Compare Financial Products Side by Side

Pick up to three listings from the directory, then weigh them against each other on the attributes that decide the choice — fees, minimums, features, regulation and ratings.

Add listings to compare

2 of 3 selected

Featured — quick add

What you're comparing

You have 2 listings in the compare tray: Citi Self Invest (Bank-affiliated broker) and Ally Invest (Bank-affiliated broker). Below, each row shows the attribute, what it measures, and which listing leads when the value can be ranked numerically.

Citi Self Invest

Bank-affiliated broker

Top ratedAlly Invest

Bank-affiliated broker

Rating 4.0 (80) 4.3 (160)
Min. deposit
(lower is better)
Cash needed to open an account — $0 at most US brokers today, higher at premium tiers.
$0$0
Trading fee
(lower is better)
Per-trade cost on stocks, ETFs and options — small per ticket, large over a year of activity.
$0 stocks/ETFs$0 stocks/ETFs · $0.50 options
Assets offered
What you can hold in the account — stocks, options, futures, crypto, bonds — limits future moves.
Stocks, ETFsStocks, ETFs, options, mutual funds, forex
Regulated by
Which regulators supervise the firm and which insurance scheme protects assets if it fails.
SEC, FINRA, SIPCSEC, FINRA, SIPC
RegulationSEC, FINRA, SIPCSEC, FINRA, SIPC
Pros
  • + Regulated US brokerage
  • + Wide product access
  • + No commissions on US-listed stocks and ETFs at most firms
  • + Regulated US brokerage
  • + Wide product access
  • + No commissions on US-listed stocks and ETFs at most firms
Cons
  • Cash sweep yields vary widely
  • Advanced trader features sit behind separate platforms
  • Customer service quality is uneven
  • Cash sweep yields vary widely
  • Advanced trader features sit behind separate platforms
  • Customer service quality is uneven
HeadquartersNew York, NY, United StatesSandy, UT, United States
Founded20212005
License
Experience levelAllAll
Visit

Bottom line

Across the attributes that can be ranked numerically: Citi Self Invest leads on min. deposit ($0); Citi Self Invest leads on trading fee ($0 stocks/ETFs). Use this as a starting point — your own situation (account type, deposit size, jurisdiction) decides which of those leads actually matters.

How to use this comparison

Side-by-side comparisons make trade-offs visible — but only if you compare on the dimensions that actually drive the decision. A 0.10% expense-ratio difference between two near-identical broad-market ETFs is real, but rarely the deciding factor for a $5,000 investment. A 5-year track record difference between two robo-advisors usually matters less than whether they support the account type you need.

Before you commit to one option, write down two or three deal-breakers. Maybe it's "must support a SEP IRA". Maybe it's "must have a no-fee checking account included". Filter against those first, then look at marginal differences.

Where possible, every numeric attribute in the table is sourced from the business's own disclosures or a regulator filing. We refresh claimed and verified listings on at least a quarterly cycle; unclaimed listings rely on our last editor review, and we mark the date so you can judge how recent the information is.

Frequently asked questions

Related MoneyMoodBoard guides