Fidelity VS SoFi Invest

Let’s have a side-by-side comparison of Fidelity vs SoFi Invest to find out which one is better. This software comparison between Fidelity and SoFi Invest is based on genuine user reviews. Compare software prices, features, support, ease of use, and user reviews to make the best choice between these, and decide whether Fidelity or SoFi Invest fits your business.

Comparison

Add Product

Fidelity

4.3

Get Now

SoFi Invest

4.4

Get Now

Key Differences Between Fidelity and SoFi Invest for Brokerage & Investing

Service Breadth & Legacy: Fidelity is a long-standing full-service financial services firm offering brokerage, retirement accounts, wealth management, mutual funds, and advisory services. SoFi Invest is a newer fintech platform focusing on accessible, digital investing, connecting stock trading, robo investing, and related financial products in one app.
Commission & Trading Cost Structure: Both Fidelity and SoFi Invest offer commission-free trades for U.S. stocks and ETFs. SoFi also supports fractional share investing and access to IPOs under certain plans.
Investment Options & Tools: Fidelity provides a wide range of investment vehicles including mutual funds, bonds, international equities, options, IRAs, and in-house research and tools. SoFi offers trading in stocks, ETFs, options, fractional shares, and also offers a robo advisor option for automated portfolios.
Advanced Trading & Platforms: Fidelity gives users advanced order types, margin trading, screening and analytics tools, and dedicated platforms for active traders. SoFi’s platform is more streamlined and user-friendly, prioritizing ease of use over extremely advanced tools.
Cash Management & Account Features: Fidelity supports cash management accounts with features such as check writing, bill pay, and debit card access, plus options for FDIC sweep of idle cash. SoFi integrates investing with its broader banking and financial services ecosystem, sometimes offering incentives tied to direct deposit or membership plans.
Best Fit for User Profiles: Fidelity is ideal for investors who want depth, choice, research, and full financial services in one place. SoFi Invest is suited for newer or mobile-first investors seeking low barriers to entry, simplicity, and integrated financial product offerings.

Pricing

Price Plans

Price on Request

Get customise plan according to your business requirement

Get Now

Price on Request

Get customise plan according to your business requirement

Get Now

Free Trial
Lifetime Plan

Free Trial

Free Trial

Ratings

Overall ratings

4.3

25 Ratings & 20 Reviews

Features 4.4

Value for Money 4.2

Ease of Use 4.2

Customer Support 4.5

Likelihood to Recommend

See all Fidelity reviews

4.4

11 Ratings & 11 Reviews

Features 4.3

Value for Money 4.6

Ease of Use 4.1

Customer Support 4.5

Likelihood to Recommend

See all SoFi Invest reviews

Pros & Cons

Pros

Fidelity’s mutual fund selection (including zero-expense-ratio index funds) is...Read more - Dharmendra Kumar Nov 12, 2025

Many reviews highlight Fidelity’s strong customer-service reputation, reliabil...Read more - Yasir Osam Oct 28, 2025

SoFi teaches investing gently with beginner tools, community content, and automa...Read more - Junaid Edavachal Dec 01, 2025

SoFi Checking & Savings integrates directly with investing accounts for instant ...Read more - Tracy Steuckrath Sep 19, 2025

Cons

For ultra-short-term trading or futures, you might want a specialist broker. - Dharmendra Kumar Nov 12, 2025

Slow verification or hold issues in isolated cases. - Yasir Osam Oct 28, 2025

Investors who grow fast may outgrow SoFi’s research and analysis capabilities. - Junaid Edavachal Dec 01, 2025

Cash deposits are limited compared to traditional banks. - Tracy Steuckrath Sep 19, 2025

Reviews

Verified customer reviews

Fantastic for long-term investing and mutual funds

Dharmendra Kumar Nov 12, 2025

Customer service and reliability matter this checks the box

Yasir Osam Oct 28, 2025

See all Fidelity reviews

Perfect Starter Platform Before Moving to Advanced Broker

Junaid Edavachal Dec 01, 2025

Investing and Banking Together Simplified My Money Life

Tracy Steuckrath Sep 19, 2025

See all SoFi Invest reviews

Reviews with Video

Fidelity Brokerage Account Review | Pros & Cons

See all (1)

SoFi Invest Review: Do the features make it worth it?

See all (1)

Best Use for

Business Size:

Individual
2-50 Employees
51-250 Employees
250-500 Employees
500-1000 Employees
More than 1000+ Employees

Individual
2-50 Employees
51-250 Employees
250-500 Employees
500-1000 Employees
More than 1000+ Employees

Business Type:

Small Business
Startups
Medium Business
Enterprise
SMBs
SMEs
MSMBs
MSMEs
Freelancers
Individual

Small Business
Startups
Medium Business
Enterprise
SMBs
SMEs
MSMBs
MSMEs
Freelancers
Individual

Industries:

All Industries

All Industries

Features

Core Features

Portfolio Management
Market Data
Watchlist
Charting Tools
Order Control
Order Execution

Portfolio Management
Market Data
Watchlist
Charting Tools
Order Control
Order Execution

Order Execution

Limit Order
Market Order
Stop (Loss) Order
Stop Limit Orders
Trailing Stop Order

Limit Order
Market Order
Stop (Loss) Order
Stop Limit Orders
Trailing Stop Order

Research and Analysis

Technical Analysis
Fundamental Analysis
Pattern Recognition
Scanning Tools
Backtesting and Optimization
Smart drawing tools

Technical Analysis
Fundamental Analysis
Pattern Recognition
Scanning Tools
Backtesting and Optimization
Smart drawing tools

Trading Options

Mutual Funds
Paper Trading
Intraday Trading
Algorithm Trading
Options Trading
Futures Trading
Forex Trading
Crypto Trading
Automatic Trading
Margin Trading (MTF)

Mutual Funds
Paper Trading
Intraday Trading
Algorithm Trading
Options Trading
Futures Trading
Forex Trading
Crypto Trading
Automatic Trading
Margin Trading (MTF)

Reporting & Analytics

Dashboards
Automated Reports
Report Customization
P&L Report
Contract Note
Financial Transaction Report (CashLedger)

Dashboards
Automated Reports
Report Customization
P&L Report
Contract Note
Financial Transaction Report (CashLedger)

Account Management

Demat Account Creation
Platform Migration
Multi-Factor Authentication (MFA)
Customizable User Interface

Demat Account Creation
Platform Migration
Multi-Factor Authentication (MFA)
Customizable User Interface

Integrations

API Integration
Financial Tools Integration

API Integration
Financial Tools Integration

Alerts & Notification

Price Alert
Real Time Market Updates
News Alerts
Volume Alerts

Price Alert
Real Time Market Updates
News Alerts
Volume Alerts

Gallery

All Videos & Images

See all (3)

Specifications

Deployment

Web based
On Premises

Web based
On Premises

Device Supported

Desktop
Mobile
iPad
Tablet

Desktop
Mobile
iPad
Tablet

Supported Platforms

Windows
Mac OS
Android
iOS
Linux
Ubuntu

Windows
Mac OS
Android
iOS
Linux
Ubuntu

Languages support

English

English

Compliance Regulations:

COPPA
HIPAA
CCPA
CPRA
ECPA

COPPA
HIPAA
CCPA
CPRA
ECPA

Alternatives

Top Alternative Products

TradeZero

Lightspeed Trading

Webull

Interactive Brokers

See all Fidelity alternatives

TradeZero

Lightspeed Trading

Webull

Interactive Brokers

See all SoFi Invest alternatives

Fidelity vs SoFi Invest Comparison FAQs

Software questions,
answered

While Fidelity offers customized features, SoFi Invest has diverse modules. Select between Fidelity or SoFi Invest as per your business needs.

Both these products offer similar features but with a different approach. While Fidelity emphasizes on user experiences, SoFi Invest focuses on functionalities.

It all depends on the functionalities that you prefer. While Fidelity offers add-ons along with essential features, SoFi Invest emphasizes on customization.

No, the difference between Fidelity and SoFi Invest lies in terms of features and functionalities. While Fidelity can be customized as per the user’s needs, SoFi Invest addresses the diverse audience.

It depends upon your business requirement. Both Fidelity and SoFi Invest provides standard features to cater diverse industry needs.

The difference lies in terms of the user interface and functionalities. While Fidelity is customizable, Fidelity offers comprehensive modules.

A Quick Comparison Between Fidelity vs SoFi Invest

Choosing any software for your organisation is a crucial decision. As a decision maker, you must ensure that the software you choose addresses the pain points of your teams and reaps maximum benefit for you.

Comparison of Fidelity vs SoFi Invest In terms of Features
Comparison Between Fidelity and SoFi Invest In terms of Deployment Type
Fidelity or SoFi Invest: Which Is Ideal for Your Industry
Which Is Better? - Fidelity or SoFi Invest

Comparison of Fidelity vs SoFi Invest In terms of Features

Fidelity includes features like Portfolio Management, Scanning Tools, Backtesting and Optimization and Options Trading. SoFi Invest is known for functionalities like Portfolio Management, Stop (Loss) Order, Stop Limit Orders and Trailing Stop Order. When you compare Fidelity vs SoFi Invest, look for scalability, customization, ease of use, customer support and other key factors. The one which suits your business needs is the best.

Comparison Between Fidelity and SoFi Invest In terms of Deployment Type

While Fidelity supports Web Based deployment; SoFi Invest is suitable for Web Based deployment. While selecting between Fidelity and SoFi Invest, figure out which one of the two is compatible with your devices. This will help in reducing the hassle after implementation.

Fidelity or SoFi Invest: Which Is Ideal for Your Industry

Fidelity is ideal for industries like All Industries. For All Industries, SoFi Invest is a better choice. If you are confused between Fidelity or SoFi Invest, you can also check if the software has customizable modules for your industry. Industry-specific functionalities will ensure higher efficiency and ROI. However, do check for the hidden price, is any.

Which Is Better? - Fidelity or SoFi Invest

Fidelity and SoFi Invest can be used for different purposes and are well-suited for teams with specific needs. If you are looking for a platform that is easy to use, has low barriers to entry, and offers a lot of customization, flexibility, and integration options, then you must compare their specifications in detail at the time of demo. Compare Fidelity and SoFi Invest during demo to decide which one is best for your business.

Author: Techjockey Team

Fidelity VS SoFi Invest

Key Differences Between Fidelity and SoFi Invest for Brokerage & Investing

We provide the best software solution for your business needs

Fidelity vs SoFi Invest Comparison FAQs

Is Fidelity better than SoFi Invest?

Are Fidelity and SoFi Invest same?

Which is better Fidelity or SoFi Invest?

Is Fidelity the same as SoFi Invest?

Can Fidelity replace SoFi Invest?

What is the difference between Fidelity and SoFi Invest?

A Quick Comparison Between Fidelity vs SoFi Invest

Comparison of Fidelity vs SoFi Invest In terms of Features

Comparison Between Fidelity and SoFi Invest In terms of Deployment Type

Fidelity or SoFi Invest: Which Is Ideal for Your Industry

Which Is Better? - Fidelity or SoFi Invest

Fidelity VS SoFi Invest

Key Differences Between Fidelity and SoFi Invest for Brokerage & Investing

We provide the best software solution for your business needs

We've sent an OTP verification code to

Fidelity vs SoFi Invest Comparison FAQs

Is Fidelity better than SoFi Invest?

Are Fidelity and SoFi Invest same?

Which is better Fidelity or SoFi Invest?

Is Fidelity the same as SoFi Invest?

Can Fidelity replace SoFi Invest?

What is the difference between Fidelity and SoFi Invest?

A Quick Comparison Between Fidelity vs SoFi Invest

Comparison of Fidelity vs SoFi Invest In terms of Features

Comparison Between Fidelity and SoFi Invest In terms of Deployment Type

Fidelity or SoFi Invest: Which Is Ideal for Your Industry

Which Is Better? - Fidelity or SoFi Invest

We've sent an OTP verification
code to