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 evaluating the array of investment options provided by online brokers, Fidelity consistently stands out as a superior choice compared to SoFi Invest®. Rated 5 stars for its expansive investment offerings, Fidelity owns the 3rd spot among 18 brokers, according to StockBrokers.com. In contrast, SoFi Invest® earns a 3.5-star rating and ranks 14th, indicating a more limited selection for investors seeking diversified market opportunities.
Both Fidelity and SoFi Invest® facilitate stock, margin, fractional shares, OTC stock, mutual fund, and options trading, offering a robust platform for both novice and seasoned investors. However, neither broker provides forex or futures trading, which can be a limitation for those interested in these specific markets. When it comes to crypto trading, Fidelity takes the lead by offering 3 cryptocurrencies while SoFi Invest® has yet to venture into the crypto space.
Investors seeking retirement options will find traditional and Roth IRA accounts available at both Fidelity and SoFi Invest®. Additionally, each broker offers advisor services, catering to those who prefer guided investment strategies. Nonetheless, the wider range of investment options and higher rating of Fidelity underscores its position as a more comprehensive broker choice compared to SoFi Invest®, which might appeal to those starting their investment journey or looking for a more straightforward approach.
| 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 |
| Range of Investments |
|
|
Dive deeper: Best Options Trading Platforms for 2025, Best Futures Trading Platforms for 2025
When evaluating the trading platforms and tools offered by Fidelity and SoFi Invest®, it becomes apparent that Fidelity provides a far more comprehensive and robust experience. Rated at 4.5 stars by StockBrokers.com and ranked 4th out of 18 brokers, Fidelity excels in offering a plethora of advanced features. In contrast, SoFi Invest® scores just 1.5 stars and ranks 16th, exhibiting significant limitations in its trading capabilities. This stark contrast makes Fidelity a much more suitable choice for traders seeking sophisticated tools and in-depth market analysis.
Fidelity's trading platform stands out with both Windows and Mac desktop applications, allowing for flexible access across different operating systems. Meanwhile, SoFi Invest® only offers a browser-based platform, which could be a drawback for users seeking the stability and features of a downloadable application. Furthermore, Fidelity offers a vast array of charting capabilities, including 129 technical indicators, 38 drawing tools, and several customization features such as note-taking and index overlays, none of which SoFi Invest® provides.
On the innovation front, Fidelity leads with capabilities like adjusting open orders directly on a stock chart and saving multiple chart profiles, which are completely absent from SoFi Invest®. Additionally, Fidelity’s watch lists are extensively customizable with 92 fields, compared to SoFi Invest®’s mere 3 fields. With other enhanced functionalities such as historical trades display and automated technical analysis patterns, Fidelity caters to traders who require a detailed and versatile trading environment. In stark contrast, SoFi Invest®'s minimalist approach may only suit those looking for very basic trading functionalities.
| 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 |
|
|
Dive deeper: Best Stock Brokers & Trading Platforms for 2025, Best Paper Trading Platforms for 2025
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Fidelity and SoFi Invest® both offer a comprehensive range of educational resources for beginner investors. Both platforms provide education on stocks, ETFs, options, mutual funds, and bonds, ensuring a strong foundational knowledge for new investors. While neither offers paper trading, Fidelity distinguishes itself with additional educational tools. Fidelity offers educational videos, webinars, quizzes, and the ability to track learning progress, earning its educational platform a 5-star rating. In comparison, SoFi Invest® also provides webinars but lacks educational videos, quizzes, and progress tracking, earning it a 4.5-star rating.
Ranked by StockBrokers.com, Fidelity is positioned at #2 out of 18 brokers for its educational offerings, showcasing its strong commitment to investor education. SoFi Invest®, while rated highly at #6, still has some catching up to do in providing as comprehensive a suite of educational tools as Fidelity. For beginners eager to dive into investing education, Fidelity offers a slightly more robust set of resources to enhance learning, whereas SoFi Invest® provides a solid, albeit less expansive, educational experience. Both platforms effectively cater to novice investors, but Fidelity provides a richer array of learning options.
| 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 2025
Fidelity's stock trading app is a robust platform suitable for users seeking comprehensive tools and features, whereas SoFi Invest® offers a more basic app experience. Rated 5 stars and ranked #3 by StockBrokers.com, Fidelity stands out for its advanced functionalities, while SoFi Invest® earns a 3.5-star rating and a #16 ranking. Fidelity's app is ideal for traders who require extensive charting capabilities and customizable features, while SoFi Invest® may appeal to those preferring a simpler interface.
Both Fidelity and SoFi Invest® have developed stock trading apps compatible with iPhone and Android devices, but only Fidelity extends its compatibility to Apple Watch. Fidelity provides a more comprehensive suite of tools, offering after-hours mobile trading, streaming quotes, live TV, videos on demand, and stock alerts, none of which are available through SoFi Invest®. In addition, Fidelity allows users to create and customize watch lists, features that are not provided by SoFi Invest®.
When it comes to charting capabilities, Fidelity's superiority is evident with its support for viewing charts in landscape mode, after-hours charting, and multiple time frames. It offers a significant 119 technical studies, enabling users to perform detailed technical analysis, while SoFi Invest® does not provide technical studies and limits chart functionality. Fidelity's ability to display stock comparisons on charts further enhances its appeal for users seeking a data-rich trading environment, distinguishing it from SoFi Invest®'s more basic charting offerings.
| 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 |
|
|
Dive deeper: Best Stock Trading Apps for 2025
When comparing Fidelity and SoFi Invest®, the cost structures reveal some distinct advantages depending on your investment needs. Fidelity emerges as more appealing for investors seeking minimal fees across various services. It boasts a $0 minimum deposit, $0 regular stock trades, and does not charge for options exercises, assignments, and account transfers (ACAT), making it a cost-effective option for frequent traders and those seeking flexibility. SoFi Invest® offers a competitive edge with no fees for options contracts and a flat 11.25% on margin balances across different tiers below $100,000. However, its minimum deposit is set at $5, and it incurs costs for account transfers and IRA closures.
Fidelity and SoFi Invest® both offer commission-free regular stock trading, positioning themselves as attractive choices for those prioritizing low-cost investments. However, Fidelity stands out with no charge for options exercises and assignments, whereas SoFi Invest® imposes a nominal fee of $5 for these services. Additionally, Fidelity charges a competitive fee of $0.65 per options contract, while SoFi Invest® provides this service at no charge, appealing to options traders seeking lower entry costs.
For potential borrowers, SoFi Invest® presents a consistent margin rate of 11.25% for balances up to $99,999, while Fidelity's rates vary depending on the amount, starting from 13.075% and decreasing as balances increase. Moreover, Fidelity waives all fees for partial and full account transfers, contrasting with SoFi Invest®'s $100 charge for each. Additionally, IRA investors will find that while neither platform charges annual fees, SoFi Invest® imposes a $20 fee for IRA closures, which Fidelity does not, adding to the spectrum of considerations for investors evaluating these brokers.
| 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 | N/A | N/A |
Dive deeper: Best Free Trading Platforms for 2025
When it comes to leveraging the full spectrum of day trading capabilities, Fidelity distinguishes itself as a comprehensive platform for serious traders, offering a suite of advanced features not available with SoFi Invest®. Fidelity users benefit from streaming time and sales data for stocks, alongside streaming live TV, which keeps them informed with up-to-the-minute market news and trends. Additionally, Fidelity provides direct market routing for stock trades, trading hotkeys for rapid keyboard trade entry, and access to level 2 quotes, further enhancing the day trading experience. These tools are complemented by basic strategy backtesting options and a short locator tool for viewing real-time availability of shares to short by security, making Fidelity a robust choice for day traders seeking depth and functionality in their trading tools.
In contrast, SoFi Invest® caters more to casual investors, lacking many of the specialized offerings crucial for day trading efficiency and decision-making speed. The absence of streaming time and sales data, direct market routing options, trading hotkeys, and level 2 quotes may pose limitations for those requiring immediate access to detailed trading information. SoFi Invest® does not offer strategy backtesting capabilities or a short locator tool, potentially impacting the ability to test and execute complex strategies in real time. As a result, while SoFi Invest® can meet the needs of beginner or passive investors, Fidelity emerges as the superior choice for seasoned day traders seeking advanced tools and data-driven insights.
| 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 2025
For those seeking robust market research capabilities, Fidelity emerges as a comprehensive choice compared to SoFi Invest®. Fidelity offers an extensive array of research options, including detailed analyses on stocks, ETFs, mutual funds, pink sheets/OTCBB, and bonds. In contrast, SoFi Invest® does not provide in-depth research across these categories. Fidelity's research offerings are supplemented by insights using social media sentiment data and ESG (Environmental, Social, and Governance) research, thus securing a 5-star rating for market research, significantly outperforming SoFi Invest®'s 0.5-star rating.
Fidelity shines in the availability of downloadable PDF research reports, offering 11 reports for stocks and additional reports for ETFs, providing investors with comprehensive information directly at their fingertips. While mutual fund reports are not available for download, the depth of research in other areas ensures a wide-ranging understanding for investors. SoFi Invest® lacks in providing any downloadable research reports, which could be a significant drawback for investors prioritizing detailed financial data and market insights.
In terms of research tools, Fidelity takes the lead again with full-featured screeners available for stocks, ETFs, mutual funds, and bonds, catering to those interested in discovering new trade ideas. SoFi Invest® does not offer such screeners, potentially limiting the user's ability to explore diverse investment opportunities. Fidelity's comprehensive market research services have earned it a third-place ranking out of 18 brokers by StockBrokers.com, in stark contrast to SoFi Invest®'s 16th-place ranking, showcasing Fidelity's commitment to providing exceptional research capabilities.
| 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 Fidelity and SoFi Invest®, it's clear that both online brokers have distinct advantages. SoFi Invest® offers more comprehensive banking services with the availability of checking and savings accounts, which Fidelity does not provide. Both platforms offer debit and credit cards, catering to users' everyday financial needs. Additionally, they both extend mortgage loan services, aiding customers in their real estate ventures. Fidelity sets itself apart by offering Certificates of Deposit (CDs), a feature not available with SoFi Invest®. For users seeking a full range of banking services including traditional account options, SoFi Invest® appears more equipped, whereas Fidelity may appeal to those interested in investment-focused products like CDs alongside borrowing and card services.
| 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 2025
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 96.2%, while SoFi Invest® finished with a score of 64.6%.
Fidelity is a value-driven online broker offering $0 trades, industry-leading research, excellent trading tools and an easy-to-use mobile app.
Fidelity supports cryptocurrency trading with access to 3 different coins, whereas SoFi Invest® does not offer cryptocurrency trading, providing no coins for trading.
Dive deeper: Best Online Brokers for Crypto Trading in 2025
Fidelity and SoFi Invest® both offer traditional and Roth IRA accounts, providing investors with options for retirement savings. While neither Fidelity nor SoFi Invest® charges an annual fee for IRA accounts, Fidelity stands out by not imposing any fees when closing an IRA account, in contrast to SoFi Invest®'s $20 closure fee.
Dive deeper: Best IRA Accounts for 2025
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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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| Winner | check_circle | ||
| Review | Fidelity Review | SoFi Invest® Review |
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