- Everything you need to know about Pay-a-Friend (P2P) with SoFi!
- How do I link or unlink an external bank account?
- When will my funds be available and what is a deposit hold?
- All about Micro-Deposits
SoFi Money Information
- Can I export my SoFi Money transactions?
- Are my funds protected while in transit to one or more of the Partner Banks?
- Can I deposit a small business loan?
- Why does it say my SSN is already in use on my SoFi Money application?
- How long does the SoFi Money application process take?
- Can I make a transfer to a non-US bank?
Direct Deposit
- What is a direct deposit and what is considered a qualifying direct deposit?
- How do I automatically set up direct deposit for my SoFi Money account?
- How do I manually set up direct deposit for SoFi Money? (Direct deposit form)
- Can I set up direct deposit to SoFi Money with my Pension Plan?
- Can I set up direct deposit to SoFi Money with my Social Security Benefit?
- My Financial institution/employer does not recognize my routing number. What should I do?
Get Paid Early/ Early Paycheck
Tax Preparation-SoFi Money
Digital/ Mobile Wallet
SoFi Money Vaults
- Can I set a specific target goal for a Vault?
- Can I create a vault for emergencies?
- How can I fund my Emergency Fund vault?
- Can I set up a recurring Vault transfer?
- Can I apply my Roundups to more than one Vault?
- Why don’t I see a roundup right after a purchase?
SoFi Money AutoSave
- How do I activate AutoSave?
- What is AutoSave?
- What does “Pay yourself first” mean?
- Why should I turn on AutoSave?
- Can I use AutoSave without setting up direct deposit?
- When do the automatic transfers happen?
Routing Number Questions
SoFi Debit Card
- Mastercard SoFi Money Debit Card Activation
- Freezing/Unfreezing Your SoFi Money debit card
- My SoFi Money debit card's tap to pay feature isn't working, can you help?
- How do I get a SoFi Money debit card for the joint account?
- My new SoFi Mastercard debit card is activated, but can I still use my old card?
- I disputed a charge on my debit card and haven't received a response
My Profile
Deposits and Linked Accounts
- How do I make a cash deposit into my SoFi Money account?
- What are the Limits for Cash Deposits?
- Is there a fee for making a cash deposit?
- Can I instantly fund my SoFi Money account?
- How long does a cash deposit take to show up in my SoFi Money account?
- My cash deposit did not go through...can you help?
Bill Pay
Statements and Forms
- What does 'Marketing Credit' mean on my SoFi Money account statement?
- When will I get my SoFi Money cash management statement?
- Can both account holders on a joint account access tax forms?
- I received a bonus for referring people to SoFi—do I need to think about the tax implications of these bonuses?
- I earned interest with SoFi Money. Will I get a 1099-INT tax form?
Transaction Help
- How do I stop my recurring debit card payment?
- Why was my debit card transaction declined?
- Why Is my debit card transaction pending?
- How do I dispute a charge for my SoFi Debit Card? Can I submit a dispute online? (MasterCard)
- Why can't I use my SoFi Money debit card to withdraw local currency?
- I see a withdrawal from 'SoFi Securities' on my SoFi Money statement...what is that?
Account Structures
Overdraft Coverage
- Managing Overdraft Coverage with SoFi Money: Qualifications and Steps
- I just set up a Direct Deposit with SoFi Money. Why don’t I qualify for Overdraft Coverage?
- Are there any fees for using Overdraft Coverage?
- How much can I overdraw using this feature?
- How do I repay my overdraft?
- What types of purchases can I make using Overdraft Coverage?