Written by StockBrokers.com
In this head to head comparison of Charles Schwab vs J.P. Morgan Self-Directed Investing, we will compare the trading platforms, mobile apps, investment options, costs, market research, and more. Let's dive in.
In the realm of online investing, both Charles Schwab and J.P. Morgan Self-Directed Investing offer comprehensive platforms with a variety of investment options for investors. However, Charles Schwab holds a more versatile edge, particularly with offerings like forex and futures trading, options not available through J.P. Morgan Self-Directed Investing. This broader range of investments contributes to its higher rating of 5 stars for investment options, compared to J.P. Morgan's 4 stars. Furthermore, StockBrokers.com ranks Charles Schwab at #2 out of 18 brokers for investment options, showcasing its robust capabilities in this sector, while J.P. Morgan is positioned at a respectable yet modest #9.
Charles Schwab provides a wide array of investment services, allowing users to engage in stock trading, margin trading, fractional shares trading, OTC stocks, mutual funds, and options trading. Additionally, the availability of forex and futures trading sets Schwab apart from many competitors. Despite not offering cryptocurrency trading, Schwab still excels with its provision of both traditional and Roth IRA accounts, along with advisor services for those seeking professional guidance.
J.P. Morgan Self-Directed Investing also presents a formidable suite of investment choices, including stock trading, margin trading, fractional shares, OTC stocks, mutual funds, and options trading. Like Charles Schwab, it lacks cryptocurrency offerings but compensates by providing both traditional and Roth IRA accounts as well as advisor services. While J.P. Morgan does not support forex or futures trading, its solid range of investment options remains appealing to many investors looking for flexibility and expertise under a trusted financial institution.
| Feature |
Charles Schwab
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| 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 | No |
| Crypto Trading - Total Coins | 0 | 0 |
| 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, Charles Schwab emerges as the superior choice for investors seeking robust and comprehensive trading capabilities. With a five-star rating from StockBrokers.com, Charles Schwab ranks #1 out of 18 brokers, offering a plethora of advanced features including a Windows and Mac downloadable trading platform, paper trading, and an extensive selection of technical indicators and drawing tools for charting. In contrast, J.P. Morgan Self-Directed Investing provides a more basic experience, earning a 2.5-star rating and ranking #13 among its peers, lacking key features such as paper trading and advanced charting functionalities.
Charles Schwab's versatile platform supports both desktop and browser-based trading, complete with an impressive array of 374 technical indicators, 24 drawing tools, and the ability to add notes, index overlays, and historical trades to charts. This level of customization extends to watch lists as well, offering 580 columns for comprehensive monitoring. In comparison, J.P. Morgan Self-Directed Investing supports only browser-based trading, with significantly fewer offerings—36 technical indicators and 10 drawing tools for charting, and only 20 watch list fields, severely limiting an investor's ability to perform in-depth analyses.
The functionality gap further widens when considering additional features. Charles Schwab provides investors with a trading journal, customization of open orders directly on stock charts, and the capacity to save multiple chart profiles, all absent from J.P. Morgan’s platform. Moreover, Charles Schwab allows for extensive customization of studies like the SMA with 35 fields, whereas J.P. Morgan Self-Directed Investing offers only three. While both platforms provide custom study creation, the depth and breadth of features offered by Charles Schwab clearly cater to more sophisticated trading strategies, making it a premier choice for investors seeking comprehensive trading tools.
| Feature |
Charles Schwab
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Web Trading Platform | Yes | Yes |
| Desktop Trading Platform | Yes | No |
| Desktop Platform (Mac) | Yes | No |
| Paper Trading | Yes | No |
| Watch Lists - Total Fields | 580 | 20 |
| Charting - Indicators / Studies | 374 | 36 |
| Charting - Drawing Tools | 24 | 10 |
| Platforms & Tools |
|
|
Dive deeper: Best Stock Brokers & Trading Platforms for 2025, Best Paper Trading Platforms for 2025
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When comparing Charles Schwab and J.P. Morgan Self-Directed Investing for beginner and investor education capabilities, both platforms offer a comprehensive suite of educational resources covering stocks, ETFs, options, mutual funds, and bonds. Charles Schwab stands out with its enhanced offerings, including paper trading, educational quizzes, and the ability to track learning progress, which are features J.P. Morgan Self-Directed Investing currently does not provide. Both platforms support learning through engaging content such as educational videos and webinars, catering well to those eager to expand their investing knowledge.
Charles Schwab is widely acknowledged for its exceptional investor education program, earning a 5-star rating and ranking as the #1 brokerage for education by StockBrokers.com out of 18 brokers. Meanwhile, J.P. Morgan Self-Directed Investing holds a respectable 4.5-star rating and is positioned at #7 in the same rankings. For investors starting their journey or looking to deepen their financial understanding, Charles Schwab's robust educational tools and resources can offer a more comprehensive learning experience than J.P. Morgan Self-Directed Investing.
| Feature |
Charles Schwab
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| 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
In comparing Charles Schwab and J.P. Morgan Self-Directed Investing for their stock trading app capabilities, Charles Schwab emerges as the top choice for users looking for comprehensive features and a highly rated experience. Charles Schwab's app is ranked #1 out of 18 brokers by StockBrokers.com, boasting a five-star rating, while J.P. Morgan ranks at #12 with a four-star rating. This suggests that Schwab's app offers a more robust and highly valued user experience than J.P. Morgan's offering.
Both Charles Schwab and J.P. Morgan Self-Directed Investing provide apps for iPhone and Android devices, with Schwab also offering an Apple Watch option, a feature J.P. Morgan doesn't provide. While both platforms support mobile stock alerts and the creation of custom watch lists, only Charles Schwab enables users to benefit from mobile after-hours stock trading and streaming quotes. Schwab's app also includes streaming live TV and videos on demand, adding to its array of functionalities.
Charting capabilities within the apps reveal further contrasts; Charles Schwab supports viewing stock comparisons on charts and offers a significantly higher number of technical studies—373 compared to J.P. Morgan’s 36. Both brokers allow chart viewing in landscape mode and multiple time frames, but Schwab sets itself apart by offering greater flexibility and tools for detailed analysis. These distinctions highlight Charles Schwab's superior app features, tailored for advanced trading strategies, making it a top contender for investors seeking a comprehensive mobile trading experience.
| Feature |
Charles Schwab
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| iPhone App | Yes | Yes |
| Android App | Yes | Yes |
| Apple Watch App | Yes | No |
| Stock Alerts | Yes | Yes |
| Charting - After-Hours | No | No |
| Charting - Technical Studies | 373 | 36 |
| Mobile Trading Apps |
|
|
Dive deeper: Best Stock Trading Apps for 2025
When comparing the account fees and charges of Charles Schwab and J.P. Morgan Self-Directed Investing, both brokers offer competitive, commission-free trades for stocks and ETFs, with no minimum deposit required, making them accessible to a wide range of investors. However, subtle differences in certain fees may influence a potential investor’s decision. For instance, Charles Schwab tends to be more favorable for those who frequently move their accounts, with lower full Account Transfer (ACAT) fees at $50 compared to J.P. Morgan's $75. Conversely, J.P. Morgan's slightly more competitive margin rates for balances below $100,000 may appeal to margin traders.
Both brokers charge $0.65 per options contract and offer no fees for exercise or assignment, maintaining parity in options trading costs. An important consideration is that while both offer zero fees for IRA annual maintenance, Charles Schwab emerges as the more cost-effective choice for IRA closures, charging nothing compared to J.P. Morgan's $75 closure fee. This could represent significant savings for investors planning to roll over or close their IRAs in the future.
In terms of margin investing, Charles Schwab charges a marginally higher interest rate across the board compared to J.P. Morgan Self-Directed Investing, with rates of 13.575% for balances below $25,000 compared to J.P. Morgan's 13.25%. As balances increase, this differential persists, albeit with smaller gaps. Investors focusing on maximizing returns through leveraged trades might find J.P. Morgan's lower rates more appealing, while those prioritizing flexibility and lower ancillary fees may lean towards Charles Schwab. Ultimately, while both brokers present excellent options for trading, individual preferences regarding fees and trading habits will guide the optimal choice.
| Feature |
Charles Schwab
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| 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 | $75.00 |
| Commissions & Fees | N/A | N/A |
Dive deeper: Best Free Trading Platforms for 2025
When evaluating day trading capabilities between Charles Schwab and J.P. Morgan Self-Directed Investing, it's clear that Charles Schwab holds a significant advantage in several key areas. Charles Schwab provides a comprehensive suite of tools including streaming time and sales for stocks, streaming live TV, and direct market routing for stocks, all of which are essential for active day traders. Additionally, features such as ladder trading and trading hotkeys for keyboard trade entry enhance the efficiency and execution speed for traders using Charles Schwab. Moreover, the platform offers valuable insights with level 2 quotes and accommodates both basic and advanced strategy backtesting, enabling traders to refine and optimize their trading strategies. A noteworthy feature is the short locator tool, which allows users to view the current real-time availability of shares available to short by security, giving traders an edge in short selling opportunities.
In contrast, J.P. Morgan Self-Directed Investing lacks these advanced trading features, which could be a limiting factor for serious day traders. The absence of streaming time and sales for stocks, live TV, direct market routing, ladder trading, and keyboard trade entry can hinder the trading experience. Furthermore, without level 2 quotes and the capability for strategy backtesting, traders may miss out on crucial data and analytical opportunities. While neither platform offers order liquidity (maker/taker) rebates, the extensive suite of tools and services provided by Charles Schwab makes it a robust choice for day traders seeking a feature-rich platform.
| Feature |
Charles Schwab
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Streaming Time & Sales | Yes | No |
| Streaming TV | Yes | No |
| Direct Market Routing - Stocks | Yes | No |
| Level 2 Quotes - Stocks | Yes | No |
| Trade Ideas - Backtesting | Yes | No |
| Trade Ideas - Backtesting Adv | Yes | No |
| Short Locator | Yes | No |
Dive deeper: Best Day Trading Platforms for 2025
When comparing Charles Schwab and J.P. Morgan Self-Directed Investing based on their market research capabilities, Charles Schwab emerges as the superior choice, securing a 5-star rating for market research. Ranked #1 out of 18 brokers by StockBrokers.com, Charles Schwab offers a comprehensive suite of research tools and resources, including access to stock research reports, ETFs, and mutual fund insights. In contrast, J.P. Morgan Self-Directed Investing, while still robust with a 4-star rating and a #7 ranking, offers fewer downloadable reports and lacks certain advanced research features, such as ESG data and social media sentiment analysis.
Both Charles Schwab and J.P. Morgan Self-Directed Investing provide extensive research opportunities across various investment products, including stocks, ETFs, mutual funds, pink sheets, OTCBB, and bonds. Each platform allows investors to view portfolio allocation by asset class and use screeners to generate trade ideas for stocks, ETFs, mutual funds, and bonds. However, Charles Schwab offers a wider array of downloadable PDF reports for stock, ETF, and mutual fund research, enhancing the research experience for its users.
Additionally, Charles Schwab sets itself apart by integrating social media sentiment data into its stock research, providing investors with a modern tool to gauge market sentiment, which J.P. Morgan Self-Directed Investing does not offer. Moreover, Charles Schwab's commitment to sustainability insights through ESG research is unmatched by J.P. Morgan, reflecting Schwab's dedication to helping clients make informed and socially responsible investment decisions. Overall, for investors seeking comprehensive market research capabilities, Charles Schwab stands out as the preferred choice.
| Feature |
Charles Schwab
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| 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 J.P. Morgan Self-Directed Investing, both platforms offer a comprehensive range of financial products and services. Each offers checking and savings accounts, providing flexible options for everyday banking needs. Additionally, customers of both Charles Schwab and J.P. Morgan benefit from the convenience of debit cards for secure transactions, as well as access to credit card offerings for added purchasing power. In terms of investment opportunities, both platforms provide Certificates of Deposit (CDs) to help grow savings with competitive interest rates. Furthermore, they extend their financial services to include mortgage loans, assisting clients with their home financing needs. Overall, Charles Schwab and J.P. Morgan Self-Directed Investing present robust options for clients seeking an integrated banking and investing experience.
| Feature |
Charles Schwab
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Checking Accounts | Yes | Yes |
| Savings Accounts | Yes | Yes |
| 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 18 of the best online brokers, our research and live account testing finds that Charles Schwab is better than J.P. Morgan Self-Directed Investing. Charles Schwab finished with an overall score of 99.2%, while J.P. Morgan Self-Directed Investing finished with a score of 85.4%.
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.
Both Charles Schwab and J.P. Morgan Self-Directed Investing do not offer crypto trading, with neither platform providing access to any cryptocurrencies. Investors seeking crypto options may need to look beyond these online brokers.
Dive deeper: Best Online Brokers for Crypto Trading in 2025
Both Charles Schwab and J.P. Morgan Self-Directed Investing offer traditional and Roth IRA accounts with no annual fees; however, only Charles Schwab charges no fees for closing IRA accounts, whereas J.P. Morgan imposes a $75 closure fee.
Dive deeper: Best IRA Accounts for 2025
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0 of 5| Overall Rating | Charles Schwab | J.P. Morgan Self-Directed Investing | |
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| Review | Charles Schwab Review | J.P. Morgan Self-Directed Investing Review |
| Broker Screenshots | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
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| Trading Fees | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| 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 | $0 | |
| Options (Per Contract) | $0.65 | $0.65 | |
| Futures (Per Contract) | $2.25 | (Not offered) | |
| Broker Assisted Trade Fee | $25 | Varies |
| Margin Rates | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Margin Rate Under $25,000 | 13.575% | 13.25% | |
| Margin Rate $25,000 to $49,999.99 | 13.075% | 13% | |
| Margin Rate $50,000 to $99,999.99 | 12.125% | 12.5% | |
| Margin Rate $100,000 to $249,999.99 | 12.075% | 12.25% | |
| Margin Rate $250,000 to $499,999.99 | 11.825% | 12.25% | |
| Margin Rate $500,000 to $999,999.99 | Varies | 11.5% | |
| Margin Rate Above $1,000,000 | Varies | 11% |
| Account Fees | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| IRA Annual Fee | $0.00 | $0.00 | |
| IRA Closure Fee | $0.00 | $75.00 | |
| Account Transfer Out (Partial) | $0.00 | $0.00 | |
| Account Transfer Out (Full) | $50.00 | $75.00 | |
| Options Exercise Fee | $0.00 | $0.00 | |
| Options Assignment Fee | $0.00 | $0.00 |
| Investment Options | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| 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 | 1 | |
| Futures Trading | Yes | No | |
| Forex Trading | Yes | No | |
| Crypto Trading | No | No | |
| Crypto Trading - Total Coins | 0 | 0 | |
| Mutual Funds (No Load) | 15163 | 3500 | |
| Mutual Funds (Total) | 18145 | 3500 | |
| 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 | 0 |
| Order Types | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Order Type - Market | Yes | Yes | |
| Order Type - Limit | Yes | Yes | |
| Order Type - After Hours | Yes | No | |
| Order Type - Stop | Yes | Yes | |
| Order Type - Trailing Stop | Yes | No | |
| Order Type - OCO | Yes | No | |
| Order Type - OTO | Yes | No | |
| Order Type - Broker Assisted | Yes | Yes |
| Beginners | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| 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 | No | |
| Paper Trading | Yes | No | |
| Videos | Yes | Yes | |
| Webinars | Yes | Yes | |
| Webinars (Archived) | Yes | No | |
| Progress Tracking | Yes | No | |
| Interactive Learning - Quizzes | Yes | No |
| Stock Trading Apps | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| iPhone App | Yes | Yes | |
| Android App | Yes | Yes | |
| Apple Watch App | Yes | No | |
| Trading - Stocks | Yes | Yes | |
| Trading - After-Hours | Yes | No | |
| Trading - Simple Options | Yes | Yes | |
| Trading - Complex Options | Yes | No | |
| Order Ticket RT Quotes | Yes | Yes | |
| Order Ticket SRT Quotes | Yes | No |
| Stock App Features | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Market Movers (Top Gainers) | Yes | Yes | |
| Stream Live TV | Yes | No | |
| Videos on Demand | Yes | No | |
| Stock Alerts | Yes | Yes | |
| Option Chains Viewable | Yes | Yes | |
| Watch List (Real-time) | Yes | Yes | |
| Watch List (Streaming) | Yes | No | |
| Watch Lists - Create & Manage | Yes | Yes | |
| Watch Lists - Column Customization | Yes | Yes |
| Stock App Charting | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Charting - After-Hours | No | No | |
| Charting - Can Turn Horizontally | Yes | Yes | |
| Charting - Multiple Time Frames | Yes | Yes | |
| Charting - Technical Studies | 373 | 36 | |
| Charting - Study Customizations | Yes | Yes | |
| Charting - Stock Comparisons | Yes | No |
| Trading Platforms | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Active Trading Platform | thinkorswim | No | |
| Desktop Trading Platform | Yes | No | |
| Desktop Platform (Mac) | Yes | No | |
| Web Trading Platform | Yes | Yes | |
| Paper Trading | Yes | No | |
| Trade Journal | Yes | No | |
| Watch Lists - Total Fields | 580 | 20 |
| Stock Chart Features | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Charting - Adjust Trades on Chart | Yes | No | |
| Charting - Indicators / Studies | 374 | 36 | |
| Charting - Drawing Tools | 24 | 10 | |
| Charting - Notes | Yes | No | |
| Charting - Index Overlays | Yes | Yes | |
| Charting - Historical Trades | Yes | No | |
| Charting - Corporate Events | Yes | Yes | |
| Charting - Custom Date Range | Yes | No | |
| Charting - Custom Time Bars | Yes | No | |
| Charting - Automated Analysis | Yes | No | |
| Charting - Save Profiles | Yes | No | |
| Trade Ideas - Technical Analysis | Yes | No | |
| Charting - Study Customizations | 35 | 3 | |
| Charting - Custom Studies | Yes | Yes |
| Day Trading | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Streaming Time & Sales | Yes | No | |
| Streaming TV | Yes | No | |
| Direct Market Routing - Stocks | Yes | No | |
| Ladder Trading | Yes | No | |
| Trade Hotkeys | Yes | No | |
| Level 2 Quotes - Stocks | Yes | No | |
| Trade Ideas - Backtesting | Yes | No | |
| Trade Ideas - Backtesting Adv | Yes | No | |
| Short Locator | Yes | No | |
| Order Liquidity Rebates | No | No |
| Research Overview | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| 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 | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Stock Research - PDF Reports | 7 | 2 | |
| Stock Research - Earnings | Yes | Yes | |
| Stock Research - Insiders | Yes | No | |
| Stock Research - Social | Yes | No | |
| Stock Research - News | Yes | Yes | |
| Stock Research - ESG | Yes | No | |
| Stock Research - SEC Filings | Yes | No |
| ETF Research | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| 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 | No | |
| ETFs - Ratings | Yes | Yes | |
| ETFs - Morningstar StyleMap | Yes | Yes | |
| ETFs - PDF Reports | Yes | No |
| Mutual Fund Research | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Mutual Funds - Strategy Overview | Yes | Yes | |
| Mutual Funds - Performance Chart | Yes | Yes | |
| Mutual Funds - Performance Analysis | Yes | Yes | |
| Mutual Funds - Prospectus | Yes | No | |
| 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 | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Option Chains - Basic View | Yes | Yes | |
| Option Chains - Strategy View | Yes | No | |
| Option Chains - Streaming | Yes | No | |
| Option Chains - Total Columns | 31 | 6 | |
| Option Chains - Greeks | 5 | 0 | |
| Option Chains - Quick Analysis | Yes | No | |
| Option Analysis - P&L Charts | Yes | No | |
| Option Probability Analysis | Yes | No | |
| Option Probability Analysis Adv | Yes | No | |
| Option Positions - Greeks | Yes | No | |
| Option Positions - Greeks Streaming | Yes | No | |
| Option Positions - Adv Analysis | Yes | No | |
| Option Positions - Rolling | Yes | No | |
| Option Positions - Grouping | Yes | No |
| Banking | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Bank (Member FDIC) | Yes | Yes | |
| Checking Accounts | Yes | Yes | |
| Savings Accounts | Yes | Yes | |
| Credit Cards | Yes | Yes | |
| Debit Cards | Yes | Yes | |
| Mortgage Loans | Yes | Yes |
| Customer Service | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Phone Support (Prospect Customers) | Yes | No | |
| Phone Support (Current Customers) | Yes | Yes | |
| Email Support | Yes | Yes | |
| Live Chat (Prospect Customers) | No | No | |
| Live Chat (Current Customers) | Yes | No | |
| 24/7 Support | Yes | Yes |
| Overall | Charles Schwab | J.P. Morgan Self-Directed Investing | |
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| Commissions & Fees | N/A | N/A | |
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| Winner | check_circle | ||
| Review | Charles Schwab Review | J.P. Morgan Self-Directed Investing Review |
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