Applying for a Samsung Money by SoFi Account as a Secondary User

• Click on Let’s make a joint account!
• This will direct you to the Samsung Money by SoFi application page.

3. Create Your Account

• If You Already Have a SoFi Account: Use your existing credentials to log in.
• If You Already Have a SoFi Money or Samsung Money by SoFi Account: You must close your individual account to open a joint account. You cannot have both a personal and a joint account simultaneously.
• If You Register with a Different Email: The invitation will be re-associated with your new email address.

4. Complete the Application

• Follow the link in the email to create your account and complete the Samsung Money by SoFi joint account application.
• The application will require you to provide the following information:
• • Identification: Verify your identity using a government-issued ID.
  • Two-Factor Authentication: Confirm your identity through a secure verification process.
  • Citizenship: Provide details about your citizenship status.
  • Legal/Regulatory Questions: Answer a few questions to ensure compliance with legal and regulatory requirements.

5. Primary User Confirmation

• Once you have successfully completed the application, the primary user will receive an email to approve or decline your request.
• The Primary User would need to Login:
• •  Then, go to 'Gear' from their account dashboard to see your information.
  • The primary user must either select Approve joint account or Decline.

6. Final Steps

• If the Primary User Approves:
• • Both you and the primary user will receive emails confirming the joint account.
  • The account tile in the app will display as Joint Account.
  • Both users will have the same access to the account, including the ability to change any information or close the account.
• If the Primary User Declines:
• • You can continue to create an individual account. 

Additional Information

• Account Access: Both the primary and secondary users will have full access to the joint account, including the ability to view balances, make transactions, and manage settings.
• Account Management: Any changes to the account, such as updating personal information or closing the account, can be done by either user.
• Support: If you have any questions or need assistance during the process, contact our support team at (855) 456-7634.