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Merrill Guided Investing vs SoFi

SoFi

9.0#1 in personal finance softwareFree plan
Free planAndroidiOSWebmacOS
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Merrill Guided Investing plans

  • Merrill Guided InvestingPriced on request
  • Merrill Guided Investing with an advisorPriced on request

SoFi plans

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

Pick Merrill Guided Investing 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.

Charts they share