SoFi is a leading fintech company offering banking, investing, lending, and more in one integrated platform. Connect your SoFi accounts to Quadratic to get a complete view of your financial life and make data-driven decisions across all your SoFi products.
- Connect SoFi Checking and Savings with high APY tracking.
- Import SoFi Invest brokerage and robo-advisor data.
- Monitor SoFi student loan refinancing payments.
- Track SoFi personal loan and mortgage data.
- Analyze SoFi Credit Card rewards and cash back.
- Secure Plaid connection with read-only data access.
Why SoFi + Quadratic?
SoFi's all-in-one platform pairs perfectly with Quadratic's comprehensive analysis.
One Platform View
SoFi offers banking, investing, and lending - see how all your products work together in Quadratic.
High APY Tracking
Monitor exactly how much you're earning from SoFi's competitive rates and member bonuses.
Loan Payoff Insights
Track student loan or personal loan progress and see how refinancing is saving you money.
Use Cases
How Quadratic users analyze their SoFi accounts.
High APY Tracking
- Monitor SoFi's competitive savings APY earnings.
- Track interest accumulation with direct deposit bonuses.
- Compare earnings to traditional bank accounts.
Investment Portfolio
- Import SoFi Invest Active Investing holdings.
- Track SoFi Automated Investing performance.
- Monitor cryptocurrency positions.
Loan Management
- Track student loan refinancing payments.
- Monitor personal loan payoff progress.
- Analyze total interest savings from refinancing.
SoFi Ecosystem
- See all SoFi products in one unified view.
- Track SoFi member benefits and rewards.
- Monitor credit card cash back earnings.
AI-powered SoFi analysis
Ask questions about your SoFi accounts naturally. "How much interest have I earned this year?" or "Show my student loan payoff progress" - get instant answers and visualizations.
Beyond the SoFi app
SoFi's app shows your accounts. Quadratic lets you analyze trends, project loan payoffs, compare investment performance, and combine SoFi with other financial accounts.
Secure connections
Connect through Plaid with bank-level encryption. Your SoFi credentials stay with Plaid - Quadratic only receives read-only data with SOC 2 compliance.
FAQ
How do I connect my SoFi account to Quadratic?
In Quadratic, go to Connections, select Plaid, and search for SoFi. Sign in with your SoFi credentials to establish a secure, read-only connection to your accounts.
Which SoFi accounts are supported?
All SoFi products are supported including SoFi Checking and Savings, SoFi Invest (Active and Automated), SoFi Credit Card, student loans, personal loans, and mortgages.
Can I track my SoFi high APY earnings?
Yes. Your transaction history includes interest payments, allowing you to track and visualize how much you're earning from SoFi's competitive rates.
Does Quadratic support SoFi Invest?
Yes. Both SoFi Active Investing and Automated Investing accounts can be connected to track portfolio performance alongside your banking data.
Can I analyze my student loan refinancing?
Yes. SoFi student loan data shows payment history and balance, allowing you to track payoff progress and calculate total interest savings.
Is connecting my SoFi account secure?
Yes. Quadratic uses Plaid for secure authentication. Your SoFi credentials are never stored by Quadratic, and all access is read-only.
Explore other connections
Quadratic supports a growing list of data sources. Combine and compare data across sources using Quadratic.
