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SoFi Dividend Tracker

Track your SoFi Invest portfolio in REWD free — every dividend, every ex-div date, every yield-on-cost across all your holdings. Enter your positions once; dividend data and projections fill in automatically. Automatic sync isn't currently available for SoFi.

Support status

SoFi isn't currently available for automatic sync — track it free with manual entry.

SoFi isn't in SnapTrade's brokerage network as of August 2026, so no tracker built on SnapTrade can auto-sync it. REWD's free plan tracks unlimited SoFi holdings manually, filling in dividend rates, payment dates, and projections automatically from its own dividend data. If SnapTrade adds SoFi, the connection appears in REWD with no extra steps.

Why use REWD with SoFi?

SoFi Invest is part of SoFi's integrated financial platform (banking, lending, investing). Commission-free stocks and ETFs, plus IRAs. REWD tracks the SoFi Invest self-directed side.

SoFi's Automated Investing (robo) accounts use a diversified ETF allocation; you can track those ETFs in REWD alongside your Active Invest holdings, each as its own portfolio.

How tracking works

SoFi Invest isn't currently available for automatic sync — it's not in SnapTrade's brokerage network as of August 2026. Track your SoFi portfolio in REWD with free manual entry (unlimited holdings); dividend amounts and projections fill in automatically from REWD's dividend data. If SnapTrade adds SoFi, automatic sync will appear in REWD with no extra steps.

Trackable account types

  • Individual Active Invest
  • SoFi Automated Invest
  • Traditional IRA
  • Roth IRA

Common dividend holdings on SoFi

These are among the most-tracked tickers in REWD users' SoFi portfolios. Click any ticker to see live dividend data, 5-year growth, and payout-ratio analysis:

SoFi's own ETFs (SFY family — lower AUM)SCHDVYMBroad index ETFs

SoFi-specific gotchas to know

  • SoFi Checking / Savings balances aren't part of dividend tracking — only SoFi Invest holdings are.
  • SoFi's Automated Invest accounts are managed — you don't choose individual holdings, so REWD shows what the robo chose on your behalf.

Plus a full dividend toolkit for SoFi investors

Beyond portfolio tracking, REWD gives SoFi users a research and planning suite that SoFi's own platform doesn't include:

SoFi + REWD — FAQ

How do I track dividends on SoFi?

SoFi shows your recent dividend payments, but not a forward dividend calendar, yield-on-cost per lot, or projected annual income. Track your SoFi holdings in REWD with free manual entry (unlimited holdings): enter each position once, and REWD fills in dividend rates, upcoming ex-dividend dates, yield-on-cost, and forward income projections automatically from its own dividend data.

Does REWD sync with SoFi automatically?

SoFi Invest isn't currently available for automatic sync — it's not in SnapTrade's brokerage network as of August 2026. Track your SoFi portfolio in REWD with free manual entry (unlimited holdings); dividend amounts and projections fill in automatically from REWD's dividend data. If SnapTrade adds SoFi, automatic sync will appear in REWD with no extra steps.

Does REWD have access to my SoFi login?

No — nothing connects to your SoFi account at all. Manual tracking means you enter your holdings yourself; REWD never asks for, stores, or touches your SoFi credentials.

Which SoFi account types can I track?

Any of them: Individual Active Invest, SoFi Automated Invest, Traditional IRA, Roth IRA. Each account can be its own portfolio in REWD, or aggregated into a combined household view.

How does my SoFi portfolio stay up to date in REWD?

Dividend rates, payment dates, and projections update automatically from REWD's market data — you only need to edit your portfolio when your holdings change (a buy, a sell, or a reinvestment).

Is there a free plan?

Yes — and for SoFi it's all you need. REWD's free plan includes unlimited holdings, the full calculator library, stock research on 2,500+ tickers, and manual portfolio tracking. Paid plans add automatic sync for brokerages in SnapTrade's network.

Track dividends at other brokerages

Hold accounts at more than one brokerage? REWD consolidates them into a single dividend view. Connection guides:

Ready to track your SoFi dividends?

Free to start. Upgrade to $9.99/mo when you're ready to connect SoFi. Read-only sync, cancel anytime.

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Or browse all dividend tracker features · compare with other dividend trackers · or see REWD next to Snowball Analytics, Sharesight, and Simply Safe Dividends.

This tool is for educational and informational purposes only and does not constitute investment, financial, tax, or legal advice. Consult a licensed professional before making investment decisions.

Past performance does not guarantee future results. All projections are hypothetical estimates based on user-provided inputs and may differ materially from actual outcomes.

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