Written by StockBrokers.com
In this head to head comparison of J.P. Morgan Self-Directed Investing vs SoFi Invest, we will compare the trading platforms, mobile apps, investment options, costs, market research, and more. Let's dive in.
When comparing J.P. Morgan Self-Directed Investing to SoFi Invest in terms of available investment options, J.P. Morgan stands out with a higher rating of 4 stars, ranking 10th among 18 brokers surveyed by StockBrokers.com. The platform offers comprehensive investment choices, including stock trading, margin trading, and options trading. SoFi Invest does offer a broad range of services as well, supporting stock trading and margin trading, but it is rated lower at 3 stars and ranks 16th in the same survey, suggesting a slightly more limited appeal when it comes to investment diversity.
Both J.P. Morgan Self-Directed Investing and SoFi Invest provide access to fractional shares trading and mutual funds, making it easy for investors to diversify their portfolios. Each platform also supports OTC stocks, giving users access to a wider range of investment opportunities. While neither service offers forex or futures trading, they both have options for traditional and Roth IRA accounts, thus catering to investors focused on retirement planning. Additionally, both platforms offer advisor services to support users in making informed investment decisions.
Despite their similarities, the absence of crypto trading and forex/futures markets on both platforms might be a consideration for some investors. However, for those who prioritize traditional broker-focused investments with options for detailed advisor support and IRA accounts, J.P. Morgan Self-Directed Investing seems to currently have the edge in more diversified offerings and higher ranking, making it potentially a more attractive choice for comprehensive investment management. Meanwhile, SoFi Invest remains a strong contender, especially for those looking for straightforward, user-friendly investment solutions.
| Feature |
J.P. Morgan Self-Directed Investing
|
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
In comparing J.P. Morgan Self-Directed Investing and SoFi Invest, each platform provides distinct advantages and limitations in their trading platforms and tools. It's notable that neither platform offers a desktop client for Windows or Mac users, but both provide browser-based access. J.P. Morgan Self-Directed Investing shines with a more extensive array of charting tools, offering 36 technical indicators and 10 drawing tools compared to SoFi Invest’s absence of such features. The ability to add index overlays and display corporate events on charts further enhances J.P. Morgan’s offering, earning it a rating of 3 stars out of 5, and a ranking of 14th among 18 brokers. SoFi Invest, with fewer features, holds a 2.5-star rating and ranks 15th.
Focusing on watchlist capabilities, J.P. Morgan Self-Directed Investing significantly outperforms SoFi Invest by allowing users to track up to 20 different columns or fields, whereas SoFi limits this to just three. For those who rely heavily on technical analysis, J.P. Morgan’s offering of custom study creation and allowing some customization fields in SMA studies provides a crucial edge. Neither platform, however, supports paper trading or trading journals, which may be a drawback for active traders or those looking to practice before investing real money.
Ultimately, if robust charting and technical analysis tools are essential to your trading strategy, J.P. Morgan Self-Directed Investing is the superior choice between the two. Its comprehensive offering suits more analytical investors, while SoFi Invest might appeal to those who prefer a simpler, more straightforward approach. Both platforms’ lack of certain advanced features, such as paper trading and desktop app accessibility, suggests potential areas for future development to better serve their users' needs.
| Feature |
J.P. Morgan Self-Directed Investing
|
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 | 20 | 3 |
| Charting - Indicators / Studies | 36 | 0 |
| Charting - Drawing Tools | 10 | 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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J.P. Morgan Self-Directed Investing provides a robust educational platform for beginner investors, offering resources across various investment categories, including stocks, ETFs, options, mutual funds, and bonds. While both J.P. Morgan and SoFi Invest excel in delivering comprehensive educational content, J.P. Morgan stands out with its offering of educational videos and webinars, an area where SoFi Invest falls short due to its lack of video content. However, both platforms are similar in their offerings of webinars, with neither providing educational quizzes or the ability to track learning progress. Notably, while J.P. Morgan Self-Directed Investing does not offer paper trading capabilities, it garners a commendable 4.5-star rating for education, reflecting its effectiveness in catering to investors' learning needs.
Similarly, SoFi Invest matches J.P. Morgan's 4.5-star rating, signaling its strong educational capability for novice investors. Like J.P. Morgan, SoFi Invest supports investor education in stocks, ETFs, options, mutual funds, and bonds, ensuring a well-rounded understanding of the investment landscape. Despite the absence of educational videos, SoFi Invest is ranked #7 by StockBrokers.com out of 18 brokers, closely following J.P. Morgan's #6 ranking. This suggests a competitive edge for both platforms in providing substantial educational resources, crucial for empowering investors and enhancing financial literacy.
| Feature |
J.P. Morgan Self-Directed Investing
|
SoFi Invest
|
|---|---|---|
| Education (Stocks) | Yes | Yes |
| Education (ETFs) | Yes | Yes |
| Education (Options) | Yes | Yes |
| Education (Mutual Funds) | Yes | Yes |
| Education (Bonds) | Yes | Yes |
| Paper Trading | No | No |
| Videos | Yes | No |
| Webinars | Yes | Yes |
| Education |
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2024
When evaluating stock trading apps, J.P. Morgan Self-Directed Investing outperforms SoFi Invest in several key areas, positioning it as a more robust choice for active traders. With a 4-star rating compared to SoFi’s 3 stars, J.P. Morgan delivers a more comprehensive suite of features including mobile options trading, custom watch lists, and enhanced charting capabilities. Ranked #12 out of 18 brokers by StockBrokers.com, J.P. Morgan provides a competitive edge over SoFi's #16 ranking.
Both J.P. Morgan Self-Directed Investing and SoFi Invest offer iPhone and Android apps, ensuring they meet basic accessibility needs for traders. However, neither platform supports an Apple Watch app nor provides features like streaming quotes or videos on demand. J.P. Morgan takes the lead with stock alerts, the ability to customize watch lists, and a more dynamic charting experience, such as viewing charts in landscape mode and employing 36 technical studies, enhancing its usability for technical analysis.
While SoFi Invest is a simpler option for beginner traders, offering essential trading capabilities, it falls short in areas critical to more advanced users. The lack of mobile options trading, streaming features, and customizable tools may limit its appeal for users seeking a comprehensive trading experience. Ultimately, for investors prioritizing a wider range of features and functionality, J.P. Morgan Self-Directed Investing appears to be the superior choice.
| Feature |
J.P. Morgan Self-Directed Investing
|
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 | 36 | 0 |
| Mobile Trading Apps |
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Dive deeper: Best Stock Trading Apps for 2024
When choosing between J.P. Morgan Self-Directed Investing and SoFi Invest, investors should consider factors such as fees, charges, and investment options. J.P. Morgan offers a $0 minimum deposit, free regular stock trades, but charges $0.65 per options contract, while SoFi requires a $5 minimum deposit, provides free regular stock trades and options contracts. Additionally, SoFi boasts lower margin rates, but imposes a $20 IRA closure fee and $100 for both partial and full account transfers, compared to J.P. Morgan's $75 closure and full transfer fees, with no charges for partial transfers. Therefore, depending on specific needs like margin rates and transaction types, either platform could be preferable.
For regular stock trading, both J.P. Morgan Self-Directed Investing and SoFi Invest offer commission-free trading, making them both attractive for traders focused on reducing costs. However, when it comes to options trading, the takeaway is slightly different as J.P. Morgan charges $0.65 per options contract whereas SoFi charges nothing, making SoFi a more cost-effective choice for those trading a large volume of options. Additionally, while both offer free IRA annual fees, SoFi's lower IRA closure fee of $20 compared to J.P. Morgan's $75 signifies another small cost advantage.
On the matter of margin trading and account transfers, SoFi presents more competitive rates, charging 11.25% on margin balances below $25,000 compared to J.P. Morgan's 13.25%. This rate remains steady for SoFi through higher balance tiers, whereas J.P. Morgan's rates slightly decrease with larger balances. For account transfers, J.P. Morgan offers an advantage with no charge for partial transfers and a $75 fee for full transfers, while SoFi charges $100 across the board. The decision, therefore, hinges on weighing these differences against individual investment strategies and priorities.
| Feature |
J.P. Morgan Self-Directed Investing
|
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 | $75.00 | $20.00 |
| Commissions & Fees |
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Dive deeper: Best Free Trading Platforms for 2024
When evaluating J.P. Morgan Self-Directed Investing and SoFi Invest for day trading capabilities, both platforms appear to offer limited features tailored to this trading style. Neither J.P. Morgan Self-Directed Investing nor SoFi Invest provides streaming time and sales for stocks, streaming live TV, direct market routing for stocks, or ladder trading options. This could be a significant consideration for traders who rely on real-time data and advanced trading tools.
Moreover, neither platform supports trading hotkeys for quick keyboard trade entry, level 2 quotes, basic or advanced strategy backtesting, or a short locator tool to assess real-time short-selling availability. In addition, both platforms lack order liquidity (maker/taker) rebates. Given these limitations, traders seeking a robust suite of day trading tools may need to explore additional brokerage options beyond J.P. Morgan Self-Directed Investing and SoFi Invest.
| Feature |
J.P. Morgan Self-Directed Investing
|
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 it comes to market research capabilities, J.P. Morgan Self-Directed Investing clearly outshines SoFi Invest. With a four-star rating for market research and an impressive ranking of #8 among 18 brokers by StockBrokers.com, J.P. Morgan offers a comprehensive suite of research tools. In contrast, SoFi Invest lags behind with a two-star rating and a position at the very bottom of the same ranking list. The disparity is evident as J.P. Morgan provides extensive stock, ETF, mutual fund, Pink Sheets/OTCBB, and bonds research, complemented by the availability of portfolio allocation insights, while SoFi Invest offers significantly fewer resources.
J.P. Morgan Self-Directed Investing is well-equipped with various research functionalities, including screeners for stocks, ETFs, mutual funds, and bonds, which are essential for informed investment decisions. This platform also provides two downloadable PDF research reports for stocks, although it does not offer similar resources for ETFs or mutual funds. However, the access to such a wealth of research data empowers investors to conduct in-depth analysis and make well-informed trading decisions. Meanwhile, SoFi Invest does not offer any downloadable PDF research reports for stocks, ETFs, or mutual funds, nor does it provide any screeners to facilitate trade ideas, highlighting a noticeable gap in resources that investors may find essential.
Both platforms allow users to see portfolio allocation by asset class, though neither provides stock research using social media sentiment data or ESG (Environmental, Social, and Governance) research. Despite these commonalities, J.P. Morgan's extensive research offerings and robust tools significantly enhance its value for investors seeking comprehensive data and diverse financial insights. In comparison, SoFi Invest's limited research capabilities may not meet the needs of investors looking for detailed market analysis. Consequently, for those prioritizing market research in their investment strategy, J.P. Morgan Self-Directed Investing is clearly the superior choice.
| Feature |
J.P. Morgan Self-Directed Investing
|
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 J.P. Morgan Self-Directed Investing and SoFi Invest, both online brokers provide comprehensive services, including checking and savings accounts, debit and credit cards, and mortgage loans, catering to a wide range of financial needs. However, a notable distinction is that J.P. Morgan Self-Directed Investing offers Certificates of Deposit (CDs), a feature not available with SoFi Invest. Both companies provide a robust suite of financial products, but for those looking to invest in CDs, J.P. Morgan Self-Directed Investing may be the preferred choice.
| Feature |
J.P. Morgan Self-Directed Investing
|
SoFi Invest
|
|---|---|---|
| Checking Accounts | Yes | Yes |
| Savings Accounts | Yes | Yes |
| Debit Cards | Yes | Yes |
| Credit Cards | Yes | Yes |
| Mortgage Loans | Yes | Yes |
| CDs | Yes | No |
Dive deeper: Best Bank Accounts for Trading Stocks for 2024
After opening live accounts and testing 18 of the best online brokers, our research and live account testing finds that J.P. Morgan Self-Directed Investing is better than SoFi Invest. J.P. Morgan Self-Directed Investing finished with an overall score of 82.2%, while SoFi Invest finished with a score of 73.7%.
J.P. Morgan Self-Directed Investing makes it easy for Chase Bank customers to invest and allows access to J.P. Morgan research. On the downside, the broker features are sparse compared to industry leaders.
J.P. Morgan Self-Directed Investing and SoFi Invest both do not offer crypto trading, with each platform providing access to 0 coins for trading.
Dive deeper: Best Online Brokers for Crypto Trading in 2024
Both J.P. Morgan Self-Directed Investing and SoFi Invest provide traditional and Roth IRA accounts with no annual fees, but J.P. Morgan charges a $75 closure fee, while SoFi charges only $20.
Dive deeper: Best IRA Accounts for 2024
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0 of 5| Overall Rating | J.P. Morgan Self-Directed Investing | SoFi Invest | |
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| Review | J.P. Morgan Self-Directed Investing Review | SoFi Invest Review |
| Broker Screenshots | J.P. Morgan Self-Directed Investing | SoFi Invest | |
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| Trading Fees | J.P. Morgan Self-Directed Investing | 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) | $0.65 | $0.00 | |
| Futures (Per Contract) | (Not offered) | $0.00 | |
| Broker Assisted Trade Fee | Varies | N/A |
| Margin Rates | J.P. Morgan Self-Directed Investing | SoFi Invest | |
|---|---|---|---|
| Margin Rate Under $25,000 | 13.25% | 11.25% | |
| Margin Rate $25,000 to $49,999.99 | 13% | 11.25% | |
| Margin Rate $50,000 to $99,999.99 | 12.5% | 11.25% | |
| Margin Rate $100,000 to $249,999.99 | 12.25% | 11.25% | |
| Margin Rate $250,000 to $499,999.99 | 12.25% | 11.25% | |
| Margin Rate $500,000 to $999,999.99 | 11.5% | 11.25% | |
| Margin Rate Above $1,000,000 | 11% | 11.25% |
| Account Fees | J.P. Morgan Self-Directed Investing | SoFi Invest | |
|---|---|---|---|
| IRA Annual Fee | $0.00 | $0.00 | |
| IRA Closure Fee | $75.00 | $20.00 | |
| Account Transfer Out (Partial) | $0.00 | $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 | J.P. Morgan Self-Directed Investing | 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 | 1 | 0 | |
| Futures Trading | No | No | |
| Forex Trading | No | No | |
| Crypto Trading | No | No | |
| Crypto Trading - Total Coins | 0 | 0 | |
| Mutual Funds (No Load) | 3500 | 0 | |
| Mutual Funds (Total) | 3500 | 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) | 0 | 0 |
| Order Types | J.P. Morgan Self-Directed Investing | SoFi Invest | |
|---|---|---|---|
| Order Type - Market | Yes | Yes | |
| Order Type - Limit | Yes | Yes | |
| Order Type - After Hours | No | Yes | |
| Order Type - Stop | Yes | No | |
| Order Type - Trailing Stop | No | No | |
| Order Type - OCO | No | No | |
| Order Type - OTO | No | No | |
| Order Type - Broker Assisted | Yes | No |
| Beginners | J.P. Morgan Self-Directed Investing | 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 | No | Yes | |
| Paper Trading | No | No | |
| Videos | Yes | No | |
| Webinars | Yes | Yes | |
| Webinars (Archived) | No | Yes | |
| Progress Tracking | No | No | |
| Interactive Learning - Quizzes | No | No |
| Stock Trading Apps | J.P. Morgan Self-Directed Investing | SoFi Invest | |
|---|---|---|---|
| iPhone App | Yes | Yes | |
| Android App | Yes | Yes | |
| Apple Watch App | No | No | |
| Trading - Stocks | Yes | Yes | |
| Trading - After-Hours | No | Yes | |
| Trading - Simple Options | Yes | No | |
| Trading - Complex Options | No | No | |
| Order Ticket RT Quotes | Yes | Yes | |
| Order Ticket SRT Quotes | No | No |
| Stock App Features | J.P. Morgan Self-Directed Investing | 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) | No | No | |
| Watch Lists - Create & Manage | Yes | No | |
| Watch Lists - Column Customization | Yes | No |
| Stock App Charting | J.P. Morgan Self-Directed Investing | SoFi Invest | |
|---|---|---|---|
| Charting - After-Hours | No | No | |
| Charting - Can Turn Horizontally | Yes | No | |
| Charting - Multiple Time Frames | Yes | Yes | |
| Charting - Technical Studies | 36 | 0 | |
| Charting - Study Customizations | Yes | No | |
| Charting - Stock Comparisons | No | No |
| Trading Platforms | J.P. Morgan Self-Directed Investing | SoFi Invest | |
|---|---|---|---|
| Active Trading Platform | No | 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 | 20 | 3 |
| Stock Chart Features | J.P. Morgan Self-Directed Investing | SoFi Invest | |
|---|---|---|---|
| Charting - Adjust Trades on Chart | No | No | |
| Charting - Indicators / Studies | 36 | 0 | |
| Charting - Drawing Tools | 10 | 0 | |
| Charting - Notes | No | No | |
| Charting - Index Overlays | Yes | No | |
| Charting - Historical Trades | No | No | |
| Charting - Corporate Events | Yes | 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 | No | No | |
| Charting - Study Customizations | 3 | 0 | |
| Charting - Custom Studies | Yes | No |
| Day Trading | J.P. Morgan Self-Directed Investing | 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 | J.P. Morgan Self-Directed Investing | 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 | J.P. Morgan Self-Directed Investing | SoFi Invest | |
|---|---|---|---|
| Stock Research - PDF Reports | 2 | 0 | |
| Stock Research - Earnings | Yes | No | |
| Stock Research - Insiders | No | No | |
| Stock Research - Social | No | No | |
| Stock Research - News | Yes | Yes | |
| Stock Research - ESG | No | No | |
| Stock Research - SEC Filings | No | No |
| ETF Research | J.P. Morgan Self-Directed Investing | 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 | No | No | |
| ETFs - Ratings | Yes | No | |
| ETFs - Morningstar StyleMap | Yes | No | |
| ETFs - PDF Reports | No | No |
| Mutual Fund Research | J.P. Morgan Self-Directed Investing | SoFi Invest | |
|---|---|---|---|
| Mutual Funds - Strategy Overview | Yes | No | |
| Mutual Funds - Performance Chart | Yes | No | |
| Mutual Funds - Performance Analysis | Yes | No | |
| Mutual Funds - Prospectus | No | 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 | J.P. Morgan Self-Directed Investing | SoFi Invest | |
|---|---|---|---|
| Option Chains - Basic View | Yes | Yes | |
| Option Chains - Strategy View | No | No | |
| Option Chains - Streaming | No | No | |
| Option Chains - Total Columns | 6 | 0 | |
| Option Chains - Greeks | 0 | 0 | |
| Option Chains - Quick Analysis | No | No | |
| Option Analysis - P&L Charts | No | No | |
| Option Probability Analysis | No | No | |
| Option Probability Analysis Adv | No | No | |
| Option Positions - Greeks | No | No | |
| Option Positions - Greeks Streaming | No | No | |
| Option Positions - Adv Analysis | No | No | |
| Option Positions - Rolling | No | No | |
| Option Positions - Grouping | No | No |
| Banking | J.P. Morgan Self-Directed Investing | SoFi Invest | |
|---|---|---|---|
| Bank (Member FDIC) | Yes | Yes | |
| Checking Accounts | Yes | Yes | |
| Savings Accounts | Yes | Yes | |
| Credit Cards | Yes | Yes | |
| Debit Cards | Yes | Yes | |
| Mortgage Loans | Yes | Yes |
| Customer Service | J.P. Morgan Self-Directed Investing | SoFi Invest | |
|---|---|---|---|
| Phone Support (Prospect Customers) | No | Yes | |
| Phone Support (Current Customers) | Yes | Yes | |
| Email Support | Yes | No | |
| Live Chat (Prospect Customers) | No | Yes | |
| Live Chat (Current Customers) | No | Yes | |
| 24/7 Support | Yes | No |
| Overall | J.P. Morgan Self-Directed Investing | SoFi Invest | |
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| Review | J.P. Morgan Self-Directed Investing Review | SoFi Invest Review |
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