SoFi Financial Dashboard

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Last updated date: 5/15/2024

As a Robert Half employee, we recognize the importance of providing high-impact financial care resources to our employees. That’s why we’ve decided to expand our partnership with SoFi to provide employees access to financial wellness solutions to support your growth towards financial freedom.

Through our partnership, employees will have access to SoFi’s Financial Wellness Dashboard — a one-stop platform to help you during key moments, such as:

  • Navigating your student loans and debt: Connect your federal and private student loans, receive personalized advice on your student loan repayment options, get cash bonuses:
    • $300 cash bonus for refinancing your student debt
    • $250 principal paydown for funding a private student loan
    • $200 bonus when you fund a personal loan
  • Tracking your money: Set monthly spending targets, review your top spending categories, track your credit score and the factors influencing it
  • Supercharging your savings: Create savings goals, start an emergency fund and receive $100 when you set up a direct deposit of $500 or more
  • Saving and planning for college: Receive personalized recommendations on 529 plans and how much to save
  • Preparing for homeownership: Understand the home buying process, get cash bonuses:
    • $500 bonus for funding a new mortgage or refinance your existing home

Employees will also have complementary access to SoFi’s financial planners to help you navigate your financial situation. SoFi’s full-time planners have worked with thousands of clients and bring years of expertise to every conversation.

How to Get Started:

  1. Go to SoFi and enter your last name and work email
  2. Create a SoFi account or merge with your existing SoFi account
  3. Leverage the offers, resources, and tools most relevant to you

For more information, visit the SoFi website, call 833.277.7634, or email your-benefits@sofi.com.


SoFi is here to help. 7 days a week. Contact SoFi’s dedicated Partnership Support team at 833.277.7634, or email at your-benefits@sofi.com.