Through our partnership, employees will have access to SoFi’s Financial Wellness Dashboard — a one-stop platform to help you during key moments, such as:
- Navigating your student loans and debt: Connect your federal and private student loans, receive personalized advice on your student loan repayment options, get cash bonuses:
- $300 cash bonus for refinancing your student debt
- $250 principal paydown for funding a private student loan
- $200 bonus when you fund a personal loan
- Tracking your money: Set monthly spending targets, review your top spending categories, track your credit score and the factors influencing it
- Supercharging your savings: Create savings goals, start an emergency fund and receive $100 when you set up a direct deposit of $500 or more
- Saving and planning for college: Receive personalized recommendations on 529 plans and how much to save
- Preparing for homeownership: Understand the home buying process, get cash bonuses:
- $500 bonus for funding a new mortgage or refinance your existing home
Employees will also have complementary access to SoFi’s financial planners to help you navigate your financial situation. SoFi’s full-time planners have worked with thousands of clients and bring years of expertise to every conversation.
How to Get Started:
- Go to SoFi and enter your last name and work email
- Create a SoFi account or merge with your existing SoFi account
- Leverage the offers, resources, and tools most relevant to you
For more information, visit the SoFi website, call 833.277.7634, or email your-benefits@sofi.com.
Questions?
SoFi is here to help. 7 days a week. Contact SoFi’s dedicated Partnership Support team at 833.277.7634, or email at your-benefits@sofi.com.