To qualify for the lowest rate, you must have a responsible financial history and meet other conditions. Not all borrowers receive the lowest rate. citizen or permanent resident in an eligible state and meet SoFi's underwriting requirements. SOFI RESERVES THE RIGHT TO MODIFY OR DISCONTINUE PRODUCTS AND BENEFITS AT ANY TIME WITHOUT NOTICE. Next, follow the on-screen instructions to select the information you wish to include.įor additional tax information on specific SoFi Products, please visit the product-specific pages below.Once you have clicked on Continue and your login credentials are validated, you will be presented with a screen identifying which forms and information are available for import. For most customers, this will be your Social Security Number however, if your account is an entity account, then it may be a Tax ID number. In the Apex Password field, you will enter the Tax ID number that is associated with the account.For example, account XXX-12345 would enter XXX12345 as your username. In the Apex User ID field, you will need to enter your account number.If you do not utilize Apex Online, then you will need to follow these steps. If you already use Apex Online, then you will use those credentials to import your Consolidated 1099 data into TurboTax. Next, you will be presented with a login screen.On the next screen, type “Apex” into the field titled ‘I’m looking for’ and then select ‘Apex Clearing Corporation.’ Click Continue.After starting a new return from the File menu, select Import, then From Financial Institution. Please follow the instructions given below: You can find any tax documents you qualify for in your Document Center. You do so by using your account number (all upper case) as the username and your SSN as the password. Yes, you can import your SoFi Invest 1099 information directly from our clearing firm Apex Clearing Corp.
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