Written by StockBrokers.com
In this head to head comparison of Interactive Brokers vs SoFi Invest, we will compare the trading platforms, mobile apps, investment options, costs, market research, and more. Let's dive in.
When comparing the investment options offered by Interactive Brokers and SoFi Invest, it becomes clear that Interactive Brokers leads with a comprehensive range of choices, consistently earning top ratings and rankings. Interactive Brokers has been recognized with a 5-star rating for investment options and holds the prestigious #1 position among 18 brokers, according to StockBrokers.com. In contrast, SoFi Invest, while offering a commendable suite of options, receives a 3-star rating and is positioned at #16. These distinctions underscore Interactive Brokers’ superior platform for investors seeking diverse trading possibilities.
Both Interactive Brokers and SoFi Invest provide basic account features such as stock and margin trading, the ability to trade fractional shares, mutual funds, and options trading. They also offer support for traditional and Roth IRA accounts, catering to individual retirement planning. However, where Interactive Brokers truly shines is in its inclusion of forex and futures trading. Additionally, it offers crypto trading with four available coins, further amplifying its appeal to modern investors looking for variety and flexibility. SoFi Invest, on the other hand, does not support forex, futures, or crypto trading, making it less versatile in this regard.
Investors interested in broader advisory support might find SoFi Invest appealing, as it provides advisor services that Interactive Brokers currently does not. This could be a deciding factor for individuals seeking personalized guidance. Overall, while both brokers present solid options for traders, Interactive Brokers stands out with its extensive range of investment opportunities, making it a top choice for investors interested in a varied and comprehensive trading experience.
| Feature |
Interactive Brokers
|
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 | Yes | No |
| Crypto Trading | Yes | No |
| Crypto Trading - Total Coins | 4 | 0 |
| Investment Options |
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Dive deeper: Best Options Trading Platforms & Brokers, 5 Best Futures Trading Platforms of 2024
When evaluating trading platforms and tools, Interactive Brokers emerges as a superior choice over SoFi Invest. With a wide array of features and customization options, Interactive Brokers caters to both desktop and browser-based needs, offering Windows and Mac downloadable platforms, plus browser-based trading. SoFi Invest, on the other hand, limits users to only browser-based trading. These features position Interactive Brokers as a powerhouse in trading tools and functionality, securing a top ranking by StockBrokers.com, while SoFi Invest settles lower on the list.
Interactive Brokers presents an extensive toolkit for traders, including paper trading abilities, advanced watch lists with 659 data fields, and the capacity to modify open orders directly on stock charts. In terms of charting capabilities, it offers 155 technical indicators and 85 drawing tools, along with options to add notes, overlays, and historical trade views. SoFi Invest lacks these sophisticated elements, providing zero technical indicators and minimal watch list fields, indicating a more basic offering.
Enhancing its dynamic charting features, Interactive Brokers allows users to set custom date ranges, display corporate events, and analyze automated technical patterns. It further supports multiple chart profile storage and provides six fields for SMA study customization. SoFi Invest lacks these advanced capabilities, preventing traders from customizing their charting experience and leading to a significantly lower rating and ranking in the evaluation of their trading platforms and tools.
| Feature |
Interactive Brokers
|
SoFi Invest
|
|---|---|---|
| Web Trading Platform | Yes | Yes |
| Desktop Trading Platform | Yes | No |
| Desktop Platform (Mac) | Yes | No |
| Paper Trading | Yes | No |
| Watch Lists - Total Fields | 659 | 3 |
| Charting - Indicators / Studies | 155 | 0 |
| Charting - Drawing Tools | 85 | 0 |
| Platforms & Tools |
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Dive deeper: Best Stock Brokers for 2024, Best Paper Trading Platforms of 2024
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Interactive Brokers and SoFi Invest both offer comprehensive investor education to support beginners, including resources on stocks, ETFs, options, mutual funds, and bonds. While both platforms are highly rated at 4.5 stars for education, Interactive Brokers holds a slight edge in available tools. Interactive Brokers provides paper trading, enabling users to practice trades virtually, as well as an array of educational videos and quizzes to enhance understanding. Additionally, Interactive Brokers allows users to track their learning progress, providing a structured educational experience that can be appealing to novice investors.
In comparison, SoFi Invest also delivers valuable educational resources and webinars but lacks some of the interactive tools offered by Interactive Brokers. For instance, SoFi Invest does not provide access to paper trading, educational videos, or learning progress tracking. Despite these differences, SoFi Invest remains a strong contender with its engaging webinars and solid educational foundation, securing a #7 rank in investor education by StockBrokers.com, slightly behind Interactive Brokers, which is ranked #5. Both platforms offer robust education options, yet Interactive Brokers presents a more comprehensive suite of learning tools for those eager to enhance their investing knowledge.
| Feature |
Interactive Brokers
|
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 | Yes | No |
| Videos | Yes | No |
| Webinars | Yes | Yes |
| Education |
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Dive deeper: Best Stock Trading Platforms for Beginners of 2024
When it comes to stock trading apps, Interactive Brokers clearly stands out as the superior choice compared to SoFi Invest. Interactive Brokers' app offers a comprehensive suite of features and receives a perfect 5-star rating, ranking it number one among eighteen brokers on StockBrokers.com. In contrast, SoFi Invest, with its limited functionalities, earns a modest 3-star rating and ranks sixteenth on the same list. Both platforms provide iPhone and Android apps, ensuring accessibility for a wide range of users, but the similarities largely end there.
Interactive Brokers offers a highly versatile trading experience, complete with apps for iPhone, Android, and even the Apple Watch. The app supports mobile after-hours stock trading, mobile options trading, and provides streaming quotes and live TV, videos on demand, stock alerts, and customizable watch lists. Additionally, Interactive Brokers excels in charting capabilities, featuring after-hours charting, charts viewable in landscape mode, multiple time frames, and an impressive 97 technical studies available in its mobile app. Although it does not support displaying stock comparisons on charts, the comprehensive features more than make up for this small gap.
In contrast, SoFi Invest's app lacks several advanced features such as mobile options trading, streaming quotes, and live TV, as well as videos on demand and stock alerts. It does allow users to view multiple time frames for charting, but it lacks technical studies for in-depth analysis and does not allow chart views in landscape mode or customization of watch list columns. Without an Apple Watch app and no capability for after-hours charting, the SoFi Invest app is less suited for seasoned investors seeking robust mobile tools, reflecting its lower ratings and rankings. Ultimately, Interactive Brokers provides a more feature-rich experience for traders looking to make informed decisions on-the-go.
| Feature |
Interactive Brokers
|
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 | 97 | 0 |
| Mobile Trading Apps |
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Dive deeper: Best Stock Trading Apps of 2024
When comparing Interactive Brokers and SoFi Invest, Interactive Brokers tends to offer a more cost-effective solution for most users, particularly those interested in options trading and account flexibility. With no minimum deposit required, Interactive Brokers is accessible to new investors, while SoFi Invest has a modest $5 minimum deposit. Both platforms provide commission-free regular stock trades, but where Interactive Brokers stands out is in their low-cost options trading at $0.65 per contract compared to SoFi Invest, which charges nothing for options contracts but imposes fees for options exercises and assignments at $5.00 each. Additionally, Interactive Brokers offers more competitive rates on margin balances under $25,000 at 7.83% compared to SoFi Invest's 9.5%. Furthermore, frugal investors might appreciate Interactive Brokers' absence of charges for account transfers and IRA closure fees, as opposed to SoFi Invest's significant fees in these areas.
Interactive Brokers sets itself apart with flexibility in account fees, starting with no minimum deposit for new accounts, making it appealing for beginner investors looking for low-cost market entry. SoFi Invest, while offering a low $5 minimum deposit, provides complimentary stock trading but charges are evident elsewhere, such as margin rates being higher across all balance tiers compared to Interactive Brokers. For options enthusiasts, Interactive Brokers charges a competitive rate of $0.65 per options contract, while SoFi Invest forgoes contract fees entirely but instead imposes a $5 charge for both option exercises and assignments.
Both platforms eliminate fees for IRA annual maintenance, which can appeal to long-term investors focused on retirement savings. Nonetheless, Interactive Brokers edges out with its lack of fees for IRA closure and account transfers (both partial and full), while SoFi Invest imposes a $20 IRA closure fee and $100 for both partial and full account transfers (ACAT), adding potential cost considerations for users planning future account changes.
| Feature |
Interactive Brokers
|
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 Brokers for Free Stock Trading of 2024
Interactive Brokers clearly stands out as a superior choice for day traders compared to SoFi Invest. With its comprehensive suite of tools, Interactive Brokers offers streaming time and sales for stocks, streaming live TV, and direct market routing, providing traders with real-time insights and precision. Additionally, the platform supports advanced features like ladder trading, trading hotkeys, and level 2 quotes, all of which are essential for executing quick and informed trades. Interactive Brokers further enhances its offerings with both basic and advanced strategy backtesting capabilities, providing traders the opportunity to test their ideas before implementing them in the market.
In contrast, SoFi Invest lacks many of these critical features that are essential for effective day trading. Without streaming time and sales data, direct market routing, or ladder trading, traders might find themselves at a disadvantage. Furthermore, the absence of tools like trading hotkeys, level 2 quotes, and backtesting functionalities makes it difficult for traders to employ complex strategies or gain a deeper understanding of market dynamics. The lack of a short locator tool and order liquidity rebates further limits SoFi Invest's appeal to active traders looking for robust trading functionalities. Overall, for day traders seeking a full-featured experience, Interactive Brokers presents a more advantageous platform compared to SoFi Invest.
| Feature |
Interactive Brokers
|
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 | Yes | No |
| Short Locator | Yes | No |
Dive deeper: Best Day Trading Platforms of 2024
When comparing Interactive Brokers to SoFi Invest in terms of market research capabilities, Interactive Brokers emerges as the superior choice. Offering comprehensive research tools across various asset types, including stocks, ETFs, mutual funds, pink sheets/OTCBB, and bonds, Interactive Brokers is rated 5 stars and ranked #2 out of 18 brokers by StockBrokers.com for market research. In stark contrast, SoFi Invest, with a 2-star rating and ranked last, provides no dedicated research offerings in these areas, resulting in limited market insights for its users.
Interactive Brokers stands out in its ability to deliver in-depth research materials and analysis. Users can leverage 17 downloadable PDF research reports for stocks and access research reports for ETFs and mutual funds. Furthermore, the platform offers innovative tools such as a stock screener and social media sentiment data analysis, helping investors make well-informed decisions. SoFi Invest, on the other hand, lacks these critical research resources, including downloadable reports and screeners, limiting investors to basic portfolio analysis without the same level of detailed insights.
Moreover, Interactive Brokers supports ESG research, allowing socially conscious investors to evaluate options based on environmental, social, and governance factors. It also offers portfolio allocation analysis by asset class, a feature that SoFi Invest also provides; however, this is where the similarities end. Overall, Interactive Brokers’ extensive market research capabilities far exceed those of SoFi Invest, catering to investors seeking deeper, more comprehensive analysis tools.
| Feature |
Interactive Brokers
|
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 Interactive Brokers and SoFi Invest, SoFi Invest emerges as the more comprehensive option for banking services. SoFi Invest provides a full suite of banking features including checking and savings accounts, both of which are unavailable through Interactive Brokers. Additionally, SoFi Invest offers a debit card, credit cards, and mortgage loans, further enhancing its robust financial offerings. In contrast, while Interactive Brokers does provide debit cards and certificates of deposit (CDs), it lacks essential banking services such as checking and savings accounts, credit cards, and mortgage loans. It's clear that for customers seeking a one-stop-shop financial solution with extensive banking services, SoFi Invest has the advantage over Interactive Brokers.
| Feature |
Interactive Brokers
|
SoFi Invest
|
|---|---|---|
| Checking Accounts | No | Yes |
| Savings Accounts | No | Yes |
| Debit Cards | Yes | Yes |
| Credit Cards | No | Yes |
| Mortgage Loans | No | Yes |
| CDs | Yes | No |
Dive deeper: Best Bank Brokerages of 2024
After opening live accounts and testing 18 of the best online brokers, our research and live account testing finds that Interactive Brokers is better than SoFi Invest. Interactive Brokers finished with an overall score of 93.5%, while SoFi Invest finished with a score of 73.7%.
Interactive Brokers is a go-to choice for professionals because of its institutional-grade desktop trading platform, high-quality trade executions and rock-bottom margin rates.
Interactive Brokers and SoFi Invest differ significantly in their crypto trading features; Interactive Brokers provides access to four different cryptocurrencies, while SoFi Invest does not offer any options for crypto trading. This distinction makes Interactive Brokers a more suitable choice for investors interested in trading digital currencies.
Dive deeper: Best Crypto Trading Platforms of 2024
Interactive Brokers and SoFi Invest both offer traditional and Roth IRA accounts with no annual fees, but while Interactive Brokers does not charge a closure fee for IRA accounts, SoFi Invest imposes a $20.00 charge when closing an IRA account.
Dive deeper: Best IRA Accounts of 2024
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0 of 5| Overall Rating | Interactive Brokers | SoFi Invest | |
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| Review | Interactive Brokers Review | SoFi Invest Review |
| Broker Screenshots | Interactive Brokers | SoFi Invest | |
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| Trading Fees | Interactive Brokers | 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 | $14.95 | $0 | |
| Options (Per Contract) | $0.65 | $0.00 | |
| Futures (Per Contract) | $0.85 | $0.00 | |
| Broker Assisted Trade Fee | $30 | N/A |
| Margin Rates | Interactive Brokers | SoFi Invest | |
|---|---|---|---|
| Margin Rate Under $25,000 | 7.83% | 9.5% | |
| Margin Rate $25,000 to $49,999.99 | 7.83% | 9.5% | |
| Margin Rate $50,000 to $99,999.99 | 7.83% | 9.5% | |
| Margin Rate $100,000 to $249,999.99 | 7.83% | 9.5% | |
| Margin Rate $250,000 to $499,999.99 | 7.83% | 9.5% | |
| Margin Rate $500,000 to $999,999.99 | 7.83% | 9.5% | |
| Margin Rate Above $1,000,000 | 7.83% | 9.5% |
| Account Fees | Interactive Brokers | 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 | Interactive Brokers | 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 | 6 | 0 | |
| Futures Trading | Yes | No | |
| Forex Trading | Yes | No | |
| Crypto Trading | Yes | No | |
| Crypto Trading - Total Coins | 4 | 0 | |
| Mutual Funds (No Load) | 10988 | 0 | |
| Mutual Funds (Total) | 11456 | 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) | 33 | 0 |
| Order Types | Interactive Brokers | 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 | Interactive Brokers | 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 | Yes | No | |
| Videos | Yes | No | |
| Webinars | Yes | Yes | |
| Webinars (Archived) | Yes | Yes | |
| Progress Tracking | Yes | No | |
| Interactive Learning - Quizzes | Yes | No |
| Stock Trading Apps | Interactive Brokers | 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 | Interactive Brokers | 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 | Interactive Brokers | SoFi Invest | |
|---|---|---|---|
| Charting - After-Hours | Yes | No | |
| Charting - Can Turn Horizontally | Yes | No | |
| Charting - Multiple Time Frames | Yes | Yes | |
| Charting - Technical Studies | 97 | 0 | |
| Charting - Study Customizations | Yes | No | |
| Charting - Stock Comparisons | No | No |
| Trading Platforms | Interactive Brokers | SoFi Invest | |
|---|---|---|---|
| Active Trading Platform | Trader Workstation (TWS) | N/A | |
| Desktop Trading Platform | Yes | No | |
| Desktop Platform (Mac) | Yes | No | |
| Web Trading Platform | Yes | Yes | |
| Paper Trading | Yes | No | |
| Trade Journal | Yes | No | |
| Watch Lists - Total Fields | 659 | 3 |
| Stock Chart Features | Interactive Brokers | SoFi Invest | |
|---|---|---|---|
| Charting - Adjust Trades on Chart | Yes | No | |
| Charting - Indicators / Studies | 155 | 0 | |
| Charting - Drawing Tools | 85 | 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 | 6 | 0 | |
| Charting - Custom Studies | No | No |
| Day Trading | Interactive Brokers | SoFi Invest | |
|---|---|---|---|
| Streaming Time & Sales | Yes | No | |
| Streaming TV | Yes | No | |
| Direct Market Routing - Stocks | Yes | No | |
| Ladder Trading | Yes | No | |
| Trade Hotkeys | Yes | No | |
| Level 2 Quotes - Stocks | Yes | No | |
| Trade Ideas - Backtesting | Yes | No | |
| Trade Ideas - Backtesting Adv | Yes | No | |
| Short Locator | Yes | No | |
| Order Liquidity Rebates | Yes | No |
| Research Overview | Interactive Brokers | 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 | Interactive Brokers | SoFi Invest | |
|---|---|---|---|
| Stock Research - PDF Reports | 17 | 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 | Interactive Brokers | 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 | Interactive Brokers | 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 | Interactive Brokers | SoFi Invest | |
|---|---|---|---|
| Option Chains - Basic View | Yes | Yes | |
| Option Chains - Strategy View | Yes | No | |
| Option Chains - Streaming | Yes | No | |
| Option Chains - Total Columns | 38 | 0 | |
| Option Chains - Greeks | 12 | 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 | Interactive Brokers | SoFi Invest | |
|---|---|---|---|
| Bank (Member FDIC) | No | Yes | |
| Checking Accounts | No | Yes | |
| Savings Accounts | No | Yes | |
| Credit Cards | No | Yes | |
| Debit Cards | Yes | Yes | |
| Mortgage Loans | No | Yes |
| Customer Service | Interactive Brokers | SoFi Invest | |
|---|---|---|---|
| Phone Support (Prospect Customers) | Yes | Yes | |
| Phone Support (Current Customers) | Yes | Yes | |
| Email Support | Yes | No | |
| Live Chat (Prospect Customers) | No | Yes | |
| Live Chat (Current Customers) | Yes | Yes | |
| 24/7 Support | No | No |
| Overall | Interactive Brokers | SoFi Invest | |
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| Review | Interactive Brokers Review | SoFi Invest Review |
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