![]() ![]() Leverage the offers, resources, and tools most relevant to youįor more information, visit the SoFi website, call 833.277.Create a SoFi account or merge with your existing SoFi account.Go to SoFi and enter your last name and work email.SoFi’s full-time planners have worked with thousands of clients and bring years of expertise to every conversation. $500 bonus for funding a new mortgage or refinance your existing homeĮmployees will also have complementary access to SoFi’s financial planners to help you navigate your financial situation.Preparing for homeownership: Understand the home buying process, get cash bonuses:. ![]() Saving and planning for college: Receive personalized recommendations on 529 plans and how much to save.Supercharging your savings: Create savings goals, start an emergency fund and receive $100 when you set up a direct deposit of $500 or more.Tracking your money: Set monthly spending targets, review your top spending categories, track your credit score and the factors influencing it.$200 bonus when you fund a personal loan.$250 principal paydown for funding a private student loan.$300 cash bonus for refinancing your student debt.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:.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: The use of debt settlement services will likely adversely affect your creditworthiness, may result in you being subject to collections or being sued by creditors or collectors and may increase the outstanding balances of your enrolled accounts due to the accrual of fees and interest. Supplemental Long-Term Disability (LTD) Insurance Read and understand all program materials prior to enrollment.$1,500 and $2,500 Deductible Plans (HSA Compatible). ![]()
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