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 comparing online brokers SoFi Invest® and Citi Self Invest, SoFi Invest® emerges as the more versatile option with its broader range of investment offerings. SoFi Invest® offers stock trading, margin trading, fractional shares, OTC stocks, mutual funds, and options trading, while Citi Self Invest provides stock trading and mutual funds but falls short by not supporting margin trading, fractional shares, OTC stocks, or options trading. Additionally, both platforms do not offer forex, futures, or crypto trading, and they each provide traditional and Roth IRA accounts. Both brokers received relatively low rankings on StockBrokers.com, with SoFi Invest® at #16 and Citi Self Invest trailing at #18 for investment options. Overall, SoFi Invest® scores slightly higher with a 3-star rating compared to Citi Self Invest's 2.5-star rating, making it a more attractive choice for investors seeking a wider range of trading opportunities.
SoFi Invest® distinguishes itself with its provision of more diverse trading types, including margin and options trading, areas where Citi Self Invest lags behind. The fractional shares option in SoFi Invest® allows investors to participate in high-priced stocks with smaller capital, a feature not available with Citi Self Invest. Both brokers do accommodate mutual fund investments, but SoFi Invest® stands out with its inclusion of OTC stocks, offering investors more opportunities to explore less mainstream securities.
Although neither SoFi Invest® nor Citi Self Invest offers futures or crypto trading, SoFi Invest® extends its services to include advisor support, providing a resource for investors seeking tailored investment advice—an option not available with Citi Self Invest. Both brokers facilitate traditional and Roth IRA investments, catering to retirement-focused clientele. Ultimately, SoFi Invest®'s broader service offerings and additional features grant it a competitive edge over Citi Self Invest in the online brokerage landscape.
| 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 2025, Best Futures Trading Platforms for 2025
For those seeking an online trading platform, both SoFi Invest® and Citi Self Invest have room for improvement, each earning a rating of 2.5 stars for their trading platforms and tools. In rankings provided by StockBrokers.com, SoFi Invest® takes a slightly superior position as the 15th among 18 brokers, with Citi Self Invest trailing closely behind at the 16th spot. The comparable ratings indicate that both brokers offer similar functionalities, or lack thereof, which could require potential investors to delve deeper into the distinct features that may better align with their specific needs.
Both SoFi Invest® and Citi Self Invest do not offer downloadable trading platforms for Windows or Mac, making browser-based platforms the primary avenue for conducting trades. Neither platform supports paper trading or maintains a trading journal, which could deter users seeking practice or documentation tools typically available with other brokers. SoFi Invest® stands out slightly in the watch list feature, offering up to three columns for users to track stocks, whereas Citi Self Invest does not offer this feature at all. Users looking for advanced charting tools might be disappointed as neither platform provides technical indicators or drawing tools.
When examining their chart functionalities, both SoFi Invest® and Citi Self Invest fall short in several aspects. Neither platform allows users to adjust open orders on stock charts, nor do they offer the ability to add notes, index overlays, or historical trade data to charts. Furthermore, neither platform provides tools for displaying corporate events, setting custom date ranges, conducting automated technical analysis, or saving multiple chart profiles, all features that some advanced traders might expect. Customization options for SMA studies and the ability to create custom studies are also lacking, positioning both SoFi Invest® and Citi Self Invest more towards users with less emphasis on comprehensive chart analysis.
| 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 2025, Best Paper Trading Platforms for 2025
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When it comes to catering to beginner investors, SoFi Invest® stands out as a strong contender in the arena of investor education. Offering comprehensive resources, SoFi Invest® provides stock, ETF, options, mutual funds, and bonds education, making it a well-rounded choice for those just starting in the investment world. Although it lacks paper trading and educational videos, the platform compensates with insightful webinars, earning an impressive 4.5-star rating for education. SoFi Invest® also holds a notable #7 ranking from StockBrokers.com out of 18 brokers, illustrating its commitment to nurturing investor knowledge.
Conversely, Citi Self Invest appears less equipped for beginner education, offering significantly fewer resources. While it does provide educational quizzes and the ability to track learning progress, the absence of educational content on stocks, ETFs, options, mutual funds, and bonds, as well as webinars and educational videos, limits its offerings for new investors. This deficiency in educational support is reflected in its 1.5-star rating and last-place #18 ranking by StockBrokers.com. These factors highlight SoFi Invest® as a more comprehensive choice for those seeking robust investor education and support.
| 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 2025
When it comes to online stock trading apps, both SoFi Invest® and Citi Self Invest showcase a mix of similar functionalities and some differentiators. Ranked #16 and #17 by StockBrokers.com, respectively, both apps provide a solid, though not standout, option for investors seeking mobile trading experiences. While they each offer apps for both iPhone and Android devices, neither provides additional support for the Apple Watch. In areas such as streaming quotes, live TV, and technical studies for charting, both platforms fall short, mirroring each other's capabilities with limitations that might deter more advanced traders. Nevertheless, SoFi Invest® edges slightly ahead with the option for mobile after-hours trading and viewing multiple time frames in its mobile app, features that are crucial for investors who prefer more flexibility.
Both SoFi Invest® and Citi Self Invest refrain from offering advanced features such as streaming live TV and on-demand video content, which could enhance user engagement and information access. Neither platform supports mobile options trading or after-hours charting, and both lack stock alerts and customizations that more sophisticated trading apps might offer. This can be a significant downside for traders who rely heavily on real-time updates to make informed decisions rapidly.
On the customizable front, Citi Self Invest holds a slight edge as it allows the creation of custom watch lists, a feature absent in SoFi Invest's offering. However, neither platform offers the ability to customize watch list columns or provides features like landscape chart viewing or technical studies, keeping their user experiences relatively basic. Both platforms have received a middling rating of three out of five stars for their stock trading app capabilities, indicating room for improvement to meet the diverse needs of modern traders.
| 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 2025
When evaluating online brokers, SoFi Invest® and Citi Self Invest offer competitive structures that can meet varying investor needs. Both platforms excel in providing commission-free stock trading, making them appealing choices for those prioritizing cost-effective investing. SoFi Invest® differentiates itself with a low minimum deposit of $5.00, while Citi Self Invest offers maximum flexibility with no minimum deposit required. Additionally, SoFi Invest® provides options trading with no per-contract fee, although it has some additional costs such as a $5.00 fee for options exercise and assignment. On the other hand, Citi Self Invest does not offer options trading.
For those interested in margin trading, SoFi Invest® charges a consistent 11.25% interest rate across various margin balance tiers, from below $25,000 to $99,999. In contrast, Citi Self Invest does not currently offer margin account options, which could be a consideration for those looking for leverage in their portfolios. When it comes to retirement accounts, both platforms offer fee-free IRA maintenance, but there is a difference in the closure fees: SoFi Invest® charges $20.00, while Citi Self Invest imposes a higher $95.00 fee.
In terms of account transfers, both platforms charge fees, but there is a slight advantage to Citi Self Invest with their $95.00 fee for both partial and full ACAT transfers, compared to SoFi Invest®, which charges $100.00. These fees could be an essential factor for those planning future moves or consolidations of their investment portfolios. Overall, both brokers offer distinct advantages, making investor priorities crucial in selecting the right fit. While SoFi Invest® caters to those looking for advanced features like options trading and margin loans, Citi Self Invest provides flexibility with no minimum deposits and slightly lower account transfer fees.
| 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 2025
When comparing the day trading capabilities of SoFi Invest® and Citi Self Invest, neither platform offers an extensive range of advanced trading features typically desired by active day traders. Both SoFi Invest® and Citi Self Invest fall short in offering streaming time and sales for stocks, streaming live TV, and direct market routing for stocks. Additionally, neither platform provides ladder trading, trading hotkeys for keyboard trade entry, or advanced level 2 quotes, which are all crucial tools for those seeking efficient and responsive trading experiences.
Furthermore, SoFi Invest® and Citi Self Invest both lack features that improve trading strategies and execution. Neither platform supports basic or advanced strategy backtesting, nor do they provide a short locator tool to view real-time availability of shares for short-selling. Moreover, they do not offer order liquidity rebates for those looking to manage trading costs effectively. Thus, for traders seeking an environment tailored to day trading with comprehensive analytical and trading functionalities, both platforms may not meet their requirements.
| 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 2025
When evaluating the market research capabilities of SoFi Invest® and Citi Self Invest, it's evident that neither platform excels significantly. Both platforms have received subpar ratings for their market research offerings, with SoFi Invest® earning 2 stars and Citi Self Invest slightly surpassing it with 2.5 stars. When stacked against 18 brokers evaluated by StockBrokers.com, SoFi Invest® ranks at the bottom in market research at #18, while Citi Self Invest fares marginally better at #15.
Citi Self Invest outshines SoFi Invest® in offering fundamental stock research capabilities, with accessible research for stocks, ETFs, and Pink Sheets/OTCBB, whereas SoFi Invest® lacks in providing research across these categories entirely. However, both platforms offer the capability to view portfolio allocation by asset class, ensuring investors can assess their holdings' diversification. Despite Citi Self Invest's edge in specific research areas, neither platform supports social media sentiment analysis, ESG (Environmental, Social, and Governance) research, or downloadable PDF research reports for financial instruments like stocks, ETFs, and mutual funds.
Additionally, SoFi Invest® and Citi Self Invest fall short in offering tools to develop trade ideas, such as stock, ETF, mutual fund, or bond screeners. This limitation affects investors' ability to identify actionable trades without additional tools from external sources. In summary, while Citi Self Invest provides slightly more robust research capabilities than SoFi Invest®, both do not offer comprehensive market research features that advanced investors might require.
| 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 capabilities of SoFi Invest® and Citi Self Invest, both platforms demonstrate robust offerings: each provides checking and savings accounts, along with debit and credit card options. In addition, they both extend mortgage loan services to their customers. However, neither SoFi Invest® nor Citi Self Invest offers Certificates of Deposit (CDs), highlighting a key similarity in their financial product lines. This alignment in services reflects their comprehensive approach to meeting various banking needs, while both lack the inclusion 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 2025
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.
Both SoFi Invest® and Citi Self Invest do not offer crypto trading, providing zero coins for investment in cryptocurrencies.
Dive deeper: Best Online Brokers for Crypto Trading in 2025
Both SoFi Invest® and Citi Self Invest offer traditional and Roth IRA accounts with no annual fees, but SoFi Invest® charges a $20.00 closure fee compared to the $95.00 fee charged by Citi Self Invest when closing IRA accounts.
Dive deeper: Best IRA Accounts for 2025
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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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| Review | SoFi Invest® Review | Citi Self Invest Review |
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