Written by StockBrokers.com
In this head to head comparison of Fidelity vs SoFi Invest®, we will compare the trading platforms, mobile apps, range of investments, costs, market research, and more. Let's dive in.
When choosing an online broker, understanding the differences between Fidelity and SoFi Invest® can help you decide which platform best suits your investment needs. Both Fidelity and SoFi Invest® offer a comprehensive range of services, including stock trading, margin trading, fractional shares, OTC stocks, mutual funds, and options trading. Notably, Fidelity stands out by offering crypto trading in three coins, a feature that SoFi Invest® does not provide. Furthermore, Fidelity's higher rating in the range of investments reflects its broader array of options, placing it third among 15 brokers, while SoFi Invest® ranks 13th.
Both Fidelity and SoFi Invest® cater to diverse investment preferences, offering traditional and Roth IRA accounts for retirement planning and advisor services for personalized guidance. However, for investors interested in cryptocurrencies, Fidelity holds a distinct advantage. While neither broker offers forex or futures trading, the inclusion of crypto trading at Fidelity broadens the spectrum of investment opportunities available to its clients. Regardless of the choice, both platforms present viable options for beginning and seasoned investors alike, though Fidelity presents a slightly more extensive suite for those looking to maximize investment diversity.
Evaluating your personal investment goals and preferences will determine the best fit between Fidelity and SoFi Invest®. If access to a wider range of investment choices, including cryptocurrency, is your priority, Fidelity emerges as the clear choice. Alternatively, if traditional investment options align with your objectives and simplicity appeals to you, SoFi Invest® can serve as an adequate option, keeping in mind that it offers similar core investment services but falls short in diversity. Ultimately, determining the platform that aligns with your financial goals will lead to more informed and strategic investment decisions.
| Feature |
Fidelity
|
SoFi Invest®
|
|---|---|---|
| Stock Trading | Yes | Yes |
| Margin Trading | Yes | Yes |
| Fractional Shares | Yes | Yes |
| OTC Stocks | Yes | Yes |
| Mutual Funds | Yes | Yes |
| Options Trading | Yes | Yes |
| Futures Trading | No | No |
| Crypto Trading | Yes | No |
| Crypto Trading - Total Coins | 3 | 0 |
| Range of Investments |
|
|
Dive deeper: Best Options Trading Platforms for 2025, Best Futures Trading Platforms for 2025: A Beginner-Friendly Guide to an Advanced Market
When choosing between Fidelity and SoFi Invest® for trading platforms and tools, Fidelity comes out as the superior option. With a rating of 4.5 stars from StockBrokers.com and a ranking of #4 out of 15 brokers, Fidelity offers a wide array of features, flexibility, and customizability that cater to both casual and professional traders. On the other hand, SoFi Invest® has a simpler setup, receiving only 1.5 stars and ranking last at #15, which may suit beginners but lacks advanced features for seasoned investors.
Fidelity stands out by providing downloadable trading platforms for both Windows and Mac, along with a feature-rich browser-based platform. Traders have access to extensive tools, including 129 technical indicators, 38 drawing tools, and various customization options like setting custom date ranges and adjusting open orders directly on stock charts. Fidelity's platform also supports features such as trading journals, notes on charts, and the ability to visualize corporate events and historical trades on charts, enhancing the overall trading experience.
In contrast, SoFi Invest® offers a more basic approach, featuring only a browser-based trading platform without downloadable versions for desktop operating systems. It also lacks essential charting tools and indicators; zero technical indicators, drawing tools, or customization fields for stock chart studies are provided. This streamlined platform might be ideal for new investors looking for simplicity, but it falls short in offering the depth and tools that more experienced traders might seek.
| Feature |
Fidelity
|
SoFi Invest®
|
|---|---|---|
| Web Trading Platform | Yes | Yes |
| Desktop Trading Platform | Yes | No |
| Desktop Platform (Mac) | Yes | No |
| Paper Trading | No | No |
| Watch Lists - Total Fields | 92 | 3 |
| Charting - Indicators / Studies | 129 | 0 |
| Charting - Drawing Tools | 38 | 0 |
| Platforms & Tools |
|
|
Dive deeper: Best Online Brokerage Accounts for 2025, Best Paper Trading Platforms for 2025
Schwab Trading Powered by Ameritrade™.
Get up to $1K on new brokerage account*
When comparing Fidelity and SoFi Invest® in terms of educational resources for beginner investors, both offer a comprehensive suite of content covering stocks, ETFs, options, mutual funds, and bonds. Fidelity takes the lead with educational features by providing not only content but also engaging methods such as educational videos, interactive quizzes, and webinars. Additionally, Fidelity offers a learning track feature that helps users monitor their progress. In contrast, SoFi Invest® offers solid educational materials and webinars but lacks educational videos, quizzes, and the ability to track learning progress.
For investors keen on educational support, Fidelity is rated five stars and stands as the second-best choice out of 15 brokers according to StockBrokers.com. SoFi Invest® is not far behind with a rating of 4.5 stars and a sixth-place ranking. Despite neither platform offering paper trading, both cater extensively to beginner and intermediate investors seeking knowledge and skills in the financial markets.
| Feature |
Fidelity
|
SoFi Invest®
|
|---|---|---|
| Education (Stocks) | Yes | Yes |
| Education (ETFs) | Yes | Yes |
| Education (Options) | Yes | Yes |
| Education (Mutual Funds) | Yes | Yes |
| Education (Bonds) | Yes | Yes |
| Paper Trading | No | No |
| Videos | Yes | No |
| Webinars | Yes | Yes |
| Education |
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2025
Fidelity and SoFi Invest® present distinct offerings for those seeking a stock trading app, and the choice largely depends on the user's needs. Fidelity stands out with a top-tier rating of five stars from StockBrokers.com, ranking third out of fifteen brokers. Its comprehensive feature set includes mobile options trading, streaming quotes, live TV, and various customization options within its app. In contrast, SoFi Invest® holds a rating of 3.5 stars and is ranked fifteenth, offering a more basic experience with fewer features and customization capabilities.
Both Fidelity and SoFi Invest® provide mobile apps compatible with iPhone and Android devices; however, only Fidelity extends its offering to an Apple Watch app. Fidelity's app is designed for users who require advanced features such as mobile after-hours stock trading, a wide array of technical studies, and the ability to customize watch lists and columns. Additionally, Fidelity provides users the capability to trade options on mobile and has a robust suite of multimedia resources like streaming live TV and on-demand videos.
SoFi Invest®, while lacking many of the features found in Fidelity's app, still provides the essential functionality needed for straightforward trading. Users can view charts in multiple time frames, which is one aspect where SoFi Invest® aligns with Fidelity. However, traders looking for advanced charting tools or real-time streaming quotes may find SoFi Invest® less equipped for their needs. Overall, Fidelity's app is better suited for active traders and those seeking a full range of trading tools on mobile, while SoFi Invest® offers a simpler platform for those just starting out or who prefer a more straightforward approach to investing.
| Feature |
Fidelity
|
SoFi Invest®
|
|---|---|---|
| iPhone App | Yes | Yes |
| Android App | Yes | Yes |
| Apple Watch App | Yes | No |
| Stock Alerts | Yes | No |
| Charting - After-Hours | Yes | No |
| Charting - Technical Studies | 119 | 0 |
| Mobile Trading Apps |
|
|
Dive deeper: Best Stock Trading Apps for 2025
When choosing between Fidelity and SoFi Invest®, investors should consider the varying fee structures alongside their investing goals. Both platforms offer zero minimum deposit requirements and do not charge fees for regular stock trades, making them accessible to a wide range of investors. However, they differ in other charges: SoFi Invest® offers free options contracts but charges for options-related actions, while Fidelity has a fee for options contracts but no charges for exercises or assignments. For those using margin accounts, SoFi Invest® offers lower interest rates across various balance levels.
Fidelity and SoFi Invest® both offer free IRA accounts with no annual fees, but SoFi Invest® imposes a $20 fee if you decide to close your IRA account. Investors should also be aware of the costs associated with transferring accounts; Fidelity stands out with no fees for either partial or full account transfers, while SoFi Invest® charges a substantial fee of $100 in these scenarios. This difference might influence those considering frequent transfers or keeping flexibility in moving funds between accounts.
For budget-conscious investors, SoFi Invest® might be more appealing due to its zero-dollar options contracts and lower margin rates; however, some may find Fidelity's lack of various additional fees more beneficial over time. By understanding these distinctions in fee structures, investors can make informed decisions about which platform aligns best with their financial strategies and investment preferences.
| Feature |
Fidelity
|
SoFi Invest®
|
|---|---|---|
| Minimum Deposit | $0.00 | $0.00 |
| 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 |
Dive deeper: Best Free Trading Platforms for 2025
When comparing day trading capabilities, Fidelity stands out as a more comprehensive option compared to SoFi Invest®. With Fidelity, traders benefit from streaming time and sales data for stocks and live TV streaming, enhancing the overall trading experience. In contrast, SoFi Invest® lacks these features, potentially limiting real-time market insights. Fidelity also supports direct market routing for stocks, giving traders more control over their trades. Although neither broker supports ladder trading, Fidelity takes the lead with the availability of trading hotkeys for quicker trade entries and detailed level 2 quotes, which are absent with SoFi Invest®.
Fidelity further enhances its appeal with basic strategy backtesting, allowing users to retrospectively test trading strategies, a feature not offered by SoFi Invest®. Both brokers lack advanced strategy backtesting and order liquidity rebates; however, for those interested in short selling, Fidelity provides a short locator tool to view real-time share availability, another capability missing from SoFi Invest®. Overall, Fidelity provides a more feature-rich platform for traders seeking extensive tools and functionalities, marking a clear advantage over SoFi Invest® for those who trade frequently during the day.
| Feature |
Fidelity
|
SoFi Invest®
|
|---|---|---|
| Streaming Time & Sales | Yes | No |
| Streaming TV | Yes | No |
| Direct Market Routing - Stocks | Yes | No |
| Level 2 Quotes - Stocks | Yes | No |
| Trade Ideas - Backtesting | Yes | No |
| Trade Ideas - Backtesting Adv | No | No |
| Short Locator | Yes | No |
Dive deeper: Best Day Trading Platforms for 2025
When it comes to market research capabilities, Fidelity stands out as a strong contender compared to SoFi Invest®. Fidelity offers extensive research tools and resources, earning a 5-star rating for market research from platform reviewers and ranking #3 out of 15 brokers by StockBrokers.com. SoFi Invest®, on the other hand, provides minimal research options, resulting in a 0.5-star rating and a #15 ranking according to the same source. This stark contrast highlights Fidelity's comprehensive research offerings as a key selling point for more informed investing.
Fidelity offers research across various investment types including stocks, ETFs, mutual funds, pink sheets/OTCBB, and bonds. Their tools include 11 downloadable PDF stock research reports and research using social media sentiment data, as well as ESG research. In addition, Fidelity provides the ability to download PDF reports for ETFs, various screeners for trade ideas, and insights into portfolio allocation by asset class. Meanwhile, SoFi Invest® lacks similar in-depth resources, offering neither stock nor ETF nor mutual fund research, and does not support research with social media sentiment or ESG data.
Both Fidelity and SoFi Invest® allow users to view portfolio allocation by asset class, but Fidelity's research depth better supports investors in making well-rounded decisions. Fidelity's variety of market research tools, from screeners to downloadable reports, caters to more proactive investing approaches. In contrast, SoFi Invest® is limited in its market research offerings, which may suit new investors seeking a simpler platform but lacks the depth required for thorough market analysis.
| Feature |
Fidelity
|
SoFi Invest®
|
|---|---|---|
| Research - Stocks | Yes | No |
| Screener - Stocks | Yes | No |
| Research - ETFs | Yes | No |
| Screener - ETFs | Yes | No |
| Research - Mutual Funds | Yes | No |
| Screener - Mutual Funds | Yes | No |
| Research - Bonds | Yes | No |
| Screener - Bonds | Yes | No |
| Research |
|
|
When comparing the banking capabilities of Fidelity and SoFi Invest®, some key differences and similarities emerge. SoFi Invest® offers checking and savings accounts, while Fidelity does not provide these options. Both platforms offer debit and credit cards, providing flexibility for everyday transactions. For those interested in additional financial services, both Fidelity and SoFi Invest® provide mortgage loan options. Additionally, Fidelity offers certificates of deposit (CDs) for those looking to invest in time-based savings products, whereas SoFi Invest® does not. This comparison highlights the complementary yet distinct banking features provided by each service.
| Feature |
Fidelity
|
SoFi Invest®
|
|---|---|---|
| Checking Accounts | No | Yes |
| Savings Accounts | No | Yes |
| Debit Cards | Yes | Yes |
| Credit Cards | Yes | Yes |
| Mortgage Loans | Yes | Yes |
| CDs | Yes | No |
Dive deeper: Best Bank Accounts for Trading Stocks for 2025
After opening live accounts and testing 15 of the best online brokers, our research and live account testing finds that Fidelity is better than SoFi Invest®. Fidelity finished with an overall score of 96.2%, while SoFi Invest® finished with a score of 64.6%.
Fidelity is a value-driven online broker offering $0 trades, industry-leading research, excellent trading tools and an easy-to-use mobile app.
Fidelity supports cryptocurrency trading with access to 3 different coins, whereas SoFi Invest® does not offer cryptocurrency trading, providing no coins for trading.
Dive deeper: Best Online Brokers for Crypto Trading in 2025
Fidelity and SoFi Invest® both offer traditional and Roth IRA accounts, providing investors with options for retirement savings. While neither Fidelity nor SoFi Invest® charges an annual fee for IRA accounts, Fidelity stands out by not imposing any fees when closing an IRA account, in contrast to SoFi Invest®'s $20 closure fee.
Dive deeper: Best IRA Accounts for 2025
Select Brokers
↓×Compare
0 of 5| Overall Rating | Fidelity | SoFi Invest® | |
|---|---|---|---|
| Overall |
|
| |
| Range of Investments |
|
| |
| Platforms & Tools |
|
| |
| Mobile Trading Apps |
|
| |
| Research |
|
| |
| Customer Service |
|
| |
| Education |
|
| |
| Ease Of Use |
|
| |
| Winner | check_circle | ||
| Review | Fidelity Review | SoFi Invest® Review |
| Broker Screenshots | Fidelity | 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 | Fidelity | SoFi Invest® | |
|---|---|---|---|
| Minimum Deposit | $0.00 | $0.00 | |
| Stock Trades | $0.00 | $0.00 | |
| Penny Stock Fees (OTC) | $0.00 | N/A | |
| Mutual Fund Trade Fee | Varies | $0 | |
| Options (Per Contract) | $0.65 | $0.00 | |
| Futures (Per Contract) | (Not offered) | $0.00 | |
| Broker Assisted Trade Fee | $32.95 | N/A |
| Margin Rates | Fidelity | SoFi Invest® | |
|---|---|---|---|
| Margin Rate Under $25,000 | 13.075% | 11.25% | |
| Margin Rate $25,000 to $49,999.99 | 12.575% | 11.25% | |
| Margin Rate $50,000 to $99,999.99 | 12.125% | 11.25% | |
| Margin Rate $100,000 to $249,999.99 | 11.575% | 11.25% | |
| Margin Rate $250,000 to $499,999.99 | 11.325% | 11.25% | |
| Margin Rate $500,000 to $999,999.99 | 9.00% | 11.25% | |
| Margin Rate Above $1,000,000 | 8.75% | 11.25% |
| Account Fees | Fidelity | SoFi Invest® | |
|---|---|---|---|
| IRA Annual Fee | $0.00 | $0.00 | |
| IRA Closure Fee | $0.00 | $20.00 | |
| Account Transfer Out (Partial) | $0.00 | $100.00 | |
| Account Transfer Out (Full) | $0.00 | $100.00 | |
| Options Exercise Fee | $0.00 | $5.00 | |
| Options Assignment Fee | $0.00 | $5.00 |
| Investment Options | Fidelity | SoFi Invest® | |
|---|---|---|---|
| Stock Trading | Yes | Yes | |
| Margin Trading | Yes | Yes | |
| Fractional Shares | Yes | Yes | |
| OTC Stocks | Yes | Yes | |
| Options Trading | Yes | Yes | |
| Complex Options Max Legs | 4 | 0 | |
| Futures Trading | No | No | |
| Forex Trading | No | No | |
| Crypto Trading | Yes | No | |
| Crypto Trading - Total Coins | 3 | 0 | |
| Mutual Funds (No Load) | 5843 | 0 | |
| Mutual Funds (Total) | 10000 | 6000 | |
| Bonds (US Treasury) | Yes | No | |
| Bonds (Corporate) | Yes | No | |
| Bonds (Municipal) | Yes | No | |
| Traditional IRAs | Yes | Yes | |
| Roth IRAs | Yes | Yes | |
| Advisor Services | Yes | Yes | |
| International Countries (Stocks) | 25 | 0 |
| Order Types | Fidelity | SoFi Invest® | |
|---|---|---|---|
| Order Type - Market | Yes | Yes | |
| Order Type - Limit | Yes | Yes | |
| Order Type - After Hours | Yes | Yes | |
| Order Type - Stop | Yes | No | |
| Order Type - Trailing Stop | Yes | No | |
| Order Type - OCO | Yes | No | |
| Order Type - OTO | Yes | No | |
| Order Type - Broker Assisted | Yes | No |
| Beginners | Fidelity | SoFi Invest® | |
|---|---|---|---|
| Education (Stocks) | Yes | Yes | |
| Education (ETFs) | Yes | Yes | |
| Education (Options) | Yes | Yes | |
| Education (Mutual Funds) | Yes | Yes | |
| Education (Bonds) | Yes | Yes | |
| Education (Retirement) | Yes | Yes | |
| Retirement Calculator | Yes | No | |
| Investor Dictionary | Yes | Yes | |
| Paper Trading | No | No | |
| Videos | Yes | No | |
| Webinars | Yes | Yes | |
| Webinars (Archived) | Yes | Yes | |
| Progress Tracking | Yes | No | |
| Interactive Learning - Quizzes | Yes | No |
| Stock Trading Apps | Fidelity | SoFi Invest® | |
|---|---|---|---|
| iPhone App | Yes | Yes | |
| Android App | Yes | Yes | |
| Apple Watch App | Yes | No | |
| Trading - Stocks | Yes | Yes | |
| Trading - After-Hours | Yes | Yes | |
| Trading - Simple Options | Yes | No | |
| Trading - Complex Options | Yes | No | |
| Order Ticket RT Quotes | Yes | Yes | |
| Order Ticket SRT Quotes | Yes | No |
| Stock App Features | Fidelity | SoFi Invest® | |
|---|---|---|---|
| Market Movers (Top Gainers) | Yes | Yes | |
| Stream Live TV | Yes | No | |
| Videos on Demand | Yes | No | |
| Stock Alerts | Yes | No | |
| Option Chains Viewable | Yes | No | |
| Watch List (Real-time) | Yes | Yes | |
| Watch List (Streaming) | Yes | No | |
| Watch Lists - Create & Manage | Yes | No | |
| Watch Lists - Column Customization | Yes | No |
| Stock App Charting | Fidelity | SoFi Invest® | |
|---|---|---|---|
| Charting - After-Hours | Yes | No | |
| Charting - Can Turn Horizontally | Yes | No | |
| Charting - Multiple Time Frames | Yes | Yes | |
| Charting - Technical Studies | 119 | 0 | |
| Charting - Study Customizations | Yes | No | |
| Charting - Stock Comparisons | Yes | No |
| Trading Platforms | Fidelity | SoFi Invest® | |
|---|---|---|---|
| Active Trading Platform | Active Trader Pro | N/A | |
| Desktop Trading Platform | Yes | No | |
| Desktop Platform (Mac) | Yes | No | |
| Web Trading Platform | Yes | Yes | |
| Paper Trading | No | No | |
| Trade Journal | Yes | No | |
| Watch Lists - Total Fields | 92 | 3 |
| Stock Chart Features | Fidelity | SoFi Invest® | |
|---|---|---|---|
| Charting - Adjust Trades on Chart | Yes | No | |
| Charting - Indicators / Studies | 129 | 0 | |
| Charting - Drawing Tools | 38 | 0 | |
| Charting - Notes | Yes | No | |
| Charting - Index Overlays | Yes | No | |
| Charting - Historical Trades | Yes | No | |
| Charting - Corporate Events | Yes | No | |
| Charting - Custom Date Range | Yes | No | |
| Charting - Custom Time Bars | Yes | No | |
| Charting - Automated Analysis | Yes | No | |
| Charting - Save Profiles | Yes | No | |
| Trade Ideas - Technical Analysis | Yes | No | |
| Charting - Study Customizations | 5 | 0 | |
| Charting - Custom Studies | No | No |
| Day Trading | Fidelity | SoFi Invest® | |
|---|---|---|---|
| Streaming Time & Sales | Yes | No | |
| Streaming TV | Yes | No | |
| Direct Market Routing - Stocks | Yes | No | |
| Ladder Trading | No | No | |
| Trade Hotkeys | Yes | No | |
| Level 2 Quotes - Stocks | Yes | No | |
| Trade Ideas - Backtesting | Yes | No | |
| Trade Ideas - Backtesting Adv | No | No | |
| Short Locator | Yes | No | |
| Order Liquidity Rebates | No | No |
| Research Overview | Fidelity | SoFi Invest® | |
|---|---|---|---|
| Research - Stocks | Yes | No | |
| Research - ETFs | Yes | No | |
| Research - Mutual Funds | Yes | No | |
| Research - Pink Sheets / OTCBB | Yes | No | |
| Research - Bonds | Yes | No | |
| Screener - Stocks | Yes | No | |
| Screener - ETFs | Yes | No | |
| Screener - Mutual Funds | Yes | No | |
| Screener - Bonds | Yes | No | |
| Misc - Portfolio Allocation | Yes | Yes |
| Stock Research | Fidelity | SoFi Invest® | |
|---|---|---|---|
| Stock Research - PDF Reports | 11 | 0 | |
| Stock Research - Earnings | Yes | No | |
| Stock Research - Insiders | Yes | No | |
| Stock Research - Social | Yes | No | |
| Stock Research - News | Yes | Yes | |
| Stock Research - ESG | Yes | No | |
| Stock Research - SEC Filings | Yes | No |
| ETF Research | Fidelity | SoFi Invest® | |
|---|---|---|---|
| ETFs - Strategy Overview | Yes | Yes | |
| ETF Fund Facts - Inception Date | Yes | No | |
| ETF Fund Facts - Expense Ratio | Yes | Yes | |
| ETF Fund Facts - Net Assets | Yes | No | |
| ETF Fund Facts - Total Holdings | Yes | No | |
| ETFs - Top 10 Holdings | Yes | Yes | |
| ETFs - Sector Exposure | Yes | No | |
| ETFs - Risk Analysis | Yes | No | |
| ETFs - Ratings | Yes | No | |
| ETFs - Morningstar StyleMap | Yes | No | |
| ETFs - PDF Reports | Yes | No |
| Mutual Fund Research | Fidelity | SoFi Invest® | |
|---|---|---|---|
| Mutual Funds - Strategy Overview | Yes | No | |
| Mutual Funds - Performance Chart | Yes | No | |
| Mutual Funds - Performance Analysis | Yes | No | |
| Mutual Funds - Prospectus | Yes | No | |
| Mutual Funds - 3rd Party Ratings | Yes | No | |
| Mutual Funds - Fees Breakdown | Yes | No | |
| Mutual Funds - Top 10 Holdings | Yes | No | |
| Mutual Funds - Asset Allocation | Yes | No | |
| Mutual Funds - Sector Allocation | Yes | No | |
| Mutual Funds - Country Allocation | Yes | No | |
| Mutual Funds - StyleMap | Yes | No |
| Options Trading | Fidelity | SoFi Invest® | |
|---|---|---|---|
| Option Chains - Basic View | Yes | Yes | |
| Option Chains - Strategy View | Yes | No | |
| Option Chains - Streaming | Yes | No | |
| Option Chains - Total Columns | 26 | 0 | |
| Option Chains - Greeks | 5 | 0 | |
| Option Chains - Quick Analysis | Yes | No | |
| Option Analysis - P&L Charts | Yes | No | |
| Option Probability Analysis | Yes | No | |
| Option Probability Analysis Adv | Yes | No | |
| Option Positions - Greeks | Yes | No | |
| Option Positions - Greeks Streaming | Yes | No | |
| Option Positions - Adv Analysis | Yes | No | |
| Option Positions - Rolling | Yes | No | |
| Option Positions - Grouping | Yes | No |
| Banking | Fidelity | SoFi Invest® | |
|---|---|---|---|
| Bank (Member FDIC) | No | Yes | |
| Checking Accounts | No | Yes | |
| Savings Accounts | No | Yes | |
| Credit Cards | Yes | Yes | |
| Debit Cards | Yes | Yes | |
| Mortgage Loans | Yes | Yes |
| Customer Service | Fidelity | SoFi Invest® | |
|---|---|---|---|
| Phone Support (Prospect Customers) | Yes | Yes | |
| Phone Support (Current Customers) | Yes | Yes | |
| Email Support | Yes | No | |
| Live Chat (Prospect Customers) | Yes | Yes | |
| Live Chat (Current Customers) | Yes | Yes | |
| 24/7 Support | Yes | No |
| Overall | Fidelity | SoFi Invest® | |
|---|---|---|---|
| Overall |
|
| |
| Range of Investments |
|
| |
| Platforms & Tools |
|
| |
| Mobile Trading Apps |
|
| |
| Research |
|
| |
| Education |
|
| |
| Ease Of Use |
|
| |
| Winner | check_circle | ||
| Review | Fidelity Review | SoFi Invest® Review |
Charles Schwab
Interactive Brokers
Fidelity
E*TRADE
Merrill Edge
TradeStation
tastytrade
eToro
