Written by StockBrokers.com
In this head to head comparison of Fidelity vs SoFi Invest, we will compare the trading platforms, mobile apps, investment options, costs, market research, and more. Let's dive in.
When comparing Fidelity and SoFi Invest, Fidelity emerges as the superior choice for a more diverse range of investment options. With a five-star rating from StockBrokers.com and a ranking of third out of 18 brokers for Investment Options, Fidelity offers a robust platform for investors seeking variety and flexibility. On the other hand, SoFi Invest holds a three-star rating and a 16th ranking, highlighting more limited options compared to its competitor. Both platforms provide essential investment services like stock and margin trading, fractional shares, mutual funds, options trading, and IRA accounts, but Fidelity's additional offerings, such as cryptocurrency trading and broader advisor services, give it a considerable edge.
Fidelity caters to investors by offering comprehensive investment services, making it a top choice for those looking to diversify their portfolios. Investors can engage in stock trading, margin trading, and enjoy access to fractional shares and mutual funds. Fidelity also provides options trading, OTC stocks, and a selection of three cryptocurrencies for trading. Although it doesn't support forex or futures trading, Fidelity compensates with its wide array of financial products and advisor services, leaving investors well-equipped to implement their strategies.
While SoFi Invest covers essential investment areas, including stock and margin trading, mutual funds, and options trading alongside sampling traditional IRA and Roth IRA accounts, it lacks the breadth of investment choices found in Fidelity. SoFi Invest does not support crypto trading, which could limit appeal for investors interested in digital assets. Despite providing opportunities to invest in fractional shares and OTC stocks, the absence of cryptocurrency trading and generally fewer investment options may not satisfy more seasoned investors seeking expansive portfolios. Nonetheless, its inclusion of basic advisor services still provides investors with some guidance.
| Feature |
Fidelity
|
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 | No | No |
| Crypto Trading | Yes | No |
| Crypto Trading - Total Coins | 3 | 0 |
| Investment Options |
|
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Dive deeper: Best Options Trading Platforms for 2024, Best Futures Trading Platforms for 2024
When evaluating trading platforms and tools, Fidelity emerges as a strong contender with a significant advantage over SoFi Invest. Despite SoFi Invest's user-friendly interface, it falls behind in offering robust features, evident from its rating of 2.5 stars compared to Fidelity's 4.5 stars. This discrepancy is further highlighted by StockBrokers.com's rankings, where Fidelity holds the #3 spot out of 18 brokers, while SoFi Invest is placed at #15. These metrics indicate that Fidelity provides a more comprehensive suite of trading tools, making it a preferred choice for traders who value functionality and advanced capabilities.
Fidelity offers a multitude of platform options, ensuring accessibility and flexibility for traders using different devices. With downloadable platforms for both Windows and Mac, alongside a browser-based platform, Fidelity caters to a diverse user base. In contrast, SoFi Invest only offers a browser-based platform, limiting its technological adaptability. Moreover, Fidelity's platform provides a trading journal, an impressive range of 92 watch list columns, and advanced charting tools, including 129 technical indicators and 38 drawing tools—features absent from SoFi Invest. These offerings allow Fidelity users to conduct in-depth analysis and customize their trading experience seamlessly.
Charting capabilities further distinguish Fidelity from SoFi Invest. Fidelity integrates sophisticated options such as the ability to adjust open orders directly on stock charts, show historical trades, corporate events, and automated technical analysis. Additionally, Fidelity supports features like adding notes to charts, index overlays, setting custom date ranges, and saving multiple chart profiles. In stark contrast, SoFi Invest lacks these advanced charting functionalities. Such comprehensive tools provided by Fidelity empower traders with greater control and precision in managing their investments.
| Feature |
Fidelity
|
SoFi Invest
|
|---|---|---|
| Web Trading Platform | Yes | Yes |
| Desktop Trading Platform | Yes | No |
| Desktop Platform (Mac) | Yes | No |
| Paper Trading | No | No |
| Watch Lists - Total Fields | 92 | 3 |
| Charting - Indicators / Studies | 129 | 0 |
| Charting - Drawing Tools | 38 | 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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For beginners and those eager to deepen their investment acumen, both Fidelity and SoFi Invest offer robust educational resources across a variety of financial instruments. Fidelity shines with comprehensive educational content covering stocks, ETFs, options, mutual funds, and bonds, complemented by a wide array of educational videos, webinars, and interactive quizzes that allow users to track their learning progress—earning it a perfect five-star rating. In contrast, SoFi Invest provides a solid educational foundation with coverage of the same investment areas and complementary webinars, but lacks the breadth of interactive tools and progress tracking features found at Fidelity. Despite this, SoFi earns a commendable 4.5 star-rating for its educational offerings.
When evaluated by StockBrokers.com, Fidelity emerges as the top-ranked broker for education among 18 competitors, attesting to its comprehensive and engaging approach to investor education. SoFi Invest, while not the frontrunner, still secures an admirable position, ranking seventh in the same list. Both platforms do not offer paper trading options, which could be a consideration for those looking to practice trading strategies risk-free. Overall, Fidelity outpaces SoFi Invest in terms of educational depth and interactivity, making it an especially appealing choice for those who prioritize learning as part of their investment journey.
| Feature |
Fidelity
|
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 | No | No |
| Videos | Yes | No |
| Webinars | Yes | Yes |
| Education |
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2024
In the realm of mobile trading apps, Fidelity triumphs with a comprehensive suite of features, earning a stellar 5-star rating and securing the #3 spot among 18 brokers according to StockBrokers.com. SoFi Invest, although offering basic functionalities with support for both iPhone and Android, lags behind at a 3-star rating and a #16 ranking. Fidelity's extensive features cater to both beginners and advanced traders, making it the preferred choice for those seeking a robust trading experience.
Fidelity's mobile app stands out with its extensive functionality, providing users with apps for iPhone, Android, and Apple Watch. It also enables mobile after-hours stock and options trading, features streaming quotes and live TV, offers videos on demand, and allows the creation of stock alerts and customizable watch lists. For the more technically inclined, Fidelity provides comprehensive charting tools with 119 technical studies, landscape mode viewing, multiple time frame options, and the ability to display stock comparisons on charts.
In contrast, SoFi Invest offers a basic trading app experience without many of the advanced features found in Fidelity. Although it supports iPhone and Android devices and permits chart viewing in multiple time frames, it lacks an Apple Watch app, streaming features, custom watch list capabilities, and technical studies. This limited feature set reflects in its overall lower ranking and star rating, making it suitable primarily for users with straightforward trading needs who might not require advanced functionalities.
| Feature |
Fidelity
|
SoFi Invest
|
|---|---|---|
| iPhone App | Yes | Yes |
| Android App | Yes | Yes |
| Apple Watch App | Yes | No |
| Stock Alerts | Yes | No |
| Charting - After-Hours | Yes | No |
| Charting - Technical Studies | 119 | 0 |
| Mobile Trading Apps |
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Dive deeper: Best Stock Trading Apps for 2024
In comparing online brokers Fidelity and SoFi Invest, it becomes evident that both platforms offer fee-free stock trading and IRA maintenance, which is advantageous for investors seeking to minimize costs. However, for investors focusing on options trading, SoFi Invest stands out with its $0 fee per options contract, unlike Fidelity, which charges $0.65. On the other hand, Fidelity has the edge in account transfer and IRA closure fees, offering these services at no cost, compared to SoFi Invest's charges of up to $100 for transfers and $20 for IRA closure. Each broker offers distinct advantages, making them suitable for different investor needs based on specific transaction types and services.
When considering account fees and initial investment requirements, Fidelity presents a more accessible entry point for new investors with no minimum deposit requirement, while SoFi Invest requires a modest $5 minimum deposit. Both brokers provide commission-free stock trades, appealing to those who prioritize regular trading activities without incurring additional costs. For margin trading, SoFi Invest offers more competitive rates on balances under $25,000 at 11.25%, compared to Fidelity's higher rate of 13.075%, highlighting an area where SoFi Invest may be more economical for borrowers.
Examining additional costs associated with options trading, Fidelity eliminates any fees for exercising and assigning options, which contrasts with SoFi Invest's $5 fee for both activities. While both platforms maintain zero annual fees for IRA accounts, Fidelity's policy of no charges for account transfers gives it an additional advantage for investors who may consider moving assets. Ultimately, the choice between Fidelity and SoFi Invest will depend on individual investor priorities, such as the significance of options trading, margin interest rates, and various service fees.
| Feature |
Fidelity
|
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 Fidelity and SoFi Invest for day trading capabilities, Fidelity clearly stands out as the more robust option. Fidelity offers a comprehensive suite of features tailored for active traders, including streaming time and sales data, streaming live TV, and direct market routing for stocks. Fidelity also supports advanced functionalities such as trading hotkeys for quick trade entries, level 2 quotes for in-depth market analysis, and a basic strategy backtesting feature to test trading strategies. Additionally, Fidelity provides a short locator tool to view real-time availability of shares available for shorting, enhancing its appeal to traders looking to execute informed trades.
In contrast, SoFi Invest appears to be less equipped for day trading, as it lacks many of the advanced features that Fidelity provides. SoFi Invest does not offer streaming time and sales, streaming live TV, direct market routing, or trading hotkeys, which can limit the tools available to traders during fast-paced market conditions. Furthermore, SoFi Invest lacks support for level 2 quotes, strategy backtesting, and a short locator tool, which are essential tools for active traders who rely on timely and detailed market data. While both platforms do not offer ladder trading, advanced strategy backtesting, or order liquidity rebates, Fidelity's broader feature set makes it a more attractive choice for day traders seeking a feature-rich trading environment.
| Feature |
Fidelity
|
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 | No | No |
| Short Locator | Yes | No |
Dive deeper: Best Day Trading Platforms for 2024
When comparing the market research capabilities of Fidelity and SoFi Invest, it becomes evident that Fidelity takes a commanding lead. With a comprehensive suite of research options, including stock, ETF, mutual fund, pink sheets/OTCBB, bonds, and ESG research capabilities, Fidelity delivers an all-encompassing offering for discerning investors. Its robust research tools, like the stock and ETF screeners, enable investors to uncover valuable trade ideas, while the ability to access 11 downloadable PDF research reports for stocks solidifies its position as a go-to resource. In contrast, SoFi Invest lacks substantial research features, offering no stock research, ETF, or mutual fund analysis, and falls short with fewer resources overall, earning a 2-star market research rating compared to Fidelity's 5 stars.
Fidelity's commitment to providing extensive market insights is further underscored by its notable rank of #5 out of 18 brokers by StockBrokers.com, thanks to its diverse research offerings and user-friendly tools that enhance the trading experience. The brokerage takes an innovative approach by incorporating social media sentiment data into its stock research, offering forward-thinking investors a unique perspective on market movements. Additionally, Fidelity provides ESG research, empowering users to make socially responsible investment decisions—an area where SoFi Invest is notably absent.
Despite both platforms allowing users to view portfolio allocation by asset class, SoFi Invest's lack of fundamental research tools such as downloadable PDF reports or screeners for ETFs, mutual funds, and bonds marks a significant gap. SoFi's dismal #18 ranking on StockBrokers.com for market research highlights its shortcomings in providing essential investment insights, making it less suitable for those seeking in-depth analysis and comprehensive market research capabilities. This stark contrast underscores the differential appeal of Fidelity for investors seeking a well-rounded, research-intensive brokerage experience.
| Feature |
Fidelity
|
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 online brokers Fidelity and SoFi Invest, there are notable differences and similarities that potential customers should consider. SoFi Invest provides a more comprehensive set of banking services, offering both checking and savings accounts, which Fidelity does not. Both brokers, however, offer debit and credit cards, as well as mortgage loans. Fidelity stands out with its offering of Certificates of Deposit (CDs), a product not available through SoFi Invest. This makes Fidelity a better choice for customers interested in CDs, while SoFi Invest may be more appealing for those seeking flexible, basic banking options integrated with their investment platform.
| Feature |
Fidelity
|
SoFi Invest
|
|---|---|---|
| Checking Accounts | No | Yes |
| Savings Accounts | No | 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 Fidelity is better than SoFi Invest. Fidelity finished with an overall score of 98.7%, while SoFi Invest finished with a score of 73.7%.
Fidelity is a value-driven online broker offering $0 trades, industry-leading research, excellent trading tools and an easy-to-use mobile app.
Fidelity provides crypto trading services featuring three coins, whereas SoFi Invest does not offer any crypto trading options.
Dive deeper: Best Online Brokers for Crypto Trading in 2024
Both Fidelity and SoFi Invest offer traditional and Roth IRA accounts with no annual fees, though only Fidelity waives the closure fee, while SoFi Invest charges $20 for closing IRA accounts.
Dive deeper: Best IRA Accounts for 2024
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| Review | Fidelity Review | SoFi Invest Review |
| Broker Screenshots | Fidelity | SoFi Invest | |
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| Trading Fees | Fidelity | SoFi Invest | |
|---|---|---|---|
| Minimum Deposit | $0.00 | $5.00 | |
| Stock Trades | $0.00 | $0.00 | |
| Penny Stock Fees (OTC) | $0.00 | N/A | |
| Mutual Fund Trade Fee | Varies | $0 | |
| Options (Per Contract) | $0.65 | $0.00 | |
| Futures (Per Contract) | (Not offered) | $0.00 | |
| Broker Assisted Trade Fee | $32.95 | N/A |
| Margin Rates | Fidelity | SoFi Invest | |
|---|---|---|---|
| Margin Rate Under $25,000 | 13.075% | 11.25% | |
| Margin Rate $25,000 to $49,999.99 | 12.575% | 11.25% | |
| Margin Rate $50,000 to $99,999.99 | 12.125% | 11.25% | |
| Margin Rate $100,000 to $249,999.99 | 11.575% | 11.25% | |
| Margin Rate $250,000 to $499,999.99 | 11.325% | 11.25% | |
| Margin Rate $500,000 to $999,999.99 | 9.00% | 11.25% | |
| Margin Rate Above $1,000,000 | 8.75% | 11.25% |
| Account Fees | Fidelity | 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) | $0.00 | $100.00 | |
| Options Exercise Fee | $0.00 | $5.00 | |
| Options Assignment Fee | $0.00 | $5.00 |
| Investment Options | Fidelity | 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 | No | No | |
| Forex Trading | No | No | |
| Crypto Trading | Yes | No | |
| Crypto Trading - Total Coins | 3 | 0 | |
| Mutual Funds (No Load) | 5843 | 0 | |
| Mutual Funds (Total) | 10000 | 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) | 25 | 0 |
| Order Types | Fidelity | 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 | Fidelity | 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 | No | No | |
| Videos | Yes | No | |
| Webinars | Yes | Yes | |
| Webinars (Archived) | Yes | Yes | |
| Progress Tracking | Yes | No | |
| Interactive Learning - Quizzes | Yes | No |
| Stock Trading Apps | Fidelity | 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 | Yes | No |
| Stock App Features | Fidelity | 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 | Fidelity | SoFi Invest | |
|---|---|---|---|
| Charting - After-Hours | Yes | No | |
| Charting - Can Turn Horizontally | Yes | No | |
| Charting - Multiple Time Frames | Yes | Yes | |
| Charting - Technical Studies | 119 | 0 | |
| Charting - Study Customizations | Yes | No | |
| Charting - Stock Comparisons | Yes | No |
| Trading Platforms | Fidelity | SoFi Invest | |
|---|---|---|---|
| Active Trading Platform | Active Trader Pro | N/A | |
| Desktop Trading Platform | Yes | No | |
| Desktop Platform (Mac) | Yes | No | |
| Web Trading Platform | Yes | Yes | |
| Paper Trading | No | No | |
| Trade Journal | Yes | No | |
| Watch Lists - Total Fields | 92 | 3 |
| Stock Chart Features | Fidelity | SoFi Invest | |
|---|---|---|---|
| Charting - Adjust Trades on Chart | Yes | No | |
| Charting - Indicators / Studies | 129 | 0 | |
| Charting - Drawing Tools | 38 | 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 | 5 | 0 | |
| Charting - Custom Studies | No | No |
| Day Trading | Fidelity | SoFi Invest | |
|---|---|---|---|
| Streaming Time & Sales | Yes | No | |
| Streaming TV | Yes | No | |
| Direct Market Routing - Stocks | Yes | No | |
| Ladder Trading | No | No | |
| Trade Hotkeys | Yes | No | |
| Level 2 Quotes - Stocks | Yes | No | |
| Trade Ideas - Backtesting | Yes | No | |
| Trade Ideas - Backtesting Adv | No | No | |
| Short Locator | Yes | No | |
| Order Liquidity Rebates | No | No |
| Research Overview | Fidelity | 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 | Fidelity | SoFi Invest | |
|---|---|---|---|
| Stock Research - PDF Reports | 11 | 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 | Fidelity | 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 | Fidelity | 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 | Fidelity | SoFi Invest | |
|---|---|---|---|
| Option Chains - Basic View | Yes | Yes | |
| Option Chains - Strategy View | Yes | No | |
| Option Chains - Streaming | Yes | No | |
| Option Chains - Total Columns | 26 | 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 | Fidelity | SoFi Invest | |
|---|---|---|---|
| Bank (Member FDIC) | No | Yes | |
| Checking Accounts | No | Yes | |
| Savings Accounts | No | Yes | |
| Credit Cards | Yes | Yes | |
| Debit Cards | Yes | Yes | |
| Mortgage Loans | Yes | Yes |
| Customer Service | Fidelity | SoFi Invest | |
|---|---|---|---|
| Phone Support (Prospect Customers) | Yes | Yes | |
| Phone Support (Current Customers) | Yes | Yes | |
| Email Support | Yes | No | |
| Live Chat (Prospect Customers) | Yes | Yes | |
| Live Chat (Current Customers) | Yes | Yes | |
| 24/7 Support | Yes | No |
| Overall | Fidelity | SoFi Invest | |
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| Review | Fidelity Review | SoFi Invest Review |
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