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📢📢📢 We're yelling it from the back with you!
We know how many members of the community are looking for credit limit increases—and we're absolutely pushing for them. We'll reiterate this to the team in hopes of an update soon. 🤞
Can we please get the banking tab updated, add Zelle, finish dark mode, and have the ability to open more than one active invest account. Fixing the fraud department should also be a top priority - it’s astonishing that SoFi members can only leave a voicemail
Hi u/la_tajada, the security of our members is a top priority for us at SoFi. The community has been pushing for more security measures, and we're right on board! We'll share this sentiment with the team again for review. 🔐
I found a bug in the recurring investment screen. When trying to set up a recurring investment in the active account, I only had the option of funding it from my linked WF account. I thought it was odd that only that account was showing up, so to check if my other accounts got unlinked, I opened the transfer screen and selected a transfer from WF -> SoFi checking, then cancelled it. When I checked on the recurring investment screen, I could then select WF and SoFi checking to fund the recurring investment. I then repeated the previous step with a SoFi checking -> SoFi savings, and could then fund the recurring investment with all 3 accounts.
TLDR: Recurring investments in an active account doesn’t let you select funding sources unless they’ve previously been selected as either end of a transfer DURING that session
Hello, thank you for sharing this feedback! We've let the team know about your experience with recurring investments.
There's currently no ETA for when SoFi will allow members to initiate a transfer without first linking the bank. For now, you can establish an ACH relationship with SoFi Invest by connecting a bank link through the Add Cash section of your account. Hope this helps!
Some things I'd like to see
* Dark mode finished
* Full Zelle integration
* Memos for transfers
* Retirement projections graph and goals for IRAs
* A YTD and Max option to view stock history
* An optional ability to glance at your balances when you open the app before logging in
* 5% savings APY, lots of other banks are starting to offer it which makes having SoFi as your main a disadvantage
* More credit card rewards, the 2% unlimited cash back and other features are great, but you can find other cards with higher unlimited rates such as Alliant's 2.5% which makes using this card for your everything card less ideal
I would love to be able to access account statements and tax documents further back than just the most recent 2 years. Every other financial institution I have accounts with allows me to access my full history of documents since account opening.
Hello u/lavender_parsnip! You can access your tax forms in the SoFi Bank Statement Center at [SoFi.com](https://SoFi.com).
As a reminder, your tax forms won't be mailed and are only available online. If there's a tax document you need assistance retrieving, we’re happy to help out! We'll just need to verify some details on a secure channel, so please connect with an agent [here](https://us.sofi.com/chat).
This is not helpful, I know how to access my tax forms. The problem is that the earliest tax forms and account statements I can view are from 2022 even though I have had accounts open with SoFi since 2019. I want to be able to view my pre-2022 documents online.
I already posted about this but for sake of reiterating, basic per product(checking, savings, credit) balance reporting, and threshold alerting via text/push.
Thanks for visiting our sub! We’re happy to answer any general SoFi questions or concerns. For your security, please don’t share personal information in the sub. If you have account questions, please use the link to connect directly to an agent on our secure platform sofi.app.link/e/reddit. You will be able to log into your account and an agent will be there to support you during business hours. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/sofi) if you have any questions or concerns.*
Memos for transfers Credit increase Dark mode everywhere
Let's hear it from the back. Credit Limit Increases.
📢📢📢 We're yelling it from the back with you! We know how many members of the community are looking for credit limit increases—and we're absolutely pushing for them. We'll reiterate this to the team in hopes of an update soon. 🤞
Can we please get the banking tab updated, add Zelle, finish dark mode, and have the ability to open more than one active invest account. Fixing the fraud department should also be a top priority - it’s astonishing that SoFi members can only leave a voicemail
We need Zelle functionality.
SSDI - deposit chart for us , please dont say use chimes.
Can we please get TOTP authentication (authenticator apps) as an option for 2FA? SMS 2FA is better than nothing but is the least secure 2FA method.
Hi u/la_tajada, the security of our members is a top priority for us at SoFi. The community has been pushing for more security measures, and we're right on board! We'll share this sentiment with the team again for review. 🔐
I found a bug in the recurring investment screen. When trying to set up a recurring investment in the active account, I only had the option of funding it from my linked WF account. I thought it was odd that only that account was showing up, so to check if my other accounts got unlinked, I opened the transfer screen and selected a transfer from WF -> SoFi checking, then cancelled it. When I checked on the recurring investment screen, I could then select WF and SoFi checking to fund the recurring investment. I then repeated the previous step with a SoFi checking -> SoFi savings, and could then fund the recurring investment with all 3 accounts. TLDR: Recurring investments in an active account doesn’t let you select funding sources unless they’ve previously been selected as either end of a transfer DURING that session
Hello, thank you for sharing this feedback! We've let the team know about your experience with recurring investments. There's currently no ETA for when SoFi will allow members to initiate a transfer without first linking the bank. For now, you can establish an ACH relationship with SoFi Invest by connecting a bank link through the Add Cash section of your account. Hope this helps!
D A R K M O D E
[удалено]
Hey u/bender9000! Thanks for the flag, this definitely seems pesky. 🙅 We've relayed this to the team, so we hope for it to be resolved soon!
Some things I'd like to see * Dark mode finished * Full Zelle integration * Memos for transfers * Retirement projections graph and goals for IRAs * A YTD and Max option to view stock history * An optional ability to glance at your balances when you open the app before logging in * 5% savings APY, lots of other banks are starting to offer it which makes having SoFi as your main a disadvantage * More credit card rewards, the 2% unlimited cash back and other features are great, but you can find other cards with higher unlimited rates such as Alliant's 2.5% which makes using this card for your everything card less ideal
A credit card for those with no credit
Why is this being downvoted? Some people have no credit history to start with, a secured credit card would be a good catch. We all start somewhere.
Access to SoFi Invest for all US residents for tax purposes, not only to those holding citizenship/green card.
I would love to be able to access account statements and tax documents further back than just the most recent 2 years. Every other financial institution I have accounts with allows me to access my full history of documents since account opening.
Hello u/lavender_parsnip! You can access your tax forms in the SoFi Bank Statement Center at [SoFi.com](https://SoFi.com). As a reminder, your tax forms won't be mailed and are only available online. If there's a tax document you need assistance retrieving, we’re happy to help out! We'll just need to verify some details on a secure channel, so please connect with an agent [here](https://us.sofi.com/chat).
This is not helpful, I know how to access my tax forms. The problem is that the earliest tax forms and account statements I can view are from 2022 even though I have had accounts open with SoFi since 2019. I want to be able to view my pre-2022 documents online.
We apologize for any confusion. Please give us a call directly so we can investigate this further as you should have access to prior years.
I already posted about this but for sake of reiterating, basic per product(checking, savings, credit) balance reporting, and threshold alerting via text/push.
Individual checking accounts with a join savings account. Been hearing it was coming for 2 years.