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.
When comparing online brokerage services, Charles Schwab stands out with a superior rating in investment options, earning five stars, while J.P. Morgan Self-Directed Investing garners a respectable four stars. As ranked by StockBrokers.com among 18 brokers, Charles Schwab holds the impressive position of number two, whereas J.P. Morgan Self-Directed Investing is ranked tenth. Both platforms offer a robust array of features, yet Schwab advances with additional trading opportunities and a more comprehensive range of investment offerings.
Charles Schwab and J.P. Morgan Self-Directed Investing both offer a variety of trading options including stock, margin, fractional shares, OTC stocks, mutual funds, and options trading. While both brokerages facilitate a wide array of trading strategies, Charles Schwab extends its investment services with access to forex and futures trading, areas where J.P. Morgan Self-Directed Investing does not participate. However, neither platform currently supports cryptocurrency trading, a growing market that attracts a different segment of investors.
Both brokerages excel in offering retirement account services with traditional and Roth IRA options complemented by advisor services to guide investors in making informed decisions. These offerings cater to long-term investors seeking a diversified portfolio and professional advice. Despite similarities in these account types, the comparative edge in the broader scope of investment options and higher ratings give Charles Schwab a competitive advantage over J.P. Morgan Self-Directed Investing.
| 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 |
| Investment Options |
|
|
Dive deeper: Best Options Trading Platforms & Brokers, 5 Best Futures Trading Platforms of 2024
When evaluating trading platforms and tools, Charles Schwab stands out significantly compared to J.P. Morgan Self-Directed Investing. Charles Schwab is ranked #2 among 18 brokers by StockBrokers.com, boasting a perfect five-star rating for its robust and versatile offerings. Meanwhile, J.P. Morgan Self-Directed Investing holds a three-star rating and a #14 rank, indicating a more limited platform experience. Schwab's comprehensive range of features, including paper trading, advanced charting, and customizable trading tools, clearly surpasses J.P. Morgan's current capabilities.
For those using multiple devices, Charles Schwab offers downloadable trading platforms for both Windows and Mac, along with a browser-based option, giving traders flexibility and choice. In contrast, J.P. Morgan Self-Directed Investing only provides a browser-based platform, limiting users who prefer desktop applications. Moreover, Schwab provides sophisticated functionalities such as the ability to adjust open orders directly on stock charts, custom studies, and extensive watch list customization with up to 580 fields, compared to only four fields with J.P. Morgan.
Charting tools also display a stark difference between the two brokers. Charles Schwab offers a rich suite of 374 technical indicators and 24 drawing tools, alongside features like displaying historical trades, corporate events, and the ability to save multiple chart profiles. On the other hand, J.P. Morgan Self-Directed Investing offers a more basic charting experience with just 36 technical indicators and 10 drawing tools, lacking many of the advanced chart functionalities that traders may find advantageous for detailed market analysis and strategy development.
| 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 | 4 |
| Charting - Indicators / Studies | 374 | 36 |
| Charting - Drawing Tools | 24 | 10 |
| Platforms & Tools |
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|
Dive deeper: Best Stock Brokers for 2024, Best Paper Trading Platforms of 2024
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When it comes to beginner and investor education capabilities, Charles Schwab and J.P. Morgan Self-Directed Investing both excel by providing comprehensive educational resources across various financial instruments. Both platforms offer stock, ETF, options, mutual funds, and bonds education, along with engaging content such as educational videos and webinars. Charles Schwab goes a step further by incorporating interactive elements such as paper trading and educational quizzes, which help reinforce learning and offer practical experience. Additionally, Schwab users can track their learning progress, offering a tailored path to mastering investment concepts, a feature not available with J.P. Morgan Self-Directed Investing.
Charles Schwab's commitment to investor education is reflected in its top ratings, earning 5 stars for educational resources and ranking #4 out of 18 brokers on StockBrokers.com. In contrast, J.P. Morgan Self-Directed Investing, though slightly streamlined, still performs admirably with a 4.5-star rating and a #6 ranking among peers. These distinctions highlight Charles Schwab's slight edge in delivering a more robust and interactive educational experience, especially beneficial for beginner investors seeking a comprehensive learning journey. Both platforms provide valuable resources, but Charles Schwab's additional features and higher ratings make it a compelling choice for those new to 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 2024
When comparing the stock trading app capabilities of Charles Schwab and J.P. Morgan Self-Directed Investing, Charles Schwab emerges as a clear leader. With an impressive 5-star rating and a top-four ranking among 18 brokers by StockBrokers.com, Schwab offers a comprehensive suite of app features, including compatibility with iPhone, Android, and Apple Watch, although J.P. Morgan does not support an Apple Watch app. Schwab provides mobile after-hours trading, streaming quotes, live TV, videos on demand, and stock alerts, setting itself apart from J.P. Morgan, which lacks many of these functionalities. Moreover, Charles Schwab excels in charting capabilities with support for multiple time frames, landscape mode, and a significant 373 technical studies available for analysis. These advanced features make Schwab the go-to option for investors seeking a robust mobile trading experience.
Charles Schwab's stock trading app capabilities are distinguished by its broad range of features designed to enhance user experience and usability. Users benefit from mobile options trading, custom watch lists, and the ability to customize watch list columns. Although both brokers allow users to create custom watch lists, Schwab goes further by offering vast customization of watch list columns, enabling a more personalized investment approach. Unlike J.P. Morgan, Schwab supports a higher level of chart interactivity, such as viewing charts in landscape mode and the ability to display stock comparisons directly on charts.
On the other hand, J.P. Morgan Self-Directed Investing offers a solid, albeit less comprehensive, mobile trading platform. Compatible with both iPhone and Android devices, it offers basic functionalities like mobile options trading and the ability to view multiple chart time frames. However, its offerings are overshadowed by Charles Schwab's extensive features and customization options, illustrated by its modest 4-star rating and rank of #12 in StockBrokers.com's assessment. While J.P. Morgan provides a dependable foundation for self-directed investors, its lack of advanced features such as streaming quotes, stock alerts, and varied charting capabilities positions it behind Schwab's leading-edge technology and user-centric design.
| 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 | No |
| Charting - After-Hours | No | No |
| Charting - Technical Studies | 373 | 36 |
| Mobile Trading Apps |
|
|
Dive deeper: Best Stock Trading Apps of 2024
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 |
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Dive deeper: Best Brokers for Free Stock Trading of 2024
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 of 2024
When comparing market research capabilities, Charles Schwab emerges as a clear leader over J.P. Morgan Self-Directed Investing. Charles Schwab earns a full five-star rating and holds the prestigious #1 rank out of 18 brokers by StockBrokers.com, reflecting its comprehensive suite of market research tools and offerings. In contrast, J.P. Morgan Self-Directed Investing receives a four-star rating and ranks #8, indicating robust but less extensive research services.
Both Charles Schwab and J.P. Morgan Self-Directed Investing provide stock, ETFs, mutual funds, pink sheets/OTCBB, and bond research, alongside the ability to view portfolio allocation by asset class. However, Charles Schwab distinguishes itself with its use of social media sentiment data for stock research and its provision of ESG (Environmental, Social, and Governance) research, services not available with J.P. Morgan. Moreover, Charles Schwab offers a greater number of downloadable PDF research reports, including seven for stocks and various reports for ETFs and mutual funds, which J.P. Morgan lacks.
Additionally, Charles Schwab provides a more comprehensive selection of screeners for trade ideas, spanning stocks, ETFs, mutual funds, and bonds. This depth in market research capabilities makes Charles Schwab the superior choice for investors seeking detailed insights and advanced research tools, with its rank and reviews reflecting its leading status in the brokerage industry. J.P. Morgan Self-Directed Investing, while competitive, does not match the breadth and depth that Charles Schwab delivers in this area.
| 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 Brokerages of 2024
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 96.6%, while J.P. Morgan Self-Directed Investing finished with a score of 82.2%.
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.
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 Crypto Trading Platforms of 2024
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 of 2024
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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 | No | 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 | No | |
| 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 | No | |
| 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 | 4 |
| 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 | No |
| 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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| Review | Charles Schwab Review | J.P. Morgan Self-Directed Investing Review |
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