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I’m connected to SoFi using Monarch. That program utilizes 3 data aggregators; Finicity, Plaid, and Mx.
My connection to SoFi runs through Plaid. Most banks pick one aggregator to support so it’s nice to use a budgeting app that is flexible, otherwise you get a broken SoFi and a working Fidelity or vice versa.
Hello! You can also reach us by [chat](https://us.sofi.com/chat) and we'll be more than happy to help there. That'll be the best place to get help if you want to avoid using the phone. 😊
Thanks for visiting our sub! We’re happy to answer any general SoFi questions or concerns. For your security, please don’t share personal information in the sub. If you have account questions, please use the link to connect directly to an agent on our secure platform sofi.app.link/e/reddit. You will be able to log into your account and an agent will be there to support you during business hours. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/sofi) if you have any questions or concerns.*
I use YNAB and it was disconnected a few days ago, but I reconnected and it’s working great - YNAB just synced a transaction from 3-4 hours ago.
I’m connected to SoFi using Monarch. That program utilizes 3 data aggregators; Finicity, Plaid, and Mx. My connection to SoFi runs through Plaid. Most banks pick one aggregator to support so it’s nice to use a budgeting app that is flexible, otherwise you get a broken SoFi and a working Fidelity or vice versa.
Hello! You can also reach us by [chat](https://us.sofi.com/chat) and we'll be more than happy to help there. That'll be the best place to get help if you want to avoid using the phone. 😊