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tastytrade vs Citi Self Invest 2025

StockBrokers.com

Written by StockBrokers.com

January 23, 2025

In this head to head comparison of tastytrade vs Citi Self Invest, we will compare the trading platforms, mobile apps, investment options, costs, market research, and more. Let's dive in.

tastytrade
4/5 Stars Overall
  • Minimum Deposit: $0.00
  • Stock Trades: $0.00
  • Options (Per Contract): $0.50 info
Citi Self Invest
3.5/5 Stars Overall
  • Minimum Deposit: $0.00
  • Stock Trades: $0.00
  • Options (Per Contract): N/A

Investment options

When choosing an online broker, understanding their investment options is crucial for aligning with your financial goals. Tastytrade and Citi Self Invest each offer distinct features based on their available services. Tastytrade stands out with a wide range of investment options including stock, margin, fractional shares, options, futures, and crypto trading, earning it a 4-star rating for investment options and a #10 ranking by StockBrokers.com. In contrast, Citi Self Invest provides a more limited experience, focusing on stock and mutual fund offerings, resulting in a 2.5-star rating and lacking a specific ranking for investment options on StockBrokers.com. The choice boils down to your personal investment strategy and the variety of trading opportunities you seek.

Tastytrade offers a vast selection of trading opportunities that include stock and margin trading, making it an attractive choice for those seeking flexibility in their investments. Investors can trade fractional shares, which adds convenience for trading smaller portions of expensive stocks. Additionally, tastytrade excels with options and futures trading – ideal for experienced investors looking to diversify their portfolios. While it doesn’t offer mutual funds, tastytrade does support cryptocurrency trading, with four coins available, complementing its strength in traditional and Roth IRA account options.

On the other hand, Citi Self Invest provides a more streamlined set of features, focusing on stock and mutual fund trading opportunities. This setup suits investors who prefer to stick with more conventional investment products without delving into derivatives or digital currencies. Notably, Citi Self Invest does not support margin, fractional shares, options, futures, or crypto trading. However, like tastytrade, it offers both traditional and Roth IRA accounts, providing solid foundations for retirement planning without complicated trading strategies. Neither platform provides advisory services, emphasizing their self-directed trading environments.

Feature tastytrade logotastytrade
Citi Self Invest logoCiti Self Invest
Stock Trading info Yes Yes
Margin Trading info Yes No
Fractional Shares info Yes info No
OTC Stocks info No No
Mutual Funds info No Yes
Options Trading info Yes No
Futures Trading info Yes No
Crypto Trading info Yes No
Crypto Trading - Total Coins info 4 0
Range of Investments 4/5 Stars 2.5/5 Stars

Dive deeper: Best Options Trading Platforms for 2025, Best Futures Trading Platforms for 2025

Trading platforms and tools

In comparing the trading platforms and tools of tastytrade and Citi Self Invest, tastytrade emerges as the superior option for active traders, earning a commendable four-star rating and an eighth-place ranking among 18 brokers on StockBrokers.com. With an impressive array of features, from downloadable desktop platforms for both Windows and Mac to extensive charting tools and customization options, tastytrade provides a robust environment for experienced traders seeking flexibility and advanced analytical capabilities. In contrast, Citi Self Invest, with a modest 2.5-star rating, lacks many of these high-level features, such as downloadable platforms and comprehensive charting tools, making it a less attractive choice for detailed technical trading.

tastytrade offers traders a comprehensive suite of tools, including 33 fields for watch lists and the ability to manage open orders directly on a stock chart. Traders can leverage an extensive selection of 308 technical indicators and 31 drawing tools for charting, making it easier to conduct in-depth market analysis. Additional features such as adding notes, index overlays, historical trade data, and corporate events to charts further enhance its usability. Moreover, tastytrade's platform supports custom studies and multiple chart profiles, providing a tailored experience for users seeking to optimize their trading strategies.

Contrastingly, Citi Self Invest is limited in its platform offerings, providing only a basic browser-based trading platform devoid of any downloadable options for Windows or Mac users. The lack of paper trading, trading journals, and a customizable watch list reflects its minimalistic approach. Additionally, Citi Self Invest does not support technical indicators, drawing tools, chart annotations, or custom studies, significantly constricting its functionality for traders who require detailed chart analysis and customization. Consequently, for traders seeking advanced tools and platform flexibility, tastytrade stands out as the preferred choice.

Feature tastytrade logotastytrade
Citi Self Invest logoCiti Self Invest
Web Trading Platform info Yes Yes
Desktop Trading Platform info Yes No
Desktop Platform (Mac) info Yes No
Paper Trading info No No
Watch Lists - Total Fields info 33 0
Charting - Indicators / Studies info 308 0
Charting - Drawing Tools info 31 0
Platforms & Tools 4/5 Stars 2.5/5 Stars

Dive deeper: Best Stock Brokers & Trading Platforms for 2025, Best Paper Trading Platforms for 2025

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Beginners and education

When it comes to educational support for beginner investors, tastytrade stands out with its comprehensive offerings. It provides robust stock, ETF, and options education, making it an appealing choice for those eager to explore diverse investment strategies. While it does not offer education on mutual funds or bonds, tastytrade enriches its educational experience through webinars, allowing users to delve deeper into complex topics and engage with professionals. In addition, tastytrade facilitates learning progress tracking, which is crucial for beginners aiming to systematically build their investment knowledge. This dedication to education reflects in its commendable 4-star rating and its respectable 10th place ranking for education amongst 18 brokers on StockBrokers.com.

In contrast, Citi Self Invest appears less equipped to cater to investors seeking educational development. Lacking resources for stock, ETF, or options education, Citi Self Invest is limited in guiding beginners through the intricacies of investing. Although it provides educational quizzes and lets investors track their learning progress, the absence of webinars or educational videos detracts from its overall utility as an educational platform. This is highlighted by its lower 1.5-star rating, indicating areas for improvement to meet the educational needs of novice investors. As such, Citi Self Invest does not currently rank in the educational standings by StockBrokers.com.

Feature tastytrade logotastytrade
Citi Self Invest logoCiti Self Invest
Education (Stocks) info Yes No
Education (ETFs) info Yes No
Education (Options) info Yes No
Education (Mutual Funds) info No No
Education (Bonds) info No No
Paper Trading info No No
Videos info No No
Webinars info Yes No
Education 4/5 Stars 1.5/5 Stars

Dive deeper: Best Stock Trading Platforms for Beginners of 2025

Stock trading apps

When choosing an online brokerage for stock trading through a mobile app, tastytrade emerges as a better-rated option compared to Citi Self Invest. With a rating of 4.5 stars from StockBrokers.com, tastytrade offers a more comprehensive mobile trading experience, ranking 10th out of 18 brokers, while Citi Self Invest lacks a ranking and has a lower user rating of 3 stars. Tastytrade's robust app capabilities, such as after-hours stock trading, options trading, and customizable watch lists, make it a more desirable choice for active traders seeking versatility and functionality on the go.

Both tastytrade and Citi Self Invest offer user-friendly apps for iPhone and Android devices, but their features diverge in key areas. While both platforms allow users to create custom watch lists, only tastytrade offers the ability to customize watch list columns, providing a more personalized tracking experience. Tastytrade also stands out by offering after-hours charting and the capability to view charts in landscape mode, lending added flexibility to users who wish to analyze stock performance at any time.

When it comes to additional features, tastytrade again holds an edge. It supports mobile after-hours stock trading and mobile options trading, while Citi Self Invest lacks these functionalities. Although neither platform offers streaming live TV, videos on demand, or stock alerts, tastytrade's ability to offer streaming quotes ensures that traders are equipped with real-time data to make informed decisions, setting it apart from Citi Self Invest, which does not provide this crucial feature. Despite both platforms falling short in technical studies for charting, tastytrade’s overall features and higher user satisfaction score make it a more attractive option for mobile stock trading.

Feature tastytrade logotastytrade
Citi Self Invest logoCiti Self Invest
iPhone App info Yes Yes
Android App info Yes Yes
Apple Watch App info No No
Stock Alerts info No No
Charting - After-Hours info Yes No
Charting - Technical Studies info 0 0
Mobile Trading Apps 4.5/5 Stars 3/5 Stars

Dive deeper: Best Stock Trading Apps for 2025

Fees

When evaluating online brokers, both tastytrade and Citi Self Invest stand out for their zero minimum deposit requirement and commission-free stock trading, making them attractive choices for investors looking to minimize costs. However, the two platforms diverge notably in their fee structures for options trading and associated services. Tastytrade remains a prime choice for options traders with its competitive $0.50 per contract fee and other well-defined charges, whereas Citi Self Invest does not offer options trading, possibly limiting its appeal for active options investors.

Tastytrade distinguishes itself by offering a structured tier system for margin balances, starting at 11% for balances below $25,000 and reducing to 10% for balances between $50,000 and $99,999. In comparison, Citi Self Invest does not provide margin trading services, which could be a deciding factor for traders seeking leverage on their investments. On the other hand, both brokers align closely when it comes to IRA fees, where tastytrade charges no annual fee but imposes a $60 closure fee, whereas Citi Self Invest levies a higher closure fee of $95.

Account transfer fees also differ, with tastytrade charging $75 for both partial and full ACAT transfers compared to Citi Self Invest's $95 for the same services. Additionally, tastytrade applies a $5 fee for options exercise and assignment, services Citi Self Invest does not support. This detailed comparison underscores tastytrade's focus on robust options trading and competitive margin rates, making it perhaps more suitable for active traders, while Citi Self Invest might appeal to those prioritizing stock trading without the need for margin or options facilities.

Feature tastytrade logotastytrade
Citi Self Invest logoCiti Self Invest
Minimum Deposit info $0.00 $0.00
Stock Trades info $0.00 $0.00
Options (Per Contract) info $0.50 info N/A
Options Exercise Fee info $5.00 N/A
Options Assignment Fee info $5.00 N/A
IRA Annual Fee info $0.00 $0.00
IRA Closure Fee info $60.00 $95.00
Commissions & Fees N/A 4.5/5 Stars

Dive deeper: Best Free Trading Platforms for 2025

Day Trading

When evaluating tastytrade and Citi Self Invest for day trading, several features stand out in their offerings. tastytrade distinguishes itself with streaming live TV and ladder trading, providing traders with live market insights and enhanced order entry options. In contrast, Citi Self Invest does not offer these features, potentially limiting real-time information and strategic trading capabilities. Both platforms lack streaming time and sales data, level 2 quotes, direct market routing, and trading hotkeys, which can be crucial for active day traders who require detailed market data and fast trade execution.

Moreover, neither tastytrade nor Citi Self Invest offers basic or advanced strategy backtesting, which might be a limitation for traders looking to refine their strategies through historical data analysis. However, tastytrade provides a valuable short locator tool, allowing traders to see real-time availability of shares available for shorting, a feature that Citi Self Invest does not provide. Neither broker offers order liquidity rebates, which might be less appealing to traders looking for cost-saving opportunities through maker/taker fee structures.

Feature tastytrade logotastytrade
Citi Self Invest logoCiti Self Invest
Streaming Time & Sales info No No
Streaming TV info Yes No
Direct Market Routing - Stocks info No No
Level 2 Quotes - Stocks info No No
Trade Ideas - Backtesting info No No
Trade Ideas - Backtesting Adv info No No
Short Locator info Yes No

Dive deeper: Best Day Trading Platforms for 2025

Market Research

When evaluating the market research capabilities of tastytrade versus Citi Self Invest, it's important to consider the specific tools and functionalities each platform offers to its users. While both brokers provide research for stocks and ETFs, neither offers research for mutual funds or bonds. Notably, Citi Self Invest provides research for Pink Sheets/OTCBB securities, setting it apart from tastytrade in that category. However, both platforms fall short in offering downloadable PDF research reports and research utilizing social media sentiment or ESG data. Despite these limitations, Citi Self Invest receives a slightly higher user rating of 2.5 stars for market research capabilities compared to tastytrade's 1.5 stars, indicating a marginal advantage.

In terms of portfolio visualization, both tastytrade and Citi Self Invest allow users to view their portfolio allocations by asset class, facilitating a better understanding of the diversification strategy. While neither platform includes a stock or ETF screener for trade ideas, they both focus on core research offerings without extending into ESG or sentiment analysis tools. These factors contribute to a more traditional research atmosphere, which might appeal to investors who largely rely on basic stock and ETF data.

Despite having certain shared market research features, Citi Self Invest edges out tastytrade largely due to its inclusion of Pink Sheets/OTCBB research. Both platforms, however, are devoid of comprehensive screening tools for stocks, ETFs, mutual funds, and bonds, limiting the research capabilities to fundamental market data and insight delivery. Consequently, while tastytrade ranks #13 out of 18 brokers in market research according to StockBrokers.com, Citi Self Invest's exact ranking is not specified. This suggests both platforms have room for improvement, especially in delivering a broader range of research tools to meet diverse investor needs.

Feature tastytrade logotastytrade
Citi Self Invest logoCiti Self Invest
Research - Stocks info Yes Yes
Screener - Stocks info No No
Research - ETFs info Yes Yes
Screener - ETFs info No No
Research - Mutual Funds info No No
Screener - Mutual Funds info No No
Research - Bonds info No No
Screener - Bonds info No No
Research 1.5/5 Stars 2.5/5 Stars

Banking

When evaluating the banking capabilities of tastytrade versus Citi Self Invest, Citi Self Invest clearly stands out as the superior choice. While tastytrade does not provide any banking services, Citi Self Invest offers a comprehensive range of options including checking and savings accounts, debit and credit cards, and mortgage loans. Both platforms do not currently offer certificates of deposit (CDs). For investors seeking to combine their trading activities with robust banking services, Citi Self Invest provides a more complete financial ecosystem, with offerings that meet essential banking needs that tastytrade simply does not cover.

Feature tastytrade logotastytrade
Citi Self Invest logoCiti Self Invest
Checking Accounts info No Yes
Savings Accounts info No Yes
Debit Cards info No Yes
Credit Cards info No Yes
Mortgage Loans info No Yes
CDs info No No

Dive deeper: Best Bank Accounts for Trading Stocks for 2025

Winner

After opening live accounts and testing 18 of the best online brokers, our research and live account testing finds that tastytrade is better than Citi Self Invest. tastytrade finished with an overall score of 80.1%, while Citi Self Invest finished with a score of 70.6%.

tastytrade isn’t for every investor, but its platform is ideal for frequent options and futures traders, offering efficient workflow, useful risk management tools, killer design, and online content that makes you feel like you’re on a trading desk.

FAQs

Can you trade cryptocurrency with tastytrade or Citi Self Invest?

When comparing cryptocurrency offerings, tastytrade provides an advantage with the ability to trade 4 different coins, whereas Citi Self Invest does not offer any crypto trading options.

Dive deeper: Best Online Brokers for Crypto Trading in 2025

Does tastytrade or Citi Self Invest offer IRAs?

Both tastytrade and Citi Self Invest provide traditional and Roth IRA accounts with no annual fees; however, when closing IRA accounts, tastytrade charges a $60 fee, while Citi Self Invest charges $95.

Dive deeper: Best IRA Accounts for 2025

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Compare

0 of 5
Overall Rating tastytrade Citi Self Invest
Overall 4/5 Stars 3.5/5 Stars
Commissions & Fees N/A 4.5/5 Stars
Range of Investments 4/5 Stars 2.5/5 Stars
Platforms & Tools 4/5 Stars 2.5/5 Stars
Mobile Trading Apps 4.5/5 Stars 3/5 Stars
Research 1.5/5 Stars 2.5/5 Stars
Customer Service 4.0/5 Stars N/A
Education 4/5 Stars 1.5/5 Stars
Ease Of Use 5/5 Stars 4.5/5 Stars
Winner check_circle
Review tastytrade Review Citi Self Invest Review
Broker Screenshots tastytrade Citi Self Invest
Trading Platform & Tools Gallery (click to expand)
Research Gallery (click to expand)
Mobile Trading Apps Gallery (click to expand)
Education Gallery (click to expand)
Trading Fees tastytrade Citi Self Invest
Minimum Deposit info $0.00 $0.00
Stock Trades info $0.00 $0.00
Penny Stock Fees (OTC) info N/A N/A info
Mutual Fund Trade Fee info N/A info 0
Options (Per Contract) info $0.50 info N/A
Futures (Per Contract) info $1.25 (Not offered)
Broker Assisted Trade Fee info $0 n/a
Margin Rates tastytrade Citi Self Invest
Margin Rate Under $25,000 info 11% Not offered
Margin Rate $25,000 to $49,999.99 info 10.5% Not offered
Margin Rate $50,000 to $99,999.99 info 10% Not offered
Margin Rate $100,000 to $249,999.99 info 9.5% Not offered
Margin Rate $250,000 to $499,999.99 info 9% Not offered
Margin Rate $500,000 to $999,999.99 info 8.5% Not offered
Margin Rate Above $1,000,000 info 8% Not offered
Account Fees tastytrade Citi Self Invest
IRA Annual Fee info $0.00 $0.00
IRA Closure Fee info $60.00 $95.00
Account Transfer Out (Partial) info $75.00 $95.00
Account Transfer Out (Full) info $75.00 $95.00
Options Exercise Fee info $5.00 N/A
Options Assignment Fee info $5.00 N/A
Investment Options tastytrade Citi Self Invest
Stock Trading info Yes Yes
Margin Trading info Yes No
Fractional Shares info Yes info No
OTC Stocks info No No
Options Trading info Yes No
Complex Options Max Legs info 4
Futures Trading info Yes No
Forex Trading info No No
Crypto Trading info Yes No
Crypto Trading - Total Coins info 4 0
Mutual Funds (No Load) info 0 820
Mutual Funds (Total) info 0 820
Bonds (US Treasury) info No info No
Bonds (Corporate) info No No
Bonds (Municipal) info No No
Traditional IRAs info Yes Yes
Roth IRAs info Yes Yes
Advisor Services info No No
International Countries (Stocks) info 0 0
Order Types tastytrade Citi Self Invest
Order Type - Market info Yes Yes
Order Type - Limit info Yes Yes
Order Type - After Hours info Yes No
Order Type - Stop info Yes Yes
Order Type - Trailing Stop info No No
Order Type - OCO info Yes No
Order Type - OTO info Yes No
Order Type - Broker Assisted info Yes No
Beginners tastytrade Citi Self Invest
Education (Stocks) info Yes No
Education (ETFs) info Yes No
Education (Options) info Yes No
Education (Mutual Funds) info No No
Education (Bonds) info No No
Education (Retirement) info No No
Retirement Calculator info No No
Investor Dictionary info Yes No
Paper Trading info No No
Videos info No No
Webinars info Yes No
Webinars (Archived) info Yes No
Progress Tracking info Yes Yes
Interactive Learning - Quizzes info No Yes
Stock Trading Apps tastytrade Citi Self Invest
iPhone App info Yes Yes
Android App info Yes Yes
Apple Watch App info No No
Trading - Stocks info Yes Yes
Trading - After-Hours info Yes No
Trading - Simple Options info Yes No
Trading - Complex Options info Yes No
Order Ticket RT Quotes info Yes Yes
Order Ticket SRT Quotes info Yes No
Stock App Features tastytrade Citi Self Invest
Market Movers (Top Gainers) info Yes Yes
Stream Live TV info No No
Videos on Demand info No No
Stock Alerts info No No
Option Chains Viewable info Yes No
Watch List (Real-time) info Yes Yes
Watch List (Streaming) info Yes No
Watch Lists - Create & Manage info Yes Yes
Watch Lists - Column Customization info Yes No
Stock App Charting tastytrade Citi Self Invest
Charting - After-Hours info Yes No
Charting - Can Turn Horizontally info Yes No
Charting - Multiple Time Frames info Yes Yes
Charting - Technical Studies info 0 0
Charting - Study Customizations info No No
Charting - Stock Comparisons info No No
Trading Platforms tastytrade Citi Self Invest
Active Trading Platform info tastytrade n/a
Desktop Trading Platform info Yes No
Desktop Platform (Mac) info Yes No
Web Trading Platform info Yes Yes
Paper Trading info No No
Trade Journal info No No
Watch Lists - Total Fields info 33 0
Stock Chart Features tastytrade Citi Self Invest
Charting - Adjust Trades on Chart info Yes No
Charting - Indicators / Studies info 308 0
Charting - Drawing Tools info 31 0
Charting - Notes info Yes No
Charting - Index Overlays info Yes No
Charting - Historical Trades info Yes No
Charting - Corporate Events info Yes No
Charting - Custom Date Range info No No
Charting - Custom Time Bars info No No
Charting - Automated Analysis info No No
Charting - Save Profiles info Yes No
Trade Ideas - Technical Analysis info No No
Charting - Study Customizations info 7 0
Charting - Custom Studies info Yes No
Day Trading tastytrade Citi Self Invest
Streaming Time & Sales info No No
Streaming TV info Yes No
Direct Market Routing - Stocks info No No
Ladder Trading info Yes No
Trade Hotkeys info No No
Level 2 Quotes - Stocks info No No
Trade Ideas - Backtesting info No No
Trade Ideas - Backtesting Adv info No No
Short Locator info Yes No
Order Liquidity Rebates info No No
Research Overview tastytrade Citi Self Invest
Research - Stocks info Yes Yes
Research - ETFs info Yes Yes
Research - Mutual Funds info No No
Research - Pink Sheets / OTCBB info No Yes
Research - Bonds info No No
Screener - Stocks info No No
Screener - ETFs info No No
Screener - Mutual Funds info No No
Screener - Bonds info No No
Misc - Portfolio Allocation info Yes Yes
Stock Research tastytrade Citi Self Invest
Stock Research - PDF Reports info 0 0
Stock Research - Earnings info No No
Stock Research - Insiders info No No
Stock Research - Social info No No
Stock Research - News info Yes Yes
Stock Research - ESG info No No
Stock Research - SEC Filings info No No
ETF Research tastytrade Citi Self Invest
ETFs - Strategy Overview info No Yes
ETF Fund Facts - Inception Date info No No
ETF Fund Facts - Expense Ratio info No Yes
ETF Fund Facts - Net Assets info No No
ETF Fund Facts - Total Holdings info No No
ETFs - Top 10 Holdings info No Yes
ETFs - Sector Exposure info No No
ETFs - Risk Analysis info Yes Yes
ETFs - Ratings info No Yes
ETFs - Morningstar StyleMap info No No
ETFs - PDF Reports info No No
Mutual Fund Research tastytrade Citi Self Invest
Mutual Funds - Strategy Overview info No Yes
Mutual Funds - Performance Chart info No Yes
Mutual Funds - Performance Analysis info No Yes
Mutual Funds - Prospectus info No No
Mutual Funds - 3rd Party Ratings info No Yes
Mutual Funds - Fees Breakdown info No No
Mutual Funds - Top 10 Holdings info No Yes
Mutual Funds - Asset Allocation info No Yes
Mutual Funds - Sector Allocation info No No
Mutual Funds - Country Allocation info No No
Mutual Funds - StyleMap info No No
Options Trading tastytrade Citi Self Invest
Option Chains - Basic View info Yes No
Option Chains - Strategy View info Yes No
Option Chains - Streaming info Yes No
Option Chains - Total Columns info 20 0
Option Chains - Greeks info 5 0
Option Chains - Quick Analysis info Yes No
Option Analysis - P&L Charts info Yes No
Option Probability Analysis info Yes No
Option Probability Analysis Adv info Yes No
Option Positions - Greeks info Yes No
Option Positions - Greeks Streaming info Yes No
Option Positions - Adv Analysis info Yes No
Option Positions - Rolling info Yes No
Option Positions - Grouping info Yes No
Banking tastytrade Citi Self Invest
Bank (Member FDIC) info No Yes
Checking Accounts info No Yes
Savings Accounts info No Yes
Credit Cards info No Yes
Debit Cards info No Yes
Mortgage Loans info No Yes
Customer Service tastytrade Citi Self Invest
Phone Support (Prospect Customers) info Yes No
Phone Support (Current Customers) info Yes Yes
Email Support info Yes No
Live Chat (Prospect Customers) info Yes No
Live Chat (Current Customers) info Yes No
24/7 Support info No Yes
Overall tastytrade Citi Self Invest
Overall 4/5 Stars 3.5/5 Stars
Commissions & Fees N/A 4.5/5 Stars
Range of Investments 4/5 Stars 2.5/5 Stars
Platforms & Tools 4/5 Stars 2.5/5 Stars
Mobile Trading Apps 4.5/5 Stars 3/5 Stars
Research 1.5/5 Stars 2.5/5 Stars
Education 4/5 Stars 1.5/5 Stars
Ease Of Use 5/5 Stars 4.5/5 Stars
Winner check_circle
Review tastytrade Review Citi Self Invest Review
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