July Sofi Statement
July Sofi Statement
July Sofi Statement
Transaction Details
Balances below are the total funds resulting from the transaction(s) posted on that day.
Contact Information
1
Interest accrues daily at the funds rate as described in your SoFi Bank Deposit Account Agreement (the “Customer Agreement”) and is paid on the last day of the Statement Period. The Annual Percentage Yield
Earned, as shown on your statement, may reflect account adjustments from previous statement periods.
2
Interest accrues at the same rate on all funds in your SoFi savings accounts, including funds allocated to SoFi Vaults. References to “interest” in connection with any SoFi Vault reflect the portion of the interest earned
on your SoFi savings account in the preceding month which is allocated to the applicable SoFi Vault. The amount of interest allocated to each SoFi Vault is equal to the proportion of the balance in each SoFi Vault
bears to your total SoFi savings account balance.
SoFi checking and savings accounts are offered through SoFi Bank, N.A., Member FDIC Page 1 of 3
Checking Account - 9066
Jul 9, 2024 Check Check Paid -$5.00 $2.85
Serial No: 102
Transaction ID: 33-2945001
Jul 9, 2024 Direct Payment MSPBNA ACH TRNSFR -$1.00 $7.85
Transaction ID: 32-176104001
Jul 8, 2024 Debit Card ROBINHOOD SECURITIES -$1.00 $8.85
Transaction ID: 31-106230001
Jul 8, 2024 Debit Card Stash-Subscription -$9.00 $9.85
Transaction ID: 29-106229001
Jul 7, 2024 Withdrawal To Savings - 2778 -$1.00 $18.85
Transaction ID: 27-45189001
Jul 7, 2024 Debit Card CASH APP*KASSANDRA POI $4.75 $19.85
Transaction ID: 26-3920002
Jul 6, 2024 Debit Card CASH APP*KASSANDRA POI $9.75 $15.10
Transaction ID: 24-32392002
Jul 5, 2024 Direct Payment STASH CAPITAL (S ACH -$0.02 $5.35
Transaction ID: 20-124277001
Jul 5, 2024 Direct Payment STASH CAPITAL (S ACH -$0.34 $5.37
Transaction ID: 19-124276001
Jul 1, 2024 Deposit STASH CAPITAL (S ACH $0.02 $5.71
Transaction ID: 16-97154001
Jul 1, 2024 Deposit STASH CAPITAL (S ACH $0.34 $5.69
Transaction ID: 15-97153001
SoFi checking and savings accounts are offered through SoFi Bank, N.A., Member FDIC Page 2 of 3
Important Information
How to Contact Us
You may call us using the phone number on the front of this statement.
Deposit Agreement
When you opened your account, you received the SoFi Bank Deposit Account Agreement (the “Customer Agreement”), which discussed the terms and conditions governing your account, as well as a fee schedule, a
rate sheet and, if applicable, a debit card agreement. You agreed that your account would be governed by these documents as amended from time to time, as well as any other documents provided to you at account
opening or subsequently. Copies of the Customer Agreement, the Fee Sheet and Rate Sheet are available through the SoFi website www.sofi.com or mobile app.
We must hear from you no later than 60 days after we sent the FIRST statement on which the problem or error appeared. We are not liable to you for any damages resulting from an error you fail to timely report and you
agree to not make a claim against us for such damages.
If you write us, please include the following information: (1) Your full name and account number (if any); (2) describe the error, transfer or suspected unauthorized transaction you are unsure about and explain as clearly
as you can, why you believe there is an error or why you need more information; and (3) the dollar amount of any suspected error.
We will investigate your complaint and will correct any error promptly. If we take more than 10 business days to do this, we will credit your account for the amount you think is in error, so that you will have the use of the
money during the time it takes us to complete our investigation.
Interest/Dividends
We are required by law to report annually to you and to the Internal Revenue Service on Form 1099 any taxable interest credited to your account, as well as any taxes withheld. The year-to-date figures shown on your
statement reflect these amounts classified to the best of our current knowledge. However, some payments are subject to reclassification, which will be reflected on subsequent statements if we are advised of them prior
to the end of the calendar year.
SoFi checking and savings accounts are offered through SoFi Bank, N.A., Member FDIC Page 3 of 3
Primary Account Holder Address Account Number
Kassandra Poitra 118 MAIN ST SW 310034962778
Member since Jun 17, 2024 Monthly Statement Period
DUNSEITH, ND 58329 Jul 1, 2024 - Jul 31, 2024
Transaction Details
Balances below are the total funds resulting from the transaction(s) posted on that day.
Contact Information
1
Interest accrues daily at the funds rate as described in your SoFi Bank Deposit Account Agreement (the “Customer Agreement”) and is paid on the last day of the Statement Period. The Annual Percentage Yield
Earned, as shown on your statement, may reflect account adjustments from previous statement periods.
2
Interest accrues at the same rate on all funds in your SoFi savings accounts, including funds allocated to SoFi Vaults. References to “interest” in connection with any SoFi Vault reflect the portion of the interest earned
on your SoFi savings account in the preceding month which is allocated to the applicable SoFi Vault. The amount of interest allocated to each SoFi Vault is equal to the proportion of the balance in each SoFi Vault
bears to your total SoFi savings account balance.
SoFi checking and savings accounts are offered through SoFi Bank, N.A., Member FDIC Page 1 of 2
Important Information
How to Contact Us
You may call us using the phone number on the front of this statement.
Deposit Agreement
When you opened your account, you received the SoFi Bank Deposit Account Agreement (the “Customer Agreement”), which discussed the terms and conditions governing your account, as well as a fee schedule, a
rate sheet and, if applicable, a debit card agreement. You agreed that your account would be governed by these documents as amended from time to time, as well as any other documents provided to you at account
opening or subsequently. Copies of the Customer Agreement, the Fee Sheet and Rate Sheet are available through the SoFi website www.sofi.com or mobile app.
We must hear from you no later than 60 days after we sent the FIRST statement on which the problem or error appeared. We are not liable to you for any damages resulting from an error you fail to timely report and you
agree to not make a claim against us for such damages.
If you write us, please include the following information: (1) Your full name and account number (if any); (2) describe the error, transfer or suspected unauthorized transaction you are unsure about and explain as clearly
as you can, why you believe there is an error or why you need more information; and (3) the dollar amount of any suspected error.
We will investigate your complaint and will correct any error promptly. If we take more than 10 business days to do this, we will credit your account for the amount you think is in error, so that you will have the use of the
money during the time it takes us to complete our investigation.
Interest/Dividends
We are required by law to report annually to you and to the Internal Revenue Service on Form 1099 any taxable interest credited to your account, as well as any taxes withheld. The year-to-date figures shown on your
statement reflect these amounts classified to the best of our current knowledge. However, some payments are subject to reclassification, which will be reflected on subsequent statements if we are advised of them prior
to the end of the calendar year.
SoFi checking and savings accounts are offered through SoFi Bank, N.A., Member FDIC Page 2 of 2