The SoFi at Work Financial Well-Being platform is available to all team members! Enjoy personalized 1:1 consultations, expert guidance, and resources to help you manage student loans, save, and reach your financial goals.
Get started today! Access the SoFi tile on your Okta Dashboard.
What is SoFi?
The SoFi at Work Dashboard is a digital financial platform available to all CLEAR team members—providing you with a comprehensive snapshot of your finances, a suite of tools to help you make smart decisions, and a central portal to your benefits—all built to help you achieve your financial goals.
Some of the features of the Sofi at Work dashboard include:
Complimentary access to credentialed SoFi Financial Planners
Student Loan Refinancing with competitive rates from the market leader, SoFi
Credit score monitoring and linking of all your financial accounts
Access to thousands of financial education articles
Financial tools and calculators
And more!
How do I access SoFi?
Just take the 4 simple steps below. In two minutes or less, you can start taking advantage of SoFi to improve your financial well-being!
Log in to Okta
Click the SoFi tile
Create a SoFi account (or sign in if you have one already). If creating a new account, you may use your work or personal email.
That’s it! You can now take advantage of all the tools & resources on the dashboard
Have questions?
If you have any questions about the SoFi at Work Dashboard benefit or the sign-up process, please contact your-benefits@sofi.com or call 833-277-7634.
Find answers to the most commonly asked questions on the Sofi FAQ Page or visit the Sofi Help Center: https://support.sofi.com/helpcenter