Investment options
When comparing J.P. Morgan Self-Directed Investing to SoFi Invest in terms of available investment options, J.P. Morgan stands out with a higher rating of 4 stars, ranking 10th among 18 brokers surveyed by StockBrokers.com. The platform offers comprehensive investment choices, including stock trading, margin trading, and options trading. SoFi Invest does offer a broad range of services as well, supporting stock trading and margin trading, but it is rated lower at 3 stars and ranks 16th in the same survey, suggesting a slightly more limited appeal when it comes to investment diversity.
Both J.P. Morgan Self-Directed Investing and SoFi Invest provide access to fractional shares trading and mutual funds, making it easy for investors to diversify their portfolios. Each platform also supports OTC stocks, giving users access to a wider range of investment opportunities. While neither service offers forex or futures trading, they both have options for traditional and Roth IRA accounts, thus catering to investors focused on retirement planning. Additionally, both platforms offer advisor services to support users in making informed investment decisions.
Despite their similarities, the absence of crypto trading and forex/futures markets on both platforms might be a consideration for some investors. However, for those who prioritize traditional broker-focused investments with options for detailed advisor support and IRA accounts, J.P. Morgan Self-Directed Investing seems to currently have the edge in more diversified offerings and higher ranking, making it potentially a more attractive choice for comprehensive investment management. Meanwhile, SoFi Invest remains a strong contender, especially for those looking for straightforward, user-friendly investment solutions.
Feature |
J.P. Morgan Self-Directed Investing
|
SoFi Invest
|
Stock Trading
info
|
Yes
|
Yes
|
Margin Trading
|
Yes
info |
Yes
|
Fractional Shares
info
|
Yes
|
Yes
|
OTC Stocks
info
|
Yes
|
Yes
|
Mutual Funds
info
|
Yes
|
Yes
|
Options Trading
info
|
Yes
|
Yes
|
Futures Trading
info
|
No
|
No
|
Crypto Trading
info
|
No
|
No
info |
Crypto Trading - Total Coins
info
|
0
|
0
|
Investment Options
|
|
|
Dive deeper: Best Options Trading Platforms & Brokers, 5 Best Futures Trading Platforms of 2024
Trading platforms and tools
When evaluating J.P. Morgan Self-Directed Investing and SoFi Invest for their trading platforms and tools, both brokers offer unique features that cater to different investor needs. J.P. Morgan edges ahead with a higher rating of 3 stars compared to SoFi Invest’s 2.5 stars. Similarly, J.P. Morgan is ranked #14 by StockBrokers.com, slightly outperforming SoFi, which is ranked #15. Despite these rankings, neither platform offers downloadable desktop applications, instead opting for browser-based platforms.
J.P. Morgan Self-Directed Investing provides users with a more feature-rich charting experience, offering 36 technical indicators and 10 drawing tools. In comparison, SoFi Invest does not currently provide technical indicators or drawing tools within its charting platform. Additionally, J.P. Morgan allows users to add index overlays and displays corporate events such as earnings, splits, and dividends on charts, features which are absent in SoFi’s platform.
However, both platforms show limitations in specific areas. Neither broker offers a trading journal, the ability to paper trade, or the capacity to adjust open orders directly on the stock charts. Moreover, they lack advanced customization options, such as custom studies or setting custom date ranges. For investors looking for detailed technical analysis, J.P. Morgan’s additional support with SMA study customization, offering three fields, may be beneficial, as opposed to SoFi’s absence in this area.
Feature |
J.P. Morgan Self-Directed Investing
|
SoFi Invest
|
Web Trading Platform
info
|
Yes
|
Yes
|
Desktop Trading Platform
info
|
No
|
No
|
Desktop Platform (Mac)
info
|
No
|
No
|
Paper Trading
info
|
No
|
No
|
Watch Lists - Total Fields
info
|
4
|
3
|
Charting - Indicators / Studies
info
|
36
|
0
|
Charting - Drawing Tools
info
|
10
|
0
|
Platforms & Tools
|
|
|
Dive deeper: Best Stock Brokers for 2024, Best Paper Trading Platforms of 2024
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Beginners and education
J.P. Morgan Self-Directed Investing provides a robust educational platform for beginner investors, offering resources across various investment categories, including stocks, ETFs, options, mutual funds, and bonds. While both J.P. Morgan and SoFi Invest excel in delivering comprehensive educational content, J.P. Morgan stands out with its offering of educational videos and webinars, an area where SoFi Invest falls short due to its lack of video content. However, both platforms are similar in their offerings of webinars, with neither providing educational quizzes or the ability to track learning progress. Notably, while J.P. Morgan Self-Directed Investing does not offer paper trading capabilities, it garners a commendable 4.5-star rating for education, reflecting its effectiveness in catering to investors' learning needs.
Similarly, SoFi Invest matches J.P. Morgan's 4.5-star rating, signaling its strong educational capability for novice investors. Like J.P. Morgan, SoFi Invest supports investor education in stocks, ETFs, options, mutual funds, and bonds, ensuring a well-rounded understanding of the investment landscape. Despite the absence of educational videos, SoFi Invest is ranked #7 by StockBrokers.com out of 18 brokers, closely following J.P. Morgan's #6 ranking. This suggests a competitive edge for both platforms in providing substantial educational resources, crucial for empowering investors and enhancing financial literacy.
Feature |
J.P. Morgan Self-Directed Investing
|
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
|
Paper Trading
info
|
No
|
No
|
Videos
info
|
Yes
|
No
|
Webinars
info
|
Yes
|
Yes
|
Education
|
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2024
Stock trading apps
When evaluating the stock trading capabilities offered by J.P. Morgan Self-Directed Investing and SoFi Invest, J.P. Morgan Self-Directed Investing emerges as a more robust option. It earns a solid 4-star rating, compared to SoFi Invest's 3-star rating, demonstrating a higher level of satisfaction among users. In a ranking of 18 brokers by StockBrokers.com, J.P. Morgan is placed 12th, whereas SoFi Invest is ranked 16th, further underscoring J.P. Morgan's superior performance.
Both brokers offer iPhone and Android apps, making them accessible to a wide range of users. However, neither offers an Apple Watch app. While J.P. Morgan provides mobile options trading, SoFi Invest does not, presenting a noticeable advantage for J.P. Morgan. Additionally, both apps offer the ability to view multiple time frames for charting, but J.P. Morgan expands its charting capabilities with 36 technical studies, whereas SoFi Invest offers none.
Customizability is another domain where J.P. Morgan excels, allowing users to create custom watch lists and customize watch list columns, a feature not available with SoFi Invest. However, neither broker provides streaming quotes, live TV, videos on demand, stock alerts, after-hours charting, or landscape mode chart viewing, showing room for improvement in enriching the user experience. Overall, J.P. Morgan Self-Directed Investing offers a more comprehensive set of features for stock traders seeking a reliable and customizable mobile trading experience.
Feature |
J.P. Morgan Self-Directed Investing
|
SoFi Invest
|
iPhone App
info
|
Yes
|
Yes
|
Android App
info
|
Yes
|
Yes
|
Apple Watch App
info
|
No
|
No
|
Stock Alerts
info
|
No
|
No
|
Charting - After-Hours
info
|
No
|
No
|
Charting - Technical Studies
info
|
36
|
0
|
Mobile Trading Apps
|
|
|
Dive deeper: Best Stock Trading Apps of 2024
Fees
When choosing between J.P. Morgan Self-Directed Investing and SoFi Invest, investors should consider factors such as fees, charges, and investment options. J.P. Morgan offers a $0 minimum deposit, free regular stock trades, but charges $0.65 per options contract, while SoFi requires a $5 minimum deposit, provides free regular stock trades and options contracts. Additionally, SoFi boasts lower margin rates, but imposes a $20 IRA closure fee and $100 for both partial and full account transfers, compared to J.P. Morgan's $75 closure and full transfer fees, with no charges for partial transfers. Therefore, depending on specific needs like margin rates and transaction types, either platform could be preferable.
For regular stock trading, both J.P. Morgan Self-Directed Investing and SoFi Invest offer commission-free trading, making them both attractive for traders focused on reducing costs. However, when it comes to options trading, the takeaway is slightly different as J.P. Morgan charges $0.65 per options contract whereas SoFi charges nothing, making SoFi a more cost-effective choice for those trading a large volume of options. Additionally, while both offer free IRA annual fees, SoFi's lower IRA closure fee of $20 compared to J.P. Morgan's $75 signifies another small cost advantage.
On the matter of margin trading and account transfers, SoFi presents more competitive rates, charging 11.25% on margin balances below $25,000 compared to J.P. Morgan's 13.25%. This rate remains steady for SoFi through higher balance tiers, whereas J.P. Morgan's rates slightly decrease with larger balances. For account transfers, J.P. Morgan offers an advantage with no charge for partial transfers and a $75 fee for full transfers, while SoFi charges $100 across the board. The decision, therefore, hinges on weighing these differences against individual investment strategies and priorities.
Feature |
J.P. Morgan Self-Directed Investing
|
SoFi 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
|
$75.00
|
$20.00
|
Commissions & Fees
|
|
|
Dive deeper: Best Brokers for Free Stock Trading of 2024
Day Trading
When evaluating J.P. Morgan Self-Directed Investing and SoFi Invest for day trading capabilities, both platforms appear to offer limited features tailored to this trading style. Neither J.P. Morgan Self-Directed Investing nor SoFi Invest provides streaming time and sales for stocks, streaming live TV, direct market routing for stocks, or ladder trading options. This could be a significant consideration for traders who rely on real-time data and advanced trading tools.
Moreover, neither platform supports trading hotkeys for quick keyboard trade entry, level 2 quotes, basic or advanced strategy backtesting, or a short locator tool to assess real-time short-selling availability. In addition, both platforms lack order liquidity (maker/taker) rebates. Given these limitations, traders seeking a robust suite of day trading tools may need to explore additional brokerage options beyond J.P. Morgan Self-Directed Investing and SoFi Invest.
Feature |
J.P. Morgan Self-Directed Investing
|
SoFi Invest
|
Streaming Time & Sales
info
|
No
|
No
|
Streaming TV
info
|
No
|
No
|
Direct Market Routing - Stocks
info
|
No
|
No
|
Level 2 Quotes - Stocks
info
|
No
|
No
|
Trade Ideas - Backtesting
info
|
No
|
No
|
Trade Ideas - Backtesting Adv
info
|
No
|
No
|
Short Locator
info
|
No
|
No
|
Dive deeper: Best Day Trading Platforms of 2024
Market Research
When it comes to market research capabilities, J.P. Morgan Self-Directed Investing clearly outshines SoFi Invest. With a four-star rating for market research and an impressive ranking of #8 among 18 brokers by StockBrokers.com, J.P. Morgan offers a comprehensive suite of research tools. In contrast, SoFi Invest lags behind with a two-star rating and a position at the very bottom of the same ranking list. The disparity is evident as J.P. Morgan provides extensive stock, ETF, mutual fund, Pink Sheets/OTCBB, and bonds research, complemented by the availability of portfolio allocation insights, while SoFi Invest offers significantly fewer resources.
J.P. Morgan Self-Directed Investing is well-equipped with various research functionalities, including screeners for stocks, ETFs, mutual funds, and bonds, which are essential for informed investment decisions. This platform also provides two downloadable PDF research reports for stocks, although it does not offer similar resources for ETFs or mutual funds. However, the access to such a wealth of research data empowers investors to conduct in-depth analysis and make well-informed trading decisions. Meanwhile, SoFi Invest does not offer any downloadable PDF research reports for stocks, ETFs, or mutual funds, nor does it provide any screeners to facilitate trade ideas, highlighting a noticeable gap in resources that investors may find essential.
Both platforms allow users to see portfolio allocation by asset class, though neither provides stock research using social media sentiment data or ESG (Environmental, Social, and Governance) research. Despite these commonalities, J.P. Morgan's extensive research offerings and robust tools significantly enhance its value for investors seeking comprehensive data and diverse financial insights. In comparison, SoFi Invest's limited research capabilities may not meet the needs of investors looking for detailed market analysis. Consequently, for those prioritizing market research in their investment strategy, J.P. Morgan Self-Directed Investing is clearly the superior choice.
Feature |
J.P. Morgan Self-Directed Investing
|
SoFi 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
|
|
|
Banking
When comparing the banking capabilities of J.P. Morgan Self-Directed Investing and SoFi Invest, both online brokers provide comprehensive services, including checking and savings accounts, debit and credit cards, and mortgage loans, catering to a wide range of financial needs. However, a notable distinction is that J.P. Morgan Self-Directed Investing offers Certificates of Deposit (CDs), a feature not available with SoFi Invest. Both companies provide a robust suite of financial products, but for those looking to invest in CDs, J.P. Morgan Self-Directed Investing may be the preferred choice.
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 J.P. Morgan Self-Directed Investing is better than SoFi Invest. J.P. Morgan Self-Directed Investing finished with an overall score of 82.2%, while SoFi Invest finished with a score of 73.7%.
J.P. Morgan Self-Directed Investing makes it easy for Chase Bank customers to invest and allows access to J.P. Morgan research. On the downside, the broker features are sparse compared to industry leaders.
FAQs
Can you trade cryptocurrency with J.P. Morgan Self-Directed Investing or SoFi Invest?
J.P. Morgan Self-Directed Investing and SoFi Invest both do not offer crypto trading, with each platform providing access to 0 coins for trading.
Dive deeper: Best Crypto Trading Platforms of 2024
Does J.P. Morgan Self-Directed Investing or SoFi Invest offer IRAs?
Both J.P. Morgan Self-Directed Investing and SoFi Invest provide traditional and Roth IRA accounts with no annual fees, but J.P. Morgan charges a $75 closure fee, while SoFi charges only $20.
Dive deeper: Best IRA Accounts of 2024
Popular trading guides
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Broker Screenshots
|
J.P. Morgan Self-Directed Investing |
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
|
J.P. Morgan Self-Directed Investing |
SoFi Invest |
|
Minimum Deposit |
$0.00
|
$5.00
|
|
Stock Trades |
$0.00
|
$0.00
|
|
Penny Stock Fees (OTC) info
|
$0.00
|
N/A
|
|
Mutual Fund Trade Fee |
$0
|
$0
|
|
Options (Per Contract) |
$0.65
|
$0.00
|
|
Futures (Per Contract) |
(Not offered)
|
$0.00
|
|
Broker Assisted Trade Fee |
Varies
|
N/A
|
|
Margin Rates
|
J.P. Morgan Self-Directed Investing |
SoFi Invest |
|
Margin Rate Under $25,000 |
13.25%
|
11.25%
|
|
Margin Rate $25,000 to $49,999.99 |
13%
|
11.25%
|
|
Margin Rate $50,000 to $99,999.99 |
12.5%
|
11.25%
|
|
Margin Rate $100,000 to $249,999.99 |
12.25%
|
11.25%
|
|
Margin Rate $250,000 to $499,999.99 |
12.25%
|
11.25%
|
|
Margin Rate $500,000 to $999,999.99 |
11.5%
|
11.25%
|
|
Margin Rate Above $1,000,000 |
11%
info
|
11.25%
|
|
Account Fees
|
J.P. Morgan Self-Directed Investing |
SoFi Invest |
|
IRA Annual Fee |
$0.00
|
$0.00
|
|
IRA Closure Fee |
$75.00
|
$20.00
|
|
Account Transfer Out (Partial) info
|
$0.00
|
$100.00
|
|
Account Transfer Out (Full) info
|
$75.00
|
$100.00
|
|
Options Exercise Fee |
$0.00
|
$5.00
|
|
Options Assignment Fee |
$0.00
|
$5.00
|
|
Investment Options
|
J.P. Morgan Self-Directed Investing |
SoFi Invest |
|
Stock Trading info
|
Yes
|
Yes
|
|
Margin Trading |
Yes
info
|
Yes
|
|
Fractional Shares info
|
Yes
|
Yes
|
|
OTC Stocks info
|
Yes
|
Yes
|
|
Options Trading info
|
Yes
|
Yes
|
|
Complex Options Max Legs info
|
1
|
0
|
|
Futures Trading info
|
No
|
No
|
|
Forex Trading info
|
No
|
No
|
|
Crypto Trading info
|
No
|
No
info
|
|
Crypto Trading - Total Coins info
|
0
|
0
|
|
Mutual Funds (No Load) info
|
3500
|
0
|
|
Mutual Funds (Total) info
|
3500
|
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
|
0
|
0
|
|
Order Types
|
J.P. Morgan Self-Directed Investing |
SoFi Invest |
|
Order Type - Market info
|
Yes
|
Yes
|
|
Order Type - Limit info
|
Yes
|
Yes
|
|
Order Type - After Hours info
|
No
|
Yes
|
|
Order Type - Stop info
|
Yes
|
No
|
|
Order Type - Trailing Stop info
|
No
|
No
|
|
Order Type - OCO info
|
No
|
No
|
|
Order Type - OTO info
|
No
|
No
|
|
Order Type - Broker Assisted info
|
Yes
|
No
|
|
Beginners
|
J.P. Morgan Self-Directed Investing |
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
|
No
|
Yes
|
|
Paper Trading info
|
No
|
No
|
|
Videos info
|
Yes
|
No
|
|
Webinars info
|
Yes
|
Yes
|
|
Webinars (Archived) info
|
No
|
Yes
|
|
Progress Tracking info
|
No
|
No
|
|
Interactive Learning - Quizzes info
|
No
|
No
|
|
Stock Trading Apps
|
J.P. Morgan Self-Directed Investing |
SoFi Invest |
|
iPhone App info
|
Yes
|
Yes
|
|
Android App info
|
Yes
|
Yes
|
|
Apple Watch App info
|
No
|
No
|
|
Trading - Stocks info
|
Yes
|
Yes
|
|
Trading - After-Hours info
|
No
|
Yes
|
|
Trading - Simple Options info
|
Yes
|
No
|
|
Trading - Complex Options info
|
No
|
No
|
|
Order Ticket RT Quotes info
|
Yes
|
Yes
|
|
Order Ticket SRT Quotes info
|
No
|
No
|
|
Stock App Features
|
J.P. Morgan Self-Directed Investing |
SoFi Invest |
|
Market Movers (Top Gainers) info
|
Yes
|
Yes
|
|
Stream Live TV info
|
No
|
No
|
|
Videos on Demand info
|
No
|
No
|
|
Stock Alerts info
|
No
|
No
|
|
Option Chains Viewable info
|
Yes
|
No
|
|
Watch List (Real-time) info
|
Yes
|
Yes
|
|
Watch List (Streaming) info
|
No
|
No
|
|
Watch Lists - Create & Manage info
|
Yes
|
No
|
|
Watch Lists - Column Customization info
|
Yes
|
No
|
|
Stock App Charting
|
J.P. Morgan Self-Directed Investing |
SoFi Invest |
|
Charting - After-Hours info
|
No
|
No
|
|
Charting - Can Turn Horizontally info
|
No
|
No
|
|
Charting - Multiple Time Frames info
|
Yes
|
Yes
|
|
Charting - Technical Studies info
|
36
|
0
|
|
Charting - Study Customizations info
|
Yes
|
No
|
|
Charting - Stock Comparisons info
|
No
|
No
|
|
Trading Platforms
|
J.P. Morgan Self-Directed Investing |
SoFi Invest |
|
Active Trading Platform info
|
No
|
N/A
|
|
Desktop Trading Platform info
|
No
|
No
|
|
Desktop Platform (Mac) info
|
No
|
No
|
|
Web Trading Platform info
|
Yes
|
Yes
|
|
Paper Trading info
|
No
|
No
|
|
Trade Journal info
|
No
|
No
|
|
Watch Lists - Total Fields info
|
4
|
3
|
|
Stock Chart Features
|
J.P. Morgan Self-Directed Investing |
SoFi Invest |
|
Charting - Adjust Trades on Chart info
|
No
|
No
|
|
Charting - Indicators / Studies info
|
36
|
0
|
|
Charting - Drawing Tools info
|
10
|
0
|
|
Charting - Notes info
|
No
|
No
|
|
Charting - Index Overlays info
|
Yes
|
No
|
|
Charting - Historical Trades info
|
No
|
No
|
|
Charting - Corporate Events info
|
Yes
|
No
|
|
Charting - Custom Date Range info
|
No
|
No
|
|
Charting - Custom Time Bars info
|
No
|
No
|
|
Charting - Automated Analysis info
|
No
|
No
|
|
Charting - Save Profiles info
|
No
|
No
|
|
Trade Ideas - Technical Analysis info
|
No
|
No
|
|
Charting - Study Customizations info
|
3
|
0
|
|
Charting - Custom Studies info
|
No
|
No
|
|
Day Trading
|
J.P. Morgan Self-Directed Investing |
SoFi Invest |
|
Streaming Time & Sales info
|
No
|
No
|
|
Streaming TV info
|
No
|
No
|
|
Direct Market Routing - Stocks info
|
No
|
No
|
|
Ladder Trading info
|
No
|
No
|
|
Trade Hotkeys info
|
No
|
No
|
|
Level 2 Quotes - Stocks info
|
No
|
No
|
|
Trade Ideas - Backtesting info
|
No
|
No
|
|
Trade Ideas - Backtesting Adv info
|
No
|
No
|
|
Short Locator info
|
No
|
No
|
|
Order Liquidity Rebates info
|
No
|
No
|
|
Research Overview
|
J.P. Morgan Self-Directed Investing |
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
|
J.P. Morgan Self-Directed Investing |
SoFi Invest |
|
Stock Research - PDF Reports info
|
2
|
0
|
|
Stock Research - Earnings info
|
Yes
|
No
|
|
Stock Research - Insiders info
|
No
|
No
|
|
Stock Research - Social info
|
No
|
No
|
|
Stock Research - News info
|
Yes
|
Yes
|
|
Stock Research - ESG info
|
No
|
No
|
|
Stock Research - SEC Filings info
|
No
|
No
|
|
ETF Research
|
J.P. Morgan Self-Directed Investing |
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
|
No
|
No
|
|
ETFs - Ratings info
|
Yes
|
No
|
|
ETFs - Morningstar StyleMap info
|
Yes
|
No
|
|
ETFs - PDF Reports info
|
No
|
No
|
|
Mutual Fund Research
|
J.P. Morgan Self-Directed Investing |
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
|
No
|
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
|
J.P. Morgan Self-Directed Investing |
SoFi Invest |
|
Option Chains - Basic View info
|
Yes
|
Yes
|
|
Option Chains - Strategy View info
|
No
|
No
|
|
Option Chains - Streaming info
|
No
|
No
|
|
Option Chains - Total Columns info
|
6
|
0
|
|
Option Chains - Greeks info
|
0
|
0
|
|
Option Chains - Quick Analysis info
|
No
|
No
|
|
Option Analysis - P&L Charts info
|
No
|
No
|
|
Option Probability Analysis info
|
No
|
No
|
|
Option Probability Analysis Adv info
|
No
|
No
|
|
Option Positions - Greeks info
|
No
|
No
|
|
Option Positions - Greeks Streaming info
|
No
|
No
|
|
Option Positions - Adv Analysis info
|
No
|
No
|
|
Option Positions - Rolling info
|
No
|
No
|
|
Option Positions - Grouping info
|
No
|
No
|
|
Banking
|
J.P. Morgan Self-Directed Investing |
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
|
J.P. Morgan Self-Directed Investing |
SoFi Invest |
|
Phone Support (Prospect Customers) info
|
No
|
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
|
No
|
Yes
|
|
24/7 Support info
|
Yes
|
No
|
|
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