Written by StockBrokers.com
In this head to head comparison of Charles Schwab vs Fidelity, we will compare the trading platforms, mobile apps, range of investments, costs, market research, and more. Let's dive in.
Both Charles Schwab and Fidelity provide an extensive array of investment options, making them top choices for investors seeking a multitude of trading opportunities. Charles Schwab shines with its inclusion of forex and futures trading, which are not offered by Fidelity. On the other hand, Fidelity gains an edge with its support for cryptocurrency trading, offering access to three cryptocurrencies. Both brokerage firms receive top ratings for their range of investments and are highly ranked by StockBrokers.com, with Schwab holding the second position and Fidelity close behind in third.
Charles Schwab and Fidelity both cater to stock, margin, and options traders, making them versatile platforms suitable for various investment strategies. Both offer mutual funds, fractional shares, and access to OTC stocks, catering to traders keen on diversifying their portfolios. Traditional and Roth IRA accounts are available through each broker, providing tax-advantaged retirement savings options. Furthermore, both firms offer advisory services, allowing for personalized financial guidance tailored to meet individual investment goals.
Where these brokers differ significantly is in their specialized trading options. Charles Schwab’s offering includes futures and forex trading, appealing to more advanced traders who seek these markets. Conversely, Fidelity’s foray into the digital currency space presents opportunities for those interested in cryptocurrency. Whether your interests lie in traditional markets or emerging ones, both Charles Schwab and Fidelity offer dynamic options to help you meet your investment needs.
| Feature |
Charles Schwab
|
Fidelity
|
|---|---|---|
| Stock Trading | Yes | Yes |
| Margin Trading | Yes | Yes |
| Fractional Shares | Yes | Yes |
| OTC Stocks | Yes | Yes |
| Mutual Funds | Yes | Yes |
| Options Trading | Yes | Yes |
| Futures Trading | Yes | No |
| Crypto Trading | No | Yes |
| Crypto Trading - Total Coins | 0 | 3 |
| Range of Investments |
|
|
Dive deeper: Best Options Trading Platforms for 2025, Best Futures Trading Platforms for 2025
When choosing between Charles Schwab and Fidelity for online trading, Charles Schwab takes the lead, offering a comprehensive and versatile suite of trading platforms and tools. Rated 5 stars for its trading platforms and tools, Schwab ranks #1 among 16 brokers evaluated by StockBrokers.com. Fidelity, although impressive with a 4.5-star rating, ranks #4, highlighting Schwab's slight edge in this space.
Both Charles Schwab and Fidelity provide Windows and Mac desktop downloadable trading platforms, along with browser-based options, ensuring accessibility across devices. However, Schwab stands out by offering paper trading, a feature not available with Fidelity. This can be particularly useful for beginners looking to practice trading strategies without financial risk. Both brokers provide trading journals, but Schwab offers an extensive 580 fields for watch lists compared to Fidelity's 92, offering more customization and tracking capabilities.
In terms of charting tools, Schwab offers an impressive 374 technical indicators, significantly more than Fidelity's 129. While Fidelity leads with 38 drawing tools against Schwab's 24, Schwab offers the ability to create custom studies, a feature Fidelity lacks. Both platforms allow adjustments of open orders directly on charts and support features like adding notes, index overlays, and displaying corporate events. Schwab's richer customization options for moving averages and its ability to save multiple chart profiles enhance the flexibility and depth of its charting capabilities, making it a more suitable choice for traders seeking comprehensive and adaptable tools.
| Feature |
Charles Schwab
|
Fidelity
|
|---|---|---|
| Web Trading Platform | Yes | Yes |
| Desktop Trading Platform | Yes | Yes |
| Desktop Platform (Mac) | Yes | Yes |
| Paper Trading | Yes | No |
| Watch Lists - Total Fields | 580 | 92 |
| Charting - Indicators / Studies | 374 | 129 |
| Charting - Drawing Tools | 24 | 38 |
| Platforms & Tools |
|
|
Dive deeper: 7 Best Brokerage Accounts for 2025, Best Paper Trading Platforms for 2025
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Charles Schwab and Fidelity both provide comprehensive educational resources for beginner investors looking to build their financial knowledge. Both online brokers offer educational materials on stocks, ETFs, options, mutual funds, and bonds. In terms of learning formats, they provide videos, webinars, and interactive quizzes designed to engage users and enhance understanding. A standout feature for Schwab is its access to paper trading, allowing beginners to practice trading in a risk-free environment without using real money — a service Fidelity currently does not offer. Importantly, both platforms allow users to track their learning progress, helping individuals stay motivated and focused on their educational journey.
When it comes to ratings and rankings within the industry, both Charles Schwab and Fidelity receive high marks for their educational offerings. Each broker earns a solid five-star rating for education, signaling their commitment to investor education excellence. However, Charles Schwab is recognized as the leading platform, being ranked first out of 16 brokers by StockBrokers.com, while Fidelity follows closely in second place. This distinction highlights Schwab's edge in educational resources, particularly appealing to those prioritizing comprehensive learning tools as part of their investment journey.
| Feature |
Charles Schwab
|
Fidelity
|
|---|---|---|
| Education (Stocks) | Yes | Yes |
| Education (ETFs) | Yes | Yes |
| Education (Options) | Yes | Yes |
| Education (Mutual Funds) | Yes | Yes |
| Education (Bonds) | Yes | Yes |
| Paper Trading | Yes | No |
| Videos | Yes | Yes |
| Webinars | Yes | Yes |
| Education |
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2025
When it comes to stock trading apps, both Charles Schwab and Fidelity offer excellent mobile trading experiences, each with its own strengths and unique features. Charles Schwab and Fidelity both provide apps for iPhone and Android devices as well as the Apple Watch, making trading accessible on the go. While both platforms support essential features like mobile options trading, streaming quotes, and live TV, Charles Schwab edges ahead with a #1 ranking by StockBrokers.com, compared to Fidelity’s #3 ranking. On the other hand, Fidelity offers after-hours charting, giving users a broader range of charting capabilities when the market is closed.
For chart enthusiasts, Charles Schwab provides a significant advantage with 373 technical studies, allowing for more extensive analysis compared to Fidelity's 119. Both platforms support landscape mode for chart viewing and multiple time frames, while also allowing users to create custom watch lists and stock comparisons on charts. Stock alerts and on-demand videos enhance the user experience further by keeping investors informed and educated.
Both Charles Schwab and Fidelity have achieved top ratings for their stock trading apps, each earning 5 out of 5 stars. This reflects the high level of satisfaction among their users. Though Charles Schwab takes the lead in certain areas, both brokers offer reliable and comprehensive mobile trading platforms catering to a wide range of investor needs.
| Feature |
Charles Schwab
|
Fidelity
|
|---|---|---|
| iPhone App | Yes | Yes |
| Android App | Yes | Yes |
| Apple Watch App | Yes | Yes |
| Stock Alerts | Yes | Yes |
| Charting - After-Hours | No | Yes |
| Charting - Technical Studies | 373 | 119 |
| Mobile Trading Apps |
|
|
Dive deeper: Best Stock Trading Apps for 2025
Choosing between Charles Schwab and Fidelity largely depends on specific preferences regarding fees and services, as both brokers offer competitive pricing for many of their offerings. When considering account fees and other charges, both platforms provide commission-free trading for regular stocks and maintain a $0 minimum deposit requirement, making them accessible to various investors. However, for investors dealing with higher-end margin accounts or those frequently transferring accounts, the differences become more apparent. Fidelity has a slight edge in margin rates for balances under $50,000, while Charles Schwab charges a notable $50 for full account transfers, compared to Fidelity's $0 for the same service.
Focusing on options trading, both Charles Schwab and Fidelity charge a reasonable $0.65 per options contract, ensuring cost-effectiveness for options traders. Additionally, neither platform imposes fees for options exercise and assignment, which aligns with their investor-friendly approach. For those managing retirement accounts, both Charles Schwab and Fidelity waive annual IRA fees and closure fees, which simplifies retirement planning and withdrawal processes for their clients.
Examining other service charges reveals subtle distinctions between the two brokers. On margin rates, Fidelity tends to offer more favorable terms for balances below $50,000, while both brokers are on par for balances between $50,000 and $99,999. It's also worth noting that while partial account transfers are free at both firms, only Fidelity offers fee-free full account transfers. These nuanced variations in fees and charges could guide potential investors towards a broker that aligns best with their financial activities and goals.
| Feature |
Charles Schwab
|
Fidelity
|
|---|---|---|
| Minimum Deposit | $0.00 | $0.00 |
| Stock Trades | $0.00 | $0.00 |
| Options (Per Contract) | $0.65 | $0.65 |
| Options Exercise Fee | $0.00 | $0.00 |
| Options Assignment Fee | $0.00 | $0.00 |
| IRA Annual Fee | $0.00 | $0.00 |
| IRA Closure Fee | $0.00 | $0.00 |
Dive deeper: Best Free Trading Platforms for 2025
When it comes to day trading capabilities, both Charles Schwab and Fidelity provide a range of features to support active traders. They each offer streaming time and sales data for stocks and streaming live TV, ensuring traders have access to real-time information and market analysis. Additionally, both brokers provide direct market routing, trading hotkeys, and level 2 quotes, allowing for fast and informed trade executions. For those interested in backtesting strategies, Charles Schwab offers both basic and advanced strategy backtesting, while Fidelity only provides basic backtesting options.
In terms of more specialized features, Charles Schwab stands out by offering ladder trading functionality, a feature not available with Fidelity. Both platforms include a short locator tool that helps traders find current real-time availability of shares to short, which can be a crucial tool for day traders. However, neither broker provides order liquidity rebates, such as maker/taker rebates. Overall, Charles Schwab's additional offerings, like ladder trading and advanced strategy backtesting, might appeal to traders looking for a more comprehensive day trading toolkit.
| Feature |
Charles Schwab
|
Fidelity
|
|---|---|---|
| Streaming Time & Sales | Yes | Yes |
| Streaming TV | Yes | Yes |
| Direct Market Routing - Stocks | Yes | Yes |
| Level 2 Quotes - Stocks | Yes | Yes |
| Trade Ideas - Backtesting | Yes | Yes |
| Trade Ideas - Backtesting Adv | Yes | No |
| Short Locator | Yes | Yes |
Dive deeper: Best Day Trading Platforms for 2025
Charles Schwab and Fidelity are both outstanding options for market research, each offering an extensive range of resources to support investors. Both platforms excel by providing detailed research on stocks, ETFs, mutual funds, pink sheets/OTCBB, and bonds. They also offer features that allow users to see portfolio allocation by asset class and analyze stocks using social media sentiment data. With top ratings from StockBrokers.com, Charles Schwab ranks first among 16 brokers for market research, whereas Fidelity follows closely in third place, making them both strong contenders for investors seeking comprehensive market insights.
Charles Schwab and Fidelity stand out with downloadable PDF reports, although Schwab offers these for stocks, ETFs, and mutual funds, while Fidelity provides them only for stocks and ETFs. Notably, Fidelity offers a greater variety of downloadable PDF reports for stocks, providing 11 compared to Schwab's seven. Both platforms integrate ESG research capabilities, reflecting a growing trend towards sustainable investing. Additionally, each offers powerful screeners for stocks, ETFs, mutual funds, and bonds, allowing users to generate trade ideas and explore various investment opportunities.
For investors looking to leverage technology in their research endeavors, both brokers present a full suite of digital tools. With top ratings for market research at five stars each, Charles Schwab and Fidelity are both equipped to meet the needs of a diverse clientele. Whether you're interested in stock performance, exploring the latest ETFs, or gaining insights into pink sheets and OTCBB, both platforms deliver a wealth of information. Ultimately, choosing between them depends on personal preference and specific investment needs, but rest assured, both are leaders in the market research domain.
| Feature |
Charles Schwab
|
Fidelity
|
|---|---|---|
| Research - Stocks | Yes | Yes |
| Screener - Stocks | Yes | Yes |
| Research - ETFs | Yes | Yes |
| Screener - ETFs | Yes | Yes |
| Research - Mutual Funds | Yes | Yes |
| Screener - Mutual Funds | Yes | Yes |
| Research - Bonds | Yes | Yes |
| Screener - Bonds | Yes | Yes |
| Research |
|
|
When comparing the banking capabilities of Charles Schwab and Fidelity, several key offerings highlight their differences and similarities. Charles Schwab provides a wider range of banking services, offering both checking and savings accounts, while Fidelity does not offer these account types. However, both Schwab and Fidelity offer debit cards and credit cards, ensuring flexible payment options for their clients. Additionally, both financial institutions enable customers to invest in Certificates of Deposit (CDs), providing a reliable saving avenue. For those considering larger financial investments, both Schwab and Fidelity cater to mortgage loan needs, supporting long-term buying goals. Ultimately, Charles Schwab stands out for its more comprehensive banking services, particularly with the inclusion of checking and savings accounts.
| Feature |
Charles Schwab
|
Fidelity
|
|---|---|---|
| Checking Accounts | Yes | No |
| Savings Accounts | Yes | No |
| Debit Cards | Yes | Yes |
| Credit Cards | Yes | Yes |
| Mortgage Loans | Yes | Yes |
| CDs | Yes | Yes |
Dive deeper: Best Bank Accounts for Trading Stocks for 2025
After opening live accounts and testing 16 of the best online brokers, our research and live account testing finds that Charles Schwab is better than Fidelity. Charles Schwab finished with an overall score of 99.2%, while Fidelity finished with a score of 96.2%.
With the addition of TD Ameritrade's thinkorswim platforms and the enhancement of several features, Schwab is now a vigorous competitor with thought-provoking research and commentary and a client experience to fit any preference.
Charles Schwab does not support crypto trading and offers zero cryptocurrencies, whereas Fidelity provides crypto trading with access to three different coins, making it a more suitable choice for investors interested in digital currencies.
Dive deeper: Best Online Brokers for Crypto Trading in 2025
Both Charles Schwab and Fidelity provide traditional and Roth IRA accounts with no annual fees or closure fees, making them excellent choices for investors seeking cost-effective retirement solutions.
Dive deeper: Best IRA Accounts for 2025
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0 of 5| Overall Rating | Charles Schwab | Fidelity | |
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| Review | Charles Schwab Review | Fidelity Review |
| Broker Screenshots | Charles Schwab | Fidelity | |
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| Trading Fees | Charles Schwab | Fidelity | |
|---|---|---|---|
| Minimum Deposit | $0.00 | $0.00 | |
| Stock Trades | $0.00 | $0.00 | |
| Penny Stock Fees (OTC) | $6.95 | $0.00 | |
| Mutual Fund Trade Fee | Varies | Varies | |
| Options (Per Contract) | $0.65 | $0.65 | |
| Futures (Per Contract) | $2.25 | (Not offered) | |
| Broker Assisted Trade Fee | $25 | $32.95 |
| Margin Rates | Charles Schwab | Fidelity | |
|---|---|---|---|
| Margin Rate Under $25,000 | 13.575% | 13.075% | |
| Margin Rate $25,000 to $49,999.99 | 13.075% | 12.575% | |
| Margin Rate $50,000 to $99,999.99 | 12.125% | 12.125% | |
| Margin Rate $100,000 to $249,999.99 | 12.075% | 11.575% | |
| Margin Rate $250,000 to $499,999.99 | 11.825% | 11.325% | |
| Margin Rate $500,000 to $999,999.99 | Varies | 9.00% | |
| Margin Rate Above $1,000,000 | Varies | 8.75% |
| Account Fees | Charles Schwab | Fidelity | |
|---|---|---|---|
| IRA Annual Fee | $0.00 | $0.00 | |
| IRA Closure Fee | $0.00 | $0.00 | |
| Account Transfer Out (Partial) | $0.00 | $0.00 | |
| Account Transfer Out (Full) | $50.00 | $0.00 | |
| Options Exercise Fee | $0.00 | $0.00 | |
| Options Assignment Fee | $0.00 | $0.00 |
| Investment Options | Charles Schwab | Fidelity | |
|---|---|---|---|
| Stock Trading | Yes | Yes | |
| Margin Trading | Yes | Yes | |
| Fractional Shares | Yes | Yes | |
| OTC Stocks | Yes | Yes | |
| Options Trading | Yes | Yes | |
| Complex Options Max Legs | 4 | 4 | |
| Futures Trading | Yes | No | |
| Forex Trading | Yes | No | |
| Crypto Trading | No | Yes | |
| Crypto Trading - Total Coins | 0 | 3 | |
| Mutual Funds (No Load) | 15163 | 5843 | |
| Mutual Funds (Total) | 18145 | 10000 | |
| Bonds (US Treasury) | Yes | Yes | |
| Bonds (Corporate) | Yes | Yes | |
| Bonds (Municipal) | Yes | Yes | |
| Traditional IRAs | Yes | Yes | |
| Roth IRAs | Yes | Yes | |
| Advisor Services | Yes | Yes | |
| International Countries (Stocks) | 12 | 25 |
| Order Types | Charles Schwab | Fidelity | |
|---|---|---|---|
| Order Type - Market | Yes | Yes | |
| Order Type - Limit | Yes | Yes | |
| Order Type - After Hours | Yes | Yes | |
| Order Type - Stop | Yes | Yes | |
| Order Type - Trailing Stop | Yes | Yes | |
| Order Type - OCO | Yes | Yes | |
| Order Type - OTO | Yes | Yes | |
| Order Type - Broker Assisted | Yes | Yes |
| Beginners | Charles Schwab | Fidelity | |
|---|---|---|---|
| Education (Stocks) | Yes | Yes | |
| Education (ETFs) | Yes | Yes | |
| Education (Options) | Yes | Yes | |
| Education (Mutual Funds) | Yes | Yes | |
| Education (Bonds) | Yes | Yes | |
| Education (Retirement) | Yes | Yes | |
| Retirement Calculator | Yes | Yes | |
| Investor Dictionary | Yes | Yes | |
| Paper Trading | Yes | No | |
| Videos | Yes | Yes | |
| Webinars | Yes | Yes | |
| Webinars (Archived) | Yes | Yes | |
| Progress Tracking | Yes | Yes | |
| Interactive Learning - Quizzes | Yes | Yes |
| Stock Trading Apps | Charles Schwab | Fidelity | |
|---|---|---|---|
| iPhone App | Yes | Yes | |
| Android App | Yes | Yes | |
| Apple Watch App | Yes | Yes | |
| Trading - Stocks | Yes | Yes | |
| Trading - After-Hours | Yes | Yes | |
| Trading - Simple Options | Yes | Yes | |
| Trading - Complex Options | Yes | Yes | |
| Order Ticket RT Quotes | Yes | Yes | |
| Order Ticket SRT Quotes | Yes | Yes |
| Stock App Features | Charles Schwab | Fidelity | |
|---|---|---|---|
| Market Movers (Top Gainers) | Yes | Yes | |
| Stream Live TV | Yes | Yes | |
| Videos on Demand | Yes | Yes | |
| Stock Alerts | Yes | Yes | |
| Option Chains Viewable | Yes | Yes | |
| Watch List (Real-time) | Yes | Yes | |
| Watch List (Streaming) | Yes | Yes | |
| Watch Lists - Create & Manage | Yes | Yes | |
| Watch Lists - Column Customization | Yes | Yes |
| Stock App Charting | Charles Schwab | Fidelity | |
|---|---|---|---|
| Charting - After-Hours | No | Yes | |
| Charting - Can Turn Horizontally | Yes | Yes | |
| Charting - Multiple Time Frames | Yes | Yes | |
| Charting - Technical Studies | 373 | 119 | |
| Charting - Study Customizations | Yes | Yes | |
| Charting - Stock Comparisons | Yes | Yes |
| Trading Platforms | Charles Schwab | Fidelity | |
|---|---|---|---|
| Active Trading Platform | thinkorswim | Active Trader Pro | |
| Desktop Trading Platform | Yes | Yes | |
| Desktop Platform (Mac) | Yes | Yes | |
| Web Trading Platform | Yes | Yes | |
| Paper Trading | Yes | No | |
| Trade Journal | Yes | Yes | |
| Watch Lists - Total Fields | 580 | 92 |
| Stock Chart Features | Charles Schwab | Fidelity | |
|---|---|---|---|
| Charting - Adjust Trades on Chart | Yes | Yes | |
| Charting - Indicators / Studies | 374 | 129 | |
| Charting - Drawing Tools | 24 | 38 | |
| Charting - Notes | Yes | Yes | |
| Charting - Index Overlays | Yes | Yes | |
| Charting - Historical Trades | Yes | Yes | |
| Charting - Corporate Events | Yes | Yes | |
| Charting - Custom Date Range | Yes | Yes | |
| Charting - Custom Time Bars | Yes | Yes | |
| Charting - Automated Analysis | Yes | Yes | |
| Charting - Save Profiles | Yes | Yes | |
| Trade Ideas - Technical Analysis | Yes | Yes | |
| Charting - Study Customizations | 35 | 5 | |
| Charting - Custom Studies | Yes | No |
| Day Trading | Charles Schwab | Fidelity | |
|---|---|---|---|
| Streaming Time & Sales | Yes | Yes | |
| Streaming TV | Yes | Yes | |
| Direct Market Routing - Stocks | Yes | Yes | |
| Ladder Trading | Yes | No | |
| Trade Hotkeys | Yes | Yes | |
| Level 2 Quotes - Stocks | Yes | Yes | |
| Trade Ideas - Backtesting | Yes | Yes | |
| Trade Ideas - Backtesting Adv | Yes | No | |
| Short Locator | Yes | Yes | |
| Order Liquidity Rebates | No | No |
| Research Overview | Charles Schwab | Fidelity | |
|---|---|---|---|
| Research - Stocks | Yes | Yes | |
| Research - ETFs | Yes | Yes | |
| Research - Mutual Funds | Yes | Yes | |
| Research - Pink Sheets / OTCBB | Yes | Yes | |
| Research - Bonds | Yes | Yes | |
| Screener - Stocks | Yes | Yes | |
| Screener - ETFs | Yes | Yes | |
| Screener - Mutual Funds | Yes | Yes | |
| Screener - Bonds | Yes | Yes | |
| Misc - Portfolio Allocation | Yes | Yes |
| Stock Research | Charles Schwab | Fidelity | |
|---|---|---|---|
| Stock Research - PDF Reports | 7 | 11 | |
| Stock Research - Earnings | Yes | Yes | |
| Stock Research - Insiders | Yes | Yes | |
| Stock Research - Social | Yes | Yes | |
| Stock Research - News | Yes | Yes | |
| Stock Research - ESG | Yes | Yes | |
| Stock Research - SEC Filings | Yes | Yes |
| ETF Research | Charles Schwab | Fidelity | |
|---|---|---|---|
| ETFs - Strategy Overview | Yes | Yes | |
| ETF Fund Facts - Inception Date | Yes | Yes | |
| ETF Fund Facts - Expense Ratio | Yes | Yes | |
| ETF Fund Facts - Net Assets | Yes | Yes | |
| ETF Fund Facts - Total Holdings | Yes | Yes | |
| ETFs - Top 10 Holdings | Yes | Yes | |
| ETFs - Sector Exposure | Yes | Yes | |
| ETFs - Risk Analysis | Yes | Yes | |
| ETFs - Ratings | Yes | Yes | |
| ETFs - Morningstar StyleMap | Yes | Yes | |
| ETFs - PDF Reports | Yes | Yes |
| Mutual Fund Research | Charles Schwab | Fidelity | |
|---|---|---|---|
| Mutual Funds - Strategy Overview | Yes | Yes | |
| Mutual Funds - Performance Chart | Yes | Yes | |
| Mutual Funds - Performance Analysis | Yes | Yes | |
| Mutual Funds - Prospectus | Yes | Yes | |
| Mutual Funds - 3rd Party Ratings | Yes | Yes | |
| Mutual Funds - Fees Breakdown | Yes | Yes | |
| Mutual Funds - Top 10 Holdings | Yes | Yes | |
| Mutual Funds - Asset Allocation | Yes | Yes | |
| Mutual Funds - Sector Allocation | Yes | Yes | |
| Mutual Funds - Country Allocation | Yes | Yes | |
| Mutual Funds - StyleMap | Yes | Yes |
| Options Trading | Charles Schwab | Fidelity | |
|---|---|---|---|
| Option Chains - Basic View | Yes | Yes | |
| Option Chains - Strategy View | Yes | Yes | |
| Option Chains - Streaming | Yes | Yes | |
| Option Chains - Total Columns | 31 | 26 | |
| Option Chains - Greeks | 5 | 5 | |
| Option Chains - Quick Analysis | Yes | Yes | |
| Option Analysis - P&L Charts | Yes | Yes | |
| Option Probability Analysis | Yes | Yes | |
| Option Probability Analysis Adv | Yes | Yes | |
| Option Positions - Greeks | Yes | Yes | |
| Option Positions - Greeks Streaming | Yes | Yes | |
| Option Positions - Adv Analysis | Yes | Yes | |
| Option Positions - Rolling | Yes | Yes | |
| Option Positions - Grouping | Yes | Yes |
| Banking | Charles Schwab | Fidelity | |
|---|---|---|---|
| Bank (Member FDIC) | Yes | No | |
| Checking Accounts | Yes | No | |
| Savings Accounts | Yes | No | |
| Credit Cards | Yes | Yes | |
| Debit Cards | Yes | Yes | |
| Mortgage Loans | Yes | Yes |
| Customer Service | Charles Schwab | Fidelity | |
|---|---|---|---|
| Phone Support (Prospect Customers) | Yes | Yes | |
| Phone Support (Current Customers) | Yes | Yes | |
| Email Support | Yes | Yes | |
| Live Chat (Prospect Customers) | No | Yes | |
| Live Chat (Current Customers) | Yes | Yes | |
| 24/7 Support | Yes | Yes |
| Overall | Charles Schwab | Fidelity | |
|---|---|---|---|
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| Winner | check_circle | ||
| Review | Charles Schwab Review | Fidelity Review |
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