About SoFi Relay
- How does SoFi obtain information from external accounts?
- What can I do to get my financial data to show in Insights?
- Why are some of my accounts in Insights showing data but others not?
- How do I sign up for SoFi Insights?
- Why don't all of my accounts have logos assigned?
- I have a bunch of accounts from one institution, how can I tell them apart?
SoFi Relay - Features & Benefits
- Do I get a better rate on my existing SoFi product by using SoFi Insights?
- When I work with a financial planner will the data already be in SoFi Insights?
- Do I need to have another SoFi product to access SoFi Insights?
- How do I access SoFi Insights?
- What is SoFi Insights?
- What are the benefits of SoFi Insights?
SoFi Relay - Adding Accounts
- Why is my connected account data not updated in Insights?
- What if my account will not reconnect to Insights even after I put in my login information?
- How do I reconnect my accounts to SoFi Insights?
- Why does my bank connection disconnect from Insights?
- How do I know which ones to pick if there are multiple options that come up when I find my institution, ?
- How do I add property such as a house, car, plane, etc.?
Credit Score Monitoring
- Why is my credit score in SoFi Insights different from what I see on other sites?
- How do I turn on/ off credit score monitoring (CSM) notifications?
- How long do items remain on my credit report?
- How long does it take for my score to be updated after I make changes?
- How does shopping around for rates impact my credit score?
- What is considered a good or bad score?