Brokers
Discord Get started

Brokers

SoFi

Connect a SoFi account for RSA trading, set up its authenticator 2FA key, and sign in through the app.

SoFi is a commission-free broker for stocks and ETFs. TradeLabs signs in the same way you would on sofi.com, driving a real Chrome window in the background, so after-hours orders get queued and fill when the market reopens. It works as an RSA fan-out target and for plain stock trades.

What it tradesSupported
RSA (reverse split arbitrage)Yes
StocksManual orders only, from the Trade page. An automated Stocks strategy routes to Tradier, IBKR, Robinhood, or STG / DAS instead.
Options, spreads, cryptoNo
Note

SoFi requires an authenticator-app 2FA key. You set this up in the SoFi app and save the long setup key, then paste it into the connect form once. After that the bot generates your codes for you.

Before you start

  • A SoFi Direct Self Invest account, funded and verified.
  • Authenticator 2FA turned on in the SoFi app, with the setup key saved (steps below).
  • The TradeLabs Companion installed and running.

Set up your 2FA key

You do this once, in the SoFi app, before connecting. The key you save here is what the bot uses to sign in every time.

  1. Open the SoFi app and go to your security settings, then turn on two-factor authentication with an authenticator app.
  2. When SoFi shows the QR code, look for the option to enter the key by hand instead of scanning (often labeled something like “trouble scanning”).
  3. Copy the long letters-and-numbers setup key and save it somewhere safe.
Important

Save the long setup key, not a 6-digit code. The bot enters your codes for you from this key. If you paste a 6-digit code by mistake, SoFi signs in once and then every later sign-in fails.

If you lose the key later, disable and re-enable 2FA in the SoFi app to generate a new one, then update it in the connect form.

Connect it in the app

  1. Open the Brokers page, find the SoFi card, and click Add account.
  2. Fill in the connect form and click Save account. Your credentials are encrypted on your device.
    • Email: your SoFi email.
    • Password: your SoFi password.
    • Authenticator setup key: the long key you saved (not the 6-digit code).

The Brokers page in the appThe Brokers page in the app Click a broker card, then Add account, to open the connect form

The SoFi connect formThe SoFi connect form Enter your email, password, and the authenticator setup key from your 2FA setup

  1. Click Sign in on the account row. SoFi opens a browser window and signs in. It generates the 2FA code from your saved key, so you do not type a one-time code.

When sign-in succeeds you see a SoFi signed in confirmation and the row switches to a signed-in state.

The sign-in window stays visible

SoFi always signs in through a visible browser window. On the account row the browser control reads Browser: Visible with a Locked badge, and it cannot be switched to hidden. SoFi sign-in is unreliable when the window is hidden, so it is fixed on visible. Keeping it visible also lets you watch the sign-in and step in if SoFi shows an unexpected prompt.

Connection status

The app shows SoFi as Active, Idle, Warming, or Offline. Idle means logged in but not recently re-checked, such as overnight. That is normal and does not mean the broker is broken.

Fixing common problems

  • Every sign-in fails after the first: you almost certainly pasted a 6-digit code instead of the long setup key. Edit the credentials and paste the long key.
  • Sign-in fails: confirm your email and password, and that the account is in good standing in the SoFi app.
  • Stuck sign-in: open the account row’s ⋯ menu and use Clear browser data, then sign in again. Your saved email and password are kept.

Using SoFi with RSA

Once SoFi is signed in, add it to an RSA strategy from the dashboard like any other RSA broker, and make sure the strategy is active. For per-account share and dollar caps, see the RSA Broker Limits page. For the full walkthrough, see RSA setup.