Primary Account Holder Address Account Number
jessica sambrano 2045 NOLAN ST 411017920862
Member since Dec 7, 2023 Monthly Statement Period
MUSCOY, CA 92407-6337 Jun 1, 2025 - Jun 30, 2025
Checking Account - 0862
Current Balance Current Interest Rate1 Monthly Interest Paid1
$0.01 0.50% $0.00
as of Jun 30, 2025
Beginning Balance Annual Percentage Yield Earned1 Year-to-date Interest Paid1
$0.01 0.00% $0.01
as of Jun 1, 2025
Current balances include the amount of interest paid.
Transaction Details
Balances below are the total funds resulting from the transaction(s) posted on that day.
Checking Account - 0862
DATE TYPE DESCRIPTION AMOUNT BALANCE
Contact Information
Website Mailing Address Contact Us
[Link] SoFi Bank, N.A. (855) 456-SOFI (7634)
2750 East Cottonwood Parkway #300
Cottonwood Heights, Utah 84121
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
SoFi Insured Deposit Program
For participants in the SoFi Insured Deposit Program (the “Program”), SoFi Bank may place your cash balances, including amounts below the Standard Maximum Deposit Insurance Amount (the “SMDIA,” currently
$250,000 for individual accounts and $500,000 for joint accounts), into deposit accounts at multiple FDIC-insured participating banks, as set forth in the Program Terms and Conditions, which can be found at
[Link] The maximum FDIC insurance coverage available through the Program is $3.0 million per depositor per legal category of account ownership (including balances retained
at SoFi Bank).
If you have designated Payable on Death (“POD”) beneficiaries to your Checking and Savings accounts, your FDIC insurance coverage may be increased. For individual accounts, deposits will be insured up to $250,000
per unique primary beneficiary, up to a maximum of $1,250,000 if five or more beneficiaries are named. For joint accounts, deposits will be insured up to $500,000 per unique primary beneficiary, up to a maximum of
$1,250,000 per account owner, subject to FDIC rules. If you have designated only secondary beneficiaries (i.e., no primary beneficiaries), SoFi Bank will treat these secondary beneficiaries as primary beneficiaries for
purposes of calculating FDIC insurance coverage and determining the amount of your cash balances placed into the Program.
On Jul 1, 2025, we moved balances over $250000 into the participating banks. Below is the breakdown of how those funds were distributed based on data from the previous business day:
Participating banks % of program deposits
Citizens Bank, National Association 8.33%
Metropolitan Commercial Bank 8.33%
The Huntington National Bank 8.33%
Western Alliance Bank 8.33%
Comerica Bank 8.33%
Sallie Mae Bank 8.33%
HSBC Bank USA, National Association 8.33%
Peapack-Gladstone Bank 8.33%
Renasant Bank 8.33%
City National Bank 8.33%
Bravera Bank 8.33%
Bell Bank 8.33%
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 [Link] or mobile app.
Questions About Your Statement or Electronic Transfer Errors
You are in the best position to discover errors and unauthorized transactions on your account statement. It is your duty to review your account statements promptly and carefully and immediately notify us of any errors. If
you (a) have questions about your statement, (b) think your statement or receipt is wrong, (c) need more information about a transaction, or (d) think an electronic transaction (e.g., ATM transaction, direct deposit,
withdrawal, or point of sale transaction) is incorrect or unauthorized, please telephone us at 1-855-456-7634 immediately or write us at SoFi Bank, N.A., 2750 East Cottonwood Parkway #300, Cottonwood Heights,
Utah 84121 as soon as possible.
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.
Reporting Other Problems
You are in the best position to discover errors and unauthorized transactions on your account statement. It is your duty to review your account statements promptly and carefully and immediately notify us of any errors or
concerns.
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.
2021 SoFi Technologies, Inc.
SoFi Bank, N.A. Member of FDIC and Equal Housing Lender
SoFi checking and savings accounts are offered through SoFi Bank, N.A., Member FDIC Page 2 of 2
Primary Account Holder Address Account Number
jessica sambrano 2045 NOLAN ST 310024194873
Member since Dec 7, 2023 Monthly Statement Period
MUSCOY, CA 92407-6337 Jun 1, 2025 - Jun 30, 2025
Savings Account - 4873
Current Balance Current Interest Rate1 Monthly Interest Paid1
$0.00 1.00% $0.00
as of Jun 30, 2025
Beginning Balance Annual Percentage Yield Earned1 Year-to-date Interest Paid1
$0.00 0.00% $0.00
as of Jun 1, 2025
Current balances include the amount of interest paid.
Transaction Details
Balances below are the total funds resulting from the transaction(s) posted on that day.
Savings Account - 4873
DATE TYPE DESCRIPTION AMOUNT BALANCE
Contact Information
Website Mailing Address Contact Us
[Link] SoFi Bank, N.A. (855) 456-SOFI (7634)
2750 East Cottonwood Parkway #300
Cottonwood Heights, Utah 84121
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
SoFi Insured Deposit Program
For participants in the SoFi Insured Deposit Program (the “Program”), SoFi Bank may place your cash balances, including amounts below the Standard Maximum Deposit Insurance Amount (the “SMDIA,” currently
$250,000 for individual accounts and $500,000 for joint accounts), into deposit accounts at multiple FDIC-insured participating banks, as set forth in the Program Terms and Conditions, which can be found at
[Link] The maximum FDIC insurance coverage available through the Program is $3.0 million per depositor per legal category of account ownership (including balances retained
at SoFi Bank).
If you have designated Payable on Death (“POD”) beneficiaries to your Checking and Savings accounts, your FDIC insurance coverage may be increased. For individual accounts, deposits will be insured up to $250,000
per unique primary beneficiary, up to a maximum of $1,250,000 if five or more beneficiaries are named. For joint accounts, deposits will be insured up to $500,000 per unique primary beneficiary, up to a maximum of
$1,250,000 per account owner, subject to FDIC rules. If you have designated only secondary beneficiaries (i.e., no primary beneficiaries), SoFi Bank will treat these secondary beneficiaries as primary beneficiaries for
purposes of calculating FDIC insurance coverage and determining the amount of your cash balances placed into the Program.
On Jul 1, 2025, we moved balances over $250000 into the participating banks. Below is the breakdown of how those funds were distributed based on data from the previous business day:
Participating banks % of program deposits
Citizens Bank, National Association 8.33%
Metropolitan Commercial Bank 8.33%
The Huntington National Bank 8.33%
Western Alliance Bank 8.33%
Comerica Bank 8.33%
Sallie Mae Bank 8.33%
HSBC Bank USA, National Association 8.33%
Peapack-Gladstone Bank 8.33%
Renasant Bank 8.33%
City National Bank 8.33%
Bravera Bank 8.33%
Bell Bank 8.33%
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 [Link] or mobile app.
Questions About Your Statement or Electronic Transfer Errors
You are in the best position to discover errors and unauthorized transactions on your account statement. It is your duty to review your account statements promptly and carefully and immediately notify us of any errors. If
you (a) have questions about your statement, (b) think your statement or receipt is wrong, (c) need more information about a transaction, or (d) think an electronic transaction (e.g., ATM transaction, direct deposit,
withdrawal, or point of sale transaction) is incorrect or unauthorized, please telephone us at 1-855-456-7634 immediately or write us at SoFi Bank, N.A., 2750 East Cottonwood Parkway #300, Cottonwood Heights,
Utah 84121 as soon as possible.
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.
Reporting Other Problems
You are in the best position to discover errors and unauthorized transactions on your account statement. It is your duty to review your account statements promptly and carefully and immediately notify us of any errors or
concerns.
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.
2021 SoFi Technologies, Inc.
SoFi Bank, N.A. Member of FDIC and Equal Housing Lender
SoFi checking and savings accounts are offered through SoFi Bank, N.A., Member FDIC Page 2 of 2
