How to play:

The detailed steps for using SoFi - Banking&Investing are as follows:

1、 Download and Install

Visit the official website or app store: First, visit SoFi's official website (SoFi official website) or open your mobile app store (such as App Store, Google Play, etc.).

Download the app: Search for "SoFi - Banking&Investing" on the official website or app store, find the app and click to download.

Install the application: After downloading, follow the prompts to install the application.

2、 Registration and Login

Open the application: After installation is complete, open the SoFi application.

Registration account: If it is the first time using it, a SoFi account needs to be registered. According to the prompts within the application, fill in relevant information, including your name, email address, phone number, etc. Note that according to SoFi requirements, opening an account requires at least a green card or U.S. citizenship.

Identity verification: After completing registration, you may need to verify your identity through SMS verification codes, email links, or other means.

Login Account: After verifying your identity, log in to your SoFi account using your username and password.

3、 Settings and Configuration

Complete personal information: After logging in, you may need to further improve your personal information, including contact information, address, etc.

Connect bank account (if applicable): If you plan to use certain financial services of SoFi (such as transfers, deposits, etc.), you may need to connect your bank account to your SoFi account. This usually involves entering your bank account information and verifying it.

4、 Using financial services

View and manage bank accounts (such as SoFi Money): In the SoFi application, you can view your bank account balance, transaction history, set up automatic transfers, and more.

Investment services (such as SoFi Invest):

Create a personalized investment portfolio based on your investment goals and risk tolerance.

Trading stocks, ETFs, and other financial products: In SoFi Invest, you can trade stocks, ETFs, and other financial products. Please ensure that you understand the relevant risks and make investment decisions with caution.

Use Stock Bits feature (if available): Purchase less than 1 share of stock to participate in the market at a lower cost.

Lending services (if applicable): If you have a borrowing need, you can apply for student loans, mortgage loans, or personal loans in the SoFi application. Please fill in the relevant information according to the prompts in the application and submit the application.

Insurance services (if applicable): Understand and purchase insurance products provided by SoFi, such as life insurance.

5、 Precautions

Understand fees and terms: Before using SoFi's financial services, please be sure to understand the relevant fees, interest rates, and terms. This helps you make wise decisions and avoid unnecessary losses.

Protect account security: Please ensure the security of your SoFi account password and do not disclose it to anyone. At the same time, regularly check your account activity to ensure there are no unauthorized transactions.

Pay attention to market trends: If you are an investor, please closely monitor market trends and adjust your investment portfolio as needed. At the same time, please pay attention to risks and avoid blindly following the trend of investment.

Please note that the above steps may change due to updates in SoFi applications. Therefore, during use, please refer to the latest guidelines and instructions within the SoFi application.