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 evaluating online brokers, Charles Schwab clearly emerges as a leading contender with its extensive range of investment options, earning a commendable 5-star rating and ranking second among 18 brokers according to StockBrokers.com. In contrast, Citi Self Invest, while offering a more limited selection, secures a 2.5-star rating and ranks 18th in the same category. This comparison paints a clear picture of Charles Schwab's superiority in catering to diverse investment needs, making it the preferred choice for a wide array of investors seeking varied opportunities.
Charles Schwab provides an expansive suite of investment options including stock trading, margin trading, and fractional shares trading, along with access to OTC stocks. Additionally, it offers mutual funds, options trading, forex trading, and futures trading, making it highly versatile for investors looking to diversify their portfolios. Though Charles Schwab doesn't offer crypto trading, it makes up for this with an impressive array of features designed for both novice and seasoned investors, including traditional and Roth IRA accounts, as well as advisor services to help tailor investment strategies.
Conversely, Citi Self Invest offers a more streamlined selection, focusing on stock trading and mutual funds, without options for margin trading, fractional shares, OTC stocks, options, forex, or futures trading. While they do provide traditional and Roth IRA accounts, Citi Self Invest misses the mark by not offering advisor services, which can be a crucial factor for investors seeking personalized guidance. Ultimately, while Citi Self Invest meets the basic needs of certain investors, its limitations may steer those seeking more comprehensive options toward competitors like Charles Schwab.
| 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 |
| Investment Options |
|
|
Dive deeper: Best Options Trading Platforms for 2024, Best Futures Trading Platforms for 2024
When considering trading platforms and tools, Charles Schwab clearly stands out against Citi Self Invest. Schwab offers an extensive suite of features, including both Windows and Mac desktop downloadable trading platforms, which Citi Self Invest lacks. Schwab not only supports browser-based trading but also allows for enhancements like paper trading and maintaining a trading journal, features which Citi Self Invest does not provide. With an impressive array of 374 technical indicators and 24 drawing tools for charting, Schwab offers an unmatched level of customizable chart analysis, far surpassing Citi Self Invest, which has none. Charles Schwab is rated 5 stars, placing it second among 18 brokers, compared to Citi Self Invest’s 2.5 stars and sixteenth place ranking.
Charles Schwab's platforms offer a high degree of customization, providing the ability to adjust open orders directly on a stock chart and incorporate elements such as index overlays and historical trades. Users can display corporate events on charts, set custom date ranges, and even enjoy automated technical analysis with chart patterns. Conversely, Citi Self Invest falls short in these areas, offering none of these functional chart enhancements. Moreover, while Schwab provides extensive support for creating and customizing studies with an impressive 35 fields for SMA customization, Citi Self Invest offers no such support for its users.
Charles Schwab’s superior watch list capability, boasting 580 fields, is another testament to its robust platform, while Citi Self Invest does not offer even basic watch list functionality. Schwab also allows the saving of multiple chart profiles, critical for traders managing diverse investment strategies. In summary, Charles Schwab's extensive and customizable tools provide an optimal trading experience, making it a top choice for traders seeking advanced functionality and ease of use, while Citi Self Invest's basic offerings may not meet the needs of those looking for a comprehensive trading platform.
| 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 2024, Best Paper Trading Platforms for 2024
Open and fund & get up to $1,000.
Trade with thinkorswim®, now at Schwab.
In a direct comparison of their educational offerings, Charles Schwab stands out as a superior choice for beginner investors seeking financial literacy. Schwab offers a comprehensive suite of educational resources that cover stocks, ETFs, options, mutual funds, and bonds—areas where Citi Self Invest provides no instruction. In addition to its robust educational content, Charles Schwab also equips its users with interactive tools like paper trading, educational videos, webinars, and quizzes. These resources are designed to enhance investor knowledge and provide a well-rounded learning experience. Conversely, Citi Self Invest lags behind significantly, with educational quizzes as the sole offering for those looking to expand their financial acumen. Both platforms allow users to track their learning progress, providing a way to monitor growing expertise.
Notably, Charles Schwab's dedication to educating investors is reflected in its stellar rating of 5 stars from educators, placing it fourth out of 18 brokers evaluated by StockBrokers.com for education. In stark contrast, Citi Self Invest is rated at just 1.5 stars, taking the last spot at 18th place in the same ranking. For investors prioritizing education and resources to build confidence in trading, Charles Schwab offers a distinctly richer and more supportive environment compared to Citi Self Invest.
| 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 2024
In the realm of stock trading apps, Charles Schwab emerges as a significantly more robust choice compared to Citi Self Invest. Offering a comprehensive suite of features across its platforms, Charles Schwab receives a stellar 5-star rating, positioning it at the fourth spot among 18 brokers according to StockBrokers.com. In contrast, Citi Self Invest holds a 3-star rating, ranking 17th, indicating a considerable disparity in the quality and breadth of their mobile trading capabilities.
Both Charles Schwab and Citi Self Invest provide accessible iPhone and Android apps, but Schwab extends its versatility further with an Apple Watch app option, which Citi lacks. Schwab distinguishes itself with features like mobile after-hours stock trading and options trading. Moreover, it enriches the user experience by offering streaming quotes, live TV, videos on demand, and stock alerts, none of which are available with Citi Self Invest's app. While both apps allow users to create custom watch lists, Charles Schwab surpasses Citi by enabling custom watch list columns.
From a charting perspective, Charles Schwab offers a substantial advantage with capabilities to view charts in landscape mode, compare stocks, and access multiple time frames, coupled with an impressive 373 technical studies. Citi Self Invest, however, doesn't support many of these charting features. Although neither broker supports after-hours charting, Schwab's ability to deliver versatile charting functionalities greatly outweighs Citi's more limited offering. This disparity underscores the comprehensive and user-friendly experience that Charles Schwab consistently brings to its users.
| 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 2024
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 |
|
|
Dive deeper: Best Free Trading Platforms for 2024
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 2024
When it comes to market research capabilities, Charles Schwab outshines Citi Self Invest, offering a more comprehensive range of research tools and resources. Charles Schwab earns an impressive 5-star rating and ranks as the top market research provider among 18 brokers, further highlighting its superiority in this domain. In contrast, Citi Self Invest has a modest 2.5-star rating and ranks 15th, indicating room for improvement. For investors who prioritize in-depth research and analysis, Charles Schwab provides a significantly more robust platform than Citi Self Invest.
Charles Schwab excels by offering extensive research across a variety of investment types, including stocks, ETFs, mutual funds, and bonds, all supported by downloadable PDF reports. It also enables investors to utilize contemporary tools such as social media sentiment data and ESG research, features that Citi Self Invest does not provide. While both brokers allow users to view portfolio allocation by asset class, Charles Schwab takes a step further with a range of screeners for stocks, ETFs, mutual funds, and bonds to generate trade ideas, a service absent in Citi Self Invest’s offerings.
Although Citi Self Invest provides basic stock and ETF research akin to Charles Schwab, it lacks depth in areas such as mutual funds and bonds. Furthermore, it does not offer any downloadable PDF research reports or screeners, which considerably limits its market research capabilities. For investors seeking a more data-driven approach enriched with diverse research insights, Charles Schwab presents a superior choice over Citi Self Invest, delivering a full spectrum of market research tools tailored to meet varying investment needs.
| 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 2024
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 96.6%, 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 2024
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 2024
Select Brokers
↓×Compare
0 of 5| Overall Rating | Charles Schwab | Citi Self Invest | |
|---|---|---|---|
| Overall |
|
| |
| Commissions & Fees |
|
| |
| Investment Options |
|
| |
| 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 | No | 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 |
|
| |
| Investment Options |
|
| |
| Platforms & Tools |
|
| |
| Mobile Trading Apps |
|
| |
| Research |
|
| |
| Education |
|
| |
| Ease Of Use |
|
| |
| Winner | check_circle | ||
| Review | Charles Schwab Review | Citi Self Invest Review |
Fidelity
Merrill Edge
E*TRADE
TradeStation
Interactive Brokers
Charles Schwab
tastytrade
eToro