SoFi Relay
About SoFi Relay
- What updates have we made to our spend categories and tools?
- How does SoFi obtain information from external accounts?
- What can I do to get my financial data to show in Relay?
- Why are some of my accounts in Relay showing data but others not?
- How do I sign up for SoFi Relay?
- I have a bunch of accounts from one institution, how can I tell them apart?
SoFi Relay - Features & Benefits
- How do I export my transactions from Relay?
- I clicked ‘Get my True Cash Offer’ and nothing happened, or it didn’t work, what do I do?
- How does ‘Get my True Cash Offer’ Work?
- What is ‘Get my True Cash Offer’?
- Do I get a better rate on my existing SoFi product by using SoFi Relay?
- When I work with a financial planner will the data already be in SoFi Relay?
SoFi Relay - Adding Accounts
- Why is my connected account data not updated in Relay?
- What if my account will not reconnect to Relay even after I put in my login information?
- How do I reconnect my accounts to SoFi Relay?
- Why does my bank connection disconnect from Relay?
- 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 Relay 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?