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, range of investments, costs, market research, and more. Let's dive in.
When deciding between J.P. Morgan Self-Directed Investing and SoFi Invest® for your investment journey, both platforms provide a solid selection of options to meet diverse needs. J.P. Morgan stands out with a slightly higher rating in the range of investments category, allowing users a comprehensive selection of investment choices. Ranked #9 out of 16 brokers by StockBrokers.com, J.P. Morgan Self-Directed Investing provides a slight edge for those who prioritize a wider array of investment possibilities. Meanwhile, SoFi Invest®, though ranked #14, presents a competent alternative with competitive offerings, catering well to a broad audience seeking simplicity alongside functionality.
Both J.P. Morgan Self-Directed Investing and SoFi Invest® enable stock trading, margin trading, fractional shares trading, and offer over-the-counter (OTC) stock access. Mutual funds and options trading are also available on both platforms, providing varied strategies for investment. For dedicated retirement savings, both platforms offer traditional and Roth IRA accounts. Additionally, advisor services are accessible, assisting investors in making informed decisions even in self-directed environments.
One notable distinction is in cryptocurrency trading, where neither platform currently offers crypto trading, meaning investors seeking exposure to digital currencies will have to look elsewhere. While J.P. Morgan holds a slightly superior rating with a four-star score, SoFi's 3.5-star rating indicates it remains a viable contender for those whose needs align with SoFi's capabilities. In summary, both options stand as strong finalists, with J.P. Morgan offering a marginally broader investment spectrum.
| 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 |
| Range of Investments |
|
|
Dive deeper: Best Options Trading Platforms for 2025, Best Futures Trading Platforms for 2025
When deciding between J.P. Morgan Self-Directed Investing and SoFi Invest® for online trading, J.P. Morgan offers a slightly more advanced set of features than SoFi Invest®. While both platforms lack downloadable desktop applications for Windows and Mac, they each provide accessible browser-based trading platforms. However, J.P. Morgan outperforms in key areas such as watch lists, technical indicators, and the ability to incorporate index overlays and corporate events into charts. Both platforms share some limitations, such as the absence of paper trading, trading journals, and the ability to adjust open orders directly on charts.
J.P. Morgan Self-Directed Investing provides more comprehensive charting capabilities with 36 technical indicators and 10 drawing tools, compared to SoFi Invest®, which lacks these tools entirely. Additionally, users can enhance their analysis with custom studies in J.P. Morgan's platform, a feature not supported by SoFi Invest®. With structured customization fields for SMA study editing, J.P. Morgan allows more personalized chart setups compared to SoFi Invest®'s static offerings.
The difference in functionality is reflected in ratings and rankings, with J.P. Morgan Self-Directed Investing receiving 2.5 stars and ranking 13th out of 16 brokers, as evaluated by StockBrokers.com. In contrast, SoFi Invest® earns 1.5 stars and holds the 16th position. For traders seeking a platform with essential tools and features for a slightly richer trading experience, J.P. Morgan Self-Directed stands out over SoFi Invest®.
| 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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When comparing the beginner and investor education capabilities of J.P. Morgan Self-Directed Investing and SoFi Invest®, both online brokers offer comprehensive stock, ETF, options, mutual funds, and bonds education. However, J.P. Morgan stands out with its educational videos, available to guide new investors through the intricacies of investing, a feature not offered by SoFi Invest®. Meanwhile, both platforms provide webinars as a learning resource, ensuring users have some live interaction and can ask questions in real time. Despite the absence of paper trading and educational quizzes on either platform, investors can still find valuable insights from their educational offerings. However, neither platform allows users to track their learning progress, which could be an area for development in the future.
In terms of overall education ratings, both J.P. Morgan Self-Directed Investing and SoFi Invest® are evenly matched with 4.5 out of five stars. However, when ranked by StockBrokers.com, SoFi Invest® edges slightly ahead, securing the #6 position for education among 16 brokers, compared to J.P. Morgan's #7 ranking. This close competition suggests that both platforms are strong contenders in delivering quality educational resources for beginner investors, though each has unique elements that might appeal differently depending on individual learning preferences.
| 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 2025
When considering a stock trading app, both J.P. Morgan Self-Directed Investing and SoFi Invest® provide viable platforms, yet J.P. Morgan tends to lead in most categories. J.P. Morgan Self-Directed Investing boasts a 4-star rating for its app functionality, which surpasses SoFi's 3.5-star rating. Ranked #12 out of 16 in StockBrokers.com's rankings for stock trading apps, J.P. Morgan's offering is considerably higher than SoFi's #16 position. This comparison underscores J.P. Morgan's app as the more adept choice, particularly if customization and technical charting features are significant to your trading strategy.
For iPhone and Android users, both J.P. Morgan Self-Directed Investing and SoFi Invest® offer robust app options, though neither supports Apple Watch functionality. J.P. Morgan excels with features including mobile options trading, stock alerts, and the ability to create and customize watch lists—benefits that SoFi lacks. Additionally, J.P. Morgan allows viewing charts in landscape mode and provides 36 technical studies for chart analysis, offering more depth than SoFi whose technical studies are absent.
While neither app offers streaming quotes or videos on demand, they both allow for viewing multiple time frames on charts, aligning somewhat in charting capabilities. However, J.P. Morgan's advantages in customizability and technical analysis make it a more attractive option for traders seeking comprehensive tools and greater trading insight through their mobile device.
| 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 |
|
|
Dive deeper: Best Stock Trading Apps for 2025
Choosing the best online broker can be challenging, but J.P. Morgan Self-Directed Investing and SoFi Invest® both offer compelling features depending on your needs. If you are particularly concerned about low entry barriers and zero-fee trading, both platforms offer stock trading at no cost. However, J.P. Morgan may appeal more to those who value lower fees in certain areas like options contracts and partial account transfers, while SoFi Invest® has an edge in lower IRA closure fees and a slightly lower rate for margin balances under $50,000.
J.P. Morgan Self-Directed Investing requires no minimum deposit, making it accessible to any new investor, while SoFi Invest® has a small requirement of $5. Both platforms provide commission-free trading on regular stock trades, but when it comes to options contracts, J.P. Morgan charges $0.65 per contract, whereas SoFi offers them at no additional cost. For margin balances beneath $25,000, J.P. Morgan charges an interest rate of 13.25%, slightly higher than SoFi's rate of 11.25%, indicating a more cost-effective choice at SoFi if you plan to trade on margin.
When dealing with retirement accounts, both platforms charge no annual fees for IRAs, but SoFi imposes a lower fee of $20 for closing an IRA compared to J.P. Morgan's $75. For account transfers, J.P. Morgan offers free partial transfers but charges $75 for full account transfers, which is lower than SoFi's $100 fee for both. Additionally, J.P. Morgan charges no fees for options exercise or assignment, contrasting with SoFi's $5 fee per instance, making J.P. Morgan a potentially more affordable choice for active options traders.
| 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 |
Dive deeper: Best Free Trading Platforms for 2025
When it comes to day trading, both J.P. Morgan Self-Directed Investing and SoFi Invest® provide basic online trading services but lack many advanced tools that active traders often seek. Neither platform offers features like streaming time and sales for stocks, direct market routing, or ladder trading, which are crucial for making real-time trading decisions. Additionally, both platforms do not support streaming live TV or the availability of trading hotkeys, and they also fall short in delivering Level 2 quotes that provide deeper insights into market movements.
In terms of strategy development, neither J.P. Morgan Self-Directed Investing nor SoFi Invest® provides basic or advanced backtesting options, making it challenging for traders looking to refine their trading strategies over historical data. Also, neither offers a short locator tool to view real-time availability of shares to short, nor do they provide liquidity rebates. For day traders looking for these critical tools and features, both platforms may not meet their more complex trading needs effectively.
| 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 2025
When comparing the market research capabilities of J.P. Morgan Self-Directed Investing and SoFi Invest®, J.P. Morgan stands out as the superior choice for investors seeking diverse research options. Offering comprehensive research for stocks, ETFs, mutual funds, Pink Sheets/OTCBB, and bonds, along with tools like stock screeners and trade ideas, it provides a rich arsenal for informed investment decisions. On the other hand, SoFi Invest® lacks comparable research offerings and is rated significantly lower in market research effectiveness with 0.5 stars compared to J.P. Morgan's 4 stars.
J.P. Morgan Self-Directed Investing excels in delivering stock research, earning a notable ranking of #7 out of 16 brokers by StockBrokers.com, while SoFi Invest® trails at the bottom of the list at #16. With J.P. Morgan's offering of two downloadable PDF research reports for stocks, investors have access to deeper insights that SoFi Invest® simply does not provide. In addition to stock research, J.P. Morgan also caters to investors looking for detailed analyses of ETFs, mutual funds, and bonds, all areas where SoFi lacks considerable offerings.
For those interested in understanding portfolio allocation by asset class, both platforms allow this feature, but when it comes to research derived from social media sentiment or ESG data, neither service offers these insights. Investors prioritizing advanced screening tools for generating investment ideas will find J.P. Morgan's offerings significantly more appealing, as SoFi Invest® does not provide these capabilities. As such, J.P. Morgan Self-Directed Investing positions itself as a more resourceful option for market research-focused investors.
| 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 platforms offer a range of financial services, including checking and savings accounts, debit and credit cards, and mortgage loans, catering to a variety of needs for their users. However, for those interested in Certificates of Deposit (CDs), J.P. Morgan Self-Directed Investing provides this option, while SoFi Invest® does not. This distinction may influence your choice depending on your investment strategy and desire for diversified financial products.
| 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 2025
After opening live accounts and testing 16 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 85.4%, while SoFi Invest® finished with a score of 64.6%.
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 cryptocurrency trading, with each having zero coins available for trading.
Dive deeper: Best Online Brokers for Crypto Trading in 2025
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 compared to SoFi's $20 fee when closing IRA accounts.
Dive deeper: Best IRA Accounts for 2025
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0 of 5| Overall Rating | J.P. Morgan Self-Directed Investing | SoFi Invest® | |
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| Customer Service | N/A |
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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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| Winner | check_circle | ||
| Review | J.P. Morgan Self-Directed Investing Review | SoFi Invest® Review |
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