Written by StockBrokers.com
In this head to head comparison of Fidelity vs Charles Schwab, we will compare the trading platforms, mobile apps, investment options, costs, market research, and more. Let's dive in.
When comparing the investment options available through Fidelity and Charles Schwab, both brokers prove to be formidable contenders, each with strong ratings of five stars. However, Charles Schwab edges out slightly with a #2 ranking from StockBrokers.com, while Fidelity holds the #3 spot for investment options. This slight difference aside, both brokers offer an impressive range of services that cater to various investing needs and strategies.
Fidelity and Charles Schwab both offer robust options for traditional and Roth IRA accounts, advisor services, and the trading of stocks, margin, fractional shares, OTC stocks, mutual funds, and options. Notably, Charles Schwab has a slight advantage in the realm of forex and futures trading, both of which are not available through Fidelity. Conversely, Fidelity offers a unique advantage in the realm of cryptocurrency trading, providing access to three coins, whereas Charles Schwab currently does not offer crypto trading.
For investors seeking extensive and varied investment opportunities, both Fidelity and Charles Schwab stand out as excellent choices. Each broker brings something distinctive to the table, with Charles Schwab excelling in forex and futures and Fidelity taking the lead in crypto trading. The decision between the two may largely depend on individual investment preferences and priorities in these specific markets.
| Feature |
Fidelity
|
Charles Schwab
|
|---|---|---|
| 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 | No | Yes |
| Crypto Trading | Yes | No |
| Crypto Trading - Total Coins | 3 | 0 |
| Investment Options |
|
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Dive deeper: Best Options Trading Platforms & Brokers, 5 Best Futures Trading Platforms of 2024
In the competitive landscape of online trading platforms, Fidelity and Charles Schwab stand out prominently, each offering a suite of tools designed to cater to various trading needs. Both platforms provide desktop trading applications compatible with Windows and Mac, alongside robust browser-based solutions. One notable distinction is Schwab's provision of paper trading, a feature Fidelity lacks. Charles Schwab takes a commanding lead in customization capabilities, boasting 580 columns for watch lists compared to Fidelity’s 92, and offering a more sophisticated set of 35 fields for customizing SMA studies on stock charts. Additionally, Schwab excels in providing 374 technical indicators for charting, far surpassing Fidelity's 129. Fidelity, meanwhile, shines in its simplified charting tools, offering 38 drawing tools compared to Schwab's 24. Overall, Charles Schwab's platform earns a higher rating of 5 stars and ranks second among 18 brokers, slightly edging out Fidelity's 4.5-star rating and third-place ranking.
Both Fidelity and Charles Schwab present versatile features essential for comprehensive stock analysis and trading. They support direct adjustments to open orders on stock charts, offer the ability to add notes and index overlays, and display historical trades and corporate events on their sophisticated charting interfaces. While both platforms provide automated technical analysis and allow the saving of multiple chart profiles, Schwab forges ahead with its ability to support the creation of custom studies. For Fidelity users, the platform provides extensive drawing tools, facilitating enhanced technical analysis and visual strategies that appeal to traders preferring a streamlined approach.
The choice between Fidelity and Charles Schwab greatly depends on individual trading preferences and the need for advanced customization and simulation. Fidelity delivers admirable functionality with a user-friendly experience, making it ideal for those who value simplicity alongside robust tools. Conversely, Charles Schwab's exhaustive feature set caters to power users and technical traders seeking maximum control and flexibility in their trading strategies. With higher capabilities in customization and a richer variety of chart indicators, Charles Schwab caters to the demands of more sophisticated traders, evidenced by its higher platform rating and industry ranking. Both brokers, however, stand as strong contenders, offering suitable options for a wide range of trading requirements.
| Feature |
Fidelity
|
Charles Schwab
|
|---|---|---|
| Web Trading Platform | Yes | Yes |
| Desktop Trading Platform | Yes | Yes |
| Desktop Platform (Mac) | Yes | Yes |
| Paper Trading | No | Yes |
| Watch Lists - Total Fields | 92 | 580 |
| Charting - Indicators / Studies | 129 | 374 |
| Charting - Drawing Tools | 38 | 24 |
| Platforms & Tools |
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Dive deeper: Best Stock Brokers for 2024, Best Paper Trading Platforms of 2024
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When comparing the beginner-friendly educational resources offered by Fidelity and Charles Schwab, both online brokers excel in providing comprehensive education across various investment categories. Fidelity offers extensive educational materials on stocks, ETFs, options, mutual funds, and bonds, complemented by engaging webinars, videos, and quizzes. It also allows users to track their learning progress, fostering a structured educational journey. However, Fidelity lacks a paper trading feature, which some beginners may find valuable for practice. Despite this, with a stellar 5-star rating and a #1 ranking by StockBrokers.com out of 18 brokers for its education resources, Fidelity sets a high standard for investor education.
Charles Schwab similarly offers a robust suite of educational resources that covers stocks, ETFs, options, mutual funds, and bonds. The broker also offers webinars, videos, and quizzes, enabling users to engage with content in various formats and track their learning progress. A standout feature for beginners at Charles Schwab is the availability of paper trading, allowing potential investors to practice trading strategies risk-free. With an impressive 5-star rating and a #4 ranking by StockBrokers.com, Charles Schwab remains a top competitor in educational offerings, although it trails slightly behind Fidelity in overall rankings.
| Feature |
Fidelity
|
Charles Schwab
|
|---|---|---|
| Education (Stocks) | Yes | Yes |
| Education (ETFs) | Yes | Yes |
| Education (Options) | Yes | Yes |
| Education (Mutual Funds) | Yes | Yes |
| Education (Bonds) | Yes | Yes |
| Paper Trading | No | Yes |
| Videos | Yes | Yes |
| Webinars | Yes | Yes |
| Education |
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2024
Both Fidelity and Charles Schwab excel in providing exceptional stock trading app capabilities, earning 5-star ratings for their functionality. However, Fidelity edges out Schwab by securing the No. 3 spot on StockBrokers.com's rankings compared to Schwab's No. 4 position. This distinction might be important for users seeking top-tier trading app experiences.
Both Fidelity and Charles Schwab offer versatile apps compatible with iPhone, Android, and Apple Watch devices. They provide robust features, including mobile options trading, streaming quotes, live TV, on-demand videos, stock alerts, and customizable watch lists. Additionally, they allow users to view charts in landscape mode and multiple time frames, facilitating detailed market analysis.
While Fidelity and Charles Schwab support comprehensive technical charting, Fidelity offers fewer technical studies at 119 compared to Schwab's extensive 373 studies. Notably, Fidelity also has the upper hand with mobile after-hours stock trading and after-hours charting capabilities, which aren't available in Schwab's features. Both brokers allow stock comparisons on charts, offering valuable insights to their users.
| Feature |
Fidelity
|
Charles Schwab
|
|---|---|---|
| iPhone App | Yes | Yes |
| Android App | Yes | Yes |
| Apple Watch App | Yes | Yes |
| Stock Alerts | Yes | Yes |
| Charting - After-Hours | Yes | No |
| Charting - Technical Studies | 119 | 373 |
| Mobile Trading Apps |
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Dive deeper: Best Stock Trading Apps of 2024
When comparing Fidelity and Charles Schwab, it's clear that both brokerages offer competitive pricing structures, but Fidelity holds a slight edge in minimizing fees and charges. Both brokers charge no minimum deposit to open an account and offer commission-free trades for regular stocks, ensuring a smooth entry for new investors. However, while their per-contract fee for options trading is identical at $0.65, Fidelity takes the lead in terms of lower margin rates for balances below $50,000 and comes out on top with no fees for account transfers, unlike Charles Schwab, which charges $50 for full account transfers.
Fidelity and Charles Schwab both provide a cost-effective solution for trading with zero IRA annual fees and no charges for closing an IRA, which underscores their commitment to providing investor-friendly terms. Specifically, Fidelity offers a more affordable approach for those engaging in margin trading, with a slightly lower interest rate for balances under $25,000 and even more favorable terms for balances between $25,000 and $49,999, compared to Charles Schwab.
Both brokerages waive fees for options exercises and assignments, reflecting their focus on providing transparent and equitable trading conditions. However, Fidelity's lack of a full account transfer fee presents a substantial advantage for investors considering moving large account balances without incurring additional costs. Therefore, while both brokers offer strong platforms, Fidelity's slightly lower margin rates and absence of certain administrative fees may appeal more to cost-conscious investors.
| Feature |
Fidelity
|
Charles Schwab
|
|---|---|---|
| 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 |
| Commissions & Fees |
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Dive deeper: Best Brokers for Free Stock Trading of 2024
When evaluating the day trading capabilities of Fidelity and Charles Schwab, both brokers offer comprehensive features that cater to active traders. Fidelity provides streaming time and sales for stocks, live TV, and direct market routing, along with trading hotkeys and level 2 quotes. It also enables basic strategy backtesting and provides a short locator tool for real-time availability of shares to short. However, it lacks advanced strategy backtesting, ladder trading, and does not offer order liquidity rebates. Charles Schwab matches many of these offerings, including streaming time and sales, live TV, direct market routing, trading hotkeys, level 2 quotes, and a short locator tool. Additionally, Schwab provides advanced strategy backtesting and ladder trading, which Fidelity does not. However, similar to Fidelity, Schwab does not offer order liquidity rebates.
Overall, both Fidelity and Charles Schwab present comprehensive tools for day traders focusing on their distinct strengths. Fidelity is excellent for those who value efficient market data access and basic strategy testing, while Charles Schwab stands out with its inclusion of ladder trading and advanced strategy backtesting options, appealing to more experienced traders. Both firms, however, do not offer maker/taker rebates, which might be a consideration for traders focusing on order execution costs.
| Feature |
Fidelity
|
Charles Schwab
|
|---|---|---|
| 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 | No | Yes |
| Short Locator | Yes | Yes |
Dive deeper: Best Day Trading Platforms of 2024
Fidelity and Charles Schwab both stand as strong contenders in the world of online brokerage, particularly in their market research offerings. Both firms provide comprehensive research capabilities, including stock, ETFs, mutual funds, bonds, and even Pink Sheets/OTCBB research. They also support portfolio allocation views by asset class and leverage innovative tools such as social media sentiment data and ESG research. However, when reviewing downloadable PDF research reports, Fidelity surpasses Schwab in stock reports, offering 11 compared to Schwab’s seven, though Schwab provides reports for mutual funds while Fidelity does not. Notably, both platforms are equally rated with five stars for their market research abilities, yet Charles Schwab edges out with the top ranking by StockBrokers.com as the number one broker, while Fidelity stands in the fifth position.
Both Fidelity and Charles Schwab offer rich research resources across various investment vehicles including stocks, ETFs, and bonds, enabling investors to execute well-informed decisions. With tools like stock and ETF screeners, these platforms are designed to cater to the diverse needs of their users, from novice to seasoned investors. They also offer the ability to break down portfolio allocation for more strategic analysis and decision-making. However, Charles Schwab stands out with its additional PDF research reports for mutual funds, adding an extra layer of depth for mutual fund investors that Fidelity does not match.
Investors also benefit from more modern and forward-thinking research options like ESG data and social media sentiment indicators provided by both Fidelity and Schwab. These capabilities reflect the industry’s trend towards data-driven investment strategies. Both firms' commitment to offering robust research tools and resources is a testament to their understanding of their clients' needs in an ever-evolving market landscape. The combination of these offerings helps solidify the reputations of both Fidelity and Charles Schwab as leading brokers for market research. Despite Fidelity's strong performance, Charles Schwab's highest ranking as per StockBrokers.com serves to highlight its slight edge in the research realm.
| Feature |
Fidelity
|
Charles Schwab
|
|---|---|---|
| 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 online brokers Fidelity and Charles Schwab, there are distinct differences and similarities that potential customers should consider. Charles Schwab outpaces Fidelity by offering both checking and savings accounts, giving clients more traditional banking options under its umbrella. In contrast, Fidelity does not offer these banking products. Both brokers, however, provide debit and credit card options, ensuring convenient payment and credit solutions for their users. Furthermore, both Fidelity and Charles Schwab offer Certificates of Deposit (CDs) and mortgage loans, providing diverse investment and financing opportunities. These offerings highlight Charles Schwab's more comprehensive traditional banking solutions compared to Fidelity, which focuses on investment products supplemented by essential financial services.
| Feature |
Fidelity
|
Charles Schwab
|
|---|---|---|
| Checking Accounts | No | Yes |
| Savings Accounts | No | Yes |
| Debit Cards | Yes | Yes |
| Credit Cards | Yes | Yes |
| Mortgage Loans | Yes | Yes |
| CDs | Yes | Yes |
Dive deeper: Best Bank Brokerages of 2024
After opening live accounts and testing 18 of the best online brokers, our research and live account testing finds that Fidelity is better than Charles Schwab. Fidelity finished with an overall score of 98.7%, while Charles Schwab finished with a score of 96.6%.
Fidelity is a value-driven online broker offering $0 trades, industry-leading research, excellent trading tools and an easy-to-use mobile app.
When comparing online brokers Fidelity and Charles Schwab, Fidelity offers cryptocurrency trading services with access to 3 different coins, whereas Charles Schwab does not provide crypto trading options at all.
Dive deeper: Best Crypto Trading Platforms of 2024
Both Fidelity and Charles Schwab offer traditional and Roth IRA accounts with no annual or closure fees, making them cost-effective options for retirement savings.
Dive deeper: Best IRA Accounts of 2024
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| Review | Fidelity Review | Charles Schwab Review |
| Broker Screenshots | Fidelity | Charles Schwab | |
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| Trading Fees | Fidelity | Charles Schwab | |
|---|---|---|---|
| Minimum Deposit | $0.00 | $0.00 | |
| Stock Trades | $0.00 | $0.00 | |
| Penny Stock Fees (OTC) | $0.00 | $6.95 | |
| Mutual Fund Trade Fee | Varies | Varies | |
| Options (Per Contract) | $0.65 | $0.65 | |
| Futures (Per Contract) | (Not offered) | $2.25 | |
| Broker Assisted Trade Fee | $32.95 | $25 |
| Margin Rates | Fidelity | Charles Schwab | |
|---|---|---|---|
| Margin Rate Under $25,000 | 13.075% | 13.575% | |
| Margin Rate $25,000 to $49,999.99 | 12.575% | 13.075% | |
| Margin Rate $50,000 to $99,999.99 | 12.125% | 12.125% | |
| Margin Rate $100,000 to $249,999.99 | 11.575% | 12.075% | |
| Margin Rate $250,000 to $499,999.99 | 11.325% | 11.825% | |
| Margin Rate $500,000 to $999,999.99 | 9.00% | Varies | |
| Margin Rate Above $1,000,000 | 8.75% | Varies |
| Account Fees | Fidelity | Charles Schwab | |
|---|---|---|---|
| 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) | $0.00 | $50.00 | |
| Options Exercise Fee | $0.00 | $0.00 | |
| Options Assignment Fee | $0.00 | $0.00 |
| Investment Options | Fidelity | Charles Schwab | |
|---|---|---|---|
| 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 | No | Yes | |
| Forex Trading | No | Yes | |
| Crypto Trading | Yes | No | |
| Crypto Trading - Total Coins | 3 | 0 | |
| Mutual Funds (No Load) | 5843 | 15163 | |
| Mutual Funds (Total) | 10000 | 18145 | |
| 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) | 25 | 12 |
| Order Types | Fidelity | Charles Schwab | |
|---|---|---|---|
| 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 | Fidelity | Charles Schwab | |
|---|---|---|---|
| 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 | No | Yes | |
| Videos | Yes | Yes | |
| Webinars | Yes | Yes | |
| Webinars (Archived) | Yes | Yes | |
| Progress Tracking | Yes | Yes | |
| Interactive Learning - Quizzes | Yes | Yes |
| Stock Trading Apps | Fidelity | Charles Schwab | |
|---|---|---|---|
| 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 | No |
| Stock App Features | Fidelity | Charles Schwab | |
|---|---|---|---|
| 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 | Fidelity | Charles Schwab | |
|---|---|---|---|
| Charting - After-Hours | Yes | No | |
| Charting - Can Turn Horizontally | Yes | Yes | |
| Charting - Multiple Time Frames | Yes | Yes | |
| Charting - Technical Studies | 119 | 373 | |
| Charting - Study Customizations | Yes | Yes | |
| Charting - Stock Comparisons | Yes | Yes |
| Trading Platforms | Fidelity | Charles Schwab | |
|---|---|---|---|
| Active Trading Platform | Active Trader Pro | thinkorswim | |
| Desktop Trading Platform | Yes | Yes | |
| Desktop Platform (Mac) | Yes | Yes | |
| Web Trading Platform | Yes | Yes | |
| Paper Trading | No | Yes | |
| Trade Journal | Yes | Yes | |
| Watch Lists - Total Fields | 92 | 580 |
| Stock Chart Features | Fidelity | Charles Schwab | |
|---|---|---|---|
| Charting - Adjust Trades on Chart | Yes | Yes | |
| Charting - Indicators / Studies | 129 | 374 | |
| Charting - Drawing Tools | 38 | 24 | |
| 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 | 5 | 35 | |
| Charting - Custom Studies | No | Yes |
| Day Trading | Fidelity | Charles Schwab | |
|---|---|---|---|
| Streaming Time & Sales | Yes | Yes | |
| Streaming TV | Yes | Yes | |
| Direct Market Routing - Stocks | Yes | Yes | |
| Ladder Trading | No | Yes | |
| Trade Hotkeys | Yes | Yes | |
| Level 2 Quotes - Stocks | Yes | Yes | |
| Trade Ideas - Backtesting | Yes | Yes | |
| Trade Ideas - Backtesting Adv | No | Yes | |
| Short Locator | Yes | Yes | |
| Order Liquidity Rebates | No | No |
| Research Overview | Fidelity | Charles Schwab | |
|---|---|---|---|
| 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 | Fidelity | Charles Schwab | |
|---|---|---|---|
| Stock Research - PDF Reports | 11 | 7 | |
| 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 | Fidelity | Charles Schwab | |
|---|---|---|---|
| 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 | Fidelity | Charles Schwab | |
|---|---|---|---|
| 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 | Fidelity | Charles Schwab | |
|---|---|---|---|
| Option Chains - Basic View | Yes | Yes | |
| Option Chains - Strategy View | Yes | Yes | |
| Option Chains - Streaming | Yes | Yes | |
| Option Chains - Total Columns | 26 | 31 | |
| 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 | Fidelity | Charles Schwab | |
|---|---|---|---|
| Bank (Member FDIC) | No | Yes | |
| Checking Accounts | No | Yes | |
| Savings Accounts | No | Yes | |
| Credit Cards | Yes | Yes | |
| Debit Cards | Yes | Yes | |
| Mortgage Loans | Yes | Yes |
| Customer Service | Fidelity | Charles Schwab | |
|---|---|---|---|
| Phone Support (Prospect Customers) | Yes | Yes | |
| Phone Support (Current Customers) | Yes | Yes | |
| Email Support | Yes | Yes | |
| Live Chat (Prospect Customers) | Yes | No | |
| Live Chat (Current Customers) | Yes | Yes | |
| 24/7 Support | Yes | Yes |
| Overall | Fidelity | Charles Schwab | |
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| Review | Fidelity Review | Charles Schwab Review |
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