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SoFi Bank Statement Example PDF

Request a SoFi statement PDF template online or in app, check date, password, logo, and font details, and download a sample template.

Where to download a SoFi statement PDF

SoFi keeps statement PDFs inside SoFi.com and the SoFi mobile app, so the file downloads online in a browser or in app from your phone.

Online Download

  1. Sign in to SoFi online banking at sofi.com
  2. Open your checking or savings account
  3. Go to Statements or Documents
  4. Select the month or statement period
  5. Download the SoFi statement PDF

In-app Download

  1. Open the SoFi app and log in
  2. Tap your account
  3. Find Statements or Documents
  4. Choose the period you want
  5. Save or share the PDF from the app

The online and in app versions come from the same records, so either one is fine for your files or a conversion.

How to convert a SoFi statement PDF

Reading a SoFi PDF is simple, but the transactions won't sort or import while they're locked in the file. A bank statement converter takes care of that.

  1. Go to bankstatementconverter.tech
  2. Choose your output format.
    • Convert PDF to Excel: If you want to review, sort, or add formulas
    • Convert PDF to CSV: If you need the transactions for bookkeeping, imports, or reporting
    • Convert PDF to Tally: If you need to prepare transactions for Tally import or accounting entries
  3. Upload your SoFi PDF. Enter the password if the file is password-protected.
  4. Wait for the conversion to finish. The converter reads the dates, descriptions, withdrawals, deposits, and balances into structured rows.
  5. Download your converted SoFi statement.

How to view a password protected SoFi statement PDF

Where a SoFi file is password protected, the PDF prompts for the PDF password before opening. Check the email or account notice that delivered the statement for the format.

The password won't stop a conversion. Enter the PDF password when the converter asks, then export the transactions.

SoFi statement release date

Searches like when does SoFi statement come out and when will it be available are common. Timing follows the statement cycle on your account.

The release date trails the close of that cycle instead of the first of the month. A weekend or U.S. holiday can push availability to the next business day.

What does a SoFi statement look like

Look near the top for the SoFi logo and the account summary block. Its font is clean and modern, with your name, a masked account number, statement dates, balances, and dated transaction lines.

U.S. banking abbreviations appear across the history, including ACH, POS, ATM, DEP, INT, and TFR. Converting the PDF to Excel or CSV makes those abbreviations easier to filter and tag.

Open the SoFi Bank statement PDF in a new tab