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Stock Brokers 10 min2026-08-07

SoFi Invest vs M1 Finance: Which is Better for USA Investing?

By Tradivex Editorial Team
Editorial review: 2026-08-03 · General educational content

Fees, regulations, availability, market data and provider features can change. Verify current details with the relevant provider or regulator. This article is not financial advice.

sofi-investm1-financeusa-investingcomparison

SoFi Invest vs M1 Finance: Which is Better for USA Investing?


Overview


SoFi Invest and M1 Finance are two popular investment platforms for USA investors, but they serve different types of investors. SoFi Invest is a comprehensive financial platform with automated and active investing options, while M1 Finance focuses on automated portfolio management with its unique pie-based system.


SoFi Invest Features


SoFi Invest offers:

  • $0 commission trading on stocks and ETFs
  • Automated portfolios with 0.25% annual fee
  • Crypto trading capabilities
  • Retirement accounts (traditional and Roth IRA)
  • Fractional shares investing
  • No account minimums
  • Integration with other SoFi financial products

  • M1 Finance Features


    M1 Finance provides:

  • $0 commission trading on stocks and ETFs
  • Automated portfolio management with pie-based system
  • Portfolio borrowing with competitive margin rates
  • Automatic rebalancing and dividend reinvestment
  • No account minimums
  • $3 monthly platform fee (waived with $10,000+ assets or active loan)
  • Focus on long-term investing

  • Fee Comparison


    SoFi Invest:

  • Stock/ETF trading: $0 commission
  • Managed portfolios: 0.25% annual fee
  • Crypto trading: Separate fees apply
  • No account minimums

  • M1 Finance:

  • Stock/ETF trading: $0 commission
  • Platform fee: $3/month (waived with $10,000+ assets)
  • Portfolio borrowing: Variable rates
  • No account minimums

  • Best For


    SoFi Invest is better for:

  • Beginners who want both automated and active investing
  • Investors who want crypto trading
  • Users who prefer a comprehensive financial platform
  • Those seeking retirement account options

  • M1 Finance is better for:

  • Long-term investors focused on automated management
  • Investors who want portfolio borrowing
  • Users who prefer simple, hands-off investing
  • Those willing to pay for premium features

  • Conclusion


    Choose SoFi Invest if you want versatility and crypto access. Choose M1 Finance if you prefer automated portfolio management with borrowing options.