Written by StockBrokers.com
In this head to head comparison of Charles Schwab vs SoFi Invest®, we will compare the trading platforms, mobile apps, range of investments, costs, market research, and more. Let's dive in.
When comparing online brokers Charles Schwab and SoFi Invest®, the choice largely depends on your investment needs and preferences. Charles Schwab offers a comprehensive range of investment options that cater to both beginners and seasoned investors, earning it a 5-star rating for its range of investments and a second-place ranking among 15 brokers according to StockBrokers.com. SoFi Invest® provides a competitive, albeit more limited, selection suited for cost-conscious investors, with a 3.5-star rating and a 13th-place position in the same ranking. This means that while both platforms support basic investment needs, Charles Schwab has a broader array of features, which might appeal to investors looking for more sophisticated trading options.
Both Charles Schwab and SoFi Invest® facilitate stock, margin, options, and mutual funds trading, as well as fractional share and OTC stocks investment. However, Charles Schwab stands out with its offerings of forex and futures trading, areas where SoFi Invest® does not currently operate. Neither platform provides crypto trading opportunities, maintaining zero coins available for investment, but they both support traditional and Roth IRA accounts, making them viable choices for retirement planning.
Advisor services are available with both Charles Schwab and SoFi Invest®, helping investors make informed decisions. Ultimately, Charles Schwab shines for those pursuing a broader spectrum of trading options and professional guidance. Meanwhile, SoFi Invest® is aimed at those seeking essential investment products with fewer complexities. Whether prioritizing comprehensive investment tools or sticking to straightforward trading with a user-friendly approach will significantly influence the broker selection process.
| Feature |
Charles Schwab
|
SoFi Invest®
|
|---|---|---|
| Stock Trading | Yes | Yes |
| Margin Trading | Yes | Yes |
| Fractional Shares | Yes | Yes |
| OTC Stocks | Yes | Yes |
| Mutual Funds | Yes | Yes |
| Options Trading | Yes | Yes |
| Futures Trading | 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 it comes to choosing between Charles Schwab and SoFi Invest® for online trading platforms and tools, Charles Schwab clearly stands out with an impressive array of features, earning a 5-star rating. It ranks first out of 15 brokers according to StockBrokers.com, while SoFi Invest® receives a more modest rating of 1.5 stars, ranking last. Schwab provides both Windows and Mac desktop applications, in addition to a browser-based platform, offering traders immense flexibility. While SoFi Invest® only offers a browser-based platform, Charles Schwab supports extensive functionalities like paper trading and trading journal options, advantages absent from SoFi Invest®.
Charles Schwab showcases superior customization capabilities for trading and charting tools. It accommodates up to an astounding 580 columns in watch lists compared to SoFi Invest®'s three, and provides a robust selection of 374 technical indicators for charting—features non-existent in SoFi Invest®. Schwab also gives traders the ability to save multiple chart profiles, create custom studies, and adjust open orders directly on stock charts, thereby delivering a comprehensive trading experience. Moreover, Charles Schwab supports numerous drawing tools, historical trade displays, and the ability to add notes and index overlays to charts, setting itself apart from SoFi Invest®.
Traders looking to fine-tune their strategies will benefit from Charles Schwab's ability to set custom date ranges and show automated technical analysis on charts. Schwab permits robust customization fields for editing SMA studies, with 35 options available, while SoFi provides none. For those who value detailed technical analysis and a versatile trading setup, Charles Schwab triumphs as the more feature-rich and customizable choice, offering flexible, user-friendly platforms that cater to a broad spectrum of trading needs, from beginners to seasoned investors. Conversely, SoFi Invest® may lack some of these advanced tools but still offers a straightforward platform suitable for beginners preferring simplicity.
| Feature |
Charles Schwab
|
SoFi 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 | 3 |
| Charting - Indicators / Studies | 374 | 0 |
| Charting - Drawing Tools | 24 | 0 |
| Platforms & Tools |
|
|
Dive deeper: Best Online Brokerage Accounts for 2025, Best Paper Trading Platforms for 2025
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When comparing Charles Schwab and SoFi Invest® for educating new investors, both platforms provide comprehensive resources. Charles Schwab shines with its extensive educational offerings, including stock, ETF, options, mutual funds, and bonds education. It also provides extra tools like paper trading, educational videos, webinars, and quizzes to enhance learning. A unique feature is the ability to track your learning progress, allowing users to measure their growth effectively. In terms of user ratings, Charles Schwab holds a perfect 5-star ranking for education, securing the top spot among 15 brokers reviewed by StockBrokers.com.
SoFi Invest®, while slightly trailing behind Schwab, still offers a rounded selection of educational content, covering essential topics such as stocks, ETFs, mutual funds, options, and bonds. Although it lacks paper trading, educational videos, and quizzes, SoFi does provide webinars to support learning. However, it does not currently offer a way for users to track their progress. Despite these gaps, SoFi Invest® is still a strong choice for beginners, receiving a solid 4.5-star educational rating and ranking sixth in StockBrokers.com's review.
| Feature |
Charles Schwab
|
SoFi Invest®
|
|---|---|---|
| Education (Stocks) | Yes | Yes |
| Education (ETFs) | Yes | Yes |
| Education (Options) | Yes | Yes |
| Education (Mutual Funds) | Yes | Yes |
| Education (Bonds) | Yes | Yes |
| Paper Trading | Yes | No |
| Videos | Yes | No |
| Webinars | Yes | Yes |
| Education |
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2025
When it comes to stock trading apps, Charles Schwab emerges as a clear leader, offering a more comprehensive suite of features compared to SoFi Invest®. Rated 5 stars for its app, Charles Schwab clinches the top spot among 15 brokers according to StockBrokers.com, while SoFi Invest® earns 3.5 stars, ranking at the bottom. Schwab's app is accessible on iPhone, Android, and even the Apple Watch, whereas SoFi Invest® lacks an Apple Watch app. Both brokers offer iPhone and Android apps, but the advanced features and higher ratings make Charles Schwab the more attractive option for mobile stock trading.
Charles Schwab provides an array of capabilities that surpass those of SoFi Invest®, including mobile after-hours stock trading, mobile options trading, and streaming quotes. Additionally, Schwab offers streaming live TV, videos on demand, and stock alerts, features that are notably absent in SoFi's app. For those who enjoy customizing their trading experience, Schwab allows users to create and customize watchlists and watchlist columns, whereas SoFi Invest® does not provide these options.
Charting features further distinguish Charles Schwab from SoFi Invest®. While both platforms allow users to view multiple time frames in charts, only Schwab offers the capability to view charts in landscape mode. Moreover, Schwab provides an impressive 373 technical studies for charting within its mobile app and the ability to display stock comparisons on charts—a stark contrast to SoFi Invest®, which offers none of these technical studies or comparison features. Overall, for a feature-rich and top-rated trading experience, Charles Schwab stands out as the superior choice.
| Feature |
Charles Schwab
|
SoFi 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 deciding between Charles Schwab and SoFi Invest®, the most significant difference lies in their fees for options trading and account transfers. While both platforms offer no minimum deposits and commission-free stock trades, SoFi Invest® charges nothing for options contracts, contrasting Charles Schwab's $0.65 per contract fee. However, Schwab is more economical for account transfers, with partial transfers free and full ones costing $50, compared to SoFi's $100 fee for both partial and full transfers.
Both Charles Schwab and SoFi Invest® offer attractive incentives for IRA accounts, with no annual IRA fees. Schwab continues to offer a $0.00 closure fee for IRAs, whereas SoFi Invest® imposes a $20 closure charge. Other miscellaneous fees, such as options exercise and assignment fees, are non-existent at Charles Schwab, but SoFi applies a $5 charge for each.
For those looking into margin trading, it's essential to consider the varying interest rates. SoFi Invest® maintains a consistent rate of 11.25% across different balance brackets, presenting a lower cost compared to Charles Schwab's tiered rates, which escalate from 12.125% to 13.575% depending on the margin balance. Consequently, for those frequently engaged in options trading or holding substantial margin balances, SoFi Invest® might present justified savings. However, Schwab seems favorable for those concerned with lower account transfer and closure costs.
| Feature |
Charles Schwab
|
SoFi Invest®
|
|---|---|---|
| Minimum Deposit | $0.00 | $0.00 |
| Stock Trades | $0.00 | $0.00 |
| Options (Per Contract) | $0.65 | $0.00 |
| Options Exercise Fee | $0.00 | $5.00 |
| Options Assignment Fee | $0.00 | $5.00 |
| IRA Annual Fee | $0.00 | $0.00 |
| IRA Closure Fee | $0.00 | $20.00 |
Dive deeper: Best Free Trading Platforms for 2025
When it comes to day trading capabilities, Charles Schwab stands out compared to SoFi Invest® by offering a range of features tailored to active traders. Charles Schwab provides streaming time and sales data, streaming live TV, and access to direct market routing for stocks. Traders can benefit from tools like ladder trading and trading hotkeys for quick trade entries via keyboard, enhancing the trading experience with convenience and speed. Additionally, Charles Schwab offers level 2 quotes, basic and advanced strategy backtesting, and a short locator tool to check the real-time availability of shares available for shorting.
In contrast, SoFi Invest® does not offer these specialized features necessary for intense day trading activities. While both platforms do not provide order liquidity rebates, the lack of advanced trader tools at SoFi Invest® may make it a less appealing choice for those engaged in high-frequency, strategic trading. Overall, Charles Schwab offers a more comprehensive suite of features for day traders looking for a service that supports quick decision-making and execution.
| Feature |
Charles Schwab
|
SoFi Invest®
|
|---|---|---|
| Streaming Time & Sales | Yes | No |
| Streaming TV | Yes | No |
| Direct Market Routing - Stocks | Yes | No |
| Level 2 Quotes - Stocks | Yes | No |
| Trade Ideas - Backtesting | Yes | No |
| Trade Ideas - Backtesting Adv | Yes | No |
| Short Locator | Yes | No |
Dive deeper: Best Day Trading Platforms for 2025
When it comes to market research capabilities, Charles Schwab indisputably outshines SoFi Invest®. Schwab excels in various areas, offering comprehensive research tools and resources. Boasting a 5-star rating, Schwab ranks first in market research among 15 brokers. Conversely, SoFi Invest® only secures a 0.5-star rating and stands last in the comparison. With Schwab, you'll find a wealth of analytical resources that cater to informed decision-making, whereas SoFi Invest® offers limited tools in this regard.
Charles Schwab provides extensive research offerings including detailed stock, ETF, mutual fund, and bond analyses. This includes access to downloadable PDF reports and multiple research screens to explore trade ideas. You can leverage insights from social media sentiment and delve into ESG research at Schwab, ensuring that all bases are covered for keen investors. Meanwhile, SoFi Invest® falls behind, lacking detailed research across all these financial instruments.
Even in terms of tracking your portfolio allocation by asset class, both brokers meet expectations. However, Schwab enhances this further by offering additional support and tools that aren't available through SoFi Invest®. Schwab's wide array of resources, backed by a high ranking from StockBrokers.com, makes it the go-to choice for those seeking in-depth and actionable market research. For investors who prioritize access to cutting-edge research, Charles Schwab emerges as the definitive leader.
| Feature |
Charles Schwab
|
SoFi Invest®
|
|---|---|---|
| Research - Stocks | Yes | No |
| Screener - Stocks | Yes | No |
| Research - ETFs | Yes | No |
| Screener - ETFs | Yes | No |
| Research - Mutual Funds | Yes | No |
| Screener - Mutual Funds | Yes | No |
| Research - Bonds | Yes | No |
| Screener - Bonds | Yes | No |
| Research |
|
|
When comparing Charles Schwab and SoFi Invest® for their banking services, both offer a variety of financial products that can suit different needs. Charles Schwab and SoFi Invest® each provide checking accounts, savings accounts, and debit cards, along with credit cards and mortgage loan options. However, a key difference emerges in their offerings of certificates of deposit (CDs). Charles Schwab gives customers the opportunity to invest in CDs, whereas SoFi Invest® does not provide this option. This distinction may be a deciding factor for those interested in diversifying their savings with a CD. Overall, both platforms have comprehensive banking options, but Charles Schwab stands out if CDs are a priority for you.
| Feature |
Charles Schwab
|
SoFi 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 15 of the best online brokers, our research and live account testing finds that Charles Schwab is better than SoFi Invest®. Charles Schwab finished with an overall score of 99.2%, while SoFi Invest® finished with a score of 64.6%.
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.
While both Charles Schwab and SoFi Invest® currently do not offer crypto trading, each platform provides diverse investment options outside of cryptocurrencies, catering to a broad range of investment needs.
Dive deeper: Best Online Brokers for Crypto Trading in 2025
Charles Schwab and SoFi Invest® both offer traditional and Roth IRA accounts without annual fees, but while Schwab doesn't charge for account closures, SoFi imposes a $20 closure fee.
Dive deeper: Best IRA Accounts for 2025
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| Review | Charles Schwab Review | SoFi Invest® Review |
| Broker Screenshots | Charles Schwab | SoFi Invest® | |
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| Trading Fees | Charles Schwab | SoFi 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 | $0.00 | |
| Futures (Per Contract) | $2.25 | $0.00 | |
| Broker Assisted Trade Fee | $25 | N/A |
| Margin Rates | Charles Schwab | SoFi Invest® | |
|---|---|---|---|
| Margin Rate Under $25,000 | 13.575% | 11.25% | |
| Margin Rate $25,000 to $49,999.99 | 13.075% | 11.25% | |
| Margin Rate $50,000 to $99,999.99 | 12.125% | 11.25% | |
| Margin Rate $100,000 to $249,999.99 | 12.075% | 11.25% | |
| Margin Rate $250,000 to $499,999.99 | 11.825% | 11.25% | |
| Margin Rate $500,000 to $999,999.99 | Varies | 11.25% | |
| Margin Rate Above $1,000,000 | Varies | 11.25% |
| Account Fees | Charles Schwab | SoFi Invest® | |
|---|---|---|---|
| IRA Annual Fee | $0.00 | $0.00 | |
| IRA Closure Fee | $0.00 | $20.00 | |
| Account Transfer Out (Partial) | $0.00 | $100.00 | |
| Account Transfer Out (Full) | $50.00 | $100.00 | |
| Options Exercise Fee | $0.00 | $5.00 | |
| Options Assignment Fee | $0.00 | $5.00 |
| Investment Options | Charles Schwab | SoFi Invest® | |
|---|---|---|---|
| Stock Trading | Yes | Yes | |
| Margin Trading | Yes | Yes | |
| Fractional Shares | Yes | Yes | |
| OTC Stocks | Yes | Yes | |
| Options Trading | Yes | Yes | |
| Complex Options Max Legs | 4 | 0 | |
| Futures Trading | Yes | No | |
| Forex Trading | Yes | No | |
| Crypto Trading | No | No | |
| Crypto Trading - Total Coins | 0 | 0 | |
| Mutual Funds (No Load) | 15163 | 0 | |
| Mutual Funds (Total) | 18145 | 6000 | |
| Bonds (US Treasury) | Yes | No | |
| Bonds (Corporate) | Yes | No | |
| Bonds (Municipal) | Yes | No | |
| Traditional IRAs | Yes | Yes | |
| Roth IRAs | Yes | Yes | |
| Advisor Services | Yes | Yes | |
| International Countries (Stocks) | 12 | 0 |
| Order Types | Charles Schwab | SoFi Invest® | |
|---|---|---|---|
| Order Type - Market | Yes | Yes | |
| Order Type - Limit | Yes | Yes | |
| Order Type - After Hours | Yes | Yes | |
| Order Type - Stop | Yes | No | |
| Order Type - Trailing Stop | Yes | No | |
| Order Type - OCO | Yes | No | |
| Order Type - OTO | Yes | No | |
| Order Type - Broker Assisted | Yes | No |
| Beginners | Charles Schwab | SoFi Invest® | |
|---|---|---|---|
| Education (Stocks) | Yes | Yes | |
| Education (ETFs) | Yes | Yes | |
| Education (Options) | Yes | Yes | |
| Education (Mutual Funds) | Yes | Yes | |
| Education (Bonds) | Yes | Yes | |
| Education (Retirement) | Yes | Yes | |
| Retirement Calculator | Yes | No | |
| Investor Dictionary | Yes | Yes | |
| Paper Trading | Yes | No | |
| Videos | Yes | No | |
| Webinars | Yes | Yes | |
| Webinars (Archived) | Yes | Yes | |
| Progress Tracking | Yes | No | |
| Interactive Learning - Quizzes | Yes | No |
| Stock Trading Apps | Charles Schwab | SoFi Invest® | |
|---|---|---|---|
| iPhone App | Yes | Yes | |
| Android App | Yes | Yes | |
| Apple Watch App | Yes | No | |
| Trading - Stocks | Yes | Yes | |
| Trading - After-Hours | Yes | Yes | |
| Trading - Simple Options | Yes | No | |
| Trading - Complex Options | Yes | No | |
| Order Ticket RT Quotes | Yes | Yes | |
| Order Ticket SRT Quotes | Yes | No |
| Stock App Features | Charles Schwab | SoFi Invest® | |
|---|---|---|---|
| Market Movers (Top Gainers) | Yes | Yes | |
| Stream Live TV | Yes | No | |
| Videos on Demand | Yes | No | |
| Stock Alerts | Yes | No | |
| Option Chains Viewable | Yes | No | |
| Watch List (Real-time) | Yes | Yes | |
| Watch List (Streaming) | Yes | No | |
| Watch Lists - Create & Manage | Yes | No | |
| Watch Lists - Column Customization | Yes | No |
| Stock App Charting | Charles Schwab | SoFi 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 | SoFi 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 | 3 |
| Stock Chart Features | Charles Schwab | SoFi 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 | SoFi 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 | SoFi Invest® | |
|---|---|---|---|
| Research - Stocks | Yes | No | |
| Research - ETFs | Yes | No | |
| Research - Mutual Funds | Yes | No | |
| Research - Pink Sheets / OTCBB | Yes | No | |
| Research - Bonds | Yes | No | |
| Screener - Stocks | Yes | No | |
| Screener - ETFs | Yes | No | |
| Screener - Mutual Funds | Yes | No | |
| Screener - Bonds | Yes | No | |
| Misc - Portfolio Allocation | Yes | Yes |
| Stock Research | Charles Schwab | SoFi 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 | SoFi Invest® | |
|---|---|---|---|
| ETFs - Strategy Overview | Yes | Yes | |
| ETF Fund Facts - Inception Date | Yes | No | |
| ETF Fund Facts - Expense Ratio | Yes | Yes | |
| ETF Fund Facts - Net Assets | Yes | No | |
| ETF Fund Facts - Total Holdings | Yes | No | |
| ETFs - Top 10 Holdings | Yes | Yes | |
| ETFs - Sector Exposure | Yes | No | |
| ETFs - Risk Analysis | Yes | No | |
| ETFs - Ratings | Yes | No | |
| ETFs - Morningstar StyleMap | Yes | No | |
| ETFs - PDF Reports | Yes | No |
| Mutual Fund Research | Charles Schwab | SoFi Invest® | |
|---|---|---|---|
| Mutual Funds - Strategy Overview | Yes | No | |
| Mutual Funds - Performance Chart | Yes | No | |
| Mutual Funds - Performance Analysis | Yes | No | |
| Mutual Funds - Prospectus | Yes | No | |
| Mutual Funds - 3rd Party Ratings | Yes | No | |
| Mutual Funds - Fees Breakdown | Yes | No | |
| Mutual Funds - Top 10 Holdings | Yes | No | |
| Mutual Funds - Asset Allocation | Yes | No | |
| Mutual Funds - Sector Allocation | Yes | No | |
| Mutual Funds - Country Allocation | Yes | No | |
| Mutual Funds - StyleMap | Yes | No |
| Options Trading | Charles Schwab | SoFi Invest® | |
|---|---|---|---|
| Option Chains - Basic View | Yes | Yes | |
| 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 | SoFi 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 | SoFi Invest® | |
|---|---|---|---|
| Phone Support (Prospect Customers) | Yes | Yes | |
| Phone Support (Current Customers) | Yes | Yes | |
| Email Support | Yes | No | |
| Live Chat (Prospect Customers) | No | Yes | |
| Live Chat (Current Customers) | Yes | Yes | |
| 24/7 Support | Yes | No |
| Overall | Charles Schwab | SoFi Invest® | |
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| Winner | check_circle | ||
| Review | Charles Schwab Review | SoFi Invest® Review |
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