SoFi Dividend Tracker
Automatically sync your SoFi Invest account with REWD — every dividend, every ex-div date, every yield-on-cost across all your holdings. Free plan includes calculators and stock research; automatic SoFi sync starts at $9.99/mo.
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; REWD tracks the individual ETF holdings the robo selects for you. If you have both SoFi Active Invest and SoFi Automated Invest, they appear as separate portfolios.
How the sync works
REWD syncs SoFi Invest via SnapTrade.
Supported 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-specific gotchas to know
- SoFi Checking / Savings balances don't sync — only SoFi Invest does.
- 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 sync, REWD gives SoFi users a research and planning suite that SoFi's own platform doesn't include:
Dividend Income Calculator
Multi-ticker portfolio projections with DRIP toggle.
FIRE Calculator
When can you retire on this portfolio?
Dividend Tax Calculator
After-tax income by bracket.
Yield Trap Calculator
Flag dangerous high yields before you buy.
Dividend Kings List
Companies with 50+ years of growth.
Tracker Comparison
Why REWD beats generic trackers for dividend investors.
SoFi + REWD — FAQ
How does REWD sync with SoFi?
REWD syncs SoFi Invest via SnapTrade.
Does REWD have access to my SoFi login?
No. REWD uses a read-only OAuth token issued by SoFi through SnapTrade (SOC 2 Type II certified). Your SoFi username and password never touch REWD's systems. You can revoke REWD's access anytime from your Account page.
Which SoFi account types sync?
REWD supports: Individual Active Invest, SoFi Automated Invest, Traditional IRA, Roth IRA. If you have multiple SoFi accounts, each appears as a separate portfolio in REWD and can also be aggregated into a combined view.
How often does SoFi data update in REWD?
Automatic sync runs once daily on paid plans, plus REWD listens for webhook events from SoFi when a new dividend is paid. You can also trigger a manual sync anytime (rate limit: 4 manual syncs per user per day).
Does REWD support SoFi DRIP?
Yes. REWD reflects your existing DRIP elections at SoFi — if a position is set to DRIP on SoFi's side, REWD's projections treat it as reinvested. If it's set to cash payout, REWD projects the cash income.
Is there a free plan?
Yes. REWD's free plan includes unlimited holdings, the full calculator library, stock research on 2,500+ tickers, and manual portfolio tracking. Automatic SoFi sync is a paid feature ($9.99/mo Base or $19.99/mo Unlimited). Annual plans save ~17%.
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.
Start FreeOr browse all dividend tracker features · compare with other dividend trackers · read about SoFi alternatives.
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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