Written by StockBrokers.com
In this head to head comparison of Charles Schwab vs Citi Self Invest, we will compare the trading platforms, mobile apps, investment options, costs, market research, and more. Let's dive in.
In comparing Charles Schwab and Citi Self Invest, it's evident that Charles Schwab stands out as a comprehensive broker with robust investment offerings, earning a five-star rating for its investment options. Ranked #2 by StockBrokers.com among 18 brokers, Schwab provides stock trading, margin trading, fractional shares, options, forex, futures trading, and extensive mutual funds, alongside traditional and Roth IRA accounts. Conversely, Citi Self Invest offers a more limited selection, with a 2.5-star rating and a lack of margin trading, options, OTC stocks, forex, or futures trading, though it does support mutual funds and both traditional and Roth IRA accounts.
Charles Schwab showcases its versatility and appeal to both active traders and long-term investors by accommodating a wide array of trading options such as stocks, options, forex, and futures trading, enhanced with the availability of fractional shares and margin trading. Additionally, Schwab rounds out its offerings with advisor services, providing tailored investment guidance. While Citi Self Invest offers a simpler platform without the complexities of margin or options trading, it serves those who are focused on straight-forward stock and mutual fund investments, ensuring accessibility to traditional investment accounts like IRAs but without crypto offerings from either provider.
The detailed comparison of Charles Schwab and Citi Self Invest reveals their distinct positions within the landscape of online brokers. Charles Schwab emerges as a superior choice for investors seeking flexibility, comprehensive trading capabilities, and expert advisor support, which is reflected in its high ranking and rating. While Citi Self Invest may not match Schwab's expansive options, it could appeal to individuals interested in a less complex, straightforward investment approach without the need for advanced trading features.
| Feature |
Charles Schwab
|
Citi Self Invest
|
|---|---|---|
| Stock Trading | Yes | Yes |
| Margin Trading | Yes | No |
| Fractional Shares | Yes | No |
| OTC Stocks | Yes | No |
| Mutual Funds | Yes | Yes |
| Options Trading | Yes | No |
| Futures Trading | Yes | No |
| Crypto Trading | No | No |
| Crypto Trading - Total Coins | 0 | 0 |
| Range of Investments |
|
|
Dive deeper: Best Options Trading Platforms for 2025, Best Futures Trading Platforms for 2025
When comparing the trading platforms and tools of Charles Schwab and Citi Self Invest, Charles Schwab emerges as the superior choice for traders demanding a comprehensive suite of features and robust usability. Offering both downloadable platforms for Windows and Mac users, along with a browser-based platform, Charles Schwab ensures accessibility and versatility. In contrast, Citi Self Invest provides only a browser-based platform, limiting its flexibility. Charles Schwab impresses with 374 technical indicators, 24 drawing tools, and features like chart notes and historical trade displays, earning a five-star rating for its trading platforms and tools. On the other hand, Citi Self Invest, lacking many advanced features, garners a 2.5-star rating.
Diving deeper into their offerings, Charles Schwab not only supports paper trading and offers a comprehensive trading journal, but also includes the ability to see corporate events on charts, adjust orders directly on chart interfaces, and implement custom studies. Citi Self Invest falls short in these areas, offering none of these functionalities. Moreover, Charles Schwab provides the capability to add index overlays, display automated technical analysis, and save multiple chart profiles, thereby empowering traders with data-rich insights for devising trading strategies. Citi Self Invest lacks these attributes, which are critical for technical analysis and informed trading.
Charles Schwab excels with unparalleled customization options, enabling traders to edit SMA studies with 35 customization fields and create custom studies. This feature-rich environment places Charles Schwab at the top of StockBrokers.com's rankings out of 18 brokers, emphasizing its commitment to delivering advanced tools for both novice and experienced traders. In comparison, Citi Self Invest's limitation to basic charting and a lack of adjustable features contributes to its unranked status on StockBrokers.com, making it a less favorable option for users seeking detailed and customizable trading experiences.
| Feature |
Charles Schwab
|
Citi Self Invest
|
|---|---|---|
| Web Trading Platform | Yes | Yes |
| Desktop Trading Platform | Yes | No |
| Desktop Platform (Mac) | Yes | No |
| Paper Trading | Yes | No |
| Watch Lists - Total Fields | 580 | 0 |
| Charting - Indicators / Studies | 374 | 0 |
| Charting - Drawing Tools | 24 | 0 |
| Platforms & Tools |
|
|
Dive deeper: Best Stock Brokers & Trading Platforms for 2025, Best Paper Trading Platforms for 2025
Open and fund & get up to $1,000.
When it comes to supporting beginner investors with educational resources, Charles Schwab stands out as a top-notch online brokerage, offering an extensive range of educational materials across multiple investment categories. From stocks, ETFs, options, mutual funds, to bonds, Charles Schwab provides comprehensive educational tools, including detailed videos and interactive webinars. Moreover, it features paper trading capabilities, allowing beginners to practice investing without financial risk. Their platform also offers educational quizzes and personalized learning progress tracking, which further enrich the learning experience and cater to the needs of novice investors. Rated with an impressive 5 stars out of 5 for education and currently ranked first out of 18 brokers by StockBrokers.com, Charles Schwab clearly leads the way in investor education.
In sharp contrast, Citi Self Invest falls short in educational support for beginners, as it does not offer specific educational content for stocks, ETFs, options, mutual funds, or bonds. Furthermore, Citi Self Invest lacks additional resources such as educational videos, webinars, and paper trading capabilities, which are crucial for gaining practical investment knowledge and experience. Despite offering educational quizzes and the ability to track learning progress, Citi Self Invest receives a low 1.5-star rating for education, indicating a significant gap in comparison to Charles Schwab. As a result, Citi Self Invest currently remains unranked by StockBrokers.com, reflecting its limited capacity to educate and support novice investors effectively.
| Feature |
Charles Schwab
|
Citi Self Invest
|
|---|---|---|
| Education (Stocks) | Yes | No |
| Education (ETFs) | Yes | No |
| Education (Options) | Yes | No |
| Education (Mutual Funds) | Yes | No |
| Education (Bonds) | Yes | No |
| Paper Trading | Yes | No |
| Videos | Yes | No |
| Webinars | Yes | No |
| Education |
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2025
When weighing the mobile app capabilities of Charles Schwab against Citi Self Invest for stock trading, Charles Schwab clearly comes out on top. Rated five stars out of five, Charles Schwab is even ranked as the number one stock trading app by StockBrokers.com. In contrast, Citi Self Invest is rated three stars and lacks a ranking position. With extensive offerings such as streaming quotes, live TV, videos on demand, custom watch lists, and stock alerts, Charles Schwab delivers a comprehensive and engaging trading experience. Citi Self Invest, on the other hand, presents a more limited array of features, lacking many of the dynamic tools that active traders value.
Both Charles Schwab and Citi Self Invest provide apps compatible with iPhone and Android devices, along with options for creating custom watch lists. While both platforms allow users to view charts in multiple time frames, Charles Schwab provides a more robust charting experience. It offers 373 technical studies, landscape mode viewing, and the ability to display stock comparisons on charts, whereas Citi Self Invest lacks these advanced charting capabilities. Additionally, Charles Schwab supports mobile options trading and after-hours stock trading, areas where Citi Self Invest falls short.
Another area where Charles Schwab extends its dominance is through the inclusion of an Apple Watch app, enhancing mobility for traders on the go. Despite offering basic functionalities across different platforms, Citi Self Invest does not match Charles Schwab’s feature-rich environment. Without support for streaming quotes, live TV or video content, Citi Self Invest may not meet the needs of traders seeking real-time, in-depth data directly from their mobile devices. Whether you are an active trader or just starting, Charles Schwab’s top-rated app provides the comprehensive tools necessary for a superior trading experience.
| Feature |
Charles Schwab
|
Citi Self Invest
|
|---|---|---|
| iPhone App | Yes | Yes |
| Android App | Yes | Yes |
| Apple Watch App | Yes | No |
| Stock Alerts | Yes | No |
| Charting - After-Hours | No | No |
| Charting - Technical Studies | 373 | 0 |
| Mobile Trading Apps |
|
|
Dive deeper: Best Stock Trading Apps for 2025
When comparing Charles Schwab and Citi Self Invest, Charles Schwab emerges as a more versatile option, especially for investors who require margin trading and options contracts. Charles Schwab charges no minimum deposit or fees for regular stock trades, similar to Citi Self Invest. However, Schwab offers additional services such as margin accounts and options trading, which Citi Self Invest does not provide. Additionally, Charles Schwab charges lower fees for account transfers and IRA closures, making it a more cost-effective choice for customers transferring large accounts or closing IRAs.
Both Charles Schwab and Citi Self Invest appeal to cost-conscious investors with their $0 minimum deposits and commission-free trading for regular stock transactions. However, Charles Schwab distinguishes itself with its comprehensive suite of services. Schwab charges a reasonable fee of $0.65 per options contract and provides margin trading with tiered fees based on balance slabs, offering an extensive range of financial opportunities. In contrast, Citi Self Invest does not provide options trading or margin trading, which could limit flexibility for some investors.
Further comparing account-specific charges, Charles Schwab does not impose any IRA annual or closure fees, while Citi Self Invest charges a $95 fee for IRA closures. For investors considering transfers, Charles Schwab charges $50 for a full account transfer, whereas Citi Self Invest charges $95, irrespective of the type. Schwab also does not charge for partial account transfers, further enhancing its appeal as a cost-efficient brokerage option.
| Feature |
Charles Schwab
|
Citi Self Invest
|
|---|---|---|
| Minimum Deposit | $0.00 | $0.00 |
| Stock Trades | $0.00 | $0.00 |
| Options (Per Contract) | $0.65 | N/A |
| Options Exercise Fee | $0.00 | N/A |
| Options Assignment Fee | $0.00 | N/A |
| IRA Annual Fee | $0.00 | $0.00 |
| IRA Closure Fee | $0.00 | $95.00 |
| Commissions & Fees | N/A |
|
Dive deeper: Best Free Trading Platforms for 2025
When comparing Charles Schwab and Citi Self Invest for day trading capabilities, Charles Schwab emerges as the more robust platform. Charles Schwab offers streaming time and sales for stocks, streaming live TV, direct market routing, ladder trading, and trading hotkeys for efficient keyboard trade entry, which are critical tools for active traders. Additionally, it provides comprehensive insights with level 2 quotes and both basic and advanced strategy backtesting capabilities. Traders seeking short-selling opportunities will also benefit from Charles Schwab's short locator tool that provides real-time availability of shares to short. In contrast, Citi Self Invest lacks several features crucial for day traders, such as streaming time and sales data, live TV streaming, direct market routing, and ladder trading. Furthermore, Citi Self Invest does not support trading hotkeys or offer level 2 quotes, limiting real-time trading efficiency and market depth insight. With no provisions for strategy backtesting or a short locator tool, Citi Self Invest presents a less competitive option for day traders focusing on robust technical analysis and short-selling. Neither platform currently offers order liquidity rebates, making this aspect a non-factor in the comparison.
| Feature |
Charles Schwab
|
Citi Self 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 | Yes | No |
| Short Locator | Yes | No |
Dive deeper: Best Day Trading Platforms for 2025
When evaluating the market research capabilities of online brokers, Charles Schwab stands out significantly compared to Citi Self Invest. Charles Schwab excels with a comprehensive suite of research tools and resources, offering robust options for stock, ETFs, mutual funds, Pink Sheets/OTCBB, and bond research. In contrast, Citi Self Invest provides limited market research services, particularly lacking in mutual funds and bond analysis. Charles Schwab earns a full five-star rating for its market research, while Citi Self Invest lags behind at a 2.5-star rating.
Charles Schwab provides significant advantages for investors seeking thorough market insights. Clients have access to detailed research on various investment vehicles including stocks, ETFs, and mutual funds, with the additional benefit of seven downloadable PDF reports for stocks and comprehensive support for bonds. It also leverages modern analytical tools like stock research using social media sentiment, ESG research, and screeners for stocks, ETFs, mutual funds, and bonds. This extensive offering empowers investors with a solid foundation for informed decision-making.
Conversely, Citi Self Invest's market research offerings are more limited. While they do provide some research capabilities for stocks, ETFs, and Pink Sheets/OTCBB, their services fall short without any downloadable PDF reports or screeners for critical investment categories. Notably, the absence of mutual funds and bonds research significantly curtails their appeal to investors requiring in-depth and diversified market analysis. Consequently, Citi Self Invest is not ranked among the top brokers by StockBrokers.com for market research, underscoring the dominance of Charles Schwab in this domain.
| Feature |
Charles Schwab
|
Citi Self Invest
|
|---|---|---|
| Research - Stocks | Yes | Yes |
| Screener - Stocks | Yes | No |
| Research - ETFs | Yes | Yes |
| 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 Charles Schwab and Citi Self Invest, both online brokers offer comprehensive services that include checking and savings accounts, debit and credit cards, as well as mortgage loans, making them versatile choices for consumers seeking a well-rounded banking experience. However, a key differentiator arises with Certificates of Deposit (CDs); Charles Schwab provides this option, whereas Citi Self Invest does not. This distinction may influence customers prioritizing diversified savings opportunities. Overall, both platforms present a robust suite of banking services, but for those looking to incorporate CDs into their financial strategy, Charles Schwab holds a unique advantage.
| Feature |
Charles Schwab
|
Citi Self Invest
|
|---|---|---|
| Checking Accounts | Yes | Yes |
| Savings Accounts | Yes | 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 18 of the best online brokers, our research and live account testing finds that Charles Schwab is better than Citi Self Invest. Charles Schwab finished with an overall score of 99.2%, while Citi Self Invest finished with a score of 70.6%.
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.
Both Charles Schwab and Citi Self Invest do not offer crypto trading, with each platform providing access to 0 cryptocurrencies.
Dive deeper: Best Online Brokers for Crypto Trading in 2025
Both Charles Schwab and Citi Self Invest provide options for traditional and Roth IRA accounts without annual fees; however, Charles Schwab stands out by not charging any closure fee, whereas Citi Self Invest imposes a $95 closure fee.
Dive deeper: Best IRA Accounts for 2025
Select Brokers
↓×Compare
0 of 5| Overall Rating | Charles Schwab | Citi Self Invest | |
|---|---|---|---|
| Overall |
|
| |
| Commissions & Fees | N/A |
| |
| Range of Investments |
|
| |
| Platforms & Tools |
|
| |
| Mobile Trading Apps |
|
| |
| Research |
|
| |
| Customer Service |
| N/A | |
| Education |
|
| |
| Ease Of Use |
|
| |
| Winner | check_circle | ||
| Review | Charles Schwab Review | Citi Self Invest Review |
| Broker Screenshots | Charles Schwab | Citi Self 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 | Citi Self Invest | |
|---|---|---|---|
| Minimum Deposit | $0.00 | $0.00 | |
| Stock Trades | $0.00 | $0.00 | |
| Penny Stock Fees (OTC) | $6.95 | N/A | |
| Mutual Fund Trade Fee | Varies | 0 | |
| Options (Per Contract) | $0.65 | N/A | |
| Futures (Per Contract) | $2.25 | (Not offered) | |
| Broker Assisted Trade Fee | $25 | n/a |
| Margin Rates | Charles Schwab | Citi Self Invest | |
|---|---|---|---|
| Margin Rate Under $25,000 | 13.575% | Not offered | |
| Margin Rate $25,000 to $49,999.99 | 13.075% | Not offered | |
| Margin Rate $50,000 to $99,999.99 | 12.125% | Not offered | |
| Margin Rate $100,000 to $249,999.99 | 12.075% | Not offered | |
| Margin Rate $250,000 to $499,999.99 | 11.825% | Not offered | |
| Margin Rate $500,000 to $999,999.99 | Varies | Not offered | |
| Margin Rate Above $1,000,000 | Varies | Not offered |
| Account Fees | Charles Schwab | Citi Self Invest | |
|---|---|---|---|
| IRA Annual Fee | $0.00 | $0.00 | |
| IRA Closure Fee | $0.00 | $95.00 | |
| Account Transfer Out (Partial) | $0.00 | $95.00 | |
| Account Transfer Out (Full) | $50.00 | $95.00 | |
| Options Exercise Fee | $0.00 | N/A | |
| Options Assignment Fee | $0.00 | N/A |
| Investment Options | Charles Schwab | Citi Self Invest | |
|---|---|---|---|
| Stock Trading | Yes | Yes | |
| Margin Trading | Yes | No | |
| Fractional Shares | Yes | No | |
| OTC Stocks | Yes | No | |
| Options Trading | Yes | No | |
| Complex Options Max Legs | 4 | ||
| Futures Trading | Yes | No | |
| Forex Trading | Yes | No | |
| Crypto Trading | No | No | |
| Crypto Trading - Total Coins | 0 | 0 | |
| Mutual Funds (No Load) | 15163 | 820 | |
| Mutual Funds (Total) | 18145 | 820 | |
| Bonds (US Treasury) | Yes | No | |
| Bonds (Corporate) | Yes | No | |
| Bonds (Municipal) | Yes | No | |
| Traditional IRAs | Yes | Yes | |
| Roth IRAs | Yes | Yes | |
| Advisor Services | Yes | No | |
| International Countries (Stocks) | 12 | 0 |
| Order Types | Charles Schwab | Citi Self Invest | |
|---|---|---|---|
| Order Type - Market | Yes | Yes | |
| Order Type - Limit | Yes | Yes | |
| Order Type - After Hours | Yes | No | |
| Order Type - Stop | Yes | Yes | |
| Order Type - Trailing Stop | Yes | No | |
| Order Type - OCO | Yes | No | |
| Order Type - OTO | Yes | No | |
| Order Type - Broker Assisted | Yes | No |
| Beginners | Charles Schwab | Citi Self Invest | |
|---|---|---|---|
| Education (Stocks) | Yes | No | |
| Education (ETFs) | Yes | No | |
| Education (Options) | Yes | No | |
| Education (Mutual Funds) | Yes | No | |
| Education (Bonds) | Yes | No | |
| Education (Retirement) | Yes | No | |
| Retirement Calculator | Yes | No | |
| Investor Dictionary | Yes | No | |
| Paper Trading | Yes | No | |
| Videos | Yes | No | |
| Webinars | Yes | No | |
| Webinars (Archived) | Yes | No | |
| Progress Tracking | Yes | Yes | |
| Interactive Learning - Quizzes | Yes | Yes |
| Stock Trading Apps | Charles Schwab | Citi Self Invest | |
|---|---|---|---|
| iPhone App | Yes | Yes | |
| Android App | Yes | Yes | |
| Apple Watch App | Yes | No | |
| Trading - Stocks | Yes | Yes | |
| Trading - After-Hours | Yes | No | |
| 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 | Charles Schwab | Citi Self 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 | Yes | |
| Watch Lists - Column Customization | Yes | No |
| Stock App Charting | Charles Schwab | Citi Self Invest | |
|---|---|---|---|
| Charting - After-Hours | No | No | |
| Charting - Can Turn Horizontally | Yes | No | |
| Charting - Multiple Time Frames | Yes | Yes | |
| Charting - Technical Studies | 373 | 0 | |
| Charting - Study Customizations | Yes | No | |
| Charting - Stock Comparisons | Yes | No |
| Trading Platforms | Charles Schwab | Citi Self Invest | |
|---|---|---|---|
| Active Trading Platform | thinkorswim | n/a | |
| Desktop Trading Platform | Yes | No | |
| Desktop Platform (Mac) | Yes | No | |
| Web Trading Platform | Yes | Yes | |
| Paper Trading | Yes | No | |
| Trade Journal | Yes | No | |
| Watch Lists - Total Fields | 580 | 0 |
| Stock Chart Features | Charles Schwab | Citi Self Invest | |
|---|---|---|---|
| Charting - Adjust Trades on Chart | Yes | No | |
| Charting - Indicators / Studies | 374 | 0 | |
| Charting - Drawing Tools | 24 | 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 | 35 | 0 | |
| Charting - Custom Studies | Yes | No |
| Day Trading | Charles Schwab | Citi Self Invest | |
|---|---|---|---|
| Streaming Time & Sales | Yes | No | |
| Streaming TV | Yes | No | |
| Direct Market Routing - Stocks | Yes | No | |
| Ladder Trading | Yes | No | |
| Trade Hotkeys | Yes | No | |
| Level 2 Quotes - Stocks | Yes | No | |
| Trade Ideas - Backtesting | Yes | No | |
| Trade Ideas - Backtesting Adv | Yes | No | |
| Short Locator | Yes | No | |
| Order Liquidity Rebates | No | No |
| Research Overview | Charles Schwab | Citi Self Invest | |
|---|---|---|---|
| Research - Stocks | Yes | Yes | |
| Research - ETFs | Yes | Yes | |
| Research - Mutual Funds | Yes | No | |
| Research - Pink Sheets / OTCBB | Yes | Yes | |
| 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 | Charles Schwab | Citi Self Invest | |
|---|---|---|---|
| Stock Research - PDF Reports | 7 | 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 | Charles Schwab | Citi Self 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 | Yes | |
| ETFs - Ratings | Yes | Yes | |
| ETFs - Morningstar StyleMap | Yes | No | |
| ETFs - PDF Reports | Yes | No |
| Mutual Fund Research | Charles Schwab | Citi Self Invest | |
|---|---|---|---|
| Mutual Funds - Strategy Overview | Yes | Yes | |
| Mutual Funds - Performance Chart | Yes | Yes | |
| Mutual Funds - Performance Analysis | Yes | Yes | |
| Mutual Funds - Prospectus | Yes | No | |
| Mutual Funds - 3rd Party Ratings | Yes | Yes | |
| Mutual Funds - Fees Breakdown | Yes | No | |
| Mutual Funds - Top 10 Holdings | Yes | Yes | |
| Mutual Funds - Asset Allocation | Yes | Yes | |
| Mutual Funds - Sector Allocation | Yes | No | |
| Mutual Funds - Country Allocation | Yes | No | |
| Mutual Funds - StyleMap | Yes | No |
| Options Trading | Charles Schwab | Citi Self Invest | |
|---|---|---|---|
| Option Chains - Basic View | Yes | No | |
| Option Chains - Strategy View | Yes | No | |
| Option Chains - Streaming | Yes | No | |
| Option Chains - Total Columns | 31 | 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 | Charles Schwab | Citi Self Invest | |
|---|---|---|---|
| Bank (Member FDIC) | Yes | Yes | |
| Checking Accounts | Yes | Yes | |
| Savings Accounts | Yes | Yes | |
| Credit Cards | Yes | Yes | |
| Debit Cards | Yes | Yes | |
| Mortgage Loans | Yes | Yes |
| Customer Service | Charles Schwab | Citi Self Invest | |
|---|---|---|---|
| Phone Support (Prospect Customers) | Yes | No | |
| Phone Support (Current Customers) | Yes | Yes | |
| Email Support | Yes | No | |
| Live Chat (Prospect Customers) | No | No | |
| Live Chat (Current Customers) | Yes | No | |
| 24/7 Support | Yes | Yes |
| Overall | Charles Schwab | Citi Self Invest | |
|---|---|---|---|
| Overall |
|
| |
| Commissions & Fees | N/A |
| |
| Range of Investments |
|
| |
| Platforms & Tools |
|
| |
| Mobile Trading Apps |
|
| |
| Research |
|
| |
| Education |
|
| |
| Ease Of Use |
|
| |
| Winner | check_circle | ||
| Review | Charles Schwab Review | Citi Self Invest Review |
Charles Schwab
Interactive Brokers
Fidelity
E*TRADE
Merrill Edge
TradeStation
tastytrade
eToro