Citi Self Invest vs Fidelity

Citi Self Invest vs Fidelity Comparison Table 2024
Citi Self Invest Fidelity
3

Citi Self Invest is #35 in our broker rankings.

3.5

Fidelity is #35 in our broker rankings.

United States Flag Traders from US accepted
United States Flag Traders from US accepted

Citi Self Invest is a personal investment account provider that was set up in 2021 from within Citigroup Inc's personal wealth management umbrella. The company is dedicated to providing retail traders with simple, effective tools and facilities to achieve long-term financial goals through investments in the financial markets. Citi Self Invest is regulated by the SEC.

Fidelity is a popular financial services firm that provides investment accounts and pensions with access to thousands of stocks, ETFs and mutual funds to clients based in the US, Europe and Asia. Fees vary by asset and account country, but are generally competitive, with zero-commission trading available on US stocks.

Bonus Offer
None
Comment by Reviewer
"We think Citi Self Invest is great for anyone looking to make long term investments for large-scale capital growth or passive income generation." "Fidelity is a great match for long-term investors who want an affordable platform to build their pension or investment portfolios. The SEC and FCA oversight are also good signs that the brokerage is regulated and trustworthy."
Pros
  • Easy to manage, move and transfer funds between Citi banking accounts
  • No minimum balance requirement for the Self Invest profile
  • Regulated by SEC with SIPC membership
  • Self invest or managed account options
  • Commission-free trading available
  • New investment account bonuses
  • Simple and sleek mobile app
  • ESG investing solutions
  • In-built Learning Center
  • Excellent list of stocks and funds to choose from
  • Very competitive pricing compared to largest rivals
  • Good list of account types to suit various types of investor
  • Uninvested cash is automatically put into a money market fund
  • Trusted global brand with strong regulation from SEC & FCA
  • Tax-efficient vehicles are available including ISAs
Cons
  • Deposits and withdrawals via bank wire transfer only
  • No forex, futures, or crypto trading instruments
  • Leveraged trading not available
  • No demo account
  • US clients only
  • No forex or CFD trading
  • There is no demo account
  • Less suitable for short-term day trading
  • Presentation of data is overly complicated
  • No trading platform for non-US clients
  • The $1000 minimum deposit for international clients is high
Awards
  • Boring Money Best Buy 2021 – Pension
  • Boring Money Best for Beginners Pension 2021
  • Boring Money Best for Beginners ISA 2021
  • Boring Money Best for Low - Cost Pension 2021
  • Online Personal Wealth Awards - Best Retirement Adviser 2021
  • Shares Awards 2020 - Best Execution-Only Stockbroker of the Year
Instruments
Stocks, ETFs, Mutual Funds, Bonds ETFs, Mutual Funds, ISAs, Pensions, Stocks, Indices
Demo Account
No No
Minimum Deposit
$0 $0
Trading Platforms
  • Own
  • Own
Payment Methods
Minimum Trade
$1 £25
Regulator
SEC FCA, SEC
Margin Trading
Yes No
Margin Rate
8.5%+
STP Account
No No
ECN Account
No No
DMA Account
No No
MAM Account
No No
PAMM Account
No No
LAMM Account
No No
Demat Account
No No
AI / Machine Learning
No No
Robo Advisor
Yes Yes
Negative Balance Protection
No No
Market Maker
No No
P2P Trading
No No
Spot Trading
No No
Mobile Apps
iOS & Android Fil Mobile App
Auto Trading
Yes
Copy Trading
No No
Social Trading
No No
Trade Signals
None
VPS Hosting
No No
Tournaments
No No
Demo Competitions
No No
Ethical Investing
Yes No
Custodial Account
No Yes
Guaranteed Stop Loss
No No
Islamic Account
No No
Account Currencies
  • USD
  • USD
  • GBP
Stock Exchanges
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