Tool Comparison
Fidelity (Fidelity Brokerage Services LLC) vs SoFi Invest
- Paid from
- —
- Free plan
- No
- Platforms
- Web, Mobile, Desktop
Best if
- Delayed quotes won't cut it; you need real-time data
- You want advanced order types, smart/direct routing, and order book / level II.
- You've outgrown the basics and want pro-level depth
- Paid from
- —
- Free plan
- No
- Platforms
- Web, Mobile
Best if
- You want downloadable tax reports.
Start here
Fidelity (Fidelity Brokerage Services LLC)
Transaction-priced · Fees vary by offer and jurisdiction · Web · Mobile · Desktop
- Delayed quotes won't cut it; you need real-time data
- You want advanced order types, smart/direct routing, and order book / level II.
- You've outgrown the basics and want pro-level depth
Pick SoFi Invest instead if
SoFi Invest
Transaction-priced · Fees vary by offer and jurisdiction · Web · Mobile
- You want downloadable tax reports.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Fidelity (Fidelity Brokerage Services LLC) and SoFi Invest cover a lot of the same ground (4 shared categories, including brokerage, portfolio, and watchlist), so for the basics you won't go far wrong with either. Fidelity (Fidelity Brokerage Services LLC) simply does more: 9 categories to SoFi Invest's 5, including advanced order types, smart/direct routing, and order book / level II. SoFi Invest counters by keeping things simpler.
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Key differences at a glance
- Real-time data
- Fidelity (Fidelity Brokerage Services LLC)
- Broader coverage
- Fidelity (Fidelity Brokerage Services LLC)9 vs 5 categories
- Desktop app
- Fidelity (Fidelity Brokerage Services LLC)
- Global coverage
- Fidelity (Fidelity Brokerage Services LLC)
- Asset coverage
- Fidelity (Fidelity Brokerage Services LLC)Adds bonds and cryptos
What Fidelity (Fidelity Brokerage Services LLC) does best
- Direct access to a Fidelity brokerage account for U.S. stocks, ETFs, options, bonds, mutual funds, fractional shares, and eligible crypto rather than using a standalone market-data website.
- Online U.S. stock and most ETF trades have no Fidelity commission.
- Trading access for options with a $0 online base commission plus $0.65 per contract, with eligibility, margin, and options-approval requirements where applicable.
- Fidelity Trader+ provides real-time quotes, Level II data, charting, alerts, and trading across web, desktop, and mobile.
- Place advanced conditional orders such as Contingent, Multi-Contingent, OCO, OTO, and OTOCO from Fidelity.com or Active Trader Pro.
What SoFi Invest does best
- Online U.S. stock, ETF, and listed-options trading with $0 stated commissions.
- More than 4,000 eligible stock and ETF fractions starting at $5.
- Individual, joint, community-property, tenancy-by-entirety, and eligible IRA registrations.
- Mutual funds, interval funds and tender-offer funds with product-specific transaction costs.
- Recurring deposits, portfolio monitoring and watchlists in the SoFi app.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Transaction-priced · Fees vary by offer and jurisdiction | Transaction-priced · Fees vary by offer and jurisdiction |
Free tier | No | No |
Free trial | — | — |
Plan limits | 4 limits: Options: contract fee: $0.65 per contract, Secondary Bonds and CDs: online fee: $1 per bond or CD +2 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | No | — |
Integrations | Quicken and QuickBooks | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate |
Best for | — | — |
Categories covered | 9 | 5 |
Regions | North America, Europe, APAC | North America |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Streaming and Real-time, Granularity: Tick and EOD +1 more | — |
Capabilities | 3 signals: Multi-leg options, Greeks +1 more | — |
| Try it | Visit Fidelity (Fidelity Brokerage Services LLC) | Visit SoFi Invest |
Standout features
The best features of Fidelity (Fidelity Brokerage Services LLC) and SoFi Invest.ShowHide
Standout features
What Fidelity (Fidelity Brokerage Services LLC) does best
- Direct access to a Fidelity brokerage account for U.S. stocks, ETFs, options, bonds, mutual funds, fractional shares, and eligible crypto rather than using a standalone market-data website.
- Online U.S. stock and most ETF trades have no Fidelity commission.
- Trading access for options with a $0 online base commission plus $0.65 per contract, with eligibility, margin, and options-approval requirements where applicable.
- Fidelity Trader+ provides real-time quotes, Level II data, charting, alerts, and trading across web, desktop, and mobile.
- Place advanced conditional orders such as Contingent, Multi-Contingent, OCO, OTO, and OTOCO from Fidelity.com or Active Trader Pro.
What SoFi Invest does best
- Online U.S. stock, ETF, and listed-options trading with $0 stated commissions.
- More than 4,000 eligible stock and ETF fractions starting at $5.
- Individual, joint, community-property, tenancy-by-entirety, and eligible IRA registrations.
- Mutual funds, interval funds and tender-offer funds with product-specific transaction costs.
- Recurring deposits, portfolio monitoring and watchlists in the SoFi app.
All details
Every attribute we track for Fidelity (Fidelity Brokerage Services LLC) and SoFi Invest.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsOptionsBondsMutual FundsCryptos | StocksETFsOptionsMutual Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediate |
Regions | North AmericaEuropeAPAC | North America |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | StreamingReal-time | Not specified |
Data granularity | TickEOD | Not specified |
| Access & integrations | ||
Integrations | QuickenQuickBooks | Not specified |
Export formats | CSVExcelPDF | CSVPDF |
| Plans & trust | ||
Capability signals | Multi-leg optionsGreeksTax lots | Not specified |
Vendor & support | Fidelity Investments (FMR LLC) / Fidelity Brokerage Services LLCCountry: USFounded 1946Support: Chat and Phone | SoFi Securities LLCCountry: United StatesSupport: Phone and Chat |
Curation ratings | Methodology 4/5Reliability 5/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Brokerage Account” | — |
Questions we keep getting
What's the difference between Fidelity (Fidelity Brokerage Services LLC) and SoFi Invest?
Fidelity (Fidelity Brokerage Services LLC) leans toward brokerage, portfolio, and watchlist, while SoFi Invest puts more weight on brokerage, portfolio, and watchlist. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Fidelity (Fidelity Brokerage Services LLC) and SoFi Invest cost?
Neither has a free plan; you'll need a paid subscription for the full feature set of either. Check each tool's current plan details before buying.
Which is better for beginners: Fidelity (Fidelity Brokerage Services LLC) or SoFi Invest?
Honestly, neither is aimed at beginners. Expect a learning curve either way; that's the trade-off for the depth they offer.
Should I choose Fidelity (Fidelity Brokerage Services LLC) or SoFi Invest?
It depends on what you're after. Pick Fidelity (Fidelity Brokerage Services LLC) if advanced order types and smart/direct routing matter to you; go with SoFi Invest if you'd rather have downloadable tax reports. And if you only need the basics both share, let price decide.
What asset classes do Fidelity (Fidelity Brokerage Services LLC) and SoFi Invest cover?
Both cover stocks, ETFs, options, and mutual funds. Fidelity (Fidelity Brokerage Services LLC) also handles bonds and cryptos.
Does Fidelity (Fidelity Brokerage Services LLC) or SoFi Invest have real-time data?
Fidelity (Fidelity Brokerage Services LLC) offers real-time data, which matters if you trade actively. SoFi Invest runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Which covers international markets: Fidelity (Fidelity Brokerage Services LLC) or SoFi Invest?
Fidelity (Fidelity Brokerage Services LLC) has documented international coverage (North America, Europe, and APAC), so it's the safer bet if you hold non-US stocks. SoFi Invest is more region-specific, mainly North America.
Can I export data from Fidelity (Fidelity Brokerage Services LLC) and SoFi Invest?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can I track my portfolio with Fidelity (Fidelity Brokerage Services LLC) or SoFi Invest?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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