How to Add a Joint Account Holder in SoFi Money
Please follow the steps below to add a joint account holder in SoFi Money.
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- Open the website on your desktop computer or laptop, then click Log In.
- Now log in with your email and password.
- Once you're signed in, you will see several tabs at the upper part of the screen. Click on the tab that says Money.
- Once you're logged in you will see a More icon at the upper right side of the screen. Click on the More icon.
- On the left side menu of this page, you will see several tabs. Click on the tab that says Joint Account Holder.
- Now, enter the following information such as the joint account holder's name, email address, and his or her relationship to you.
- Once done, click on the tick box to give SoFi permission to contact the person and invite them. After that, click on the Send Invitation button.
- Once the person received the invitation and complete the application, you will need to approve them as your join account holder from your SoFi account dashboard.
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