Connect your financial accounts to try the freshest feature updates on SoFi Coach(SM).
Actions 👉 Coach goes beyond responses. Ask something like “I want to link an external account” or “I want to move money from my checking into my savings account.” Coach connects the dots, responds to your questions, and brings relevant actions into the chat, so you can do it all right there.
Widgets 👉 Coach brings your finances to life visually. Just ask, “Break down my spending by category for the past 6 months” and Coach will display easy-to-read line graphs, bar charts, or tables alongside its response, so your financial info is easier to understand.
Memory 👉 Tell Coach to remember the important stuff once—your goals, family, or living situation—and it’ll remember for future chats. You can tell Coach, “Remember that I want to save $10K for a trip to Paris.” No need to repeat yourself.
Reply👇 What features would you want to see on Coach?