SoFi Bank, LIVE OAK BRANCH
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| Name: | SoFi Bank |
| Concentration: | Consumer Lending Specialization |
| Established: | 12/29/1986 |
| FDIC Insurance: | 12/29/1986 |
| Holden By: | SOFI TECHNOLOGIES INC |
| Charter Class: | Commercial bank, national (federal) charter and Fed member, supervised by the Office of the Comptroller of the Currency (OCC) |
| # of Branches: | 4, view all, view on map |
| Website: | www.sofi.com |
| Total Assets: | $31,087,762,000 |
| Total Deposits: | $26,008,552,000 |
| Total Equity Capital: | $4,535,203,000 |
| Total Domestic Office Deposits: | $26,008,552,000 |
| Net Income: | $472,420,000 |
| Quarterly Net Income: | $131,445,000 |
| Return on Assets: | 2% |
| Quarterly Return on Assets: | 2% |
| Return on Equity: | 12% |
| Quarterly Return on Equity: | 12% |
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Client Review
1 client review of SoFi Bank scored 3 out of 5.
Family Trust as Beneficiary
Overall Rating
by Dyerd, Jul. 10, 2024
I was very sad to hear that there is no way for me to make our family trust the beneficiary of my savings and checking accounts.
This really must be done for your customers.
I will likely need to to transfer my money to another bank that offers this important feature. :(
* this reviewer has be with this bank for <6 months
* this reviewer had 1 - 2 banks before.
* this review was made on SoFi Bank, SoFi Bank, National Association at Salt Lake City, UT
Was this review helpful to you? Yes, No Report Abuse
Overall Ratingby Dyerd, Jul. 10, 2024
I was very sad to hear that there is no way for me to make our family trust the beneficiary of my savings and checking accounts.
This really must be done for your customers.
I will likely need to to transfer my money to another bank that offers this important feature. :(
* this reviewer has be with this bank for <6 months
* this reviewer had 1 - 2 banks before.
* this review was made on SoFi Bank, SoFi Bank, National Association at Salt Lake City, UT
Was this review helpful to you? Yes, No Report Abuse
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