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.
When it comes to evaluating Charles Schwab and Fidelity for their investment offerings, both platforms shine in versatility and breadth. Each provides strong options in stock, margin, fractional shares, OTC stocks, mutual funds, and options trading, earning them both five-star ratings for their range of investments. However, subtle differences set them apart. Notably, Charles Schwab surpasses Fidelity with its inclusion of forex and futures trading. Conversely, Fidelity distinguishes itself by offering cryptocurrency trading with access to three coins, a feature not available through Schwab.
Diving deeper into individual offerings, both Charles Schwab and Fidelity deliver similar account types and services. Investors can find traditional and Roth IRA accounts, along with advisory services, on both platforms. This parity makes them strong contenders for those seeking comprehensive retirement and financial planning options, without having to choose one over the other based solely on these features.
Ultimately, these two giants of the brokerage world cater to various investor needs. Charles Schwab facilitates a broader trading spectrum with forex and futures, while Fidelity meets the rising demand for crypto investments. Despite minor differences in offerings, both are highly regarded, being ranked second and third, respectively, by StockBrokers.com. This makes either a competent choice for diverse and effective investment opportunities.
| 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 it comes to trading platforms and tools, both Charles Schwab and Fidelity shine, but Charles Schwab takes the lead according to StockBrokers.com, ranking #1 out of 15 brokers, while Fidelity stands at #4. Charles Schwab's platforms receive a perfect 5-star rating, while Fidelity comes close with a 4.5-star rating. Schwab offers a more comprehensive suite of features, from a larger number of technical indicators to customizable studies on charts, making it a strong choice for those looking for advanced tools and flexibility.
Both Charles Schwab and Fidelity provide downloadable trading platforms for Windows and Mac, as well as browser-based options, ensuring traders can access their accounts from any device. However, Charles Schwab edges out Fidelity by offering paper trading, a valuable feature for those who want to practice without risking real money. Both offer trading journals and the ability to adjust open orders directly on stock charts, which helps in managing trades efficiently. While both brokers support viewing historical trades and corporate events on charts, Charles Schwab offers a greater number of technical indicators—374 compared to Fidelity’s 129—enhancing the ability to perform in-depth technical analysis.
When it comes to customization and analysis, Charles Schwab leads with 580 fields for watch lists versus Fidelity's 92, and 35 customization fields for editing an SMA study in contrast to Fidelity’s 5. Additionally, Schwab offers the ability to create custom studies for charts, which Fidelity does not. However, Fidelity counters with a slightly higher number of drawing tools, 38 compared to Schwab’s 24. Both platforms allow for the addition of notes, index overlays, and automated technical analysis to charts, providing a complete suite of analytical tools to cater to both novice and seasoned traders.
| 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: Best Online Brokerage Accounts for 2025, Best Paper Trading Platforms for 2025
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Charles Schwab and Fidelity both offer comprehensive educational resources for beginner investors. They provide stock, ETF, options, mutual funds, and bonds education, ensuring a well-rounded foundation across various investment types. Each platform is complemented by engaging educational videos and webinars, as well as interactive quizzes to reinforce learning. Notably, while Charles Schwab stands out with its paper trading feature, giving beginners the chance to practice trading without financial risk, Fidelity lacks this particular tool. Both platforms enable users to track their learning progress, fostering a more organized educational journey.
When it comes to ratings, Charles Schwab and Fidelity both shine with perfect 5-star ratings for education, reflecting their commitment to informative and user-friendly investor support. However, according to StockBrokers.com, Charles Schwab takes the lead at number one out of 15 brokers for education, with Fidelity closely following at number two. This slight edge may make Schwab an appealing choice for those who value hands-on practice via paper trading alongside comprehensive educational tools.
| 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 a comprehensive range of features that make them stand out in the market. With both brokers receiving a perfect 5-star rating for their mobile apps, users can expect high-quality performance. While Charles Schwab is ranked as the number one app by StockBrokers.com, Fidelity is not far behind, securing the third spot among 15 brokers. Both platforms provide apps compatible with iPhone, Android, and Apple Watch, ensuring seamless accessibility for traders on the go.
In terms of specific app capabilities, Charles Schwab and Fidelity offer a plethora of features designed to enhance user experience. Both platforms support mobile options trading, streaming quotes, and live TV, providing traders with essential tools for making informed decisions. Users can also enjoy videos on demand, receive stock alerts, and create custom watch lists. Additionally, both apps allow for customization of watch list columns and viewing charts in landscape mode across multiple time frames. However, Fidelity edges out with its ability to provide after-hours charting, a feature that Charles Schwab does not offer.
For chart enthusiasts, Charles Schwab's app is a powerhouse, offering an impressive 373 technical studies compared to Fidelity's 119. Both apps permit stock comparisons on charts, catering to users who thrive on detailed analysis. While both brokers present excellent options for mobile trading, Charles Schwab's rank and expansive technical studies might make it a more attractive choice for those seeking advanced charting tools. Meanwhile, Fidelity's comprehensive features, including after-hours charting, cater well to traders looking for nuanced data even after the closing bell.
| 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
When deciding between Charles Schwab and Fidelity for market research capabilities, both offer a comprehensive suite of tools to satisfy any investor's needs. Charles Schwab, ranked #1 by StockBrokers.com, provides a slightly more extensive range of downloadable PDF research reports for mutual funds and stock research using social media sentiment. Fidelity, while slightly broader in its stock research PDF offerings, still provides a solid platform, earning it a respectable #3 ranking. Both brokers offer a full spectrum of research for stocks, ETFs, mutual funds, and bonds, with each scoring an impressive 5-star rating for market research services.
Charles Schwab and Fidelity both provide in-depth research across various asset classes, including stocks, ETFs, mutual funds, pink sheets, and bonds, ensuring that investors can make well-informed decisions. Both platforms support research in emerging areas like ESG (Environmental, Social, and Governance) and social media sentiment, broadening the scope of data investors can access. Additionally, each broker offers the ability to see portfolio allocation by asset class, which helps investors keep track of their investments and adjust them according to market trends.
Investors can also find trade ideas using comprehensive screeners for stocks, ETFs, mutual funds, and bonds on both platforms. When it comes to downloadable research reports, Charles Schwab offers seven stock research PDFs and provides detailed ETF and mutual fund reports. Fidelity, meanwhile, delivers a wider range of stock PDFs with eleven options, although it lacks downloadable reports for mutual funds. Despite these differences, both platforms provide investors with a robust set of market research tools, ensuring that whichever you choose, you'll be equipped to make informed investment decisions.
| 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 15 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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| 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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