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Charles Schwab vs SoFi Invest 2024

StockBrokers.com

Written by StockBrokers.com

October 30, 2024

In this head to head comparison of Charles Schwab vs SoFi Invest, we will compare the trading platforms, mobile apps, investment options, costs, market research, and more. Let's dive in.

Charles Schwab
5/5 Stars Overall
  • Minimum Deposit: $0.00
  • Stock Trades: $0.00
  • Options (Per Contract): $0.65
SoFi Invest
3.5/5 Stars Overall
  • Minimum Deposit: $5.00
  • Stock Trades: $0.00
  • Options (Per Contract): $0.00

Investment options

When evaluating investment options, Charles Schwab and SoFi Invest both present attractive choices for online traders, but they cater to slightly different audiences. Charles Schwab, with a stellar 5-star rating, stands out as a top-tier option ranked #2 by StockBrokers.com for its comprehensive array of investment opportunities. In contrast, SoFi Invest, rated 3 stars and ranked #16, appeals to investors looking for a more straightforward, user-friendly platform, albeit with fewer advanced trading options.

Both Charles Schwab and SoFi Invest offer a range of similarities for investors, including services like stock trading, margin trading, and options trading, providing versatile paths for profit and risk management. Additionally, they both offer fractional shares and access to both traditional and Roth IRA accounts, catering to those interested in retirement planning. Mutual fund investments are also available through both platforms, as are advisor services, which can be a significant boon to novice investors needing professional guidance.

However, the platforms diverge when it comes to more specialized trading options. Charles Schwab offers access to forex trading and futures trading, making it an attractive choice for investors seeking diversified trading opportunities across multiple asset classes. Meanwhile, SoFi Invest does not support forex or futures trading, which might limit options for traders seeking those particular markets. While neither platform currently offers crypto trading, both provide solid foundational services suitable for a range of trading strategies and experience levels. This distinct variation in offerings explains the differing perceptions among investors and the subsequent ranking by brokerage reviews.

Feature Charles Schwab logoCharles Schwab
SoFi Invest logoSoFi Invest
Stock Trading info Yes Yes
Margin Trading Yes Yes
Fractional Shares info Yes Yes
OTC Stocks info Yes Yes
Mutual Funds info Yes Yes
Options Trading info Yes Yes
Futures Trading info Yes No
Crypto Trading info No No info
Crypto Trading - Total Coins info 0 0
Investment Options 5/5 Stars 3/5 Stars

Dive deeper: Best Options Trading Platforms for 2024, Best Futures Trading Platforms for 2024

Trading platforms and tools

In the realm of online trading platforms, Charles Schwab emerges as a frontrunner, securing 5 stars for its extensive suite of trading tools and platforms, while SoFi Invest garners a modest 2.5 stars. StockBrokers.com ranks Charles Schwab as the second-best among 18 brokers, showcasing its superiority in this domain. Conversely, SoFi Invest is positioned at #15, reflecting its more limited offerings. Overall, Charles Schwab's comprehensive platform, packed with customizable features, advanced charting tools, and a solid downloadable desktop platform, significantly outshines SoFi Invest's simpler, browser-based approach.

Charles Schwab provides a robust trading experience with downloadable desktop platforms available for both Windows and Mac users, enhancing convenience and accessibility. In contrast, SoFi Invest does not offer any desktop platform downloads, relying solely on its browser-based platform. Charles Schwab also impressively facilitates paper trading and maintains a trading journal, tools that are absent in SoFi Invest’s offerings. The capabilities of Charles Schwab are further highlighted by its watch list, which can display a remarkable 580 columns, dwarfing SoFi’s mere 3-column watch list.

For traders seeking sophisticated charting features, Charles Schwab stands out with a plethora of 374 technical indicators and 24 drawing tools, enabling detailed analysis and personalized insights. SoFi Invest, however, lacks both technical indicators and drawing tools, limiting the depth of chart examination. Additionally, Schwab offers the functionality to adjust open orders on stock charts and includes features like note-taking, index overlay addition, and historical trade visualization, enriching the trading experience. These advanced features, alongside the ability to customize date ranges and display corporate events on charts, distinctly position Charles Schwab as a preferred option for traders seeking a more comprehensive and versatile platform.

Feature Charles Schwab logoCharles Schwab
SoFi Invest logoSoFi Invest
Web Trading Platform info Yes Yes
Desktop Trading Platform info Yes No
Desktop Platform (Mac) info Yes No
Paper Trading info Yes No
Watch Lists - Total Fields info 580 3
Charting - Indicators / Studies info 374 0
Charting - Drawing Tools info 24 0
Platforms & Tools 5/5 Stars 2.5/5 Stars

Dive deeper: Best Stock Brokers & Trading Platforms for 2024, Best Paper Trading Platforms for 2024

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Beginners and education

When evaluating the beginner and investor education capabilities of online brokers Charles Schwab and SoFi Invest, both platforms provide a comprehensive array of resources to enhance users' financial literacy. Charles Schwab shines with its extensive educational offerings, including coverage of stocks, ETFs, options, mutual funds, and bonds, supplemented by interactive features like paper trading, educational videos, webinars, and quizzes. Notably, Schwab allows users to track their learning progress, offering a structured path for ongoing education. In contrast, SoFi Invest, while equally strong in providing educational content for various investment vehicles like stocks, ETFs, options, mutual funds, and bonds, lacks features such as paper trading, educational videos, and quizzes. However, it does offer webinars to facilitate learning.

In terms of user ratings and rankings, Charles Schwab is rated an impressive 5 stars for education by StockBrokers.com, placing it at a commendable #4 among 18 brokers. SoFi Invest, while slightly lower with a rating of 4.5 stars, still holds a respectable position, ranked #7 in the same list. Schwab's additional tools and structured learning tracking are likely key contributors to its higher ranking, making it an excellent choice for beginners seeking a robust educational framework. Meanwhile, SoFi Invest remains a solid option for those looking for fundamental educational resources and webinars, despite lacking some of the interactive features offered by Schwab.

Feature Charles Schwab logoCharles Schwab
SoFi Invest logoSoFi Invest
Education (Stocks) info Yes Yes
Education (ETFs) info Yes Yes
Education (Options) info Yes Yes
Education (Mutual Funds) info Yes Yes
Education (Bonds) info Yes Yes
Paper Trading info Yes No
Videos info Yes No
Webinars info Yes Yes
Education 5/5 Stars 4.5/5 Stars

Dive deeper: Best Stock Trading Platforms for Beginners of 2024

Stock trading apps

When it comes to choosing between Charles Schwab and SoFi Invest for stock trading app capabilities, Charles Schwab clearly emerges as the superior option. With a robust feature set, including an iPhone app, Android app, and even an Apple Watch app, Charles Schwab provides comprehensive access to your investments. It excels in crucial areas such as mobile after-hours trading, options trading, streaming quotes, streaming live TV, and video-on-demand services. Meanwhile, SoFi Invest, while functional with basic iPhone and Android apps, lacks many advanced features, ranking it lower in user satisfaction with a 3-star rating compared to Charles Schwab's impressive 5-star rating.

Charles Schwab offers an extensive range of features that include stock alerts, custom watchlists, and customizable columns. Additionally, its app supports viewing charts in landscape mode, multiple time frames, and provides a whopping 373 technical studies for chart analysis. SoFi Invest, on the other hand, doesn't offer these advanced functionalities, leaving it with a more basic charting experience. While both brokers allow you to view multiple timeframes, only Charles Schwab supports displaying stock comparisons on charts, providing a significant advantage for active traders seeking detailed analysis tools.

In terms of overall performance and user ranking, Charles Schwab is ranked #4 out of 18 brokers by StockBrokers.com, reflecting its superior app capabilities and user satisfaction. SoFi Invest is ranked at #16, indicating that it may lack the advanced features and overall polish found in Charles Schwab's offering. For traders looking for a more comprehensive and feature-rich trading experience, Charles Schwab's stock trading app is the clear winner, offering an unmatched balance of power, flexibility, and convenience on the go.

Feature Charles Schwab logoCharles Schwab
SoFi Invest logoSoFi Invest
iPhone App info Yes Yes
Android App info Yes Yes
Apple Watch App info Yes No
Stock Alerts info Yes No
Charting - After-Hours info No No
Charting - Technical Studies info 373 0
Mobile Trading Apps 5/5 Stars 3/5 Stars

Dive deeper: Best Stock Trading Apps for 2024

Fees

When evaluating online brokers, Charles Schwab and SoFi Invest both offer compelling options for investors, but they differ significantly in terms of fees and charges. For prospective investors seeking budget-friendly approaches, SoFi Invest provides a notable edge with its no-cost per options contract and lower margin rates across various balance tiers. However, Charles Schwab offsets this with its advantageous policies for account transfers, requiring no fees for partial transfers and a modest fee for full transfers, lending it an advantage for users who might want to move their accounts without substantial penalties.

Charles Schwab sets the bar with a $0 minimum deposit, making it entirely accessible for emerging investors looking to start small without initial financial commitment. SoFi Invest asks for a slightly higher but still very approachable $5 minimum deposit. Both platforms stand out by offering commission-free regular stock trades, allowing investors to engage in the market without incurring additional fees per transaction. However, investors keen on options trading may notice a distinction, with Charles Schwab charging $0.65 per options contract compared to SoFi Invest's entirely free structure.

For those using margin accounts, both brokers apply different interest rates. While SoFi Invest maintains competitive margins with an 11.25% rate for balances below $100,000, Charles Schwab’s rates slightly increase as margin balances rise, starting at 13.575% for amounts under $25,000 and decreasing incrementally for larger balances. In terms of retirement accounts, neither charges for IRA annual maintenance, but potential account closures come with a caveat; Schwab applies no IRA closure fees, whereas SoFi Invest charges a $20 fee. Such details may influence cost-conscious investors when deciding which platform aligns best with their financial strategy and goals.

Feature Charles Schwab logoCharles Schwab
SoFi Invest logoSoFi Invest
Minimum Deposit $0.00 $5.00
Stock Trades $0.00 $0.00
Options (Per Contract) $0.65 $0.00
Options Exercise Fee $0.00 $5.00
Options Assignment Fee $0.00 $5.00
IRA Annual Fee $0.00 $0.00
IRA Closure Fee $0.00 $20.00
Commissions & Fees 4.5/5 Stars 4.5/5 Stars

Dive deeper: Best Free Trading Platforms for 2024

Day Trading

When evaluating Charles Schwab and SoFi Invest for day trading, Charles Schwab presents a more comprehensive suite of tools catered to active traders. Charles Schwab provides streaming time and sales for stocks, allowing traders to observe detailed stock activity in real-time. Furthermore, Schwab facilitates direct market routing, enabling traders to execute orders with precision. Additional tools like ladder trading, trading hotkeys for quick keyboard trade entries, and level 2 quotes solidify Schwab's platform as a robust choice for day traders seeking agility and detailed market insight.

In contrast, SoFi Invest lacks several critical features that day traders demand for competitive trading. SoFi does not provide streaming time and sales, streaming live TV, or direct market routing, which can be significant limitations for traders who rely on real-time data and swift order execution. Additionally, SoFi does not offer ladder trading, trading hotkeys, or level 2 quotes, placing it at a disadvantage for those requiring advanced functionality. While both platforms do not provide order liquidity (maker/taker) rebates, Charles Schwab's extensive array of advanced tools, including strategy backtesting and a short locator tool, makes it markedly superior for day trading needs compared to SoFi Invest.

Feature Charles Schwab logoCharles Schwab
SoFi Invest logoSoFi Invest
Streaming Time & Sales info Yes No
Streaming TV info Yes No
Direct Market Routing - Stocks info Yes No
Level 2 Quotes - Stocks info Yes No
Trade Ideas - Backtesting info Yes No
Trade Ideas - Backtesting Adv info Yes No
Short Locator info Yes No

Dive deeper: Best Day Trading Platforms for 2024

Market Research

When evaluating the market research capabilities of Charles Schwab and SoFi Invest, it is evident that Charles Schwab stands out with comprehensive features. Charles Schwab garners a 5-star rating for market research, landing the top spot among 18 brokers as ranked by StockBrokers.com. In contrast, SoFi Invest receives only a 2-star rating, placing it at the bottom among its competitors. The breadth of research tools and resources offered by Charles Schwab firmly establishes it as the superior choice for investors who prioritize in-depth analysis and data-driven strategies.

Charles Schwab excels in providing extensive research opportunities, offering insights into stocks, ETFs, mutual funds, and even more niche areas such as Pink Sheets and bonds. Not only does it provide research into these asset types, but it also includes innovative tools like PDF research reports and screeners for trade ideas across various financial products. Schwab even allows access to social media sentiment data and ESG (Environmental, Social, and Governance) analysis, ensuring that investors have a well-rounded view of the market. Meanwhile, SoFi Invest's offerings are significantly limited, lacking research support for essential markets such as stocks, ETFs, and bonds, and failing to provide critical analytical tools and reports.

Both platforms offer the capability to view portfolio allocation by asset class, yet the depth at which Charles Schwab dives into market intelligence overshadows SoFi's basic offerings. Schwab's clients benefit from a rich collection of downloadable PDF reports and specialized screeners that aid in developing nuanced trade strategies. These features offer substantial added value to investors who wish to maximize their insights and performance in dynamic markets. Consequently, for those seeking comprehensive market research tools and resources, Charles Schwab is unequivocally the more robust choice when compared to SoFi Invest.

Feature Charles Schwab logoCharles Schwab
SoFi Invest logoSoFi Invest
Research - Stocks info Yes No
Screener - Stocks info Yes No
Research - ETFs info Yes No
Screener - ETFs info Yes No
Research - Mutual Funds info Yes No
Screener - Mutual Funds info Yes No
Research - Bonds info Yes No
Screener - Bonds info Yes No
Research 5/5 Stars 2/5 Stars

Banking

When comparing the banking capabilities of Charles Schwab and SoFi Invest, both platforms offer a comprehensive suite of financial products, including checking and savings accounts, debit and credit cards, and mortgage loans. However, a key differentiator is that Charles Schwab also provides certificate of deposit (CD) options, which are not available through SoFi Invest. This makes Charles Schwab a more versatile choice for individuals looking to diversify their savings with CDs.

Feature Charles Schwab logoCharles Schwab
SoFi Invest logoSoFi Invest
Checking Accounts info Yes Yes
Savings Accounts info Yes Yes
Debit Cards info Yes Yes
Credit Cards info Yes Yes
Mortgage Loans info Yes Yes
CDs info Yes No

Dive deeper: Best Bank Accounts for Trading Stocks for 2024

Winner

After opening live accounts and testing 18 of the best online brokers, our research and live account testing finds that Charles Schwab is better than SoFi Invest. Charles Schwab finished with an overall score of 96.6%, while SoFi Invest finished with a score of 73.7%.

With the addition of TD Ameritrade's thinkorswim platforms and the enhancement of several features, Schwab is now a vigorous competitor with thought-provoking research and commentary and a client experience to fit any preference.

FAQs

Can you trade cryptocurrency with Charles Schwab or SoFi Invest?

Charles Schwab and SoFi Invest both currently offer zero crypto trading options, with neither platform providing any coins for cryptocurrency trading.

Dive deeper: Best Online Brokers for Crypto Trading in 2024

Does Charles Schwab or SoFi Invest offer IRAs?

Both Charles Schwab and SoFi Invest offer traditional and Roth IRA accounts with no annual fees, but while Charles Schwab does not charge a closure fee for IRA accounts, SoFi Invest imposes a $20.00 fee when closing an IRA account.

Dive deeper: Best IRA Accounts for 2024

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Compare

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Overall Rating Charles Schwab SoFi Invest
Overall 5/5 Stars 3.5/5 Stars
Commissions & Fees 4.5/5 Stars 4.5/5 Stars
Investment Options 5/5 Stars 3/5 Stars
Platforms & Tools 5/5 Stars 2.5/5 Stars
Mobile Trading Apps 5/5 Stars 3/5 Stars
Research 5/5 Stars 2/5 Stars
Customer Service 4.5/5 Stars 4/5 Stars
Education 5/5 Stars 4.5/5 Stars
Ease Of Use 5/5 Stars 4.5/5 Stars
Winner check_circle
Review Charles Schwab Review SoFi Invest Review
Broker Screenshots Charles Schwab SoFi Invest
Trading Platform & Tools Gallery (click to expand)
Research Gallery (click to expand)
Mobile Trading Apps Gallery (click to expand)
Education Gallery (click to expand)
Trading Fees Charles Schwab SoFi Invest
Minimum Deposit $0.00 $5.00
Stock Trades $0.00 $0.00
Penny Stock Fees (OTC) info $6.95 N/A
Mutual Fund Trade Fee Varies $0
Options (Per Contract) $0.65 $0.00
Futures (Per Contract) $2.25 $0.00
Broker Assisted Trade Fee $25 N/A
Margin Rates Charles Schwab SoFi Invest
Margin Rate Under $25,000 13.575% 11.25%
Margin Rate $25,000 to $49,999.99 13.075% 11.25%
Margin Rate $50,000 to $99,999.99 12.125% 11.25%
Margin Rate $100,000 to $249,999.99 12.075% 11.25%
Margin Rate $250,000 to $499,999.99 11.825% 11.25%
Margin Rate $500,000 to $999,999.99 Varies info 11.25%
Margin Rate Above $1,000,000 Varies info 11.25%
Account Fees Charles Schwab SoFi Invest
IRA Annual Fee $0.00 $0.00
IRA Closure Fee $0.00 $20.00
Account Transfer Out (Partial) info $0.00 $100.00
Account Transfer Out (Full) info $50.00 $100.00
Options Exercise Fee $0.00 $5.00
Options Assignment Fee $0.00 $5.00
Investment Options Charles Schwab SoFi Invest
Stock Trading info Yes Yes
Margin Trading Yes Yes
Fractional Shares info Yes Yes
OTC Stocks info Yes Yes
Options Trading info Yes Yes
Complex Options Max Legs info 4 0
Futures Trading info Yes No
Forex Trading info Yes No
Crypto Trading info No No info
Crypto Trading - Total Coins info 0 0
Mutual Funds (No Load) info 15163 0
Mutual Funds (Total) info 18145 6000
Bonds (US Treasury) info Yes No
Bonds (Corporate) info Yes No
Bonds (Municipal) info Yes No
Traditional IRAs info Yes Yes
Roth IRAs info Yes Yes
Advisor Services info Yes Yes
International Countries (Stocks) info 12 0
Order Types Charles Schwab SoFi Invest
Order Type - Market info Yes Yes
Order Type - Limit info Yes Yes
Order Type - After Hours info Yes Yes
Order Type - Stop info Yes No
Order Type - Trailing Stop info Yes No
Order Type - OCO info Yes No
Order Type - OTO info Yes No
Order Type - Broker Assisted info Yes No
Beginners Charles Schwab SoFi Invest
Education (Stocks) info Yes Yes
Education (ETFs) info Yes Yes
Education (Options) info Yes Yes
Education (Mutual Funds) info Yes Yes
Education (Bonds) info Yes Yes
Education (Retirement) info Yes Yes
Retirement Calculator info Yes No
Investor Dictionary info Yes Yes
Paper Trading info Yes No
Videos info Yes No
Webinars info Yes Yes
Webinars (Archived) info Yes Yes
Progress Tracking info Yes No
Interactive Learning - Quizzes info Yes No
Stock Trading Apps Charles Schwab SoFi Invest
iPhone App info Yes Yes
Android App info Yes Yes
Apple Watch App info Yes No
Trading - Stocks info Yes Yes
Trading - After-Hours info Yes Yes
Trading - Simple Options info Yes No
Trading - Complex Options info Yes No
Order Ticket RT Quotes info Yes Yes
Order Ticket SRT Quotes info No No
Stock App Features Charles Schwab SoFi Invest
Market Movers (Top Gainers) info Yes Yes
Stream Live TV info Yes No
Videos on Demand info Yes No
Stock Alerts info Yes No
Option Chains Viewable info Yes No
Watch List (Real-time) info Yes Yes
Watch List (Streaming) info Yes No
Watch Lists - Create & Manage info Yes No
Watch Lists - Column Customization info Yes No
Stock App Charting Charles Schwab SoFi Invest
Charting - After-Hours info No No
Charting - Can Turn Horizontally info Yes No
Charting - Multiple Time Frames info Yes Yes
Charting - Technical Studies info 373 0
Charting - Study Customizations info Yes No
Charting - Stock Comparisons info Yes No
Trading Platforms Charles Schwab SoFi Invest
Active Trading Platform info thinkorswim info N/A
Desktop Trading Platform info Yes No
Desktop Platform (Mac) info Yes No
Web Trading Platform info Yes Yes
Paper Trading info Yes No
Trade Journal info Yes No
Watch Lists - Total Fields info 580 3
Stock Chart Features Charles Schwab SoFi Invest
Charting - Adjust Trades on Chart info Yes No
Charting - Indicators / Studies info 374 0
Charting - Drawing Tools info 24 0
Charting - Notes info Yes No
Charting - Index Overlays info Yes No
Charting - Historical Trades info Yes No
Charting - Corporate Events info Yes No
Charting - Custom Date Range info Yes No
Charting - Custom Time Bars info Yes No
Charting - Automated Analysis info Yes No
Charting - Save Profiles info Yes No
Trade Ideas - Technical Analysis info Yes No
Charting - Study Customizations info 35 0
Charting - Custom Studies info Yes No
Day Trading Charles Schwab SoFi Invest
Streaming Time & Sales info Yes No
Streaming TV info Yes No
Direct Market Routing - Stocks info Yes No
Ladder Trading info Yes No
Trade Hotkeys info Yes No
Level 2 Quotes - Stocks info Yes No
Trade Ideas - Backtesting info Yes No
Trade Ideas - Backtesting Adv info Yes No
Short Locator info Yes No
Order Liquidity Rebates info No No
Research Overview Charles Schwab SoFi Invest
Research - Stocks info Yes No
Research - ETFs info Yes No
Research - Mutual Funds info Yes No
Research - Pink Sheets / OTCBB info Yes No
Research - Bonds info Yes No
Screener - Stocks info Yes No
Screener - ETFs info Yes No
Screener - Mutual Funds info Yes No
Screener - Bonds info Yes No
Misc - Portfolio Allocation info Yes Yes
Stock Research Charles Schwab SoFi Invest
Stock Research - PDF Reports info 7 0
Stock Research - Earnings info Yes No
Stock Research - Insiders info Yes No
Stock Research - Social info Yes No
Stock Research - News info Yes Yes
Stock Research - ESG info Yes No
Stock Research - SEC Filings info Yes No
ETF Research Charles Schwab SoFi Invest
ETFs - Strategy Overview info Yes Yes
ETF Fund Facts - Inception Date info Yes No
ETF Fund Facts - Expense Ratio info Yes Yes
ETF Fund Facts - Net Assets info Yes No
ETF Fund Facts - Total Holdings info Yes No
ETFs - Top 10 Holdings info Yes Yes
ETFs - Sector Exposure info Yes No
ETFs - Risk Analysis info Yes No
ETFs - Ratings info Yes No
ETFs - Morningstar StyleMap info Yes No
ETFs - PDF Reports info Yes No
Mutual Fund Research Charles Schwab SoFi Invest
Mutual Funds - Strategy Overview info Yes No
Mutual Funds - Performance Chart info Yes No
Mutual Funds - Performance Analysis info Yes No
Mutual Funds - Prospectus info Yes No
Mutual Funds - 3rd Party Ratings info Yes No
Mutual Funds - Fees Breakdown info Yes No
Mutual Funds - Top 10 Holdings info Yes No
Mutual Funds - Asset Allocation info Yes No
Mutual Funds - Sector Allocation info Yes No
Mutual Funds - Country Allocation info Yes No
Mutual Funds - StyleMap info Yes No
Options Trading Charles Schwab SoFi Invest
Option Chains - Basic View info Yes Yes
Option Chains - Strategy View info Yes No
Option Chains - Streaming info Yes No
Option Chains - Total Columns info 31 0
Option Chains - Greeks info 5 0
Option Chains - Quick Analysis info Yes No
Option Analysis - P&L Charts info Yes No
Option Probability Analysis info Yes No
Option Probability Analysis Adv info Yes No
Option Positions - Greeks info Yes No
Option Positions - Greeks Streaming info Yes No
Option Positions - Adv Analysis info Yes No
Option Positions - Rolling info Yes No
Option Positions - Grouping info Yes No
Banking Charles Schwab SoFi Invest
Bank (Member FDIC) info Yes Yes
Checking Accounts info Yes Yes
Savings Accounts info Yes Yes
Credit Cards info Yes Yes
Debit Cards info Yes Yes
Mortgage Loans info Yes Yes
Customer Service Charles Schwab SoFi Invest
Phone Support (Prospect Customers) info Yes Yes
Phone Support (Current Customers) info Yes Yes
Email Support info Yes No
Live Chat (Prospect Customers) info No Yes
Live Chat (Current Customers) info Yes Yes
24/7 Support info Yes No
Overall Charles Schwab SoFi Invest
Overall 5/5 Stars 3.5/5 Stars
Commissions & Fees 4.5/5 Stars 4.5/5 Stars
Investment Options 5/5 Stars 3/5 Stars
Platforms & Tools 5/5 Stars 2.5/5 Stars
Mobile Trading Apps 5/5 Stars 3/5 Stars
Research 5/5 Stars 2/5 Stars
Education 5/5 Stars 4.5/5 Stars
Ease Of Use 5/5 Stars 4.5/5 Stars
Winner check_circle
Review Charles Schwab Review SoFi Invest Review
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