Is J.P. Morgan Self-Directed better than SoFi Invest? After testing 15 of the best online brokers over six months, J.P. Morgan Self-Directed (71.12%) is better than SoFi Invest (60.31%). J.P. Morgan Self-Directed Investing, previously known as Chase You Invest, gives Chase Bank customers easy access to investing. The all-in-one platform makes money and asset management simple and straightforward.
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J.P. Morgan Self-Directed vs SoFi Invest 2022
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Overall Rating
| Feature | J.P. Morgan Self-Directed | SoFi Invest |
| Overall | ||
| Commissions & Fees | ||
| Offering of Investments | ||
| Platforms & Tools | ||
| Mobile Trading Apps | ||
| Research | ||
| Education | ||
| Ease of Use | ||
| J.P. Morgan Self-Directed Review | SoFi Invest Review | |
| Winner | check_circle |
Trading Fees
| Feature | J.P. Morgan Self-Directed | SoFi Invest |
| Minimum Deposit | $0.00 | $5.00 |
| Stock Trades | $0.00 | $0.00 |
| ETF Trade Fee | $0.00 | $0.00 |
| Mutual Fund Trade Fee | $0.00 | $0.00 |
| Options (Base Fee) | $0.00 | $0.00 |
| Options (Per Contract) | $0.65 | $0.00 |
| Futures (Per Contract) | N/A | $0.00 |
| Broker Assisted Trade Fee | $25.00 | $0.00 |
Margin Rates
| Feature | J.P. Morgan Self-Directed | SoFi Invest |
| Under $24,999.99 | N/A | 0.00% |
| $25,000.00 to $49,999.99 | N/A | 0.00% |
| $50,000.00 to $99,999.99 | N/A | 0.00% |
| $100,000.00 to $249,999.99 | N/A | 0.00% |
| $250,000.00 to $499,999.99 | N/A | 0.00% |
| $500,000.00 to $999,999.99 | N/A | 0.00% |
| Above $1,000,000.00 | N/A | 0.00% |
Account Fees
| Feature | J.P. Morgan Self-Directed | SoFi Invest |
| IRA Annual Fee | $0.00 | $0.00 |
| IRA Closure Fee | $75.00 | $20.00 |
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Account Transfer Out (Partial) |
$75.00 | $75.00 |
|
Account Transfer Out (Full) |
$75.00 | $75.00 |
Investment Options
| Feature | J.P. Morgan Self-Directed | SoFi Invest |
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Stock Trading |
Yes | Yes |
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Fractional Shares |
No | Yes |
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OTCBB / Pink Sheets |
Yes | Yes |
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Options Trading |
Yes | No |
|
Complex Options Max Legs |
1 | |
|
Futures Trading |
No | No |
|
Forex Trading |
No | No |
|
Crypto Trading |
No | Yes |
|
Crypto Trading - Total Coins |
0 | 30 |
|
Mutual Funds (No Load) |
3500 | |
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Mutual Funds (Total) |
3500 | |
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Bonds (US Treasury) |
Yes | No |
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Bonds (Corporate) |
Yes | No |
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Bonds (Municipal) |
Yes | No |
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Advisor Services |
Yes | No |
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International Trading |
No | No |
Order Types
| Feature | J.P. Morgan Self-Directed | SoFi Invest |
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Order Type - Market |
Yes | Yes |
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Order Type - Limit |
Yes | Yes |
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Order Type - After-Hours |
No | No |
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Order Type - Stop |
Yes | No |
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Order Type - Trailing Stop |
No | No |
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Order Type - OCO |
No | No |
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Order Type - OTO |
No | No |
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Order Type - Broker Assisted |
Yes | No |
Beginners
| Feature | J.P. Morgan Self-Directed | SoFi Invest |
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Education (Stocks) |
Yes | Yes |
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Education (ETFs) |
Yes | Yes |
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Education (Options) |
Yes | Yes |
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Education (Mutual Funds) |
Yes | Yes |
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Education (Bonds) |
Yes | Yes |
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Education (Retirement) |
Yes | Yes |
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Retirement Calculator |
Yes | No |
|
Investor Dictionary |
No | Yes |
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Paper Trading |
No | No |
|
Videos |
Yes | No |
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Webinars (Monthly Avg) |
2 | 1 |
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Webinars (Archived) |
No | Yes |
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Progress Tracking |
Yes | No |
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Interactive Learning - Quizzes |
Yes | No |
Stock Trading Apps
| Feature | J.P. Morgan Self-Directed | SoFi Invest |
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iPhone App |
Yes | Yes |
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Android App |
Yes | Yes |
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Apple Watch App |
No | No |
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Trading - Stocks |
Yes | Yes |
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Trading - After-Hours |
No | No |
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Trading - Simple Options |
Yes | No |
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Trading - Complex Options |
No | No |
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Order Ticket RT Quotes |
Yes | Yes |
|
Order Ticket SRT Quotes |
No | No |
Stock App Features
| Feature | J.P. Morgan Self-Directed | SoFi Invest |
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Market Movers (Top Gainers) |
Yes | Yes |
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Stream Live TV |
No | No |
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Videos on Demand |
No | No |
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Stock Alerts |
No | No |
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Option Chains Viewable |
Yes | No |
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Watch List (Real-time) |
Yes | Yes |
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Watch List (Streaming) |
No | No |
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Watch Lists - Create & Manage |
Yes | No |
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Watch Lists - Column Customization |
No | No |
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Watch List - Column Filtering |
Yes | Yes |
Stock App Charting
| Feature | J.P. Morgan Self-Directed | SoFi Invest |
|
Charting - After-Hours |
No | No |
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Charting - Can Turn Horizontally |
No | No |
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Charting - Multiple Time Frames |
Yes | Yes |
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Charting - Technical Studies |
35 | |
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Charting - Study Customizations |
No | No |
|
Charting - Stock Comparisons |
No | No |
Trading Platforms
| Feature | J.P. Morgan Self-Directed | SoFi Invest |
|
Desktop Trading Platform |
No | No |
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Web Trading Platform |
Yes | Yes |
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Paper Trading |
No | No |
|
Trade Journal |
No | No |
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Watch Lists - Total Fields |
4 | 3 |
Stock Chart Features
| Feature | J.P. Morgan Self-Directed | SoFi Invest |
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Charting - Adjust Trades on Chart |
No | No |
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Charting - Indicators / Studies |
35 | |
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Charting - Drawing Tools |
10 | |
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Charting - Notes |
No | No |
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Charting - Index Overlays |
Yes | No |
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Charting - Historical Trades |
No | No |
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Charting - Corporate Events |
Yes | No |
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Charting - Custom Date Range |
No | No |
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Charting - Custom Time Bars |
No | No |
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Charting - Automated Analysis |
No | No |
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Charting - Save Profiles |
No | No |
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Trade Ideas - Technical Analysis |
No | No |
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Charting - Study Customizations |
3 | |
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Charting - Custom Studies |
No | No |
Day Trading
| Feature | J.P. Morgan Self-Directed | SoFi Invest |
|
Streaming Time & Sales |
No | No |
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Streaming TV |
No | No |
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Direct Market Routing - Stocks |
No | No |
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Ladder Trading |
No | No |
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Trade Hot Keys |
No | No |
|
Level 2 Quotes - Stocks |
No | No |
|
Trade Ideas - Backtesting |
No | No |
|
Trade Ideas - Backtesting Adv |
No | No |
|
Short Locator |
No | No |
|
Order Liquidity Rebates |
No | No |
Research Overview
| Feature | J.P. Morgan Self-Directed | SoFi Invest |
|
Research - Stocks |
Yes | No |
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Research - ETFs |
Yes | No |
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Research - Mutual Funds |
Yes | No |
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Research - Pink Sheets / OTCBB |
No | No |
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Research - Bonds |
No | No |
|
Screener - Stocks |
Yes | No |
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Screener - ETFs |
Yes | No |
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Screener - Mutual Funds |
Yes | No |
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Screener - Options |
No | No |
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Screener - Bonds |
Yes | No |
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Misc - Portfolio Allocation |
Yes | Yes |
Stock Research
| Feature | J.P. Morgan Self-Directed | SoFi Invest |
|
Stock Research - PDF Reports |
2 | |
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Stock Research - Earnings |
No | No |
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Stock Research - Insiders |
No | No |
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Stock Research - SEC Filings |
No | No |
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Stock Research - Social |
No | No |
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Stock Research - Balance Sheet |
No | No |
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Stock Research - Cash Flows |
No | No |
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Stock Research - News |
Yes | Yes |
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Stock Research - ESG |
No | No |
ETF Research
| Feature | J.P. Morgan Self-Directed | SoFi Invest |
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ETFs - Strategy Overview |
Yes | Yes |
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ETF Fund Facts - Inception Date |
Yes | No |
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ETF Fund Facts - Expense Ratio |
Yes | Yes |
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ETF Fund Facts - Net Assets |
Yes | No |
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ETF Fund Facts - Total Holdings |
Yes | No |
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ETFs - Top 10 Holdings |
Yes | Yes |
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ETFs - Performance Analysis |
Yes | No |
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ETFs - Sector Exposure |
Yes | No |
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ETFs - Risk Analysis |
No | No |
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ETFs - Ratings |
Yes | No |
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ETFs - Morningstar StyleMap |
Yes | No |
|
ETFs - PDF Reports |
No | No |
Mutual Fund Research
| Feature | J.P. Morgan Self-Directed | SoFi Invest |
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Mutual Funds - Strategy Overview |
Yes | No |
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Mutual Funds - Performance Chart |
Yes | No |
|
Mutual Funds - Performance Analysis |
Yes | No |
|
Mutual Funds - Prospectus |
No | No |
|
Mutual Funds - PDF Reports |
No | No |
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Mutual Funds - Fees Breakdown |
No | No |
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Mutual Funds - Top 10 Holdings |
Yes | No |
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Mutual Funds - Asset Allocation |
Yes | No |
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Mutual Funds - Sector Allocation |
Yes | No |
|
Mutual Funds - Country Allocation |
Yes | No |
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Mutual Funds - StyleMap |
Yes | No |
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Mutual Funds - 3rd Party Ratings |
Yes | No |
Options Trading
| Feature | J.P. Morgan Self-Directed | SoFi Invest |
|
Option Chains - Basic View |
Yes | No |
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Option Chains - Strategy View |
No | No |
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Option Chains - Streaming |
No | No |
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Option Chains - Total Columns |
6 | |
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Option Chains - Greeks |
0 | |
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Option Positions - Greeks Streaming |
No | No |
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Option Chains - Quick Analysis |
No | No |
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Option Analysis - P&L Charts |
No | No |
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Option Probability Analysis |
No | No |
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Option Probability Analysis Adv |
No | No |
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Option Positions - Greeks |
No | No |
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Option Positions - Adv Analysis |
No | No |
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Option Positions - Rolling |
No | No |
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Option Positions - Grouping |
No | No |
Banking
| Feature | J.P. Morgan Self-Directed | SoFi Invest |
|
Bank (Member FDIC) |
Yes | No |
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Checking Accounts |
Yes | No |
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Savings Accounts |
Yes | No |
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Credit Cards |
Yes | Yes |
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Debit Cards |
Yes | Yes |
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Mortgage Loans |
Yes | Yes |
Customer Service
| Feature | J.P. Morgan Self-Directed | SoFi Invest |
|
Phone Support (Prospect Customers) |
No | Yes |
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Phone Support (Current Customers) |
Yes | Yes |
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Email Support |
Yes | No |
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Live Chat (Prospect Customers) |
No | Yes |
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Live Chat (Current Customers) |
No | Yes |
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24/7 Support |
No | No |
Overall
| Feature | J.P. Morgan Self-Directed | SoFi Invest |
| Overall | ||
| Commissions & Fees | ||
| Offering of Investments | ||
| Platforms & Tools | ||
| Mobile Trading Apps | ||
| Research | ||
| Education | ||
| Ease of Use | ||
| J.P. Morgan Self-Directed Review | SoFi Invest Review | |
| Winner | check_circle |
Comparing brokers side by side is no easy task. For our 2022 annual broker review, we spent hundreds of hours assessing 15 brokerages to find the best online broker. Let's compare J.P. Morgan Self-Directed vs SoFi Invest.
Is J.P. Morgan Self-Directed or SoFi Invest better for beginners?
J.P. Morgan Self-Directed is better for beginner investors than SoFi Invest. J.P. Morgan Self-Directed offers investors access to Videos, Education (Stocks), Education (ETFs), Education (Options), Education (Mutual Funds), Education (Bonds) and Education (Retirement).
What about J.P. Morgan Self-Directed vs SoFi Invest pricing?
J.P. Morgan Self-Directed and SoFi Invest charge the same amount for regular stock trades, $0. For options trading, both J.P. Morgan Self-Directed and SoFi Invest charge the same base fee of $0. Each option contract then costs $0.65 at J.P. Morgan Self-Directed and $0 at SoFi Invest. For a complete commissions summary, see our best discount brokers guide.
Does J.P. Morgan Self-Directed or SoFi Invest offer a wider range of investment options?
J.P. Morgan Self-Directed offers a more diverse selection of investment options than SoFi Invest. J.P. Morgan Self-Directed offers investors access to Stock Trading, OTCBB / Pink Sheets, Options Trading, Mutual Funds and Advisor Services. Looking at Mutual Funds, SoFi Invest trails J.P. Morgan Self-Directed by 3,500 total mutual funds, with J.P. Morgan Self-Directed offering 3500 and SoFi Invest offering .
Which trading platform is better: J.P. Morgan Self-Directed or SoFi Invest?
To compare the trading platforms of both J.P. Morgan Self-Directed and SoFi Invest, we tested each broker's trading tools, research capabilities, and mobile apps. For trading tools, J.P. Morgan Self-Directed offers a better experience. With research, J.P. Morgan Self-Directed offers superior market research. Finally, we found SoFi Invest to provide better mobile trading apps.
Does either broker offer banking?
Online banking can be a benefit for investors, and some brokerages do provide banking services to customers. Debit Cards, Credit Cards and Mortgage Loans are offered by SoFi Invest while J.P. Morgan Self-Directed offers Checking Accounts, Savings Accounts, Debit Cards, Credit Cards and Mortgage Loans.
Overall winner: J.P. Morgan Self-Directed
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All pricing data was obtained from a published web site as of 01/10/2022 and is believed to be accurate, but is not guaranteed. For stock trade rates, advertised pricing is for a standard order size of 500 shares of stock priced at $30 per share. For options orders, an options regulatory fee per contract may apply.
*INVESTMENT AND INSURANCE PRODUCTS ARE: NOT A DEPOSIT · NOT FDIC INSURED · NO BANK GUARANTEE · MAY LOSE VALUE
