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SoFi Invest vs Betterment

SoFi Invest is a commission-free stock trading app for beginners new to investing. How does it compare to Betterment? Read our comparison chart below.

 SoFi Invest
 Learn MoreLearn More
 

SoFi Invest

Betterment

SPECIAL OFFER
Active Investing with SoFi - Learn More

Read SoFi Invest Review

SPECIAL OFFER
Get up to 1 Year Managed Free - Learn More

Read Betterment Review

 

Benefits and Features

Savings 
Check
Stock Trading
$0
 
Annual Fee
None
  • 0.25% for accounts under $100,000
  • 0.40% for accounts $100,000+
Minimum Deposit
$0
$0
Checking 
No-Fee Checking
Commission Free ETFsAll U.S. listed ETFs 
Phone Support
Check
Yes
Live Chat Support
Check
No
Email Support 
Yes
Human Advisors 
Yes ($100k minimum)
Robo Advisor 
Check
Assets Under Management 
$14 Billion
Tax Loss Harvesting 
Yes
Goal Tracker 
Yes
Automatic Deposits 
Yes
Customer Service
  • Monday to Thursday from 5am to 7pm Pacific
  • Friday to Sunday from 5am to 5pm Pacific
 
Maintenance Fee
$0
 
Online Platform 
Yes
iPhone App 
Yes
Android App 
Yes
Mobile App 
Yes
Single Stock Diversification 
No
Fractional Shares 
Yes
Taxable Accounts 
Yes
401k Plans 
Yes
IRA Accounts 
Yes
Roth IRA Accounts 
Yes
SEP IRA Accounts 
Yes
Trust Accounts 
Yes
529 Plans 
No
 

CreditDonkey® Reviews

 SoFi Invest
Minimum DepositStarStarStarStarStarStarStarStarStarStar
PriceStarStarStarStarHalf Star
Customer ServiceStarStarStarEmpty StarEmpty StarStarStarStarStarEmpty Star
Annual FeeStarStarStarStarHalf Star
Human AdvisorsStarStarStarEmpty StarEmpty Star
Pros & ConsPros:
  • Commission-free trades
  • $0 account minimum
  • No management fees
Cons:
  • No tax loss harvesting
  • Limited customer service
  • No options trading, mutual funds, or bonds
Pros:
  • No minimum investment
  • Customized portfolios
  • Automatically invest extra funds
Cons:
  • Limited investment options
  • High fees for large investors
Bottom LineCommission-free stock trading app for beginners new to investing... Read full reviewGreat robo-advisor for beginners with low fees, good tools, and tax strategies... Read full review
 Learn MoreLearn More

Active Investing with SoFi

Blank fields may indicate the information is not available, not applicable, or not known to CreditDonkey. Please visit the product website for details.

Betterment: Pricing information from published website as of 04/04/2018

Which is Better: SoFi Invest or Betterment?

In short: Betterment's customer service is noteworthy.


Articles on SoFi Invest

SoFi Invest Review

Do you want the commission-free trades but need a little more guidance? Then SoFi Invest might be just what you need.

Articles on Betterment

Betterment Reviews

Betterment offers low fees and good returns. But there are risks you should NOT ignore. Read this review to see if Betterment is better.

Betterment Fees

Betterment offers no minimum deposit and good returns. But are the fees worth it? Read on to learn about this robo-advisor's costs.

Is Betterment Safe

Betterment offers low fees, no minimum balance and good returns. But is it a good idea? Find out if it's safe to invest your money with this robo-advisor.

Is Betterment Worth The Fee

Betterment will manage your investments, but they charge a fee. Is Betterment worth the fee? Read on to answer all your questions.

Betterment Roth IRA

Is Betterment a good way to invest for retirement? What about the fees and withdrawals? Read on to learn how Betterment's Roth IRA account works.

Betterment vs Wealthfront

Betterment and Wealthfront are two of the oldest and most popular robo-advisors. Is there a difference? Which is better for you? Read on to find out.

Which Do You Think is Best?





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About CreditDonkey
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Editorial Note: Any opinions, analyses, reviews or recommendations expressed on this page are those of the author's alone, and have not been reviewed, approved or otherwise endorsed by any card issuer.

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