Written by StockBrokers.com
In this head to head comparison of SoFi Invest vs Citi Self Invest, we will compare the trading platforms, mobile apps, investment options, costs, market research, and more. Let's dive in.
When evaluating the investment account options between SoFi Invest and Citi Self Invest, SoFi Invest emerges as the more versatile platform, offering a broader range of services. With capabilities like margin trading, fractional shares, and options trading, SoFi Invest provides investors with increased flexibility in managing their portfolios, garnering it a rating of 3 out of 5 stars for investment options by StockBrokers.com. Ranked 16th out of 18 brokers, SoFi Invest surpasses Citi Self Invest, which is positioned at 18th and rated 2.5 stars, largely due to its limited offerings, such as the absence of margin, fractional, and options trading.
Both platforms do provide traditional and Roth IRA accounts, making them suitable for long-term retirement planning. However, SoFi Invest extends its services by supporting OTC stocks and offering advisor services, features absent from Citi Self Invest. Those seeking a comprehensive trading experience may find SoFi’s variety appealing, particularly with the additional benefit of advisor support, which is not available through Citi.
For those investors interested in mutual funds, both platforms offer trading in this area, yet neither extends into forex, futures, or cryptocurrency trading, aligning them more with traditional investment avenues. In the context of enhancing one's investment strategy with stock trading, SoFi Invest offers an edge with its inclusion of margin and options trading, setting it apart as a potentially more robust choice for investors looking for a range of options without venturing into more speculative territories like crypto.
| Feature |
SoFi Invest
|
Citi Self Invest
|
|---|---|---|
| Stock Trading | Yes | Yes |
| Margin Trading | Yes | No |
| Fractional Shares | Yes | No |
| OTC Stocks | Yes | No |
| Mutual Funds | Yes | Yes |
| Options Trading | Yes | No |
| Futures Trading | No | No |
| Crypto Trading | No | No |
| Crypto Trading - Total Coins | 0 | 0 |
| Investment Options |
|
|
Dive deeper: Best Options Trading Platforms for 2024, Best Futures Trading Platforms for 2024
When comparing SoFi Invest and Citi Self Invest, both platforms exhibit similarities that ultimately lead to moderate ratings of 2.5 stars each for their trading platforms and tools. SoFi Invest ranks slightly higher at #15, compared to Citi Self Invest's #16, according to StockBrokers.com. Both platforms do not offer downloadable trading options for Windows or Mac, but they do support browser-based access. Despite this, neither platform includes significant trading aids such as paper trading, trading journals, or advanced charting features, which might limit the appeal for advanced traders.
In terms of watch list functionality, SoFi Invest provides a marginal edge over Citi Self Invest by offering three fields or columns, whereas Citi Self Invest offers none. However, both platforms lack the capability to adjust open orders directly on a stock chart, and neither provides tools for technical charting enhancements, such as technical indicators or drawing tools. Furthermore, neither platform permits customization or annotations on charts, such as adding notes, index overlays, or historical trade data, which could enhance analysis for users.
The lack of advanced charting features is highlighted by the absence of technical indicators and the ability to automate technical analysis. Both SoFi Invest and Citi Self Invest do not support saving multiple chart profiles or creating custom studies, which could limit a trader's ability to personalize their trading experience. Although these limitations might not affect beginner investors, advanced traders might find the lack of depth in trading tools on both platforms a drawback. As such, choosing between these two might depend more on other aspects like fees and investment offerings rather than platform capabilities alone.
| Feature |
SoFi Invest
|
Citi Self Invest
|
|---|---|---|
| Web Trading Platform | Yes | Yes |
| Desktop Trading Platform | No | No |
| Desktop Platform (Mac) | No | No |
| Paper Trading | No | No |
| Watch Lists - Total Fields | 3 | 0 |
| Charting - Indicators / Studies | 0 | 0 |
| Charting - Drawing Tools | 0 | 0 |
| Platforms & Tools |
|
|
Dive deeper: Best Stock Brokers & Trading Platforms for 2024, Best Paper Trading Platforms for 2024
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When it comes to beginner and investor education, SoFi Invest strongly outshines Citi Self Invest. SoFi Invest provides comprehensive educational resources across a variety of investment products, including stocks, ETFs, options, mutual funds, and bonds, making it a solid choice for those new to investing. Additionally, SoFi Invest offers webinars to enhance learning, earning it a commendable 4.5-star rating for education. Ranked #7 out of 18 brokers by StockBrokers.com, SoFi Invest stands out as a reliable platform for investors seeking to expand their knowledge.
On the other hand, Citi Self Invest lacks the breadth of educational offerings that SoFi Invest provides, particularly in stocks, ETFs, options, mutual funds, and bonds. While it does provide educational quizzes and the ability to track learning progress, it does not offer webinars or educational videos. With a modest 1.5-star rating for education and a ranking of #18 by StockBrokers.com, Citi Self Invest may not be the best choice for those prioritizing investor education and support in their investment journey.
| Feature |
SoFi Invest
|
Citi Self Invest
|
|---|---|---|
| Education (Stocks) | Yes | No |
| Education (ETFs) | Yes | No |
| Education (Options) | Yes | No |
| Education (Mutual Funds) | Yes | No |
| Education (Bonds) | Yes | No |
| Paper Trading | No | No |
| Videos | No | No |
| Webinars | Yes | No |
| Education |
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2024
When considering stock trading app capabilities, both SoFi Invest and Citi Self Invest provide a user-friendly experience on iPhone and Android platforms. Despite the availability of after-hours trading for SoFi Invest users, both apps fall short in features like streaming quotes, live TV, and stock alerts. With neither offering advanced charting features, each excels in offering basic charting with multiple time frames, though neither supports technical studies or stock comparisons. Ultimately, SoFi Invest marginally outperforms Citi Self Invest with a slightly better ranking, placing 16th among 18 brokers compared to Citi’s 17th position, albeit both receiving three-star ratings.
SoFi Invest and Citi Self Invest are on par in offering mobile access via widely used operating systems like iOS and Android, yet neither supports an Apple Watch application. While the absence of mobile options trading is notable, users of SoFi Invest benefit from after-hours stock trading capability—a feature Citi Self Invest appears to lack full functionality. Although SoFi does not provide a method to create or customize watch lists, Citi offers a solution with custom watch list capabilities. However, both brokers don't offer any option to customize watch list columns.
Charting capabilities in both apps are quite basic, allowing users to view multiple time frames but not providing advanced features like after-hours charting, landscape mode viewing, or technical studies. Neither app offers streaming live TV or videos on demand, reflecting a focus more on straightforward access to stock trading rather than providing additional financial news and analysis content—overall providing a similar, yet simplistic, trading experience through their respective platforms.
| Feature |
SoFi Invest
|
Citi Self Invest
|
|---|---|---|
| iPhone App | Yes | Yes |
| Android App | Yes | Yes |
| Apple Watch App | No | No |
| Stock Alerts | No | No |
| Charting - After-Hours | No | No |
| Charting - Technical Studies | 0 | 0 |
| Mobile Trading Apps |
|
|
Dive deeper: Best Stock Trading Apps for 2024
When choosing between SoFi Invest and Citi Self Invest, prospective investors will find that both platforms offer competitive fee structures, but with distinct differences in specific areas. SoFi Invest stands out largely due to its very low minimum deposit requirement of only $5, while Citi Self Invest offers a zero-dollar minimum deposit, potentially attracting beginners or those wary of initial high investments. Both platforms provide commission-free trading on regular stocks, ensuring investors can trade without incurring additional costs. Although options contracts come at no cost with SoFi, they are not available with Citi, offering a clear choice for those interested in options trading.
For those looking to leverage their investments with margin, SoFi Invest offers this feature, albeit with a consistent charge of 11.25% across various balance tiers. However, Citi Self Invest does not offer margin accounts, which could be a consideration for more advanced traders. When it comes to retirement account fees, both SoFi and Citi come without any annual fees, yet differ in their closure fees—with SoFi charging $20 versus Citi’s higher $95 fee. These differences could influence long-term investors thinking about account portability.
Account transfer fees also show variance between these brokers. SoFi Invest charges a flat fee of $100 for both partial and full Account Transfers (ACAT), whereas Citi Self Invest charges a slightly lower fee of $95. Additionally, SoFi investors need to factor in a $5 fee each for options exercises and assignments, a consideration for users who engage in active options strategies, while this is not an issue with Citi Self Invest due to the lack of options trading feature. Overall, while both brokers provide zero commission on stock trades and IRA annual fees, potential customers need to consider their specific financial strategies and needs when making a decision.
| Feature |
SoFi Invest
|
Citi Self Invest
|
|---|---|---|
| Minimum Deposit | $5.00 | $0.00 |
| Stock Trades | $0.00 | $0.00 |
| Options (Per Contract) | $0.00 | N/A |
| Options Exercise Fee | $5.00 | N/A |
| Options Assignment Fee | $5.00 | N/A |
| IRA Annual Fee | $0.00 | $0.00 |
| IRA Closure Fee | $20.00 | $95.00 |
| Commissions & Fees |
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Dive deeper: Best Free Trading Platforms for 2024
When comparing the day trading capabilities of SoFi Invest and Citi Self Invest, it's clear that both platforms offer relatively limited features for active traders. SoFi Invest does not provide streaming time and sales data, streaming live TV, or direct market routing for stocks. Similarly, Citi Self Invest also lacks these features, which are essential for traders who rely on real-time data and advanced trading options to make informed decisions. Additionally, neither platform offers ladder trading, trading hotkeys for efficient keyboard trade entry, or level 2 quotes, further indicating their focus is not on catering to day traders.
Moreover, both SoFi Invest and Citi Self Invest fall short in providing tools for strategy development and risk assessment. Neither broker offers basic or advanced strategy backtesting, which is crucial for testing potential trading strategies before execution. They also lack a short locator tool for real-time availability of shares to short, a feature important for traders looking to capitalize on declining stock prices. Lastly, neither SoFi Invest nor Citi Self Invest offers order liquidity rebates for maker/taker trades, potentially affecting the cost efficiency of high-frequency trading activities.
| Feature |
SoFi Invest
|
Citi Self Invest
|
|---|---|---|
| Streaming Time & Sales | No | No |
| Streaming TV | No | No |
| Direct Market Routing - Stocks | No | No |
| Level 2 Quotes - Stocks | No | No |
| Trade Ideas - Backtesting | No | No |
| Trade Ideas - Backtesting Adv | No | No |
| Short Locator | No | No |
Dive deeper: Best Day Trading Platforms for 2024
When it comes to market research capabilities, Citi Self Invest holds a slight edge over SoFi Invest. Both platforms, however, leave much to be desired in terms of comprehensive research offerings. With SoFi Invest ranked #18 by StockBrokers.com and awarded a 2-star rating, it falls behind Citi Self Invest, which boasts a 2.5-star rating and ranks #15 among 18 brokers. Both brokers provide basic portfolio allocation tools but lack many advanced research features, reflecting their overall below-average market research scores.
Diving deeper into their offerings, Citi Self Invest provides stock research and Pink Sheets/OTCBB research, areas in which SoFi Invest shows no coverage. However, neither broker excels in mutual funds or bonds research and both lack downloadable PDF research reports and insightful stock or ETF screeners for trade ideas. Despite Citi Self Invest's slight advantage with its broader range, including some essential stock and ETF research capabilities, the absence of advanced tools and resources hinders both brokers in delivering comprehensive market analysis.
When considering tools like ESG research, social media sentiment analysis, and robust PDF reporting, neither SoFi Invest nor Citi Self Invest delivers substantial solutions. Instead, they offer only the ability to view portfolio allocation by asset class, providing some insight but not enough to cater to more advanced, data-driven investors. Ultimately, while Citi Self Invest has a few more offerings in its arsenal, both platforms could significantly enhance their appeal by expanding and improving their market research capabilities.
| Feature |
SoFi Invest
|
Citi Self Invest
|
|---|---|---|
| Research - Stocks | No | Yes |
| Screener - Stocks | No | No |
| Research - ETFs | No | Yes |
| Screener - ETFs | No | No |
| Research - Mutual Funds | No | No |
| Screener - Mutual Funds | No | No |
| Research - Bonds | No | No |
| Screener - Bonds | No | No |
| Research |
|
|
When comparing the banking features of online brokers SoFi Invest and Citi Self Invest, both offer robust options for managing your finances. Both SoFi Invest and Citi Self Invest provide checking accounts, savings accounts, and debit cards, making it easy for users to manage daily transactions and savings securely. Additionally, each platform also offers credit cards and mortgage loans, enhancing the array of financial services accessible to their users. However, when it comes to Certificate of Deposits (CDs), neither SoFi Invest nor Citi Self Invest currently provides this option, potentially limiting choices for those looking to diversify their saving strategies through CDs. Overall, SoFi Invest and Citi Self Invest provide competitive banking services suitable for a variety of financial needs, despite their shared lack of CDs.
| Feature |
SoFi Invest
|
Citi Self Invest
|
|---|---|---|
| Checking Accounts | Yes | Yes |
| Savings Accounts | Yes | Yes |
| Debit Cards | Yes | Yes |
| Credit Cards | Yes | Yes |
| Mortgage Loans | Yes | Yes |
| CDs | No | 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 SoFi Invest is better than Citi Self Invest. SoFi Invest finished with an overall score of 73.7%, while Citi Self Invest finished with a score of 70.6%.
SoFi Invest offers a wide range of services, including access to cryptocurrencies, IPOs and automated investing. It is relatively easy to use, and gets high marks for its mobile app. However, its lack of research, as well as its lagging education and trading tools, leave it a step behind industry leaders.
When comparing online brokers SoFi Invest and Citi Self Invest for cryptocurrency trading, both platforms do not offer crypto trading services and provide zero coins for trading.
Dive deeper: Best Online Brokers for Crypto Trading in 2024
Both SoFi Invest and Citi Self Invest offer traditional and Roth IRA accounts without any annual fees. However, if you decide to close your IRA account, SoFi Invest charges a closure fee of $20.00, whereas Citi Self Invest imposes a higher closure fee of $95.00.
Dive deeper: Best IRA Accounts for 2024
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0 of 5| Overall Rating | SoFi Invest | Citi Self Invest | |
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| Review | SoFi Invest Review | Citi Self Invest Review |
| Broker Screenshots | SoFi Invest | Citi Self Invest | |
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| Trading Fees | SoFi Invest | Citi Self Invest | |
|---|---|---|---|
| Minimum Deposit | $5.00 | $0.00 | |
| Stock Trades | $0.00 | $0.00 | |
| Penny Stock Fees (OTC) | N/A | N/A | |
| Mutual Fund Trade Fee | $0 | 0 | |
| Options (Per Contract) | $0.00 | N/A | |
| Futures (Per Contract) | $0.00 | (Not offered) | |
| Broker Assisted Trade Fee | N/A | n/a |
| Margin Rates | SoFi Invest | Citi Self Invest | |
|---|---|---|---|
| Margin Rate Under $25,000 | 11.25% | Not offered | |
| Margin Rate $25,000 to $49,999.99 | 11.25% | Not offered | |
| Margin Rate $50,000 to $99,999.99 | 11.25% | Not offered | |
| Margin Rate $100,000 to $249,999.99 | 11.25% | Not offered | |
| Margin Rate $250,000 to $499,999.99 | 11.25% | Not offered | |
| Margin Rate $500,000 to $999,999.99 | 11.25% | Not offered | |
| Margin Rate Above $1,000,000 | 11.25% | Not offered |
| Account Fees | SoFi Invest | Citi Self Invest | |
|---|---|---|---|
| IRA Annual Fee | $0.00 | $0.00 | |
| IRA Closure Fee | $20.00 | $95.00 | |
| Account Transfer Out (Partial) | $100.00 | $95.00 | |
| Account Transfer Out (Full) | $100.00 | $95.00 | |
| Options Exercise Fee | $5.00 | N/A | |
| Options Assignment Fee | $5.00 | N/A |
| Investment Options | SoFi Invest | Citi Self Invest | |
|---|---|---|---|
| Stock Trading | Yes | Yes | |
| Margin Trading | Yes | No | |
| Fractional Shares | Yes | No | |
| OTC Stocks | Yes | No | |
| Options Trading | Yes | No | |
| Complex Options Max Legs | 0 | ||
| Futures Trading | No | No | |
| Forex Trading | No | No | |
| Crypto Trading | No | No | |
| Crypto Trading - Total Coins | 0 | 0 | |
| Mutual Funds (No Load) | 0 | 820 | |
| Mutual Funds (Total) | 6000 | 820 | |
| Bonds (US Treasury) | No | No | |
| Bonds (Corporate) | No | No | |
| Bonds (Municipal) | No | No | |
| Traditional IRAs | Yes | Yes | |
| Roth IRAs | Yes | Yes | |
| Advisor Services | Yes | No | |
| International Countries (Stocks) | 0 | 0 |
| Order Types | SoFi Invest | Citi Self Invest | |
|---|---|---|---|
| Order Type - Market | Yes | Yes | |
| Order Type - Limit | Yes | Yes | |
| Order Type - After Hours | Yes | No | |
| Order Type - Stop | No | Yes | |
| Order Type - Trailing Stop | No | No | |
| Order Type - OCO | No | No | |
| Order Type - OTO | No | No | |
| Order Type - Broker Assisted | No | No |
| Beginners | SoFi Invest | Citi Self Invest | |
|---|---|---|---|
| Education (Stocks) | Yes | No | |
| Education (ETFs) | Yes | No | |
| Education (Options) | Yes | No | |
| Education (Mutual Funds) | Yes | No | |
| Education (Bonds) | Yes | No | |
| Education (Retirement) | Yes | No | |
| Retirement Calculator | No | No | |
| Investor Dictionary | Yes | No | |
| Paper Trading | No | No | |
| Videos | No | No | |
| Webinars | Yes | No | |
| Webinars (Archived) | Yes | No | |
| Progress Tracking | No | Yes | |
| Interactive Learning - Quizzes | No | Yes |
| Stock Trading Apps | SoFi Invest | Citi Self Invest | |
|---|---|---|---|
| iPhone App | Yes | Yes | |
| Android App | Yes | Yes | |
| Apple Watch App | No | No | |
| Trading - Stocks | Yes | Yes | |
| Trading - After-Hours | Yes | No | |
| Trading - Simple Options | No | No | |
| Trading - Complex Options | No | No | |
| Order Ticket RT Quotes | Yes | Yes | |
| Order Ticket SRT Quotes | No | No |
| Stock App Features | SoFi Invest | Citi Self Invest | |
|---|---|---|---|
| Market Movers (Top Gainers) | Yes | Yes | |
| Stream Live TV | No | No | |
| Videos on Demand | No | No | |
| Stock Alerts | No | No | |
| Option Chains Viewable | No | No | |
| Watch List (Real-time) | Yes | Yes | |
| Watch List (Streaming) | No | No | |
| Watch Lists - Create & Manage | No | Yes | |
| Watch Lists - Column Customization | No | No |
| Stock App Charting | SoFi Invest | Citi Self Invest | |
|---|---|---|---|
| Charting - After-Hours | No | No | |
| Charting - Can Turn Horizontally | No | No | |
| Charting - Multiple Time Frames | Yes | Yes | |
| Charting - Technical Studies | 0 | 0 | |
| Charting - Study Customizations | No | No | |
| Charting - Stock Comparisons | No | No |
| Trading Platforms | SoFi Invest | Citi Self Invest | |
|---|---|---|---|
| Active Trading Platform | N/A | n/a | |
| Desktop Trading Platform | No | No | |
| Desktop Platform (Mac) | No | No | |
| Web Trading Platform | Yes | Yes | |
| Paper Trading | No | No | |
| Trade Journal | No | No | |
| Watch Lists - Total Fields | 3 | 0 |
| Stock Chart Features | SoFi Invest | Citi Self Invest | |
|---|---|---|---|
| Charting - Adjust Trades on Chart | No | No | |
| Charting - Indicators / Studies | 0 | 0 | |
| Charting - Drawing Tools | 0 | 0 | |
| Charting - Notes | No | No | |
| Charting - Index Overlays | No | No | |
| Charting - Historical Trades | No | No | |
| Charting - Corporate Events | No | No | |
| Charting - Custom Date Range | No | No | |
| Charting - Custom Time Bars | No | No | |
| Charting - Automated Analysis | No | No | |
| Charting - Save Profiles | No | No | |
| Trade Ideas - Technical Analysis | No | No | |
| Charting - Study Customizations | 0 | 0 | |
| Charting - Custom Studies | No | No |
| Day Trading | SoFi Invest | Citi Self Invest | |
|---|---|---|---|
| Streaming Time & Sales | No | No | |
| Streaming TV | No | No | |
| Direct Market Routing - Stocks | No | No | |
| Ladder Trading | No | No | |
| Trade Hotkeys | No | No | |
| Level 2 Quotes - Stocks | No | No | |
| Trade Ideas - Backtesting | No | No | |
| Trade Ideas - Backtesting Adv | No | No | |
| Short Locator | No | No | |
| Order Liquidity Rebates | No | No |
| Research Overview | SoFi Invest | Citi Self Invest | |
|---|---|---|---|
| Research - Stocks | No | Yes | |
| Research - ETFs | No | Yes | |
| Research - Mutual Funds | No | No | |
| Research - Pink Sheets / OTCBB | No | Yes | |
| Research - Bonds | No | No | |
| Screener - Stocks | No | No | |
| Screener - ETFs | No | No | |
| Screener - Mutual Funds | No | No | |
| Screener - Bonds | No | No | |
| Misc - Portfolio Allocation | Yes | Yes |
| Stock Research | SoFi Invest | Citi Self Invest | |
|---|---|---|---|
| Stock Research - PDF Reports | 0 | 0 | |
| Stock Research - Earnings | No | No | |
| Stock Research - Insiders | No | No | |
| Stock Research - Social | No | No | |
| Stock Research - News | Yes | Yes | |
| Stock Research - ESG | No | No | |
| Stock Research - SEC Filings | No | No |
| ETF Research | SoFi Invest | Citi Self Invest | |
|---|---|---|---|
| ETFs - Strategy Overview | Yes | Yes | |
| ETF Fund Facts - Inception Date | No | No | |
| ETF Fund Facts - Expense Ratio | Yes | Yes | |
| ETF Fund Facts - Net Assets | No | No | |
| ETF Fund Facts - Total Holdings | No | No | |
| ETFs - Top 10 Holdings | Yes | Yes | |
| ETFs - Sector Exposure | No | No | |
| ETFs - Risk Analysis | No | Yes | |
| ETFs - Ratings | No | Yes | |
| ETFs - Morningstar StyleMap | No | No | |
| ETFs - PDF Reports | No | No |
| Mutual Fund Research | SoFi Invest | Citi Self Invest | |
|---|---|---|---|
| Mutual Funds - Strategy Overview | No | Yes | |
| Mutual Funds - Performance Chart | No | Yes | |
| Mutual Funds - Performance Analysis | No | Yes | |
| Mutual Funds - Prospectus | No | No | |
| Mutual Funds - 3rd Party Ratings | No | Yes | |
| Mutual Funds - Fees Breakdown | No | No | |
| Mutual Funds - Top 10 Holdings | No | Yes | |
| Mutual Funds - Asset Allocation | No | Yes | |
| Mutual Funds - Sector Allocation | No | No | |
| Mutual Funds - Country Allocation | No | No | |
| Mutual Funds - StyleMap | No | No |
| Options Trading | SoFi Invest | Citi Self Invest | |
|---|---|---|---|
| Option Chains - Basic View | Yes | No | |
| Option Chains - Strategy View | No | No | |
| Option Chains - Streaming | No | No | |
| Option Chains - Total Columns | 0 | 0 | |
| Option Chains - Greeks | 0 | 0 | |
| Option Chains - Quick Analysis | No | No | |
| Option Analysis - P&L Charts | No | No | |
| Option Probability Analysis | No | No | |
| Option Probability Analysis Adv | No | No | |
| Option Positions - Greeks | No | No | |
| Option Positions - Greeks Streaming | No | No | |
| Option Positions - Adv Analysis | No | No | |
| Option Positions - Rolling | No | No | |
| Option Positions - Grouping | No | No |
| Banking | SoFi Invest | Citi Self Invest | |
|---|---|---|---|
| Bank (Member FDIC) | Yes | Yes | |
| Checking Accounts | Yes | Yes | |
| Savings Accounts | Yes | Yes | |
| Credit Cards | Yes | Yes | |
| Debit Cards | Yes | Yes | |
| Mortgage Loans | Yes | Yes |
| Customer Service | SoFi Invest | Citi Self Invest | |
|---|---|---|---|
| Phone Support (Prospect Customers) | Yes | No | |
| Phone Support (Current Customers) | Yes | Yes | |
| Email Support | No | No | |
| Live Chat (Prospect Customers) | Yes | No | |
| Live Chat (Current Customers) | Yes | No | |
| 24/7 Support | No | Yes |
| Overall | SoFi Invest | Citi Self Invest | |
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| Winner | check_circle | ||
| Review | SoFi Invest Review | Citi Self Invest Review |
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