Connecting SoFi takes about 90 seconds. You click Connect on SoFi's card in QuantWheel, log in on SoFi's own website, and approve read-only access. QuantWheel starts syncing your positions, transactions, and cost basis automatically.
Before you start
Required:
- QuantWheel PRO, QuantWheel GEX, or an active $1 trial.
- A SoFi account with online access credentials.
- A web browser (the connection flow doesn't work in the QuantWheel mobile app yet).
Time to complete: 90 seconds
Steps
- In QuantWheel, go to Settings → Broker Integration (or click Manage Brokers in the top bar).
Find the SoFi card in the list of supported brokers and click Connect.
An authentication modal appears showing the SoFi logo and the next three steps: directed to SoFi, log in, and confirm data sharing. Click Continue.
You're redirected to SoFi's own login page. Enter your SoFi username and password. If you use two-factor authentication on your SoFi account, complete it here.
SoFi displays a consent screen listing the read-only access QuantWheel is requesting — positions, transactions, and balances. Approve the request.
You're returned to the QuantWheel Broker Integration page. SoFi now shows as Connected with Account is syncing status.
Open Open Positions and the Journal to confirm your positions and trades are appearing.
Common issues
Nothing appears in Open Positions after I connect.
Initial sync takes a few minutes for most brokers. If more time passes and positions still don't appear, see Broker sync failed.
I got an error on SoFi's login page.
The login step runs on SoFi's own website, not QuantWheel. If SoFi returns an error (wrong password, account locked, 2FA failure), resolve it there first. Once you can log in to SoFi directly, retry the QuantWheel connection.
Can I connect multiple SoFi accounts?
Yes. After the first account connects, click Connect on SoFi's card again to add another. Each account is tracked separately; Open Positions and the Journal show the combined view.
Is QuantWheel able to place trades on my SoFi account?
No. Connecting SoFi grants read-only access to positions, transactions, and balances. QuantWheel cannot place trades.
How do I disconnect SoFi?
Go to Settings → Broker Integration. On the SoFi card, click the disconnect option. Disconnecting stops sync immediately; historical imported data stays in the journal unless you delete it separately.
Do I have to re-authenticate after some period?
The OAuth token SoFi issued stays valid until you revoke it from SoFi's side or disconnect from QuantWheel's side. If SoFi force-expires the token (this can happen after a password change or security event), you'll see a re-connection prompt in QuantWheel.