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​How to Connect a New Bank Account in SoFi Money

​How to Connect a New Bank Account in SoFi Money

If you don’t have a SoFi Money account yet, click here to sign up and get a free stock.

Please follow the steps below to connect a new bank account in SoFi Money. 
​
  • Open the website on your desktop computer or laptop.
  • 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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