Written by StockBrokers.com
In this head to head comparison of Merrill Edge vs SoFi Invest®, we will compare the trading platforms, mobile apps, range of investments, costs, market research, and more. Let's dive in.
When it comes to the breadth of investment options available, both Merrill Edge and SoFi Invest® cater to a variety of investor needs, though Merrill Edge outshines SoFi Invest® overall. Merrill Edge boasts a 4.5-star rating for its range of investments from StockBrokers.com, ranking 7th out of 15 brokers, while SoFi Invest® holds a 3.5-star rating, placing 13th. This makes Merrill Edge a slightly more comprehensive choice for those seeking a wider array of investment products.
Merrill Edge and SoFi Invest® both offer essential stock and margin trading, ensuring that investors can engage in buying and selling stocks or utilize leverage for potentially greater returns. While both platforms provide access to mutual funds, options trading, and OTC stocks, SoFi Invest® has an edge over Merrill Edge in fractional shares trading, allowing investors to buy portions of stocks, making it easier for beginners to dip their toes without requiring large capital.
When looking at other investment options, both platforms refrain from engaging in forex and futures trading, and neither offers cryptocurrency trading, with zero coins available on both platforms. Additionally, each offers traditional IRA and Roth IRA accounts for tax-advantaged savings. For those seeking advisory services, both Merrill Edge and SoFi Invest® provide this support, allowing investors to seek guidance from financial professionals.
| Feature |
Merrill Edge
|
SoFi Invest®
|
|---|---|---|
| Stock Trading | Yes | Yes |
| Margin Trading | Yes | Yes |
| Fractional Shares | No | 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 |
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Dive deeper: Best Options Trading Platforms for 2025, Best Futures Trading Platforms for 2025
When evaluating online brokers like Merrill Edge and SoFi Invest® for trading platforms and tools, Merrill Edge stands out as a more sophisticated option. Rated 4 out of 5 stars and ranked #6 by StockBrokers.com, it offers a myriad of features intended to enhance the trading experience. In contrast, SoFi Invest® scores 1.5 stars and ranks last at #15, indicating a more basic set of features. For traders seeking advanced options, Merrill Edge clearly provides a wider range of tools and functionalities.
Both Merrill Edge and SoFi Invest® provide browser-based trading platforms, but neither offers a downloadable platform for Windows or Mac. Merrill Edge excels in customization and technical analysis, furnishing traders with 105 technical indicators, 23 drawing tools, and the ability to display various data on charts like corporate events and historical trades. SoFi Invest®, however, lacks these robust charting tools and customization options.
Merrill Edge also facilitates an efficient watch list experience with 285 available fields, far exceeding SoFi Invest®'s three. Additional features like adjustable open orders on stock charts, chart notes, and index overlays further distinguish Merrill Edge. Although both platforms do not offer paper trading or trading journals, Merrill Edge’s array of features, including saving multiple chart profiles and customizing SMA studies, provides a more comprehensive trading toolset compared to SoFi Invest®.
| Feature |
Merrill Edge
|
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 | 285 | 3 |
| Charting - Indicators / Studies | 105 | 0 |
| Charting - Drawing Tools | 23 | 0 |
| Platforms & Tools |
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Dive deeper: Best Online Brokerage Accounts for 2025, Best Paper Trading Platforms for 2025
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When it comes to educating beginner investors, both Merrill Edge and SoFi Invest® offer a comprehensive range of resources, including stock, ETF, options, mutual funds, and bonds education. Merrill Edge distinguishes itself with educational videos and quizzes, aiding a more interactive learning experience. On the other hand, SoFi Invest® is known for its engaging webinars which provide live learning experiences, although it lacks quizzes and videos. Despite both brokers not offering paper trading or the ability to track learning progress, the learning materials available can significantly aid beginners in navigating the complexities of investing.
Both Merrill Edge and SoFi Invest® have earned impressive education ratings of 4.5 stars out of five, suggesting that they are both excellent choices for educational content. Merrill Edge holds a slightly higher position, being ranked #5 in education by StockBrokers.com, while SoFi Invest® follows closely behind at #6. For new investors seeking educational support, these brokers offer quality resources, albeit with varied features that cater to different learning preferences. Choosing between the two may come down to personal preference for interactive content or live learning sessions depending on the individual's learning style.
| Feature |
Merrill Edge
|
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
Merrill Edge stands out significantly in comparison to SoFi Invest® in the realm of stock trading apps. It provides a wider array of features and user-friendly options that enhance the trading experience for both novice and experienced investors. Merrill Edge is rated 4.5 out of 5 stars for its stock trading app, outranking SoFi Invest®, which is rated 3.5 stars. In a ranking conducted by StockBrokers.com, Merrill Edge holds the 6th position among 15 brokers, whereas SoFi Invest® is placed at 15th, showcasing Merrill Edge's superior service offerings.
Both Merrill Edge and SoFi Invest® offer their trading apps on iPhone and Android devices. While neither platform extends its service to Apple Watch, they differ notably in trading functionalities. Merrill Edge supports mobile after-hours stock trading and options trading, features that SoFi Invest® lacks. Additionally, Merrill Edge provides streaming quotes and stock alerts, enhancing real-time decision-making for its users. In contrast, SoFi Invest® does not offer these capabilities, which might limit user engagement in dynamic market environments.
When it comes to charting capabilities, Merrill Edge further distinguishes itself with the ability to view charts in landscape mode and offering multiple time frames. It supports 34 technical studies for in-depth analysis, along with stock comparisons on charts. SoFi Invest®, while allowing users to view multiple time frames, provides no technical studies or stock comparison features. The absence of such tools and the inability to create custom watch lists place SoFi Invest® at a disadvantage for users seeking detailed market analysis and personalized tracking.
| Feature |
Merrill Edge
|
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 | 34 | 0 |
| Mobile Trading Apps |
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Dive deeper: Best Stock Trading Apps for 2025
When deciding between Merrill Edge and SoFi Invest® for online brokerage services, understanding their fee structures can be vital. Both platforms offer commission-free stock trading and require no minimum deposit to get started. However, a deeper dive into their fees for other services reveals some differences. For example, SoFi Invest® stands out by charging no fees on options contracts, while Merrill Edge charges $0.65 per contract. Meanwhile, Merrill Edge offers a potential advantage with zero fees for a variety of account transfers, unlike SoFi Invest®, which applies a $100 fee for both partial and full account transfers. These distinctions can help investors identify which platform aligns best with their trading priorities.
When it comes to margin lending, SoFi Invest® implements a consistent 11.25% interest rate across different balance tiers. On the other hand, Merrill Edge offers variable rates on margin balances, which may fluctuate and thus need careful consideration from potential investors. For those keen on retirement savings, it's noteworthy that both platforms waive IRA annual fees, but the costs differ when closing an IRA; Merrill Edge charges $49.95, whereas SoFi Invest® charges $20.00.
As for options-related fees, Merrill Edge doesn’t charge for options exercise and assignment, providing potential savings for active options traders. SoFi Invest®, however, charges a $5.00 fee for both options exercise and assignment. In summary, while both Merrill Edge and SoFi Invest® present beneficial no-cost trading on stocks, each platform diverges on particular fees, highlighting the need for investors to evaluate their unique financial strategies and preferences to determine which service offers the best overall value.
| Feature |
Merrill Edge
|
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 | $49.95 | $20.00 |
Dive deeper: Best Free Trading Platforms for 2025
When comparing Merrill Edge and SoFi Invest® for day trading, there's a distinct difference in the tools available for traders. Merrill Edge offers key features like streaming time and sales for stocks, and access to level 2 quotes, which can provide traders with a clearer picture of market dynamics and stock pricing. Additionally, users at Merrill Edge benefit from basic strategy backtesting, allowing them to test their trading approaches before putting them into action. These features cater to traders who are interested in analyzing detailed market data and testing their trading strategies.
On the other hand, SoFi Invest® lacks several features that could be beneficial for day trading, such as streaming time and sales for stocks, level 2 quotes, and any type of strategy backtesting, whether basic or advanced. Both Merrill Edge and SoFi Invest® share some limitations, such as the unavailability of direct market routing, ladder trading, trading hotkeys, and more advanced trading tools like a short locator tool or order liquidity rebates. For day traders who prioritize in-depth market analysis and strategy testing, Merrill Edge may offer a more suitable choice over SoFi Invest®. However, for those who are content with a more simplified trading environment, SoFi Invest® remains an accessible option.
| Feature |
Merrill Edge
|
SoFi Invest®
|
|---|---|---|
| Streaming Time & Sales | Yes | No |
| Streaming TV | No | No |
| Direct Market Routing - Stocks | No | No |
| Level 2 Quotes - Stocks | Yes | No |
| Trade Ideas - Backtesting | Yes | No |
| Trade Ideas - Backtesting Adv | No | No |
| Short Locator | No | No |
Dive deeper: Best Day Trading Platforms for 2025
When it comes to market research capabilities, Merrill Edge significantly outshines SoFi Invest®. Merrill Edge provides extensive research options, including stocks, ETFs, mutual funds, pink sheets/OTCBB, and bonds, each complete with downloadable PDF reports. SoFi Invest®, meanwhile, doesn’t offer any specific stock, ETF, mutual fund, or bond research. This disparity is reflected in their ratings, with Merrill Edge receiving a commendable 5-star rating for market research compared to SoFi’s meager 0.5-star rating. In a ranking of 15 brokers, Merrill Edge stands strong at #5, whereas SoFi Invest® lags behind at #15.
Merrill Edge delivers a comprehensive suite of research tools for investors, featuring stock, ETF, and mutual fund screeners for generating trade ideas. In addition, it provides environmental, social, and governance (ESG) research, which can be crucial for socially-conscious investors. While both platforms allow users to view portfolio allocation by asset class, Merrill Edge’s comprehensive offering gives investors a fuller picture for making informed decisions. SoFi Invest® lacks these advanced research functionalities altogether.
For those seeking detailed market insights and trade opportunities, Merrill Edge is a clear frontrunner. Its broad spectrum of available research, combined with useful screeners and in-depth reports, provides investors with the resources needed to stay ahead in the market. Conversely, SoFi Invest®’s lack of these critical research tools makes it less suitable for investors who prioritize data-driven decision-making. Overall, Merrill Edge presents a more valuable and encompassing research solution for investors at any level.
| Feature |
Merrill Edge
|
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 |
|
|
Merrill Edge and SoFi Invest® both offer a range of banking services that include checking and savings accounts, debit and credit cards, and mortgage loans, providing a one-stop solution for various financial needs. However, a key difference between the two lies in their offerings of Certificates of Deposit (CDs). While Merrill Edge provides CD options, SoFi Invest® does not. This distinction might be important for investors looking to diversify with CD investments. Both platforms present comprehensive banking capabilities, making them suitable options depending on personal preferences and specific financial goals.
| Feature |
Merrill Edge
|
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 Merrill Edge is better than SoFi Invest®. Merrill Edge finished with an overall score of 92.7%, while SoFi Invest® finished with a score of 64.6%.
Merrill Edge and its parent, Bank of America, make for a well-rounded offering, with $0 trades, robust research, reliable customer service; and its Stock Stories and Fund Stories are an industry standout. There are some gaps in investment offerings, including crypto and futures.
While neither Merrill Edge nor SoFi Invest® offers crypto trading options, both platforms provide a wide array of investment opportunities and resources, catering to different financial needs and preferences despite their lack of cryptocurrency offerings.
Dive deeper: Best Online Brokers for Crypto Trading in 2025
Both Merrill Edge and SoFi Invest® offer traditional and Roth IRA accounts with no annual fees, but Merrill Edge charges a $49.95 closure fee compared to SoFi Invest®'s $20.00 fee.
Dive deeper: Best IRA Accounts for 2025
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| Review | Merrill Edge Review | SoFi Invest® Review |
| Broker Screenshots | Merrill Edge | SoFi Invest® | |
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| Trading Fees | Merrill Edge | SoFi Invest® | |
|---|---|---|---|
| Minimum Deposit | $0.00 | $0.00 | |
| Stock Trades | $0.00 | $0.00 | |
| Penny Stock Fees (OTC) | N/A | N/A | |
| Mutual Fund Trade Fee | Varies | $0 | |
| Options (Per Contract) | $0.65 | $0.00 | |
| Futures (Per Contract) | (Not offered) | $0.00 | |
| Broker Assisted Trade Fee | $29.95 | N/A |
| Margin Rates | Merrill Edge | SoFi Invest® | |
|---|---|---|---|
| Margin Rate Under $25,000 | Varies | 11.25% | |
| Margin Rate $25,000 to $49,999.99 | Varies | 11.25% | |
| Margin Rate $50,000 to $99,999.99 | Varies | 11.25% | |
| Margin Rate $100,000 to $249,999.99 | Varies | 11.25% | |
| Margin Rate $250,000 to $499,999.99 | Varies | 11.25% | |
| Margin Rate $500,000 to $999,999.99 | Varies | 11.25% | |
| Margin Rate Above $1,000,000 | Varies | 11.25% |
| Account Fees | Merrill Edge | SoFi Invest® | |
|---|---|---|---|
| IRA Annual Fee | $0.00 | $0.00 | |
| IRA Closure Fee | $49.95 | $20.00 | |
| Account Transfer Out (Partial) | $0.00 | $100.00 | |
| Account Transfer Out (Full) | $0.00 | $100.00 | |
| Options Exercise Fee | $0.00 | $5.00 | |
| Options Assignment Fee | $0.00 | $5.00 |
| Investment Options | Merrill Edge | SoFi Invest® | |
|---|---|---|---|
| Stock Trading | Yes | Yes | |
| Margin Trading | Yes | Yes | |
| Fractional Shares | No | Yes | |
| OTC Stocks | Yes | Yes | |
| Options Trading | Yes | Yes | |
| Complex Options Max Legs | 4 | 0 | |
| Futures Trading | No | No | |
| Forex Trading | No | No | |
| Crypto Trading | No | No | |
| Crypto Trading - Total Coins | 0 | 0 | |
| Mutual Funds (No Load) | 2952 | 0 | |
| Mutual Funds (Total) | 3466 | 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 | Merrill Edge | SoFi Invest® | |
|---|---|---|---|
| Order Type - Market | Yes | Yes | |
| Order Type - Limit | Yes | Yes | |
| Order Type - After Hours | Yes | Yes | |
| Order Type - Stop | Yes | No | |
| Order Type - Trailing Stop | Yes | No | |
| Order Type - OCO | No | No | |
| Order Type - OTO | No | No | |
| Order Type - Broker Assisted | Yes | No |
| Beginners | Merrill Edge | SoFi Invest® | |
|---|---|---|---|
| Education (Stocks) | Yes | Yes | |
| Education (ETFs) | Yes | Yes | |
| Education (Options) | Yes | Yes | |
| Education (Mutual Funds) | Yes | Yes | |
| Education (Bonds) | Yes | Yes | |
| Education (Retirement) | Yes | Yes | |
| Retirement Calculator | Yes | No | |
| Investor Dictionary | Yes | Yes | |
| Paper Trading | No | No | |
| Videos | Yes | No | |
| Webinars | Yes | Yes | |
| Webinars (Archived) | Yes | Yes | |
| Progress Tracking | No | No | |
| Interactive Learning - Quizzes | Yes | No |
| Stock Trading Apps | Merrill Edge | SoFi Invest® | |
|---|---|---|---|
| iPhone App | Yes | Yes | |
| Android App | Yes | Yes | |
| Apple Watch App | No | No | |
| Trading - Stocks | Yes | Yes | |
| Trading - After-Hours | Yes | Yes | |
| Trading - Simple Options | Yes | No | |
| Trading - Complex Options | Yes | No | |
| Order Ticket RT Quotes | Yes | Yes | |
| Order Ticket SRT Quotes | No | No |
| Stock App Features | Merrill Edge | 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) | Yes | No | |
| Watch Lists - Create & Manage | Yes | No | |
| Watch Lists - Column Customization | No | No |
| Stock App Charting | Merrill Edge | SoFi Invest® | |
|---|---|---|---|
| Charting - After-Hours | No | No | |
| Charting - Can Turn Horizontally | Yes | No | |
| Charting - Multiple Time Frames | Yes | Yes | |
| Charting - Technical Studies | 34 | 0 | |
| Charting - Study Customizations | Yes | No | |
| Charting - Stock Comparisons | Yes | No |
| Trading Platforms | Merrill Edge | SoFi Invest® | |
|---|---|---|---|
| Active Trading Platform | Merrill Edge Market Pro | 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 | 285 | 3 |
| Stock Chart Features | Merrill Edge | SoFi Invest® | |
|---|---|---|---|
| Charting - Adjust Trades on Chart | Yes | No | |
| Charting - Indicators / Studies | 105 | 0 | |
| Charting - Drawing Tools | 23 | 0 | |
| Charting - Notes | Yes | No | |
| Charting - Index Overlays | Yes | No | |
| Charting - Historical Trades | Yes | No | |
| Charting - Corporate Events | Yes | No | |
| Charting - Custom Date Range | Yes | No | |
| Charting - Custom Time Bars | Yes | No | |
| Charting - Automated Analysis | Yes | No | |
| Charting - Save Profiles | Yes | No | |
| Trade Ideas - Technical Analysis | Yes | No | |
| Charting - Study Customizations | 8 | 0 | |
| Charting - Custom Studies | No | No |
| Day Trading | Merrill Edge | SoFi Invest® | |
|---|---|---|---|
| Streaming Time & Sales | Yes | No | |
| Streaming TV | No | No | |
| Direct Market Routing - Stocks | No | No | |
| Ladder Trading | No | No | |
| Trade Hotkeys | No | No | |
| Level 2 Quotes - Stocks | Yes | No | |
| Trade Ideas - Backtesting | Yes | No | |
| Trade Ideas - Backtesting Adv | No | No | |
| Short Locator | No | No | |
| Order Liquidity Rebates | No | No |
| Research Overview | Merrill Edge | 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 | Merrill Edge | SoFi Invest® | |
|---|---|---|---|
| Stock Research - PDF Reports | 3 | 0 | |
| Stock Research - Earnings | Yes | No | |
| Stock Research - Insiders | Yes | No | |
| Stock Research - Social | No | No | |
| Stock Research - News | Yes | Yes | |
| Stock Research - ESG | Yes | No | |
| Stock Research - SEC Filings | Yes | No |
| ETF Research | Merrill Edge | SoFi Invest® | |
|---|---|---|---|
| ETFs - Strategy Overview | Yes | Yes | |
| ETF Fund Facts - Inception Date | Yes | No | |
| ETF Fund Facts - Expense Ratio | Yes | Yes | |
| ETF Fund Facts - Net Assets | Yes | No | |
| ETF Fund Facts - Total Holdings | Yes | No | |
| ETFs - Top 10 Holdings | Yes | Yes | |
| ETFs - Sector Exposure | Yes | No | |
| ETFs - Risk Analysis | Yes | No | |
| ETFs - Ratings | Yes | No | |
| ETFs - Morningstar StyleMap | Yes | No | |
| ETFs - PDF Reports | Yes | No |
| Mutual Fund Research | Merrill Edge | SoFi Invest® | |
|---|---|---|---|
| Mutual Funds - Strategy Overview | Yes | No | |
| Mutual Funds - Performance Chart | Yes | No | |
| Mutual Funds - Performance Analysis | Yes | No | |
| Mutual Funds - Prospectus | Yes | No | |
| Mutual Funds - 3rd Party Ratings | Yes | No | |
| Mutual Funds - Fees Breakdown | Yes | No | |
| Mutual Funds - Top 10 Holdings | Yes | No | |
| Mutual Funds - Asset Allocation | Yes | No | |
| Mutual Funds - Sector Allocation | Yes | No | |
| Mutual Funds - Country Allocation | Yes | No | |
| Mutual Funds - StyleMap | Yes | No |
| Options Trading | Merrill Edge | SoFi Invest® | |
|---|---|---|---|
| Option Chains - Basic View | Yes | Yes | |
| Option Chains - Strategy View | Yes | No | |
| Option Chains - Streaming | Yes | No | |
| Option Chains - Total Columns | 68 | 0 | |
| Option Chains - Greeks | 5 | 0 | |
| Option Chains - Quick Analysis | Yes | No | |
| Option Analysis - P&L Charts | Yes | No | |
| Option Probability Analysis | Yes | No | |
| Option Probability Analysis Adv | No | No | |
| Option Positions - Greeks | Yes | No | |
| Option Positions - Greeks Streaming | Yes | No | |
| Option Positions - Adv Analysis | Yes | No | |
| Option Positions - Rolling | Yes | No | |
| Option Positions - Grouping | Yes | No |
| Banking | Merrill Edge | 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 | Merrill Edge | SoFi Invest® | |
|---|---|---|---|
| Phone Support (Prospect Customers) | Yes | Yes | |
| Phone Support (Current Customers) | Yes | Yes | |
| Email Support | No | No | |
| Live Chat (Prospect Customers) | Yes | Yes | |
| Live Chat (Current Customers) | Yes | Yes | |
| 24/7 Support | Yes | No |
| Overall | Merrill Edge | SoFi Invest® | |
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| Winner | check_circle | ||
| Review | Merrill Edge Review | SoFi Invest® Review |
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