BMO SmartFolio vs SoFi

BMO SmartFolio plans

• SmartFolio advisory feePriced on request

SoFi plans

• SoFi Coach / RelayPriced on request
• SoFi Coach / Relay—
• SoFi Checking and SavingsFree
• SoFi Plus$10 a month
• SoFi CoachFree

Pick BMO SmartFolio if…

You want what its maker publishes above — check its page for the details.

Pick SoFi if…

SoFi suits people looking for banking, investing, and financial tracking tools in one platform. SoFi Coach is available at no charge to members who use its banking, borrowing, or investing services.