How to Download Your SoFi Bank Bank Statement

Log in to SoFi Bank online banking, navigate to your statements section, and download a PDF. Then upload it to Bank Statement Converter — your SoFi Bank statement converts to Excel, CSV, or QBO in seconds.

How to Download Your SoFi Bank Bank Statement

  1. Log In to SoFi Bank Online Banking — Go to https://www.sofi.com and sign in with your username and password. Complete any two-factor authentication. You can also access statements through the SoFi Bank mobile app.
  2. Select Your Account — From your dashboard, click on the specific account you need such as chequing, savings, business, or credit card. Each account maintains a separate statement archive.
  3. Navigate to Statements — Log in to SoFi app or SoFi.com. Select the Checking and Savings account. Tap or click on Statements under the account details section. SoFi combines checking and savings on one statement.
  4. Select the Statement Period — Select the month. SoFi provides 7 years of e-statements. Download as PDF. Note: SoFi checking and savings appear on the same combined statement.
  5. Download as PDF — Click the Download or View PDF button. The file downloads to your device or opens in a new browser tab. If it opens in a tab, press Ctrl+S (Windows) or Cmd+S (Mac) to save it locally.
  6. Upload to Our Converter — Drag and drop your SoFi Bank PDF onto our converter above, or click Select PDF to browse. Conversion takes under 30 seconds. Preview your data before downloading the final Excel, CSV, or QBO file.

Convert Your SoFi Bank Statement

  1. Upload your SoFi Bank PDF to Bank Statement Converter
  2. Select output format: Excel, CSV, QBO, or JSON
  3. Click Convert — your file downloads in under 20 seconds

Supported outputs: Excel (.xlsx), CSV (.csv), JSON, QBO (QuickBooks), OFX, MT940