Written by StockBrokers.com
In this head to head comparison of Firstrade vs SoFi Invest, we will compare the trading platforms, mobile apps, investment options, costs, market research, and more. Let's dive in.
When deciding between Firstrade and SoFi Invest for your investment needs, it's essential to consider their respective strengths and weaknesses. Firstrade edges out SoFi Invest with a higher rating of 4.5 stars for investment options, compared to SoFi Invest's 3-star rating. Moreover, Firstrade is ranked #6 by StockBrokers.com for Investment Options among 18 brokers, demonstrating its robust offering. SoFi Invest, on the other hand, is ranked #16, suggesting that it may suit investors with more basic requirements or those seeking integrated financial services beyond investment.
Both Firstrade and SoFi Invest offer a comprehensive array of investment options, including stock trading, margin trading, fractional shares trading, OTC stocks, mutual funds, and options trading, which cater to a wide range of investment strategies. Neither firm supports forex, futures, or crypto trading, each offering 0 coins for crypto investments. Thus, they are more suitable for investors focused on traditional investment vehicles rather than those aiming to trade in foreign exchange or cryptocurrency markets.
When it comes to retirement planning, both Firstrade and SoFi Invest provide options for traditional IRA and Roth IRA accounts, allowing individuals to plan effectively for their future. While Firstrade does not offer advisor services, SoFi Invest distinguishes itself by providing access to financial advisors, which may appeal to beginners or those looking for more personalized investment advice. Ultimately, the choice between Firstrade and SoFi Invest depends on the investor's specific needs and priorities, with Firstrade offering a broader range of investment options and SoFi Invest providing additional advisory support.
| Feature |
Firstrade
|
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 | No | No |
| Crypto Trading - Total Coins | 0 | 0 |
| Investment Options |
|
|
Dive deeper: Best Options Trading Platforms for 2024, Best Futures Trading Platforms for 2024
Firstrade and SoFi Invest both provide unique trading platform experiences tailored to different user needs, yet they exhibit significant differences in functionality and features. Firstrade ranks higher with StockBrokers.com, securing the 9th position among 18 brokers and receiving a 3.5-star rating for its trading platforms and tools. In comparison, SoFi Invest is placed 15th, with a 2.5-star rating. These rankings reflect notable differences in their offerings, especially in technical indicators and watch list customization.
When it comes to downloadable trading platforms, both Firstrade and SoFi Invest align closely, as neither offers a Windows or Mac downloadable trading platform. Instead, they both rely on browser-based platforms, providing essential trading functionalities without needing a software download. However, Firstrade distinguishes itself by offering a robust set of 50 watch list columns compared to SoFi Invest's 3, and it supports 102 technical indicators, significantly enhancing the charting experience. SoFi Invest, in contrast, provides no technical indicators or drawing tools, limiting its capacity for technical chart analysis.
In terms of additional features like paper trading, trading journals, and the ability to adjust open orders directly on a stock chart, both brokers are on par, with neither offering these options. Firstrade, however, further outpaces SoFi Invest by allowing index overlays on charts and accommodating 8 drawing tools, while SoFi Invest offers neither. These differences highlight Firstrade's focus on providing advanced charting tools and customization capabilities, appealing to more technically inclined traders looking for a more comprehensive platform experience.
| Feature |
Firstrade
|
SoFi Invest
|
|---|---|---|
| Web Trading Platform | Yes | Yes |
| Desktop Trading Platform | No | No |
| Desktop Platform (Mac) | No | No |
| Paper Trading | No | No |
| Watch Lists - Total Fields | 50 | 3 |
| Charting - Indicators / Studies | 102 | 0 |
| Charting - Drawing Tools | 8 | 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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When comparing Firstrade and SoFi Invest for beginner and investor education capabilities, both platforms offer valuable resources with distinct differences. Firstrade provides education on stocks and options, supported by educational videos and webinars to enhance knowledge acquisition. However, it lacks resources on ETFs, mutual funds, and bonds, which can limit the breadth of educational content for some investors. SoFi Invest, on the other hand, offers a more comprehensive approach, covering education on stocks, ETFs, options, mutual funds, and bonds. While it does not offer educational videos like Firstrade, it compensates with robust written content and webinars.
Despite both platforms not supporting paper trading or educational quizzes, and missing tools to track learning progress, SoFi Invest edges ahead in investor education, earning a rating of 4.5 out of 5 stars, compared to Firstrade's 3.5 stars. Additionally, SoFi Invest is ranked 7th out of 18 brokers by StockBrokers.com for education, while Firstrade comes in at 12th place. This makes SoFi Invest a more appealing choice for investors seeking comprehensive educational resources across various investment categories.
| Feature |
Firstrade
|
SoFi Invest
|
|---|---|---|
| Education (Stocks) | Yes | Yes |
| Education (ETFs) | No | Yes |
| Education (Options) | Yes | Yes |
| Education (Mutual Funds) | No | Yes |
| Education (Bonds) | No | Yes |
| Paper Trading | No | No |
| Videos | Yes | No |
| Webinars | Yes | Yes |
| Education |
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2024
When comparing Firstrade and SoFi Invest for stock trading app capabilities, Firstrade clearly edges out ahead. Firstrade is rated 4.5 stars, placing it at the 6th position out of 18 brokers according to StockBrokers.com, whereas SoFi Invest is rated 3 stars, ranking 16th. This distinction underscores Firstrade's overall superior features and user experience in the stock trading app market.
Both Firstrade and SoFi Invest provide iPhone and Android apps, ensuring accessibility on major mobile platforms, though neither offers an Apple Watch app. Firstrade proves advantageous by offering mobile after-hours stock trading and mobile options trading, features not available with SoFi Invest. Additionally, Firstrade supports streaming quotes and stock alerts, enhancing real-time trading experiences not matched by SoFi Invest. For personalized trading, Firstrade allows custom watch lists with column customization, significantly aiding user customization, a feature SoFi Invest lacks.
In terms of charting capabilities, Firstrade stands out by enabling charts to be viewed in landscape mode and supporting multiple time frames, which is shared with SoFi Invest. However, Firstrade's offering of 81 technical studies far surpasses SoFi Invest, which offers none. While neither platform supports displaying stock comparisons on charts, Firstrade’s comprehensive range of features provides a more robust and versatile toolset for both novice and experienced investors when considering a mobile stock trading app.
| Feature |
Firstrade
|
SoFi Invest
|
|---|---|---|
| iPhone App | Yes | Yes |
| Android App | Yes | Yes |
| Apple Watch App | No | No |
| Stock Alerts | Yes | No |
| Charting - After-Hours | No | No |
| Charting - Technical Studies | 81 | 0 |
| Mobile Trading Apps |
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Dive deeper: Best Stock Trading Apps for 2024
When comparing Firstrade and SoFi Invest, both online brokers offer distinct advantages depending on your investment needs. Firstrade emerges as the more cost-effective choice for investors who prioritize low fees across all trades and accounts, with no charges for options contracts or stock trades and a zero minimum deposit requirement. However, SoFi Invest presents a competitive edge with lower interest rates on margin balances, especially appealing to those involved in margin trading. Despite a slightly higher minimum deposit of $5, SoFi Invest remains fee-free for stock and options trades but incurs charges for IRA closures and options exercise or assignment.
Firstrade eliminates IRA annual and closure fees and charges nothing for options exercise and assignment, which can be a substantial saving for investors eyeing comprehensive cost-effective investment without balancing their portfolios using margins. Notably, account transfer costs at Firstrade range from $55 for partial transfers to $75 for full transfers. While these are significant charges, SoFi Invest imposes a steeper fee of $100 for both partial and full account transfers—a critical consideration for investors who foresee changing brokers or reorganizing account structures in the future.
In terms of margin trading, SoFi Invest undeniably leads with uniform interest rates of 11.25% across varying balance tiers beneath $100,000, compared to Firstrade's tiered rates peaking at 13.75%. Hence, for margin traders, SoFi's lower percentage can translate into significant savings over time. While both platforms provide zero-cost trades on stocks and options, your decision may hinge on the priority you assign to either margin rates or account management flexibility. Choose Firstrade for a fee-centric, minimally charged interaction, or opt for SoFi Invest if leveraging a diverse investment approach with focus on margin advantages is your strategy.
| Feature |
Firstrade
|
SoFi Invest
|
|---|---|---|
| Minimum Deposit | $0.00 | $5.00 |
| Stock Trades | $0.00 | $0.00 |
| Options (Per Contract) | $0.00 | $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 it comes to day trading capabilities, both Firstrade and SoFi Invest present similar offerings — albeit with some limitations that may not meet the needs of more advanced traders. Neither platform provides streaming time and sales, streaming live TV, or direct market routing for stocks, features that day traders often seek for a more dynamic trading experience. Both Firstrade and SoFi Invest also lack ladder trading and trading hotkeys, which might be a consideration for traders who prioritize swift execution of trades.
For those interested in advanced market analysis, Firstrade and SoFi Invest fall short as they do not offer level 2 quotes or any form of strategy backtesting, be it basic or advanced. Furthermore, neither platform includes a short locator tool or offers order liquidity rebates (maker/taker), potentially limiting their appeal to traders who frequently short stocks or leverage various fee structures. Overall, while Firstrade and SoFi Invest can serve well for straightforward investing, traders seeking robust day trading tools may want to explore other options.
| Feature |
Firstrade
|
SoFi Invest
|
|---|---|---|
| Streaming Time & Sales | No | No |
| Streaming TV | No | No |
| Direct Market Routing - Stocks | No | No |
| Level 2 Quotes - Stocks | No | No |
| Trade Ideas - Backtesting | No | No |
| Trade Ideas - Backtesting Adv | No | No |
| Short Locator | No | No |
Dive deeper: Best Day Trading Platforms for 2024
When comparing Firstrade and SoFi Invest for market research capabilities, Firstrade emerges as a superior choice, ranking 6th out of 18 brokers according to StockBrokers.com, with an impressive rating of 4.5 stars. In contrast, SoFi Invest holds the 18th position with a modest rating of 2 stars. This notable difference is primarily due to Firstrade’s extensive research offerings across multiple asset classes, including stocks, ETFs, mutual funds, bonds, and even Pink Sheets/OTCBB, whereas SoFi Invest lacks in providing these comprehensive research options.
Firstrade provides a robust suite of market research tools, supporting investors with comprehensive stock, ETFs, and mutual funds research. It also offers insights through downloadable PDF reports for stocks and ETFs, excluding mutual funds. Furthermore, Firstrade includes the ability to harness social media sentiment data and access ESG research, expanding the depth of analysis for its users. In terms of portfolio planning, both brokers offer features to view portfolio allocation by asset class, ensuring investors have the essential tools for strategic asset management.
For those seeking trade ideas, Firstrade stands out with its stock, ETFs, mutual funds, and bond screeners, whereas SoFi Invest noticeably lacks these features. Firstrade also supports investors with additional resources like an ETF screener and a bond screener, emphasizing its commitment to cater to diverse investment needs. SoFi Invest, however, does not provide any such screeners or research capabilities, limiting its appeal to investors focused on in-depth analysis and well-rounded market strategies.
| Feature |
Firstrade
|
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 Firstrade and SoFi Invest, several distinctions emerge. Both Firstrade and SoFi Invest provide checking account services and debit cards, offering basic banking convenience to their users. However, SoFi Invest extends its offerings with additional financial products, such as savings accounts, credit cards, and mortgage loans, making it a more comprehensive financial services provider. Firstrade, on the other hand, stands out by offering Certificates of Deposit (CDs), a service not available through SoFi Invest. This differentiation highlights each platform's unique banking features, enabling potential customers to choose based on their specific banking needs and preferences.
| Feature |
Firstrade
|
SoFi Invest
|
|---|---|---|
| Checking Accounts | Yes | Yes |
| Savings Accounts | No | Yes |
| Debit Cards | Yes | Yes |
| Credit Cards | No | Yes |
| Mortgage Loans | No | 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 Firstrade is better than SoFi Invest. Firstrade finished with an overall score of 87.7%, while SoFi Invest finished with a score of 73.7%.
Firstrade scored well for penny stock trading in our 2024 Annual Awards, and is a great choice for Chinese-speaking investors. However, it lags behind the competition in certain areas, especially platforms, tools and education.
Firstrade and SoFi Invest both currently do not offer crypto trading, providing zero coin options for users interested in cryptocurrency investment. For investors focused on other financial instruments, these platforms may cater to different needs without delving into the digital currency market.
Dive deeper: Best Online Brokers for Crypto Trading in 2024
Both Firstrade and SoFi Invest offer traditional and Roth IRA accounts without any annual fees; however, Firstrade stands out by not charging any closure fees, while SoFi Invest imposes a $20 fee when closing IRA accounts.
Dive deeper: Best IRA Accounts for 2024
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| Review | Firstrade Review | SoFi Invest Review |
| Broker Screenshots | Firstrade | SoFi Invest | |
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| Trading Fees | Firstrade | 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 | $0 | $0 | |
| Options (Per Contract) | $0.00 | $0.00 | |
| Futures (Per Contract) | (Not offered) | $0.00 | |
| Broker Assisted Trade Fee | $19.95 | N/A |
| Margin Rates | Firstrade | SoFi Invest | |
|---|---|---|---|
| Margin Rate Under $25,000 | 13.75% | 11.25% | |
| Margin Rate $25,000 to $49,999.99 | 13.50% | 11.25% | |
| Margin Rate $50,000 to $99,999.99 | 13.00% | 11.25% | |
| Margin Rate $100,000 to $249,999.99 | 12.50% | 11.25% | |
| Margin Rate $250,000 to $499,999.99 | 12.50% | 11.25% | |
| Margin Rate $500,000 to $999,999.99 | 12.50% | 11.25% | |
| Margin Rate Above $1,000,000 | 12.50% | 11.25% |
| Account Fees | Firstrade | SoFi Invest | |
|---|---|---|---|
| IRA Annual Fee | $0.00 | $0.00 | |
| IRA Closure Fee | $0.00 | $20.00 | |
| Account Transfer Out (Partial) | $55.00 | $100.00 | |
| Account Transfer Out (Full) | $75.00 | $100.00 | |
| Options Exercise Fee | $0.00 | $5.00 | |
| Options Assignment Fee | $0.00 | $5.00 |
| Investment Options | Firstrade | 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 | No | No | |
| Crypto Trading - Total Coins | 0 | 0 | |
| Mutual Funds (No Load) | 15460 | 0 | |
| Mutual Funds (Total) | 19666 | 6000 | |
| Bonds (US Treasury) | Yes | No | |
| Bonds (Corporate) | Yes | No | |
| Bonds (Municipal) | Yes | No | |
| Traditional IRAs | Yes | Yes | |
| Roth IRAs | Yes | Yes | |
| Advisor Services | No | Yes | |
| International Countries (Stocks) | 0 | 0 |
| Order Types | Firstrade | 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 | Firstrade | SoFi Invest | |
|---|---|---|---|
| Education (Stocks) | Yes | Yes | |
| Education (ETFs) | No | Yes | |
| Education (Options) | Yes | Yes | |
| Education (Mutual Funds) | No | Yes | |
| Education (Bonds) | No | 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 | No | No | |
| Interactive Learning - Quizzes | No | No |
| Stock Trading Apps | Firstrade | SoFi Invest | |
|---|---|---|---|
| iPhone App | Yes | Yes | |
| Android App | Yes | Yes | |
| Apple Watch App | No | 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 | Firstrade | SoFi Invest | |
|---|---|---|---|
| Market Movers (Top Gainers) | Yes | Yes | |
| Stream Live TV | No | No | |
| Videos on Demand | No | 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 | Firstrade | SoFi Invest | |
|---|---|---|---|
| Charting - After-Hours | No | No | |
| Charting - Can Turn Horizontally | Yes | No | |
| Charting - Multiple Time Frames | Yes | Yes | |
| Charting - Technical Studies | 81 | 0 | |
| Charting - Study Customizations | Yes | No | |
| Charting - Stock Comparisons | No | No |
| Trading Platforms | Firstrade | SoFi Invest | |
|---|---|---|---|
| Active Trading Platform | 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 | 50 | 3 |
| Stock Chart Features | Firstrade | SoFi Invest | |
|---|---|---|---|
| Charting - Adjust Trades on Chart | No | No | |
| Charting - Indicators / Studies | 102 | 0 | |
| Charting - Drawing Tools | 8 | 0 | |
| Charting - Notes | No | No | |
| Charting - Index Overlays | Yes | 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 | Yes | No | |
| Charting - Study Customizations | 6 | 0 | |
| Charting - Custom Studies | No | No |
| Day Trading | Firstrade | SoFi 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 | Firstrade | 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 | Firstrade | SoFi Invest | |
|---|---|---|---|
| Stock Research - PDF Reports | 1 | 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 | Firstrade | 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 | Firstrade | 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 | Firstrade | SoFi Invest | |
|---|---|---|---|
| Option Chains - Basic View | Yes | Yes | |
| Option Chains - Strategy View | Yes | No | |
| Option Chains - Streaming | No | No | |
| Option Chains - Total Columns | 8 | 0 | |
| Option Chains - Greeks | 5 | 0 | |
| Option Chains - Quick Analysis | No | No | |
| Option Analysis - P&L Charts | Yes | No | |
| Option Probability Analysis | No | No | |
| Option Probability Analysis Adv | Yes | No | |
| Option Positions - Greeks | No | No | |
| Option Positions - Greeks Streaming | No | No | |
| Option Positions - Adv Analysis | No | No | |
| Option Positions - Rolling | Yes | No | |
| Option Positions - Grouping | No | No |
| Banking | Firstrade | SoFi Invest | |
|---|---|---|---|
| Bank (Member FDIC) | No | Yes | |
| Checking Accounts | Yes | Yes | |
| Savings Accounts | No | Yes | |
| Credit Cards | No | Yes | |
| Debit Cards | Yes | Yes | |
| Mortgage Loans | No | Yes |
| Customer Service | Firstrade | 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 | No | No |
| Overall | Firstrade | SoFi Invest | |
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| Review | Firstrade Review | SoFi Invest Review |
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