There are several ways to sync your loans:
Sync Automatically via Plaid
Click the "Sync Loans" button, and then choose your Servicer. Log in using the same exact username/email and password for the Servicer's website portal.
Sync via NSLDS File Upload
Simply download this file from your Federal Student Aid website account (Instructions below). Once downloaded, return to the Loan Sync section of Savi, click "Upload Student Loan Data" - select the .TXT file you just downloaded and upload it to Savi
(NSLDS) Student Loan Data File Instructions (please note this can only be downloaded using a desktop or laptop computer)
1. Log into your account at https://studentaid.gov/
2. In the right hand corner beneath your name, use the down arrow to access your Dashboard.
3. On your dashboard, select "View Details" in the right hand corner of the "My Aid" section.
4. On the right hand side, select "Download My Aid Data".
5. Select "Continue" to download your Student Loan Data to your computer
6. This file will download as a TXT file named: MyStudentData.txt
7. Upload the file in the loan sync section of the Savi application.
Sync Manually
It helps to have disbursement date, loan type, balance, and interest rate information handy for this option. In the Loan Sync section of Savi, click “Add Loans Manually” - enter your loan information, and click “Add to Profile”.