How to Connect a New Bank Account in SoFi Money
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Please follow the steps below to connect a new bank account in SoFi Money.
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Please follow the steps below to connect a new bank account in SoFi Money.
- Open the website.
- Click Log In.
- Log in with your email and password.
- Once you're logged in, you will see several tabs at the upper part of the screen. Click on the tab that says Money.
- On the right side of the page, you will see several icons. Click on the More icon.
- On the left side menu of the page, you will see several tabs. Click on the tab that says Connected Bank Accounts.
- Under the Manager Accounts section, you will see a blue text that says Connect a New Account. Click on Connect a New Account.
- Then a pop-up message will appear informing you that SoFi uses plaid to connect your account. To continue, click on Get Started.
- Now select the bank you wish to connect.
- Then enter your bank account's credentials such as the username and password.
- After that, click on Submit.
- Before you proceed, you need to verify your identity. You could either choose to receive a code via text or email. Click on the option you wish to select.
- Click on Continue.
- Once you receive the code, enter it. Then, click on Submit.
- After that, you just need to verify your added bank account so that SoFi will recognize it. To proceed, click on Continue.
- To complete linking your bank, click on Next.
- And now your account has been added successfully.
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