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, Charles Schwab and SoFi Invest both present attractive choices for online traders, but they cater to slightly different audiences. Charles Schwab, with a stellar 5-star rating, stands out as a top-tier option ranked #2 by StockBrokers.com for its comprehensive array of investment opportunities. In contrast, SoFi Invest, rated 3 stars and ranked #16, appeals to investors looking for a more straightforward, user-friendly platform, albeit with fewer advanced trading options.
Both Charles Schwab and SoFi Invest offer a range of similarities for investors, including services like stock trading, margin trading, and options trading, providing versatile paths for profit and risk management. Additionally, they both offer fractional shares and access to both traditional and Roth IRA accounts, catering to those interested in retirement planning. Mutual fund investments are also available through both platforms, as are advisor services, which can be a significant boon to novice investors needing professional guidance.
However, the platforms diverge when it comes to more specialized trading options. Charles Schwab offers access to forex trading and futures trading, making it an attractive choice for investors seeking diversified trading opportunities across multiple asset classes. Meanwhile, SoFi Invest does not support forex or futures trading, which might limit options for traders seeking those particular markets. While neither platform currently offers crypto trading, both provide solid foundational services suitable for a range of trading strategies and experience levels. This distinct variation in offerings explains the differing perceptions among investors and the subsequent ranking by brokerage reviews.
| 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 2024, Best Futures Trading Platforms for 2024
In the realm of online trading platforms, Charles Schwab emerges as a frontrunner, securing 5 stars for its extensive suite of trading tools and platforms, while SoFi Invest garners a modest 2.5 stars. StockBrokers.com ranks Charles Schwab as the second-best among 18 brokers, showcasing its superiority in this domain. Conversely, SoFi Invest is positioned at #15, reflecting its more limited offerings. Overall, Charles Schwab's comprehensive platform, packed with customizable features, advanced charting tools, and a solid downloadable desktop platform, significantly outshines SoFi Invest's simpler, browser-based approach.
Charles Schwab provides a robust trading experience with downloadable desktop platforms available for both Windows and Mac users, enhancing convenience and accessibility. In contrast, SoFi Invest does not offer any desktop platform downloads, relying solely on its browser-based platform. Charles Schwab also impressively facilitates paper trading and maintains a trading journal, tools that are absent in SoFi Invest’s offerings. The capabilities of Charles Schwab are further highlighted by its watch list, which can display a remarkable 580 columns, dwarfing SoFi’s mere 3-column watch list.
For traders seeking sophisticated charting features, Charles Schwab stands out with a plethora of 374 technical indicators and 24 drawing tools, enabling detailed analysis and personalized insights. SoFi Invest, however, lacks both technical indicators and drawing tools, limiting the depth of chart examination. Additionally, Schwab offers the functionality to adjust open orders on stock charts and includes features like note-taking, index overlay addition, and historical trade visualization, enriching the trading experience. These advanced features, alongside the ability to customize date ranges and display corporate events on charts, distinctly position Charles Schwab as a preferred option for traders seeking a more comprehensive and versatile platform.
| 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 |
|
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Dive deeper: Best Stock Brokers & Trading Platforms for 2024, Best Paper Trading Platforms for 2024
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When evaluating the beginner and investor education capabilities of online brokers Charles Schwab and SoFi Invest, both platforms provide a comprehensive array of resources to enhance users' financial literacy. Charles Schwab shines with its extensive educational offerings, including coverage of stocks, ETFs, options, mutual funds, and bonds, supplemented by interactive features like paper trading, educational videos, webinars, and quizzes. Notably, Schwab allows users to track their learning progress, offering a structured path for ongoing education. In contrast, SoFi Invest, while equally strong in providing educational content for various investment vehicles like stocks, ETFs, options, mutual funds, and bonds, lacks features such as paper trading, educational videos, and quizzes. However, it does offer webinars to facilitate learning.
In terms of user ratings and rankings, Charles Schwab is rated an impressive 5 stars for education by StockBrokers.com, placing it at a commendable #4 among 18 brokers. SoFi Invest, while slightly lower with a rating of 4.5 stars, still holds a respectable position, ranked #7 in the same list. Schwab's additional tools and structured learning tracking are likely key contributors to its higher ranking, making it an excellent choice for beginners seeking a robust educational framework. Meanwhile, SoFi Invest remains a solid option for those looking for fundamental educational resources and webinars, despite lacking some of the interactive features offered by Schwab.
| 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 2024
When it comes to choosing between Charles Schwab and SoFi Invest for stock trading app capabilities, Charles Schwab clearly emerges as the superior option. With a robust feature set, including an iPhone app, Android app, and even an Apple Watch app, Charles Schwab provides comprehensive access to your investments. It excels in crucial areas such as mobile after-hours trading, options trading, streaming quotes, streaming live TV, and video-on-demand services. Meanwhile, SoFi Invest, while functional with basic iPhone and Android apps, lacks many advanced features, ranking it lower in user satisfaction with a 3-star rating compared to Charles Schwab's impressive 5-star rating.
Charles Schwab offers an extensive range of features that include stock alerts, custom watchlists, and customizable columns. Additionally, its app supports viewing charts in landscape mode, multiple time frames, and provides a whopping 373 technical studies for chart analysis. SoFi Invest, on the other hand, doesn't offer these advanced functionalities, leaving it with a more basic charting experience. While both brokers allow you to view multiple timeframes, only Charles Schwab supports displaying stock comparisons on charts, providing a significant advantage for active traders seeking detailed analysis tools.
In terms of overall performance and user ranking, Charles Schwab is ranked #4 out of 18 brokers by StockBrokers.com, reflecting its superior app capabilities and user satisfaction. SoFi Invest is ranked at #16, indicating that it may lack the advanced features and overall polish found in Charles Schwab's offering. For traders looking for a more comprehensive and feature-rich trading experience, Charles Schwab's stock trading app is the clear winner, offering an unmatched balance of power, flexibility, and convenience on the go.
| 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 2024
When evaluating online brokers, Charles Schwab and SoFi Invest both offer compelling options for investors, but they differ significantly in terms of fees and charges. For prospective investors seeking budget-friendly approaches, SoFi Invest provides a notable edge with its no-cost per options contract and lower margin rates across various balance tiers. However, Charles Schwab offsets this with its advantageous policies for account transfers, requiring no fees for partial transfers and a modest fee for full transfers, lending it an advantage for users who might want to move their accounts without substantial penalties.
Charles Schwab sets the bar with a $0 minimum deposit, making it entirely accessible for emerging investors looking to start small without initial financial commitment. SoFi Invest asks for a slightly higher but still very approachable $5 minimum deposit. Both platforms stand out by offering commission-free regular stock trades, allowing investors to engage in the market without incurring additional fees per transaction. However, investors keen on options trading may notice a distinction, with Charles Schwab charging $0.65 per options contract compared to SoFi Invest's entirely free structure.
For those using margin accounts, both brokers apply different interest rates. While SoFi Invest maintains competitive margins with an 11.25% rate for balances below $100,000, Charles Schwab’s rates slightly increase as margin balances rise, starting at 13.575% for amounts under $25,000 and decreasing incrementally for larger balances. In terms of retirement accounts, neither charges for IRA annual maintenance, but potential account closures come with a caveat; Schwab applies no IRA closure fees, whereas SoFi Invest charges a $20 fee. Such details may influence cost-conscious investors when deciding which platform aligns best with their financial strategy and goals.
| 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 2024
When evaluating Charles Schwab and SoFi Invest for day trading, Charles Schwab presents a more comprehensive suite of tools catered to active traders. Charles Schwab provides streaming time and sales for stocks, allowing traders to observe detailed stock activity in real-time. Furthermore, Schwab facilitates direct market routing, enabling traders to execute orders with precision. Additional tools like ladder trading, trading hotkeys for quick keyboard trade entries, and level 2 quotes solidify Schwab's platform as a robust choice for day traders seeking agility and detailed market insight.
In contrast, SoFi Invest lacks several critical features that day traders demand for competitive trading. SoFi does not provide streaming time and sales, streaming live TV, or direct market routing, which can be significant limitations for traders who rely on real-time data and swift order execution. Additionally, SoFi does not offer ladder trading, trading hotkeys, or level 2 quotes, placing it at a disadvantage for those requiring advanced functionality. While both platforms do not provide order liquidity (maker/taker) rebates, Charles Schwab's extensive array of advanced tools, including strategy backtesting and a short locator tool, makes it markedly superior for day trading needs compared to SoFi Invest.
| 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 2024
When evaluating the market research capabilities of Charles Schwab and SoFi Invest, it is evident that Charles Schwab stands out with comprehensive features. Charles Schwab garners a 5-star rating for market research, landing the top spot among 18 brokers as ranked by StockBrokers.com. In contrast, SoFi Invest receives only a 2-star rating, placing it at the bottom among its competitors. The breadth of research tools and resources offered by Charles Schwab firmly establishes it as the superior choice for investors who prioritize in-depth analysis and data-driven strategies.
Charles Schwab excels in providing extensive research opportunities, offering insights into stocks, ETFs, mutual funds, and even more niche areas such as Pink Sheets and bonds. Not only does it provide research into these asset types, but it also includes innovative tools like PDF research reports and screeners for trade ideas across various financial products. Schwab even allows access to social media sentiment data and ESG (Environmental, Social, and Governance) analysis, ensuring that investors have a well-rounded view of the market. Meanwhile, SoFi Invest's offerings are significantly limited, lacking research support for essential markets such as stocks, ETFs, and bonds, and failing to provide critical analytical tools and reports.
Both platforms offer the capability to view portfolio allocation by asset class, yet the depth at which Charles Schwab dives into market intelligence overshadows SoFi's basic offerings. Schwab's clients benefit from a rich collection of downloadable PDF reports and specialized screeners that aid in developing nuanced trade strategies. These features offer substantial added value to investors who wish to maximize their insights and performance in dynamic markets. Consequently, for those seeking comprehensive market research tools and resources, Charles Schwab is unequivocally the more robust choice when compared to SoFi Invest.
| 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 and SoFi Invest, both platforms offer a comprehensive suite of financial products, including checking and savings accounts, debit and credit cards, and mortgage loans. However, a key differentiator is that Charles Schwab also provides certificate of deposit (CD) options, which are not available through SoFi Invest. This makes Charles Schwab a more versatile choice for individuals looking to diversify their savings with CDs.
| 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 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 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.
Charles Schwab and SoFi Invest both currently offer zero crypto trading options, with neither platform providing any coins for cryptocurrency trading.
Dive deeper: Best Online Brokers for Crypto Trading in 2024
Both Charles Schwab and SoFi Invest offer traditional and Roth IRA accounts with no annual fees, but while Charles Schwab does not charge a closure fee for IRA accounts, SoFi Invest imposes a $20.00 fee when closing an IRA account.
Dive deeper: Best IRA Accounts for 2024
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0 of 5| Overall Rating | Charles Schwab | SoFi Invest | |
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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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