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, range of investments, costs, market research, and more. Let's dive in.
Bottom line: Charles Schwab offers a wider range of investments than J.P. Morgan Self-Directed Investing, adding forex and futures that J.P. Morgan doesn’t support. Both skip crypto. For breadth, StockBrokers.com rates Schwab 4.5/5 and ranks it #3 of 14, versus J.P. Morgan Self-Directed Investing at 3.5/5 and #13. That makes Schwab a better fit if you want the most asset types in one place, while J.P. Morgan Self-Directed Investing covers the essentials.
Both brokers let you trade stocks (including fractional shares and OTC stocks), use margin, buy mutual funds, and trade options. They also offer traditional and Roth IRAs plus access to advisor services. Neither offers crypto trading, and each has zero coins available.
The key difference is market access: Schwab supports forex and futures; J.P. Morgan Self-Directed Investing does not. If those markets matter to you now or later, Schwab gives you room to grow. If your plan centers on stocks, funds, and options, J.P. Morgan Self-Directed Investing can meet those needs.
| Feature |
Charles Schwab
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Stock Trading | Yes | Yes |
| Account Feature - Margin Trading | Yes | Yes |
| Fractional Shares (Stocks) | 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 2026, Best Futures Trading Platforms for 2026
Bottom line: For trading platforms and tools, Charles Schwab clearly outpaces J.P. Morgan Self-Directed Investing. Schwab earns 4.5/5 stars and ranks #1 of 14 brokers at StockBrokers.com, while J.P. Morgan scores 1/5 stars and ranks #13. If you want fuller platform choice, deeper charting, and practice features, Schwab is the stronger pick; J.P. Morgan suits basic, web-only trading needs.
Platform access and core tools differ sharply. Charles Schwab offers downloadable desktop platforms for both Windows and Mac plus a full browser-based platform; J.P. Morgan provides a browser-based platform only. Schwab includes paper trading and a built-in trading journal; J.P. Morgan offers neither. Watchlists are far more flexible at Schwab (up to 580 columns) versus J.P. Morgan (20 columns). Schwab also lets you adjust open orders directly on a stock chart, which J.P. Morgan does not.
Charting and customization are where Schwab pulls away. Schwab supplies 374 technical indicators and 24 drawing tools, compared with J.P. Morgan’s 36 indicators and 10 drawing tools. Schwab supports notes on charts, historical trade markers, custom date ranges, automated chart pattern detection, and saving multiple chart profiles; J.P. Morgan lacks those, though both brokers can display corporate events like earnings, splits, and dividends. For study controls, Schwab offers 35 fields when editing an SMA (versus 3 at J.P. Morgan) and even lets you create custom studies—something J.P. Morgan does not support.
| 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 |
| Watchlists - Total Fields | 580 | 20 |
| Charting - Indicators / Studies | 374 | 36 |
| Charting - Drawing Tools | 24 | 10 |
| Advanced Trading |
|
|
Dive deeper: Best Stock Brokers for 2026, Best Paper Trading Apps & Platforms for 2026
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Both Charles Schwab and J.P. Morgan Self-Directed Investing give beginners and DIY investors broad education across stocks, ETFs, options, mutual funds, and bonds. Each platform includes helpful videos and live webinars to explain core topics and market trends, making it easier to build confidence step by step.
Charles Schwab stands out for hands-on practice and structured learning: it offers paper trading, interactive quizzes, and tools to track your learning progress—advantages J.P. Morgan Self-Directed Investing doesn’t provide. That edge helps explain Schwab’s 5-star education rating and #2 ranking out of 14 brokers by StockBrokers.com, compared with J.P. Morgan Self-Directed Investing’s 4-star rating and #4 ranking.
| 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 (Fixed Income) | Yes | Yes |
| Videos | Yes | Yes |
| Webinars | Yes | Yes |
| Education |
|
|
Dive deeper: Best Stock Trading Platforms & Apps for Beginners in 2026
Bottom line: For mobile stock trading, Charles Schwab’s app outpaces J.P. Morgan Self-Directed Investing. Both provide iPhone and Android apps and let you trade options on the go, but Schwab adds Apple Watch support, in-app after-hours trading, streaming quotes, live TV, videos on demand, and deeper charting tools. StockBrokers.com rates Schwab 5 stars and #1 out of 14 brokers for stock trading apps, while J.P. Morgan Self-Directed Investing earns 4 stars and ranks #10. J.P. Morgan’s support for mobile after-hours trading isn’t specified.
Platform access and market data: Charles Schwab and J.P. Morgan Self-Directed Investing both offer iPhone and Android apps, stock alerts, custom watch lists, and customizable watch list columns. Schwab also offers an Apple Watch app, while J.P. Morgan does not. Schwab delivers streaming quotes, live TV, and on-demand videos in the app; J.P. Morgan lacks these streaming and video features.
Charts and analysis on mobile: Both apps allow landscape charts and multiple time frames. Schwab supplies after-hours charting and far more technical studies (373 vs 36) plus the ability to compare multiple stocks on a single chart. J.P. Morgan Self-Directed Investing does not offer after-hours charting or stock-to-stock chart comparisons.
| 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 | Yes | No |
| Charting - Technical Studies | 373 | 36 |
| Mobile Trading Apps |
|
|
Dive deeper: Best Stock Trading Apps for 2026
Here’s the quick take on Charles Schwab vs. J.P. Morgan Self-Directed Investing: both offer $0 account minimums and $0 stock trades, plus the same $0.65 per options contract. For margin, J.P. Morgan is a touch cheaper under $50,000, while Schwab is cheaper from $50,000 to $99,999. Schwab also wins on exit costs with a $0 IRA closure fee and a lower full ACAT transfer fee. If you expect smaller margin balances, J.P. Morgan has a slight edge; if you want lower transfer and closure costs—or plan to carry mid-size margin—Schwab is more favorable.
Core trading costs are nearly identical. Both Charles Schwab and J.P. Morgan Self-Directed Investing have $0 minimum deposits, $0 commissions on regular stock trades, and $0.65 per options contract. Options exercise and assignment fees are $0 at both brokers. IRA annual fees are also $0 on both platforms.
Margin rates vary by balance. For balances under $25,000, Schwab is 12.58% vs. J.P. Morgan at 12.25%. From $25,000 to $49,999, Schwab is 12.08% vs. J.P. Morgan at 12.00%. From $50,000 to $99,999, Schwab is lower at 11.13% vs. J.P. Morgan at 11.50%. On account transfers, both charge $0 for partial ACATs, while full ACATs are $50 at Schwab and $75 at J.P. Morgan. IRA closure is $0 at Schwab and $75 at J.P. Morgan.
| 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 |
Dive deeper: Best Free Trading Platforms for 2026
When it comes to day trading capabilities, Charles Schwab stands out with a range of features that cater to active traders. Schwab offers streaming time and sales for stocks, allowing traders to see detailed trade activity, which is essential for making informed decisions. The platform provides access to streaming live TV, helping traders stay updated with real-time news and market developments. Charles Schwab also offers direct market routing, giving traders more control over how their orders are executed, and supports ladder trading for visualizing order entries effectively. For those who prefer quick actions, trading hotkeys for keyboard trade entry are available, expediting the trading process significantly. Additionally, Schwab provides level 2 quotes that present deeper insights into bid and ask prices beyond the best available offers. Traders can also utilize basic and advanced strategy backtesting tools to refine their trading strategies efficiently.
In contrast, J.P. Morgan Self-Directed Investing lacks several key features sought by day traders. The platform does not offer streaming time and sales, streaming live TV, or direct market routing, which could limit the speed and depth of information needed for high-frequency trading. It also does not support ladder trading or provide trading hotkeys, potentially making swift order execution more cumbersome. Level 2 quotes are unavailable, restricting the depth of market data necessary for spotting trading opportunities. Moreover, J.P. Morgan Self-Directed Investing lacks both basic and advanced strategy backtesting solutions, which could limit the ability of traders to test and optimize their trading strategies. However, neither Charles Schwab nor J.P. Morgan Self-Directed Investing provide order liquidity (maker/taker) rebates, leaving this aspect equal between the two.
| Feature |
Charles Schwab
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Streaming Time & Sales | Yes | No |
| Streaming TV | Yes | No |
| Direct Market Routing - Equities | 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 and Apps for 2026
For market research, Charles Schwab edges out J.P. Morgan Self-Directed Investing. Schwab earns 4.5/5 stars and ranks #2 of 14 brokers with StockBrokers.com, while J.P. Morgan Self-Directed Investing scores 4/5 stars and ranks #7. Schwab offers more downloadable reports and extra data types, making it the stronger choice for research-driven investors, while J.P. Morgan Self-Directed Investing covers the essentials well.
Both brokers deliver research across key asset types: stocks, ETFs, mutual funds, pink sheets/OTCBB, and bonds. Each platform also lets you see your portfolio allocation by asset class and includes screeners for stocks, ETFs, mutual funds, and bonds to help generate trade ideas.
Where they differ is depth. Charles Schwab adds social media sentiment tools and ESG research, which J.P. Morgan Self-Directed Investing does not provide. Schwab also supplies seven downloadable stock research PDFs versus two at J.P. Morgan Self-Directed Investing, and offers ETF research PDFs while J.P. Morgan Self-Directed Investing does not. Neither broker provides downloadable PDFs for mutual fund research.
| 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 - Fixed Income | Yes | Yes |
| Screener - Fixed Income | Yes | Yes |
| Research |
|
|
When comparing the banking features of Charles Schwab and J.P. Morgan Self-Directed Investing, both online brokers provide a comprehensive suite of services to meet everyday financial needs. Each offers checking accounts and savings accounts, which are essential for managing funds and earning interest. Both platforms provide debit and credit cards, allowing easy access to money and making purchases convenient. Additionally, they each offer mortgage loans, supporting those looking to finance a new home. For those interested in saving with guaranteed returns, both Charles Schwab and J.P. Morgan Self-Directed Investing offer Certificates of Deposit (CDs). With these similarities in banking capabilities, either broker can cater to a wide range of personal banking needs.
| 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 |
| Brokerage CDs | Yes | Yes |
Dive deeper: Best Brokerage Checking Accounts for 2026
After opening live accounts and testing 14 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 93.3%, while J.P. Morgan Self-Directed Investing finished with a score of 67.5%.
For most investors, the search for a great broker ends with Charles Schwab. Retaining the #1 Overall ranking in 2026, Schwab continues to set the industry standard. The broker uniquely balances scale with sophistication, offering both simplified mobile tools and the professional-grade thinkorswim platform. From buying a first fractional share to managing a multimillion-dollar estate, Schwab provides a platform tailored to every need, serving as the definitive operating system for modern wealth.
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 2026
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.
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0 of 5| Overall Rating | Charles Schwab | J.P. Morgan Self-Directed Investing | |
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| Winner | check_circle | ||
| Review | Charles Schwab Review | J.P. Morgan Self-Directed Investing Review |
| Broker Screenshots | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Broker Gallery (click to expand) |
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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 | 12.58% | 12.25% | |
| Margin Rate $25,000 to $49,999.99 | 12.08% | 12% | |
| Margin Rate $50,000 to $99,999.99 | 11.13% | 11.5% | |
| Margin Rate $100,000 to $249,999.99 | 11.08% | 11.25% | |
| Margin Rate $250,000 to $499,999.99 | 10.83% | 11.25% | |
| Margin Rate $500,000 to $999,999.99 | Varies | 10.5% | |
| Margin Rate Above $1,000,000 | Varies | 10% |
| 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 | |
| Account Feature - Margin Trading | Yes | Yes | |
| Fractional Shares (Stocks) | 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 | |
| Fixed Income (Treasurys) | Yes | Yes | |
| Fixed Income (Corporate Bonds) | Yes | Yes | |
| Fixed Income (Municipal Bonds) | 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 (Fixed Income) | Yes | Yes | |
| Education (Retirement) | Yes | Yes | |
| Retirement Calculator | Yes | Yes | |
| Investor Dictionary | Yes | No | |
| Paper Trading | Yes | No | |
| Videos | Yes | Yes | |
| Webinars | Yes | Yes | |
| 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 | |
|---|---|---|---|
| Mobile Research - Market Movers | Yes | Yes | |
| Stream Live TV | Yes | No | |
| Videos on Demand | Yes | No | |
| Stock Alerts | Yes | Yes | |
| Option Chains Viewable | Yes | Yes | |
| Watchlist (Real-time) | Yes | Yes | |
| Watchlist (Streaming) | Yes | No | |
| Mobile Watchlists - Create & Manage | Yes | Yes | |
| Mobile Watchlists - Column Customization | Yes | Yes |
| Stock App Charting | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Charting - After-Hours | Yes | 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 | |
| Watchlists - 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 - 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 | No |
| Day Trading | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Streaming Time & Sales | Yes | No | |
| Streaming TV | Yes | No | |
| Direct Market Routing - Equities | Yes | No | |
| Ladder Trading | Yes | No | |
| Trade Hot Keys | 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 - Fixed Income | Yes | Yes | |
| Screener - Stocks | Yes | Yes | |
| Screener - ETFs | Yes | Yes | |
| Screener - Mutual Funds | Yes | Yes | |
| Screener - Fixed Income | Yes | Yes | |
| Portfolio Asset 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 - Investment Objective | Yes | Yes | |
| ETF Fund Facts - Inception Date | Yes | Yes | |
| ETF Fund Facts - Expense Ratio | Yes | Yes | |
| ETF Fund Facts - Total 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 - Investment Objective | 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 - Total Greeks | 5 | 0 | |
| Option Analysis - P&L Charts | 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 (Prospective Customers) | Yes | No | |
| Phone Support (Current Customers) | Yes | Yes | |
| Email Support | Yes | Yes | |
| Live Chat (Prospective Customers) | No | No | |
| Live Chat (Current Customers) | Yes | No | |
| 24/7 Support | Yes | Yes |
| Overall | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Overall |
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| Range of Investments |
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| Advanced Trading |
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| Mobile Trading Apps |
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| Research |
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| Education |
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| Ease of Use |
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| Winner | check_circle | ||
| Review | Charles Schwab Review | J.P. Morgan Self-Directed Investing Review |
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