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How do I set up automatic savings with SoFi?

Asked 5 months ago
Setting up automatic savings with SoFi is a straightforward process that can help you achieve your financial goals more efficiently. SoFi offers a feature called SoFi Money, which allows users to create separate savings goals and set up automated transfers to help reach those goals. To begin, you would first need to have an active SoFi Money account. If you already have one, you can log in to your account through the SoFi app or website. Once logged in, navigate to the savings or goals section, where you can specify the amount you wish to save and the frequency of the transfers. This can typically be set up as daily, weekly, or monthly transfers from your linked bank account to your SoFi Money account. Additionally, it may be beneficial to label your savings goals, as this can help you stay organized and focused on your targets. If you have specific questions regarding your account setup or require assistance, it is advisable to consult the SoFi website for further resources and potential contact information. This way, you can ensure that you have the most accurate and up-to-date information regarding your automatic savings setup.
Answered Jul 9th 2025

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