/

SoFi Relay

SoFi Relay logo

SoFi Relay

Free
41% feature coverage
🇺🇸 US
Free financial aggregation service by SoFi members. Tracks spending, monitors cash flow, sets savings goals, and provides credit score monitoring. Integrates with SoFi banking and investment products but also works with external accounts.
Visit Website
Platforms:

Web, iOS, Android

Connect:

App Details

Pricing Plans

Plan

Free

Feature Summary

Account Management

Account Aggregation
Manual Account Creation
Multiple Daily Refreshes

Transaction Management

Edit Transactions
Automatic Rules
Split Transactions

Budgeting & Planning

Budgeting Tools
Rollover Budgeting
Recurring Transactions

Analysis & Reporting

Net Worth Tracking
Financial Reports
Trend Analysis

Investment Features

Investment Portfolio Totals
Individual Investment Transactions
Cryptocurrency Support

Security & Privacy

Two-Factor Authentication
SOC2 Certified