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 considering Charles Schwab and SoFi Invest® for your investment needs, Charles Schwab tends to stand out due to its extensive range of investment options, earning a strong 5-star rating for its offering. Ranked #2 by StockBrokers.com for its range of investments, it provides multiple investment avenues, from stocks, mutual funds, and options to more advanced trading opportunities like forex and futures. In contrast, SoFi Invest®, with a 3.5-star rating and ranked #14, offers a solid repertoire but with a more limited range, particularly in advanced trading options such as futures and forex, which are not available. However, for the everyday investor, both platforms bring accessible and diverse options to the table.
Charles Schwab is a noteworthy option for those looking to tap into a vast array of investment strategies. It not only facilitates trading in standard stocks and mutual funds but also supports margin trading, fractional shares, and OTC stocks. Furthermore, those interested in options, forex, and futures trading will find ample support here. Additional services include traditional and Roth IRA accounts, plus comprehensive advisor services tailored for diverse financial goals. This range ensures that both novice and seasoned investors have substantial opportunities to explore various financial products under one roof.
Despite a narrower scope in certain advanced trading platforms, SoFi Invest® remains a competent choice for investors, particularly those seeking straightforward investing without delving into forex or futures. Like Schwab, SoFi Invest® offers stock and mutual fund trading, margin and options trading, fractional shares, and OTC stocks. Its support of IRA accounts and availability of advisor services also cater to investors aiming to plan their long-term financial future. While both platforms don't offer crypto trading as of now, their strengths lay in traditional trading avenues, making them reliable choices for varied investment pursuits.
| 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 comparing Charles Schwab with SoFi Invest® for trading platforms and tools, Charles Schwab emerges as a top choice. It offers multiple downloadable trading platforms for both Windows and Mac users, extensive charting options, and features like paper trading, trading journals, and customizable studies. As such, Charles Schwab holds a stellar 5-star rating and is ranked #1 by StockBrokers.com among 16 brokers. Conversely, SoFi Invest®, with its limited browser-based platform and few charting tools, receives a modest 1.5-star rating and ranks #16 in the same list.
Charles Schwab provides a comprehensive experience for traders, offering tools that include 374 technical indicators, 24 drawing tools, and the ability to adjust open orders directly on stock charts. Traders can also utilize features like paper trading to practice strategies. Additionally, its 580-column watch lists enable in-depth analysis and tracking. Users can add notes and index overlays to charts, show historical trades, and display corporate events like earnings and dividends, giving them a complete view of the market.
In contrast, SoFi Invest® simplifies trading for beginners but lacks advanced features. It only offers a basic browser-based option without downloadable platforms or the ability for paper trading. Charting features are minimal, with no drawing tools or technical indicators available. While this may appeal to newcomers, advanced traders might find the limitations restrictive, given the absence of custom study capabilities, multiple chart profiles, or sophisticated analytical tools that are available on other platforms.
| 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: 7 Best Brokerage Accounts for 2025, Best Paper Trading Platforms for 2025
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Charles Schwab and SoFi Invest® both offer a range of educational resources for beginner investors, but there are notable differences in their offerings. Charles Schwab provides comprehensive education across various investment types, including stocks, ETFs, options, mutual funds, and bonds. It stands out with added features like paper trading and interactive educational tools such as videos, webinars, and quizzes that assist in tracking learning progress. These features contribute to Schwab's top-ranking educational reputation, earning it a perfect five-star rating for investor education.
SoFi Invest®, while also providing educational support in stocks, ETFs, options, mutual funds, and bonds, lacks the range of tools and resources that Schwab offers, such as paper trading and educational quizzes. SoFi’s educational resources primarily focus on webinars and standard learning materials, which may not be as interactive as Schwab's offerings. Despite this, SoFi Invest® maintains a commendable 4.5-star educational rating and is ranked sixth by StockBrokers.com, showcasing its commitment to supporting new investors.
| 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
Charles Schwab stands out as a superior choice for stock trading enthusiasts when compared to SoFi Invest®. It offers a more comprehensive range of features, making it an excellent platform for both novice and experienced investors. Rated five stars by StockBrokers.com, Schwab's app shines with functionalities like mobile options trading, streaming quotes, and streaming live TV. SoFi Invest®, on the other hand, secures a 3.5-star rating and ranks last among 16 brokers, given its limited offerings, such as the absence of streaming quotes and options trading.
Both Charles Schwab and SoFi Invest® provide apps for iPhone and Android, yet Schwab adds another layer of accessibility with an Apple Watch app, giving users the convenience to stay updated on the go. Moreover, Schwab supports mobile after-hours trading, which is a notable advantage for those who need flexibility beyond regular trading hours. In contrast, SoFi does not offer these conveniences, leaving users with fewer options for staying connected to the market.
For technical analysis enthusiasts, Charles Schwab leads with its ability to display stock comparisons on charts and an impressive array of 373 technical studies. It offers a well-rounded charting experience, allowing for multiple time frames and landscape mode viewing. On the other hand, SoFi Invest® provides limited charting functions without technical studies or customization options. Schwab also surpasses with stock alerts and custom watch lists, making it the more versatile choice for traders seeking a comprehensive trading experience.
| 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 |
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|
Dive deeper: Best Stock Trading Apps for 2025
When choosing between Charles Schwab and SoFi Invest® for your online brokerage needs, there are some key fee structures to consider. Charles Schwab offers a no-minimum deposit requirement and many no-fee services, such as free regular stock trades and no charges for options exercises or assignments. SoFi Invest® charges slightly differently with a $5 minimum deposit and a unique edge of offering free options trading, though it does impose fees on options exercises and assignments. Comparing margin rates, SoFi Invest® has generally lower rates across various balance tiers. Though, when it comes to IRA and transfer fees, Charles Schwab offers more in terms of no-cost access and movement of funds.
Both Charles Schwab and SoFi Invest® provide commission-free trading on regular stocks, making trading accessible without the burden of transaction fees. However, options trading presents a distinct difference. While Charles Schwab charges $0.65 per options contract, SoFi Invest® allows for options trading at no cost per contract. This could be a significant advantage for investors who actively trade options and want to minimize fees. In terms of margin trading, SoFi Invest® stands out with consistently lower interest rates, providing potential cost savings for those who maintain margin balances.
Evaluating additional service fees, Charles Schwab charges no IRA annual or closure fees, making it a cost-effective choice for retirement accounts, as well as lower fees for account transfers. Although SoFi Invest® offers free IRA annual fees, it imposes a $20 fee for IRA closures and higher transfer fees at $100 for both partial and full account transfers. These differences are critical for investors considering the long-term movement of accounts and retirement funds between brokers. Overall, Charles Schwab is more appealing for no-cost service transfers, while SoFi Invest® offers advantages in free options trading and lower margin rates.
| Feature |
Charles Schwab
|
SoFi Invest®
|
|---|---|---|
| Minimum Deposit | $0.00 | $5.00 |
| Stock Trades | $0.00 | $0.00 |
| Options (Per Contract) | $0.65 | $0.00 |
| Options Exercise Fee | $0.00 | $5.00 |
| Options Assignment Fee | $0.00 | $5.00 |
| IRA Annual Fee | $0.00 | $0.00 |
| IRA Closure Fee | $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 is ahead of SoFi Invest®. For those who prioritize comprehensive research options in their trading platforms, Charles Schwab delivers an unmatched experience. Offering detailed analyses across stocks, ETFs, mutual funds, and bonds, along with the ability to evaluate market sentiments, it stands as a top choice. In contrast, SoFi Invest® lacks these extensive research features, making it less appealing for those who need in-depth market insights.
Charles Schwab provides a variety of market research tools, including stock, ETF, mutual fund, and bond research. They offer downloadable PDF reports and screeners for trade ideas, catering to both new and seasoned investors. Schwab is also recognized for its use of modern strategies such as social media sentiment analysis and ESG research, ensuring investors have access to current and diverse data sets. On the other hand, SoFi Invest® does not offer these types of resources, limiting its utility for users looking for thorough market research capabilities.
For investors interested in trackable data and detailed portfolio management, both Charles Schwab and SoFi Invest® allow users to view portfolio allocations by asset class. However, the depth of market research and analysis positions Charles Schwab as the more attractive option for serious investors. Overall, with a 5-star rating in market research and a number one ranking from StockBrokers.com, Charles Schwab clearly outshines SoFi Invest®, which ranks last with only 0.5 stars.
| 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 16 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 | $5.00 | |
| 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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