SoFi Invest

Open Financial Exchange (OFX) Server

SoFi Invest hosts an OFX server from which your 1099-B realized gain and loss information may be retrieved by our program.

If you have more than 3,000 transactions, SoFi Invest will not return your transactions through their OFX server.

To retrieve information from their server, you will need the following information:
  Apex Account Number
  Social Security Number

Regarding the above, they indicate:
To import your SoFi Invest tax forms, enter your Apex account number (e.g. 8CE12345) in the first field and your social security number in the second field.

If you have additional or newer information regarding SoFi Invest downloadable files, please email us at .