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.
Interactive Brokers and SoFi Invest® cater to a wide range of investors, offering diverse investment options tailored to different needs. However, if you're seeking a more comprehensive array of trading opportunities, Interactive Brokers stands out as the clear winner. Rated 5 stars and ranked as the top choice by StockBrokers.com for investment options, Interactive Brokers provides an extensive selection that includes stock, margin, fractional shares, OTC stocks, mutual funds, options, forex, futures, and crypto trading. In contrast, SoFi Invest®, with a 3.5-star rating and a ranking of 14th, primarily focuses on stock, margin, and mutual fund trading, lacking in areas such as forex, futures, and crypto, which limits the breadth of choice for investors.
Both Interactive Brokers and SoFi Invest® offer essential trading capabilities such as stock, margin, fractional shares, OTC stocks, mutual funds, and options trading. However, significant differences surface in forex, futures, and cryptocurrency trading. Interactive Brokers offers robust trading capabilities in these areas, including access to four different cryptocurrencies, a feature absent in SoFi Invest®. This disparity gives Interactive Brokers a competitive edge for investors interested in diversifying their portfolios beyond traditional asset classes.
When considering retirement planning, both platforms offer traditional and Roth IRA accounts, catering to investors focused on long-term financial goals. SoFi Invest® distinguishes itself by providing advisor services, a feature not available through Interactive Brokers, which may appeal to those seeking personalized financial guidance. Despite this, the broader spectrum of trading options and superior ratings position Interactive Brokers as the preferred choice for more versatile and expansive investing experiences.
| 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 |
| Range of Investments |
|
|
Dive deeper: Best Options Trading Platforms for 2025, Best Futures Trading Platforms for 2025
When evaluating trading platforms and tools, Interactive Brokers notably surpasses SoFi Invest®. Garnering a 5-star rating and ranking second among 18 brokers by StockBrokers.com, Interactive Brokers delivers a comprehensive suite of trading features and capabilities. In contrast, SoFi Invest® holds a 1.5-star rating and ranks 16th, demonstrating a more limited platform offering. Interactive Brokers' extensive functionality and robust features decisively position it as a superior choice for traders seeking an in-depth, powerful trading experience.
Interactive Brokers offers a versatile array of trading platforms, including Windows and Mac desktop versions, alongside a browser-based system. This flexibility is complemented by sophisticated trading functionalities such as paper trading, an extensive 659-column configuration for watchlists, and the capability to adjust open orders directly on stock charts. Additionally, Interactive Brokers excels in charting features, providing 155 technical indicators, 85 drawing tools, and capabilities such as notes addition, index overlays, displaying corporate events, and more enhanced analytical tools.
On the other hand, SoFi Invest® delivers a simplified approach, offering a solely browser-based trading platform characterized by limited tools for technical analysis and charting. Without support for desktop applications, SoFi Invest® lacks advanced features crucial for detailed analysis, such as paper trading, trading journals, and the ability to adjust open orders directly on charts. The platform supports merely 3 fields in watchlists and offers no technical indicators or drawing tools, significantly restricting its utility for traders seeking comprehensive market insights and custom strategies.
| 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 & Trading Platforms for 2025, Best Paper Trading Platforms for 2025
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When it comes to meeting the educational needs of beginner investors, both Interactive Brokers and SoFi Invest® provide a comprehensive range of resources. Each platform offers educational content on stocks, ETFs, options, mutual funds, and bonds. However, Interactive Brokers takes a slight advantage by offering paper trading and educational videos—two valuable tools that SoFi Invest® does not provide. Both platforms host webinars, but Interactive Brokers goes a step further with educational quizzes and the ability for users to track their learning progress, ensuring a more interactive and personalized educational journey.
In terms of educational effectiveness, Interactive Brokers holds an impressive rating of 5 stars, as rated by educational metrics, whereas SoFi Invest® also performs well with a 4.5-star rating. According to StockBrokers.com, Interactive Brokers is ranked 3rd out of 18 brokers for its educational offerings, reflecting its commitment to investor education. SoFi Invest® is not far behind, holding the 6th position, making it a commendable choice for those seeking reliable educational resources. This makes Interactive Brokers a top choice for a more comprehensive and interactive educational experience, although SoFi Invest® remains a strong contender.
| 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 |
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2025
In the realm of stock trading apps, Interactive Brokers outperforms SoFi Invest® with its comprehensive offering and advanced features, earning a stellar 5-star rating and a strong #2 ranking out of 18 brokers by StockBrokers.com. In contrast, SoFi Invest® garners a 3.5-star rating and lags behind in the 16th position. Both platforms provide iPhone and Android apps, yet Interactive Brokers stands out with their additional Apple Watch integration and a plethora of sophisticated trading tools.
Interactive Brokers offers a more robust mobile trading experience, including features such as after-hours stock and options trading, streaming quotes, streaming live TV, and on-demand videos. It also excels in providing stock alerts, custom watch lists, and advanced charting capabilities with 97 technical studies, while SoFi Invest® lacks these functionalities. The capacity to customize watch list columns, view charts in landscape mode, and employ multiple time frames for charting are additional advantages of using Interactive Brokers' app.
Despite both apps supporting essential trading activities, the contrast becomes clear with Interactive Brokers' dedication to delivering a more enhanced user experience for serious traders. SoFi Invest®, while user-friendly, is less equipped with tools for in-depth analysis and advanced trading, which makes Interactive Brokers the superior choice for those seeking more refined and powerful trading app capabilities.
| 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 for 2025
When comparing Interactive Brokers and SoFi Invest®, it's clear that Interactive Brokers provides a distinct advantage with lower fees and charges across several aspects. While both platforms offer commission-free trading for regular stock trades, Interactive Brokers charges no minimum deposit, compared to SoFi's requirement of $5. Additionally, Interactive Brokers offers more attractive rates for options trading and margin balances, charging $0.65 per options contract versus SoFi's $0.00 but with significantly lower margin rates. Overall, Interactive Brokers stands out as the more cost-effective choice, especially for options traders and those utilizing margin accounts.
Looking deeper into specific fees, Interactive Brokers continues to edge out SoFi Invest® in terms of flexibility and cost savings. When it comes to options trading, Interactive Brokers charges a $0.65 fee per contract, while SoFi Invest® does not charge for options contracts but imposes a $5.00 fee for both options exercise and assignment. Additionally, Interactive Brokers is more beneficial for active traders using margin accounts, offering a low 7.33% rate on balances, compared to SoFi's significantly higher 11.25% rate. This difference can lead to considerable savings for traders managing larger transactions or frequently trading on margin.
For IRA accounts and related transactions, Interactive Brokers once again presents a more favorable landscape with no annual or closure fees, and no cost for partial or full Account Transfers (ACAT). SoFi Invest® imposes a $20 fee for IRA closures and a hefty $100 charge for both partial and full ACAT. This makes Interactive Brokers a better choice for those who may need flexibility in account management and response to life changes, enhancing their overall value proposition against SoFi Invest®.
| 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 | N/A | N/A |
Dive deeper: Best Free Trading Platforms for 2025
Interactive Brokers stands out as a more robust platform for day trading compared to SoFi Invest®. For traders seeking comprehensive tools and resources, Interactive Brokers offers an extensive range of features. These include streaming time and sales data, streaming live TV, and direct market routing for efficient trade execution. Traders can also benefit from ladder trading, the use of trading hotkeys for swift keyboard trade entries, and access to level 2 quotes, all of which contribute to a more informed and responsive trading experience.
In contrast, SoFi Invest® lags in providing these advanced functionalities critical for day trading. The platform does not offer streaming time and sales, live TV, or direct market routing, limiting its appeal to active traders demanding real-time data and flexibility. Interactive Brokers also excels in offering both basic and advanced strategy backtesting, a short locator tool for real-time share availability, and order liquidity rebates, all conspicuously absent in SoFi Invest®. As such, Interactive Brokers equips day traders with a plethora of features designed to optimize trading strategies and bolster decision-making processes, making it the superior choice for active and professional traders.
| 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 for 2025
When it comes to market research capabilities, Interactive Brokers clearly surpasses SoFi Invest®. Interactive Brokers offers comprehensive research tools, including stock, ETFs, mutual funds, Pink Sheets/OTCBB, and bonds research. Additionally, it provides unique features like stock research using social media sentiment data and ESG research, along with a wide array of downloadable PDF research reports. On the other hand, SoFi Invest® lacks these in-depth research tools, offering no research capabilities for stocks, ETFs, or any other investment instruments, which places it significantly behind in terms of market research effectiveness.
Interactive Brokers is well-equipped with advanced tools for investors to make informed decisions. These include the ability to see portfolio allocations by asset class and a variety of screeners for trade ideas. Furthermore, their extensive research options come with 15 downloadable PDF reports for stocks, and additional reports for ETFs and mutual funds, positioning them as a leading choice for diligent investors. In contrast, SoFi Invest® offers only basic portfolio insights, without the in-depth analysis tools and reports that Interactive Brokers provides, making it less suitable for those seeking comprehensive research capabilities.
Rated five stars for market research compared to SoFi Invest®’s 0.5 stars, Interactive Brokers ranks fourth among 18 brokers according to StockBrokers.com. Meanwhile, SoFi Invest® stands at the sixteenth position, highlighting a considerable gap in research prowess between the two. This disparity emphasizes Interactive Brokers as a top contender for serious investors seeking robust tools and research options to guide their investment decisions, while SoFi Invest® may cater more to beginners or those who do not prioritize extensive market research.
| 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 evaluating online brokers for banking capabilities, Interactive Brokers and SoFi Invest® present distinct differences. Interactive Brokers does not provide traditional banking services such as checking accounts, savings accounts, debit cards, credit cards, or mortgage loans. However, they do offer Certificates of Deposit (CDs). In contrast, SoFi Invest® excels in its comprehensive banking offerings, providing customers with checking and savings accounts, debit and credit cards, and mortgage loans, though it does not offer CDs. This comparison highlights SoFi Invest® as a more versatile platform for those seeking integrated banking options alongside investment services.
| Feature |
Interactive Brokers
|
SoFi Invest®
|
|---|---|---|
| Checking Accounts | No | Yes |
| Savings Accounts | No | Yes |
| Debit Cards | No | Yes |
| Credit Cards | No | Yes |
| Mortgage Loans | No | 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 Interactive Brokers is better than SoFi Invest®. Interactive Brokers finished with an overall score of 96.9%, while SoFi Invest® finished with a score of 64.6%.
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 offers crypto trading with a selection of 4 different coins, whereas SoFi Invest® does not provide any cryptocurrency trading options.
Dive deeper: Best Online Brokers for Crypto Trading in 2025
Both Interactive Brokers and SoFi Invest® provide traditional and Roth IRA accounts without any annual fees; however, Interactive Brokers charges no fee for closing an IRA account, while SoFi Invest® imposes a $20 closure fee.
Dive deeper: Best IRA Accounts for 2025
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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) | $0.01 | 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 | Varies | N/A |
| Margin Rates | Interactive Brokers | SoFi Invest® | |
|---|---|---|---|
| Margin Rate Under $25,000 | 7.33% | 11.25% | |
| Margin Rate $25,000 to $49,999.99 | 7.33% | 11.25% | |
| Margin Rate $50,000 to $99,999.99 | 7.33% | 11.25% | |
| Margin Rate $100,000 to $249,999.99 | 7.33% | 11.25% | |
| Margin Rate $250,000 to $499,999.99 | 7.33% | 11.25% | |
| Margin Rate $500,000 to $999,999.99 | 7.33% | 11.25% | |
| Margin Rate Above $1,000,000 | 7.33% | 11.25% |
| 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) | 34 | 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 | 15 | 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 | 40 | 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 | Interactive Brokers | SoFi Invest® | |
|---|---|---|---|
| Bank (Member FDIC) | No | Yes | |
| Checking Accounts | No | Yes | |
| Savings Accounts | No | Yes | |
| Credit Cards | No | Yes | |
| Debit Cards | No | 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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