How do I download a SoFi bank statement?

Open the SoFi app or go to sofi.com on the web, log in, tap your Checking or Savings account, tap Documents (or 'Statements' on web), pick the month, and tap Download. The PDF saves instantly. There's no password — SoFi statements are not password protected.

How do I get a SoFi bank statement on the SoFi app?

Open the SoFi app on iPhone or Android → tap your SoFi Checking or SoFi Savings account → tap Documents → pick the statement month → tap Download. The PDF saves to your device and you can share it from the share sheet.

How do I get a SoFi bank statement on the web?

Go to sofi.com and log in → select your account from the dashboard → click Documents (or Statements) in the account menu → pick the month → click Download PDF. You can also go to Settings → Documents for a full archive view.

How far back can I get SoFi bank statements?

SoFi keeps at least 7 years of statements available online for active accounts. You can download every monthly statement since the account was opened directly from the Documents section in the app or on the web.

Is my SoFi bank statement password protected?

No. SoFi PDFs downloaded from the app or web are not password protected — they open immediately in any PDF viewer. Only statements sent as email attachments by customer support may occasionally be password-protected; contact support for the exact password in that case.

What does a SoFi bank statement look like?

A standard SoFi statement is a single PDF showing: account number (last four digits), statement period, opening and closing balances, interest earned, and a chronological transaction list with date, description, and amount. Checking and Savings are typically on the same statement since they share a SoFi Money relationship.

How do I get a SoFi statement if I closed my account?

You can still access closed-account statements for several years by logging into sofi.com with your old credentials. If you can't log in, contact SoFi at 855-456-7634 or message them via the app. They can email historical statements for closed accounts on request.

Does SoFi provide a statement for loans or credit cards?

Yes. SoFi issues separate statements for Personal Loans, Student Loan Refinancing, Home Loans, Invest, and the SoFi Credit Card — each accessible under Documents for that specific account. Download each separately if a lender or application asks for multiple SoFi statements.

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GuideApril 22, 2026·3 min read

How to Get a SoFi Bank Statement (Step by Step)

Quick answer

Open the SoFi app (or sofi.com) → tap your Checking or Savings account → tap Documents → pick the month → tap Download. The PDF saves instantly and is not password protected.

SoFi Bank (national bank charter, 2022) issues a single monthly PDF statement for each account. You can download every monthly statement yourself — no need to call support or visit a branch. Here are the exact steps for each SoFi product.

Method 1: SoFi app (fastest)

1Open the SoFi app on iPhone or Android
2Sign in with Face ID, fingerprint, or your password
3Tap SoFi Checking, SoFi Savings, SoFi Money, Credit Card, or a loan account
4Tap Documents (or Statements)
5Pick the month you need — newest first
6Tap Download — the PDF saves to your device

Tip: If you need multiple months (common for mortgage applications — lenders usually ask for 2–3 months), download each month separately, then combine them into a single PDF using Preview (Mac) or a free online merger.

Method 2: SoFi on the web

1Go to sofi.com and click Sign In
2Select your SoFi Checking, Savings, Money, Credit Card, or loan account
3Click Documents (or Statements) in the account menu
4Choose the statement period
5Click Download PDF — the file saves to your browser's downloads folder

SoFi statement types

Each SoFi product generates its own statement — if your lender asks for a full financial picture, download them separately and submit them all.

Product	Statement location
SoFi Checking	Checking → Documents
SoFi Savings	Savings → Documents
SoFi Money (legacy)	Money → Documents
SoFi Credit Card	Credit Card → Statements
SoFi Personal Loan	Loans → Loan details → Documents
SoFi Student Loan Refinance	Loans → Statements
SoFi Home Loan	Loans → Mortgage → Documents
SoFi Invest	Invest → Account documents

Closed SoFi account? Here's how to get your statement

Closed-account statements usually stay accessible for several years through your old login. If that doesn't work:

Try signing in to sofi.com with your previous credentials — closed accounts often still show Documents for historical statements
Call SoFi customer support at 855-456-7634 and ask for historical statements by email
Message support through any other active SoFi product you still have, if applicable
For tax-related statements (1099-INT, 1099-DIV), those are always available under Tax Forms even after an account is closed

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