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 weighing J.P. Morgan Self-Directed Investing against SoFi Invest® for online investing, both platforms offer a varied selection of investment options that cater to different investor needs. While J.P. Morgan boasts a slightly higher ranking in range of investments with 4 stars and a 9th place ranking, SoFi follows closely with a 3.5-star rating and a 13th place ranking. Both platforms support traditional investment vehicles like stock and options trading, margin accounts, and IRA accounts, making them solid choices for diversified investing.
J.P. Morgan Self-Directed Investing accommodates a wide range of investment needs, offering access to stocks, options, mutual funds, and OTC stocks, allowing for broad trading opportunities. The platform also supports fractional shares, which can be particularly beneficial for investors aiming to diversify their portfolios with smaller capital allocations. However, J.P. Morgan does not facilitate trading in forex, futures, or cryptocurrencies, focusing instead on more traditional investment products. The inclusion of traditional and Roth IRA accounts also makes it appealing for those looking to save for retirement.
SoFi Invest® offers similar features, providing users with access to stocks, margin accounts, options, mutual funds, and OTC stocks. Like J.P. Morgan, SoFi supports the trading of fractional shares, attracting new and budget-conscious investors. It also offers traditional and Roth IRA accounts for retirement planning. Although SoFi doesn't support forex, futures, or crypto trading, its user-friendly approach and inclusion of advisor services cater to those who may benefit from some additional guidance when navigating the investment landscape.
| 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 comparing trading platforms and tools, J.P. Morgan Self-Directed Investing edges out over SoFi Invest® in several areas. Despite both platforms lacking desktop download options for both Windows and Mac, they do provide browser-based trading platforms. However, J.P. Morgan's platform offers more technical indicators and drawing tools for charting, providing a broader capability for detailed analysis. Both platforms fall short in areas like paper trading, trading journals, and customizable chart profiles, but J.P. Morgan slightly surpasses SoFi with features such as index overlays and the ability to display corporate events on charts, resulting in a higher rating of 2.5 out of 5 stars, compared to SoFi's 1.5 stars.
Both J.P. Morgan Self-Directed Investing and SoFi Invest® present limitations in various areas of trading customization and analysis tools. Notably, neither platform offers paper trading or the ability to adjust orders directly on stock charts. Additionally, both are unable to provide features such as automated technical analysis and saving multiple chart profiles. Nevertheless, J.P. Morgan distinguishes itself by offering 36 technical indicators and 10 drawing tools, compared to SoFi’s lack of these charting components, providing a slightly more comprehensive experience for users looking to delve deeper into stock analysis.
While neither platform provides a desktop application or luxurious tools like paper trading, J.P. Morgan Self-Directed Investing excels in certain charting capabilities, boasting a significant advantage with various technical indicators and index overlays that SoFi Invest® does not offer. Meanwhile, SoFi’s simplicity might appeal to beginners, but those who seek more detailed analysis tools might find J.P. Morgan a more suitable choice, despite both platforms being ranked among the lower end of contenders by StockBrokers.com, with J.P. Morgan at #13 and SoFi at #15.
| 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 |
|
|
Dive deeper: Best Online Brokerage Accounts for 2025, Best Paper Trading Platforms for 2025
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For those just starting their investment journey, both J.P. Morgan Self-Directed Investing and SoFi Invest® stand out as strong educational platforms. Each offers guidance on crucial topics like stocks, ETFs, options, mutual funds, and bonds, making them excellent choices for beginner investors. However, J.P. Morgan goes a step further with educational videos, whereas SoFi does not incorporate video content. Both platforms provide webinars, adding to their educational resources, yet neither offers paper trading, quizzes, or progress tracking, which could enhance the learning experience.
Despite these similarities and differences, J.P. Morgan Self-Directed Investing and SoFi Invest® both earn an impressive 4.5 stars for their educational offerings. According to StockBrokers.com, SoFi Invest® edges out J.P. Morgan slightly in the rankings, securing the 6th spot out of 15 brokers, whereas J.P. Morgan stands at 7th. Ultimately, both platforms serve as valuable resources for investors eager to expand their financial knowledge, with each offering its own unique strengths.
| 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 it comes to stock trading app capabilities, J.P. Morgan Self-Directed Investing stands out over SoFi Invest®. J.P. Morgan's app offers more advanced features, such as options trading, stock alerts, and the ability to create and customize watch lists, making it an appealing choice for active investors. It also supports viewing charts in landscape mode and offers a variety of technical studies, providing traders with richer insights. Both apps are available on iPhone and Android devices, ensuring accessibility for users on major mobile platforms. According to StockBrokers.com, J.P. Morgan's app garners a 4-star rating, positioning it ahead of SoFi Invest®, which holds a 3.5-star rating and ranks at the bottom for stock trading apps.
Both J.P. Morgan Self-Directed Investing and SoFi Invest® offer some similar functionalities, like iPhone and Android app availability and the ability to view multiple time frames for charts. However, neither app supports Apple Watch integration, streaming quotes, or videos on demand, leaving room for improvements in multimedia capabilities. While J.P. Morgan Self-Directed Investing lacks after-hours trading and charting, its robust feature set and higher ranking make it a more comprehensive option for investors looking for more than just basic functionalities.
SoFi Invest®, positioned at #15 out of 15 brokers in StockBrokers.com's ranking, provides a more straightforward approach with fewer advanced tools. It does not support mobile options trading, stock alerts, or customizable watch lists, which could limit the trading experience for more seasoned investors. While it does provide essential features for stock trading, SoFi might appeal more to individuals seeking simplicity rather than a wide range of functionalities available with J.P. Morgan Self-Directed Investing.
| 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
When choosing between J.P. Morgan Self-Directed Investing and SoFi Invest®, potential investors will find several notable differences in fees and charges that could sway their decision. Both platforms offer a $0 minimum deposit and free regular stock trades, making them accessible for new investors. However, when it comes to options trading, SoFi Invest® offers a significant advantage with no per-options contract fees, compared to J.P. Morgan’s $0.65 per contract. Additionally, SoFi’s margin rates are lower across different balances, which may appeal to those utilizing margin accounts.
For those planning to invest in IRAs, both brokers charge no annual fees, providing a cost-effective option for those seeking retirement accounts. However, J.P. Morgan charges a $75 IRA closure fee, whereas SoFi keeps this cost down to $20. When it comes to account transfers, J.P. Morgan has no fees for partial transfers and charges $75 for full transfers, while SoFi charges a flat $100 for both partial and full transfers. These differences highlight crucial cost considerations for investors who may want to move funds in the future.
Moreover, J.P. Morgan’s $0 fee on options exercise and assignment adds an additional edge over SoFi's $5 charge for both. Depending on the investor’s specific needs and trading strategies, especially those involving options, these differences in ancillary fees and charges are significant and should be carefully evaluated when making a choice between these two online brokers.
| Feature |
J.P. Morgan Self-Directed Investing
|
SoFi Invest®
|
|---|---|---|
| Minimum Deposit | $0.00 | $0.00 |
| 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 evaluating market research capabilities, J.P. Morgan Self-Directed Investing stands out as a top choice compared to SoFi Invest®. J.P. Morgan offers a wide range of research tools and resources, making it the ideal platform for investors seeking thorough analysis of various financial instruments. It is rated 4 out of 5 stars for market research and ranked 7th out of 15 brokers by StockBrokers.com. On the other hand, SoFi Invest® falls short in this area, earning only 0.5 stars and ranking last. Investors prioritizing extensive research features will find J.P. Morgan's offerings far superior.
J.P. Morgan Self-Directed Investing provides comprehensive coverage across multiple asset classes, including stocks, ETFs, mutual funds, Pink Sheets/OTCBB, and bonds. It also supports users with detailed analysis tools like stock and ETF screeners, as well as downloadable PDF research reports for stocks. While both platforms offer visibility into portfolio allocation by asset class, J.P. Morgan's capabilities in generating trade ideas and offering market insights are unmatched given SoFi's lack of similar features.
SoFi Invest® does not offer direct stock research, ETFs research, or mutual funds research—a significant limitation for users seeking well-rounded investment information. Additionally, the absence of ESG research and downloadable PDF reports for mutual funds and ETFs further limits SoFi's utility for investors looking to make data-driven decisions. Unlike J.P. Morgan, SoFi does not provide stock or bond screeners, leaving its clients unable to fully leverage market data to refine their trading strategies.
| 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 15 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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| 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 | $0.00 | |
| 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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