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.
J.P. Morgan Self-Directed Investing and SoFi Invest® both offer a robust set of investment options, yet they cater to slightly different investor needs. J.P. Morgan Self-Directed Investing holds the advantage with a four-star rating for its investment options, ranking #10 out of 18 brokers by StockBrokers.com. In comparison, SoFi Invest® receives three stars, landing at #16. Both platforms offer key investment opportunities, including stock trading, margin trading, fractional shares trading, OTC stocks, mutual funds, options trading, as well as traditional and Roth IRA accounts. Neither platform currently supports forex, futures, or crypto trading.
When evaluating their offerings, both brokers provide a fundamental suite of investment vehicles. Stock trading, margin trading, and options trading are available on both platforms, helping investors tailor strategies to their risk tolerance and investment goals. The availability of fractional shares trading on both platforms encourages participation from investors with varying budget sizes. Additionally, both support mutual funds and OTC stocks, providing a comprehensive selection for diversifying portfolios. Despite these similarities, neither offers forex or futures trading, and crypto trading remains absent from both portfolios.
Advisor services enhance investor confidence by offering professional insights, and both J.P. Morgan Self-Directed Investing and SoFi Invest® provide these services. Traditional and Roth IRA accounts are also available at both brokers, appealing to those focused on retirement planning. Ultimately, while both brokers offer a range of similar features, J.P. Morgan Self-Directed Investing's higher ranking and rating suggest it might be a preferable choice for investors seeking a slightly more comprehensive array of investment options.
| 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 2025, Best Futures Trading Platforms for 2025
When comparing J.P. Morgan Self-Directed Investing with SoFi Invest® in terms of trading platforms and tools, J.P. Morgan appears to have an edge. It offers a more comprehensive set of features, particularly in areas like charting options. Despite both platforms lacking downloadable versions for Windows and Mac, J.P. Morgan's browser-based platform outshines with its 36 technical indicators and 10 drawing tools, compared to the zero offerings from SoFi in these categories. This is reflected in their ratings and rankings, with J.P. Morgan receiving 3 stars and ranked 14th out of 18 by StockBrokers.com, while SoFi is rated at 2.5 stars and stands at 15th place.
Both J.P. Morgan Self-Directed Investing and SoFi Invest® facilitate browser-based trading platforms, yet differ in watch list functionalities, with J.P. Morgan offering substantially more columns—20 fields compared to SoFi's 3. While paper trading, trading journals, and functionalities like adjusting open orders on stock charts are absent from both platforms, J.P. Morgan allows users to add index overlays and display corporate events on charts, features that are missing entirely from SoFi. These distinctive features in J.P. Morgan’s platform allow for a more detailed analytical approach to trading, albeit with some limitations, such as the inability to set custom date ranges or show automated technical analysis.
For chart customization, J.P. Morgan again takes the lead, permitting users to create custom studies and edit SMA studies with three customization fields, a flexibility absent in SoFi's offerings. While neither platform provides paper trading or the capacity to save multiple chart profiles, J.P. Morgan’s capabilities make it a more appealing choice for those seeking a robust charting experience. Overall, J.P. Morgan Self-Directed Investing presents a marginally more advanced trading platform and tools compared to SoFi Invest®, making it better suited for users seeking more comprehensive analytical features.
| 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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|
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J.P. Morgan Self-Directed Investing and SoFi Invest® both provide comprehensive education services for beginners and seasoned investors, including offerings on stocks, ETFs, options, mutual funds, and bonds. While both platforms stand out with their educational resources and webinars, J.P. Morgan Self-Directed Investing has an edge thanks to its educational videos, a feature SoFi Invest® lacks. However, neither platform offers paper trading, quizzes, or the ability to track learning progress, essential tools that some investors might find beneficial for hands-on learning.
In terms of educational quality, both J.P. Morgan Self-Directed Investing and SoFi Invest® earn a commendable rating of 4.5 stars, reflecting their dedication to investor education. According to StockBrokers.com, J.P. Morgan Self-Directed Investing is ranked slightly higher at #6 out of 18 brokers, with SoFi Invest® close behind at #7. These rankings highlight their robust educational offerings, making both excellent choices for investors seeking to enhance their financial knowledge.
| 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 comparing stock trading app capabilities between J.P. Morgan Self-Directed Investing and SoFi Invest®, J.P. Morgan seems to have the upper hand. Garnering a rating of 4 stars compared to SoFi Invest®'s 3 stars, J.P. Morgan also ranks higher at 12th among 18 brokers, whereas SoFi stands at 16th. J.P. Morgan's offerings are more robust with features like mobile options trading, stock alerts, and the ability to create and customize watch lists, which SoFi Invest® lacks.
Both J.P. Morgan Self-Directed Investing and SoFi Invest® offer iPhone and Android apps, ensuring accessible mobile trading options. However, neither offers an Apple Watch app or mobile after-hours stock trading. Additionally, features like streaming quotes, streaming live TV, and videos on demand are absent from both platforms. While each provides the ability to view charts in multiple time frames, J.P. Morgan allows for landscape mode viewing and includes 36 technical studies in its app—a feature that SoFi Invest® does not have.
One of the main distinctions lies in the ability to tailor stock tracking. J.P. Morgan supports custom watch lists and column customization, whereas SoFi Invest® does not provide these capabilities. Furthermore, J.P. Morgan’s mobile app delivers enhanced charting options, even if it lacks the ability to display stock comparisons on charts, a limitation shared with SoFi Invest®. These combined elements suggest that J.P. Morgan Self-Directed Investing offers a more comprehensive toolset for investors seeking a mobile trading platform.
| 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 evaluating the cost-effectiveness of online brokers J.P. Morgan Self-Directed Investing and SoFi Invest®, investors will find key differences. J.P. Morgan Self-Directed Investing offers a $0 minimum deposit, perfect for those wanting to start without any upfront commitment, whereas SoFi Invest® requires a modest $5 minimum deposit. Both platforms provide free regular stock trades, but differ significantly in options trading fees: J.P. Morgan charges a fee of $0.65 per contract, while SoFi Invest® offers options trading with no charges. Furthermore, SoFi Invest® tends to have lower margin rates across various balance thresholds, though J.P. Morgan can be more economical for partial account transfers with no associated costs.
For margin traders, the distinctions are notable; J.P. Morgan Self-Directed Investing charges 13.25% for balances below $25,000, whereas SoFi Invest® is more attractive at 11.25% for the same range and consistently holds this rate for higher margin balances. Moreover, those considering closing an IRA should note that SoFi Invest® charges a lower IRA closure fee of $20, compared to J.P. Morgan’s $75 fee. Both platforms, however, charge no annual fees for IRA accounts, presenting a minimal cost for account maintenance.
In terms of transfer fees, J.P. Morgan also emerges as a better option for partial Account Transfers (ACAT), charging $0 compared to SoFi’s $100 fee, though SoFi's full transfer fee matches J.P. Morgan at $100. Additionally, J.P. Morgan offers free options exercise and assignment, presenting an advantage over SoFi Invest®, which charges $5 for each. These details highlight specific areas where costs can vary, influencing which platform may better fit individual financial needs based on trading habits and account management preferences.
| 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 2025
When it comes to day trading capabilities, both J.P. Morgan Self-Directed Investing and SoFi Invest® offer similar features, or perhaps lack thereof. Neither platform provides streaming time and sales for stocks, streaming live TV, direct market routing, ladder trading, or trading hotkeys for keyboard trade entry. Additionally, neither J.P. Morgan Self-Directed Investing nor SoFi Invest® offers level 2 quotes, making it challenging for day traders seeking in-depth market data.
For traders interested in backtesting and short selling tools, both platforms fall short as well. Neither J.P. Morgan Self-Directed Investing nor SoFi Invest® provides basic or advanced strategy backtesting, nor do they have a short locator tool for real-time availability of shares to short. Furthermore, order liquidity (maker/taker) rebates are not available on either platform. If you're considering these brokers for day trading, you might find their offerings quite limited compared to other market options.
| 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 the market research capabilities of J.P. Morgan Self-Directed Investing and SoFi Invest®, J.P. Morgan outshines SoFi by providing a comprehensive suite of research tools. With coverage spanning stocks, ETFs, mutual funds, Pink Sheets, OTCBB, and bonds, J.P. Morgan offers extensive insights to investors, as opposed to SoFi, which lacks these research offerings entirely. This depth is further evidenced in rankings from StockBrokers.com, which places J.P. Morgan at 8th out of 18 brokers. In contrast, SoFi ranks at the bottom for market research, holding the 18th spot.
J.P. Morgan Self-Directed Investing distinguishes itself by supporting investors with detailed portfolio allocation dashboards and a variety of screeners for stocks, ETFs, mutual funds, and bonds to generate trade ideas. Additionally, investors using J.P. Morgan can access two downloadable PDF research reports for stocks, a feature missing entirely from SoFi Invest®. While both platforms lack ESG research and sentiment data analysis from social media, J.P. Morgan's overall market research capability is rated higher at four stars compared to SoFi's two stars.
Furthermore, both J.P. Morgan Self-Directed Investing and SoFi Invest® allow investors to view portfolio allocation by asset class. However, the absence of downloadable PDF reports for ETFs and mutual funds on both platforms underscores a limitation. Despite these gaps, J.P. Morgan's array of research tools and resources provide a more robust foundation for informed investing than SoFi Invest®.
| 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 comprehensive range of financial services to cater to their customers' needs. Each provides access to checking and savings accounts, debit and credit cards, as well as mortgage loans. However, there is a key difference in their offerings: J.P. Morgan Self-Directed Investing notably provides Certificates of Deposit (CDs), whereas SoFi Invest® does not include CDs in its portfolio of financial products. This distinction may influence investors who are seeking a traditional saving mechanism alongside their investing activities.
| 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 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 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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| Review | J.P. Morgan Self-Directed Investing Review | SoFi Invest® Review |
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