Written by StockBrokers.com
In this head to head comparison of Charles Schwab vs SoFi Invest®, we will compare the trading platforms, mobile apps, investment options, costs, market research, and more. Let's dive in.
When evaluating investment options among online brokers, Charles Schwab stands out with a stellar 5-star rating, ranking #2 out of 18 brokers by StockBrokers.com. In contrast, SoFi Invest® is assigned a 3-star rating and ranks significantly lower at #16. This distinction is primarily due to the broader variety of investment products offered by Charles Schwab, including advanced trading instruments like forex and futures that SoFi Invest® does not provide.
Both Charles Schwab and SoFi Invest® offer comprehensive features such as stock, margin, options, and mutual funds trading, as well as access to fractional shares and OTC stocks. However, when it comes to niche markets such as crypto trading, neither platform currently supports this investment arena. Despite this, both brokers cater to retirement planning needs, offering traditional and Roth IRA accounts along with advisory services.
Moreover, Charles Schwab surpasses SoFi Invest® by offering access to forex and futures trading, making a noteworthy difference for investors seeking these specific market opportunities. These extra options align with Schwab's commitment to a broader range of investment vehicles. In contrast, SoFi Invest® , while offering a solid range of traditional investment options, does not cater to forex and futures trades, which may limit its appeal to more diverse investors.
| 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 |
| Investment Options |
|
|
Dive deeper: Best Options Trading Platforms for 2025, Best Futures Trading Platforms for 2025
When weighing the merits of trading platforms and tools, Charles Schwab emerges as a more comprehensive option compared to SoFi Invest®. Charles Schwab boasts a 5-star rating, earning the #2 spot in a StockBrokers.com ranking of 18 brokers, as opposed to SoFi Invest®'s 2.5 stars and #15 ranking. For investors who prioritize extensive features and a robust trading environment, Charles Schwab clearly outshines SoFi Invest® by offering a wider range of functionalities tailored to advanced trading needs.
Charles Schwab provides versatile accessibility with both Windows and Mac desktop downloadable platforms, alongside a browser-based platform. This contrasts sharply with SoFi Invest®'s sole reliance on its browser-based platform. For traders seeking to refine their strategies without financial risk, Schwab offers the advantage of paper trading—a feature absent from SoFi's lineup. Schwab also enhances the trade experience by allowing users to adjust open orders directly on a stock chart.
Charting and analysis tools are a cornerstone of Schwab’s offering, with 374 technical indicators and 24 drawing tools that allow for deep market insights, compared to SoFi's lack of such features. Schwab uniquely provides functionalities to add notes, overlay indices, and display historical trades and corporate events on charts. Users can customize charts extensively, with capabilities to create custom studies and set multiple chart profiles, making it a comprehensive choice for traders who prioritize customization and sophisticated analysis. SoFi Invest®, offering minimal customization and features, may be suitable for more casual investors but falls short for those seeking a more powerful trading interface.
| 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 Stock Brokers & Trading Platforms for 2025, Best Paper Trading Platforms for 2025
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Charles Schwab and SoFi Invest® both provide valuable educational resources for beginner investors, particularly in stock, ETF, options, mutual funds, and bonds education. While both platforms offer webinars to further investor knowledge, Charles Schwab's educational offerings are more comprehensive, including features like paper trading, educational videos, quizzes, and the ability to track learning progress—tools that are not available with SoFi Invest®. Schwab's focus on a broader array of learning resources supports a more well-rounded educational experience for beginners interested in practicing investment strategies and testing their knowledge.
In terms of educational rankings and ratings, Charles Schwab holds a slight edge over SoFi Invest® with a perfect five-star rating for education and a #4 ranking out of 18 brokers according to StockBrokers.com. On the other hand, SoFi Invest® achieves a respectable 4.5-star rating and ranks #7, reflecting its solid educational foundation albeit with fewer interactive learning features compared to Schwab. Ultimately, while both platforms are strong choices for novice investors, Charles Schwab's extensive educational tools and superior credit from industry reviewers position it as the more comprehensive option for those eager to deepen their investment knowledge.
| 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 evaluating the stock trading app capabilities of Charles Schwab and SoFi Invest®, Charles Schwab emerges as the more comprehensive option. Known for its robust features and high user satisfaction, Charles Schwab is rated five out of five stars and ranked fourth among 18 brokers by StockBrokers.com. In contrast, SoFi Invest® earns a rating of three stars and is placed sixteenth in the rankings. This positions Charles Schwab as the superior choice for investors seeking extensive app functionalities.
Both Charles Schwab and SoFi Invest® offer iPhone and Android apps, ensuring accessibility across various devices. However, Charles Schwab extends its mobile experience to the Apple Watch, a feature not available with SoFi Invest®. Charles Schwab also supports mobile after-hours stock trading, whereas SoFi Invest® does not currently provide this option. Additionally, Charles Schwab offers mobile options trading, streaming quotes, live TV, videos on demand, stock alerts, and customizable watch lists, setting a high standard in app offerings that SoFi Invest® struggles to match with its more basic features.
Charting capabilities further distinguish Charles Schwab's app from SoFi Invest®. Charles Schwab provides users with 373 technical studies for mobile charting and the ability to view charts in landscape mode and across multiple time frames. Conversely, SoFi Invest® lacks technical studies entirely and does not offer landscape charting. While both apps allow for viewing multiple time frames, Charles Schwab's ability to display stock comparisons on charts enhances its user experience, solidifying its position as the preferable app for detailed stock analysis.
| 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 deciding between Charles Schwab and SoFi Invest® for brokerage services, potential investors must consider several fee structures to determine the most cost-effective choice. Both platforms offer commission-free trading for regular stock trades and IRAs without annual or closure fees, but differences become apparent in other areas. For example, Charles Schwab requires no minimum deposit, whereas SoFi Invest® mandates a modest initial deposit of $5.00. Options traders might favor Schwab, which charges $0.65 per options contract, as opposed to SoFi's $0.00 charge, yet SoFi imposes a $5.00 fee for options exercise and assignment, compared to Schwab's absence of such charges.
Margin trading presents additional considerations for investors. Charles Schwab has a tiered interest rate on margin balances, starting at 13.575% for balances below $25,000 and reducing to 12.125% for amounts between $50,000 and $99,999. In comparison, SoFi Invest® maintains a steady 11.25% rate across all the same tiers, potentially benefiting investors engaged in margin trading. However, it's crucial to note that while Charles Schwab offers free partial account transfers and a $50 fee for full account transfers, SoFi Invest® has set both partial and full account transfer fees at $100, making Schwab potentially more appealing for those considering transferring accounts frequently.
The decision between Charles Schwab and SoFi Invest® ultimately hinges on the specific needs and trading strategies of the individual investor. Those who prioritize lower upfront costs, favorable margin rates, and commission-free trading may find SoFi Invest® attractive, especially regarding options contract fees. Conversely, Charles Schwab could be more advantageous for those valuing flexible account transfer options and low IRA closure fees. Evaluating these factors alongside personal investment goals will ensure investors select the platform that aligns with their financial strategy.
| 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 |
| Commissions & Fees |
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Dive deeper: Best Free Trading Platforms for 2025
When comparing the day trading capabilities of Charles Schwab and SoFi Invest®, Charles Schwab emerges as the more robust platform, catering to the needs of active traders with a comprehensive suite of advanced trading tools. Charles Schwab offers streaming time and sales for stocks, streaming live TV, direct market routing, and ladder trading, empowering traders with access to real-time information and diverse trading techniques. The usability of trading hotkeys for quick trade entries and level 2 quotes further enhances the day trading experience, providing an edge in fast-paced markets. Strategy backtesting, both basic and advanced, is also available, offering traders the opportunity to refine their strategies based on historical data. Furthermore, a short locator tool keeps traders informed about the real-time availability of shares to short, crucial for short selling strategies.
By contrast, SoFi Invest® lacks many of these advanced features critical for day traders. SoFi does not provide streaming time and sales, live TV, or direct market routing, and it is missing essential tools like ladder trading and trading hotkeys. The absence of level 2 quotes and backtesting capabilities means traders may find it challenging to analyze and optimize their strategies on this platform. While neither platform offers order liquidity rebates, the comprehensive tools and features provided by Charles Schwab make it a more suitable choice for those engaged in active and frequent trading.
| 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 clearly leads the way with a comprehensive suite of research tools, earning a stellar five-star rating from StockBrokers.com and securing the top rank among 18 brokers. On the other hand, SoFi Invest® trails significantly with only a two-star rating and an 18th place ranking, offering limited resources that may not satisfy investors seeking in-depth market analysis. This stark contrast underscores Charles Schwab’s robust offerings, catering to a range of sophisticated investment strategies, whereas SoFi Invest® is more geared towards beginners and those prioritizing ease of use over advanced market insights.
Charles Schwab provides extensive research on various investment products such as stocks, ETFs, mutual funds, and bonds, even including Pink Sheets and OTCBB markets. These resources are enriched with social media sentiment data, ESG research, and an array of downloadable PDF reports for comprehensive understanding. Additionally, Schwab users benefit from advanced screeners for stocks, ETFs, mutual funds, and bonds, aiding in the discovery of trade ideas tailored to diverse investment strategies. Conversely, SoFi Invest® lacks these advanced research features, offering no downloadable reports or screeners, and does not support social media-based stock analysis or ESG research.
Both platforms allow users to observe portfolio allocation by asset class, providing a basic layer of insight into investment distribution. However, this shared capability is one of the very few areas where SoFi Invest® aligns with Charles Schwab. For investors who prioritize robust, data-driven market research, Charles Schwab is the standout choice, whereas SoFi Invest® might suit those seeking a more straightforward, albeit less comprehensive, investment experience.
| 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 the banking capabilities of Charles Schwab to SoFi Invest®, both platforms offer a comprehensive suite of financial products, including checking and savings accounts, as well as debit and credit cards. They also provide mortgage loans, catering to a wide range of customer needs. However, a key difference lies in their offerings of Certificates of Deposit (CDs). Charles Schwab provides CDs, allowing customers to invest in these time-based deposit accounts, whereas SoFi Invest® does not offer this option. This distinction may be a deciding factor for those specifically interested in CDs as part of their banking strategy.
| 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 18 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 96.6%, while SoFi Invest® finished with a score of 73.7%.
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 | No | 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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| Review | Charles Schwab Review | SoFi Invest® Review |
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