Written by StockBrokers.com
In this head to head comparison of J.P. Morgan Self-Directed Investing vs Citi Self Invest, we will compare the trading platforms, mobile apps, investment options, costs, market research, and more. Let's dive in.
When evaluating J.P. Morgan Self-Directed Investing and Citi Self Invest, one can clearly see that J.P. Morgan offers a broader array of investment options, making it a more versatile choice for investors. While both platforms allow for stock and mutual fund trading and provide options for traditional and Roth IRA accounts, J.P. Morgan extends its offerings to include margin trading, fractional shares, OTC stocks, and options trading, setting it apart from Citi Self Invest, which lacks these features. This greater diversity in investment tools could be a key draw for those looking for more comprehensive investment strategies.
J.P. Morgan's investment options are rated at 4 stars, ranking them 10th out of 18 brokers according to StockBrokers.com, while Citi Self Invest holds a lower rating of 2.5 stars, placing it at the bottom of the rankings. J.P. Morgan's inclusion of such features as advisor services further enhances its appeal, providing support for investors who may benefit from professional guidance. Although neither broker offers futures or crypto trading, J.P. Morgan's overall capabilities are notably superior.
Citi Self Invest, by contrast, might appeal to beginners or more conservative investors due to its simpler offering set, which focuses on stocks and mutual funds without the complexities that come with margin and options trading. However, for those seeking to leverage a wider range of financial instruments, J.P. Morgan Self-Directed Investing clearly provides a more robust platform, aligning more closely with the needs of diversified and strategic investors. This distinction reinforces its status as a more comprehensive online brokerage choice.
| Feature |
J.P. Morgan Self-Directed Investing
|
Citi Self Invest
|
|---|---|---|
| Stock Trading | Yes | Yes |
| Margin Trading | Yes | No |
| Fractional Shares | Yes | No |
| OTC Stocks | Yes | No |
| Mutual Funds | Yes | Yes |
| Options Trading | Yes | No |
| Futures Trading | No | No |
| Crypto Trading | No | No |
| Crypto Trading - Total Coins | 0 | 0 |
| Investment Options |
|
|
Dive deeper: Best Options Trading Platforms for 2024, Best Futures Trading Platforms for 2024
When it comes to choosing between J.P. Morgan Self-Directed Investing and Citi Self Invest for trading platforms and tools, J.P. Morgan emerges as the slightly stronger contender. It is ranked #14 out of 18 brokers by StockBrokers.com compared to Citi's #16 position and has achieved a user rating of 3 stars versus Citi Self Invest's 2.5 stars. These ratings highlight J.P. Morgan's slightly superior offerings in trading platforms and tools, making it a more favorable option for investors seeking enhanced functionalities.
Both J.P. Morgan Self-Directed Investing and Citi Self Invest lack downloadable trading platforms for both Windows and Mac OS, but they offer accessible browser-based platforms. Neither platform supports paper trading, or provides a trading journal, keeping basic user requirements focused on live trading without the added bells and whistles. However, J.P. Morgan Self-Directed Investing clearly edges out in charting capabilities by offering 36 technical indicators and 10 drawing tools, whereas Citi Self Invest provides none. J.P. Morgan also offers more robust watch list customization with 20 columns compared to Citi's absence of customizable fields.
J.P. Morgan Self-Directed Investing takes an additional lead by allowing index overlays and the display of corporate events on charts, alongside the ability to create custom studies. Citi Self Invest, however, lacks these features, which can limit the analytical depth available to its users. Furthermore, J.P. Morgan provides the flexibility of three customization fields when editing an SMA study on a stock chart, while Citi offers no such options. With these detailed tools and features, J.P. Morgan Self-Directed Investing presents a more favorable environment for traders seeking comprehensive trading insights.
| Feature |
J.P. Morgan Self-Directed Investing
|
Citi Self Invest
|
|---|---|---|
| Web Trading Platform | Yes | Yes |
| Desktop Trading Platform | No | No |
| Desktop Platform (Mac) | No | No |
| Paper Trading | No | No |
| Watch Lists - Total Fields | 20 | 0 |
| Charting - Indicators / Studies | 36 | 0 |
| Charting - Drawing Tools | 10 | 0 |
| Platforms & Tools |
|
|
Dive deeper: Best Stock Brokers & Trading Platforms for 2024, Best Paper Trading Platforms for 2024
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J.P. Morgan Self-Directed Investing and Citi Self Invest cater to beginner investors with vastly different approaches to investor education. J.P. Morgan Self-Directed Investing stands out with a comprehensive educational offering that includes stock, ETF, options, mutual funds, and bonds education. Additionally, users benefit from educational videos and webinars, earning J.P. Morgan a commendable 4.5-star rating for education and a #6 ranking by StockBrokers.com out of 18 brokers. This makes it an attractive option for beginners looking to deepen their understanding of various investment classes.
In contrast, Citi Self Invest falls short in providing robust educational resources for beginner investors. The platform does not offer dedicated education for stocks, ETFs, options, mutual funds, or bonds, and it lacks educational videos and webinars. However, Citi Self Invest includes educational quizzes and tracking features to monitor learning progress, though these offerings collectively result in a lower 1.5-star education rating and a #18 ranking by StockBrokers.com. Beginners seeking comprehensive educational support may find J.P. Morgan Self-Directed Investing more advantageous for a fulfilling investment education journey.
| Feature |
J.P. Morgan Self-Directed Investing
|
Citi Self Invest
|
|---|---|---|
| Education (Stocks) | Yes | No |
| Education (ETFs) | Yes | No |
| Education (Options) | Yes | No |
| Education (Mutual Funds) | Yes | No |
| Education (Bonds) | Yes | No |
| Paper Trading | No | No |
| Videos | Yes | No |
| Webinars | Yes | No |
| Education |
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2024
When it comes to stock trading app capabilities, J.P. Morgan Self-Directed Investing takes a slight edge over Citi Self Invest. Offering both iPhone and Android apps, J.P. Morgan integrates additional features like mobile options trading, stock alerts, and the ability to customize watch list columns and view charts in landscape mode. It boasts 36 technical studies for charting, setting itself apart from Citi Self Invest, which offers none. The app also supports creating custom watch lists and provides multiple time frames for charting. As a result, J.P. Morgan Self-Directed Investing is rated 4 stars and ranks 12th among 18 brokers by StockBrokers.com, whereas Citi Self Invest garners 3 stars and ranks 17th.
Both J.P. Morgan Self-Directed Investing and Citi Self Invest provide iPhone and Android applications, making them accessible to a broad range of mobile users. However, neither broker offers an Apple Watch app or streaming features, such as live TV or on-demand videos, which could enhance the trading experience. Users seeking comprehensive after-hours trading while on mobile might find options limited with both brokers, as neither supports mobile after-hours stock trading or after-hours charting. Despite these limitations, the ability to create custom watch lists is available on both platforms, although only J.P. Morgan allows column customization.
For traders focused on charting capabilities, J.P. Morgan Self-Directed Investing is the preferable choice, providing an impressive 36 technical studies and functionalities like viewing charts in landscape mode. While Citi Self Invest matches J.P. Morgan in offering multiple time frames for charting, it lacks the broad technical analysis tools that active traders value. Additionally, J.P. Morgan's ability to deliver stock alerts and support for mobile options trading expands its appeal to traders looking for more robust mobile trading solutions.
| Feature |
J.P. Morgan Self-Directed Investing
|
Citi Self Invest
|
|---|---|---|
| iPhone App | Yes | Yes |
| Android App | Yes | Yes |
| Apple Watch App | No | No |
| Stock Alerts | Yes | No |
| Charting - After-Hours | No | No |
| Charting - Technical Studies | 36 | 0 |
| Mobile Trading Apps |
|
|
Dive deeper: Best Stock Trading Apps for 2024
When evaluating J.P. Morgan Self-Directed Investing and Citi Self Invest, both platforms offer competitive advantages, but they cater to slightly different needs. J.P. Morgan Self-Directed Investing stands out for investors interested in options trading with a nominal charge of $0.65 per contract and a comprehensive margin loan structure that Citi Self Invest does not provide. Conversely, Citi Self Invest may be preferable for those prioritizing simplicity, as it does not engage with options or offer margin loans, which simplifies the investing process.
Both J.P. Morgan Self-Directed Investing and Citi Self Invest offer a $0 minimum deposit requirement, and neither charges for regular stock trades, making them accessible for beginners and casual investors. For those prioritizing IRA accounts, both platforms charge no annual fees, but J.P. Morgan's IRA closure fee of $75 is lower than Citi's $95. Additionally, when considering account transfers, J.P. Morgan provides a more cost-effective choice; it waives fees for partial Account Transfers (ACAT) and requires $75 for a full transfer, compared to Citi's consistent fee of $95 for both partial and full transfers.
With regard to additional transaction charges, J.P. Morgan has no fees for options exercise or assignment, while Citi does not offer options trading at all. For those considering margin trading, J.P. Morgan has structured rates starting from 13.25% for balances under $25,000, decreasing to 12.5% for balances above $50,000, offering opportunities for those with larger investments. These features highlight J.P. Morgan Self-Directed Investing as an option with broader capabilities, whereas Citi Self Invest remains straightforward, albeit with fewer features for specialty trades.
| Feature |
J.P. Morgan Self-Directed Investing
|
Citi Self Invest
|
|---|---|---|
| Minimum Deposit | $0.00 | $0.00 |
| Stock Trades | $0.00 | $0.00 |
| Options (Per Contract) | $0.65 | N/A |
| Options Exercise Fee | $0.00 | N/A |
| Options Assignment Fee | $0.00 | N/A |
| IRA Annual Fee | $0.00 | $0.00 |
| IRA Closure Fee | $75.00 | $95.00 |
| Commissions & Fees |
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Dive deeper: Best Free Trading Platforms for 2024
When evaluating J.P. Morgan Self-Directed Investing and Citi Self Invest, particularly for day trading, investors may notice a lack of advanced trading features in both platforms. Neither J.P. Morgan Self-Directed Investing nor Citi Self Invest provides streaming time and sales for stocks, streaming live TV, or direct market routing, which might be essential tools for active traders. Moreover, both platforms omit ladder trading, trading hotkeys for keyboard trade entry, and level 2 quotes, potentially limiting their appeal to more sophisticated traders looking for comprehensive market data analysis.
In addition, essential features like basic and advanced strategy backtesting and a short locator tool for real-time availability of shares to short are absent from both J.P. Morgan Self-Directed Investing and Citi Self Invest. Furthermore, neither platform offers order liquidity (maker/taker) rebates. Overall, while suitable for some investors, day traders seeking more advanced functionalities may need to explore other options beyond these two platforms for their specific needs.
| Feature |
J.P. Morgan Self-Directed Investing
|
Citi Self Invest
|
|---|---|---|
| Streaming Time & Sales | No | No |
| Streaming TV | No | No |
| Direct Market Routing - Stocks | No | No |
| Level 2 Quotes - Stocks | No | No |
| Trade Ideas - Backtesting | No | No |
| Trade Ideas - Backtesting Adv | No | No |
| Short Locator | No | No |
Dive deeper: Best Day Trading Platforms for 2024
When comparing the market research capabilities of J.P. Morgan Self-Directed Investing and Citi Self Invest, J.P. Morgan offers a more comprehensive suite of research services. With four-star ratings for market research and a StockBrokers.com ranking of #8 among 18 brokers, J.P. Morgan excels particularly in providing research for mutual funds and bonds, areas where Citi Self Invest offers no support. Additionally, J.P. Morgan provides investors with more tools for trade ideas through comprehensive screeners for stocks, ETFs, mutual funds, and bonds, while Citi falls short in these offerings.
J.P. Morgan Self-Directed Investing clearly stands out with its extensive research options. It offers detailed insights into stocks, ETFs, mutual funds, and even Pink Sheets/OTCBB markets. Notably, J.P. Morgan provides downloadable PDF research reports for stocks, a tool that Citi Self Invest does not offer. Moreover, both platforms allow users to analyze portfolio allocation by asset class, but social media sentiment and ESG research are absent from both offer sets. J.P. Morgan further enhances its user experience with a robust set of screeners, supporting diverse asset classes and trade ideas, ensuring investors have a well-rounded view of market opportunities.
On the other hand, Citi Self Invest is limited in its market research offerings, which is reflected in its lower 2.5-star rating and a #15 ranking in market research by StockBrokers.com. While it does provide basic research tools for stocks and ETFs, it lacks the in-depth mutual fund and bond research that is available with J.P. Morgan. Citi's platform does not offer downloadable PDF research reports for any assets, nor does it provide screeners for generating trade ideas, which could limit an investor's ability to make well-informed decisions.
| Feature |
J.P. Morgan Self-Directed Investing
|
Citi Self Invest
|
|---|---|---|
| Research - Stocks | Yes | Yes |
| Screener - Stocks | Yes | No |
| Research - ETFs | Yes | Yes |
| Screener - ETFs | Yes | No |
| Research - Mutual Funds | Yes | No |
| Screener - Mutual Funds | Yes | No |
| Research - Bonds | Yes | No |
| Screener - Bonds | Yes | No |
| Research |
|
|
When it comes to banking capabilities, J.P. Morgan Self-Directed Investing and Citi Self Invest both provide a comprehensive suite of financial services. Both platforms offer essential banking features such as checking and savings accounts, debit and credit cards, along with mortgage loans, ensuring customers have access to versatile banking solutions. However, a notable differentiator is J.P. Morgan Self-Directed Investing's availability of Certificates of Deposit (CDs), which is not currently provided by Citi Self Invest. This advantage could appeal to investors seeking diversified savings options alongside their brokerage activities, highlighting J.P. Morgan's edge in offering more expansive banking products compared to Citi Self Invest.
| Feature |
J.P. Morgan Self-Directed Investing
|
Citi Self Invest
|
|---|---|---|
| Checking Accounts | Yes | Yes |
| Savings Accounts | Yes | Yes |
| Debit Cards | Yes | Yes |
| Credit Cards | Yes | Yes |
| Mortgage Loans | Yes | Yes |
| CDs | Yes | No |
Dive deeper: Best Bank Accounts for Trading Stocks for 2024
After opening live accounts and testing 18 of the best online brokers, our research and live account testing finds that J.P. Morgan Self-Directed Investing is better than Citi Self Invest. J.P. Morgan Self-Directed Investing finished with an overall score of 82.2%, while Citi Self Invest finished with a score of 70.6%.
J.P. Morgan Self-Directed Investing makes it easy for Chase Bank customers to invest and allows access to J.P. Morgan research. On the downside, the broker features are sparse compared to industry leaders.
J.P. Morgan Self-Directed Investing and Citi Self Invest both do not offer crypto trading, with each platform supporting zero cryptocurrency coins.
Dive deeper: Best Online Brokers for Crypto Trading in 2024
J.P. Morgan Self-Directed Investing and Citi Self Invest both offer traditional and Roth IRA accounts with no annual fees, but J.P. Morgan charges a $75 closure fee while Citi charges $95.
Dive deeper: Best IRA Accounts for 2024
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0 of 5| Overall Rating | J.P. Morgan Self-Directed Investing | Citi Self Invest | |
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| Customer Service | N/A | N/A | |
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| Review | J.P. Morgan Self-Directed Investing Review | Citi Self Invest Review |
| Broker Screenshots | J.P. Morgan Self-Directed Investing | Citi Self Invest | |
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| Trading Fees | J.P. Morgan Self-Directed Investing | Citi Self Invest | |
|---|---|---|---|
| Minimum Deposit | $0.00 | $0.00 | |
| Stock Trades | $0.00 | $0.00 | |
| Penny Stock Fees (OTC) | $0.00 | N/A | |
| Mutual Fund Trade Fee | $0 | 0 | |
| Options (Per Contract) | $0.65 | N/A | |
| Futures (Per Contract) | (Not offered) | (Not offered) | |
| Broker Assisted Trade Fee | Varies | n/a |
| Margin Rates | J.P. Morgan Self-Directed Investing | Citi Self Invest | |
|---|---|---|---|
| Margin Rate Under $25,000 | 13.25% | Not offered | |
| Margin Rate $25,000 to $49,999.99 | 13% | Not offered | |
| Margin Rate $50,000 to $99,999.99 | 12.5% | Not offered | |
| Margin Rate $100,000 to $249,999.99 | 12.25% | Not offered | |
| Margin Rate $250,000 to $499,999.99 | 12.25% | Not offered | |
| Margin Rate $500,000 to $999,999.99 | 11.5% | Not offered | |
| Margin Rate Above $1,000,000 | 11% | Not offered |
| Account Fees | J.P. Morgan Self-Directed Investing | Citi Self Invest | |
|---|---|---|---|
| IRA Annual Fee | $0.00 | $0.00 | |
| IRA Closure Fee | $75.00 | $95.00 | |
| Account Transfer Out (Partial) | $0.00 | $95.00 | |
| Account Transfer Out (Full) | $75.00 | $95.00 | |
| Options Exercise Fee | $0.00 | N/A | |
| Options Assignment Fee | $0.00 | N/A |
| Investment Options | J.P. Morgan Self-Directed Investing | Citi Self Invest | |
|---|---|---|---|
| Stock Trading | Yes | Yes | |
| Margin Trading | Yes | No | |
| Fractional Shares | Yes | No | |
| OTC Stocks | Yes | No | |
| Options Trading | Yes | No | |
| Complex Options Max Legs | 1 | ||
| Futures Trading | No | No | |
| Forex Trading | No | No | |
| Crypto Trading | No | No | |
| Crypto Trading - Total Coins | 0 | 0 | |
| Mutual Funds (No Load) | 3500 | 820 | |
| Mutual Funds (Total) | 3500 | 820 | |
| Bonds (US Treasury) | Yes | No | |
| Bonds (Corporate) | Yes | No | |
| Bonds (Municipal) | Yes | No | |
| Traditional IRAs | Yes | Yes | |
| Roth IRAs | Yes | Yes | |
| Advisor Services | Yes | No | |
| International Countries (Stocks) | 0 | 0 |
| Order Types | J.P. Morgan Self-Directed Investing | Citi Self Invest | |
|---|---|---|---|
| Order Type - Market | Yes | Yes | |
| Order Type - Limit | Yes | Yes | |
| Order Type - After Hours | No | No | |
| Order Type - Stop | Yes | Yes | |
| Order Type - Trailing Stop | No | No | |
| Order Type - OCO | No | No | |
| Order Type - OTO | No | No | |
| Order Type - Broker Assisted | Yes | No |
| Beginners | J.P. Morgan Self-Directed Investing | Citi Self Invest | |
|---|---|---|---|
| Education (Stocks) | Yes | No | |
| Education (ETFs) | Yes | No | |
| Education (Options) | Yes | No | |
| Education (Mutual Funds) | Yes | No | |
| Education (Bonds) | Yes | No | |
| Education (Retirement) | Yes | No | |
| Retirement Calculator | Yes | No | |
| Investor Dictionary | No | No | |
| Paper Trading | No | No | |
| Videos | Yes | No | |
| Webinars | Yes | No | |
| Webinars (Archived) | No | No | |
| Progress Tracking | No | Yes | |
| Interactive Learning - Quizzes | No | Yes |
| Stock Trading Apps | J.P. Morgan Self-Directed Investing | Citi Self Invest | |
|---|---|---|---|
| iPhone App | Yes | Yes | |
| Android App | Yes | Yes | |
| Apple Watch App | No | No | |
| Trading - Stocks | Yes | Yes | |
| Trading - After-Hours | No | No | |
| Trading - Simple Options | Yes | No | |
| Trading - Complex Options | No | No | |
| Order Ticket RT Quotes | Yes | Yes | |
| Order Ticket SRT Quotes | No | No |
| Stock App Features | J.P. Morgan Self-Directed Investing | Citi Self Invest | |
|---|---|---|---|
| Market Movers (Top Gainers) | Yes | Yes | |
| Stream Live TV | No | No | |
| Videos on Demand | No | No | |
| Stock Alerts | Yes | No | |
| Option Chains Viewable | Yes | No | |
| Watch List (Real-time) | Yes | Yes | |
| Watch List (Streaming) | No | No | |
| Watch Lists - Create & Manage | Yes | Yes | |
| Watch Lists - Column Customization | Yes | No |
| Stock App Charting | J.P. Morgan Self-Directed Investing | Citi Self Invest | |
|---|---|---|---|
| Charting - After-Hours | No | No | |
| Charting - Can Turn Horizontally | Yes | No | |
| Charting - Multiple Time Frames | Yes | Yes | |
| Charting - Technical Studies | 36 | 0 | |
| Charting - Study Customizations | Yes | No | |
| Charting - Stock Comparisons | No | No |
| Trading Platforms | J.P. Morgan Self-Directed Investing | Citi Self Invest | |
|---|---|---|---|
| Active Trading Platform | No | n/a | |
| Desktop Trading Platform | No | No | |
| Desktop Platform (Mac) | No | No | |
| Web Trading Platform | Yes | Yes | |
| Paper Trading | No | No | |
| Trade Journal | No | No | |
| Watch Lists - Total Fields | 20 | 0 |
| Stock Chart Features | J.P. Morgan Self-Directed Investing | Citi Self Invest | |
|---|---|---|---|
| Charting - Adjust Trades on Chart | No | No | |
| Charting - Indicators / Studies | 36 | 0 | |
| Charting - Drawing Tools | 10 | 0 | |
| Charting - Notes | No | No | |
| Charting - Index Overlays | Yes | No | |
| Charting - Historical Trades | No | No | |
| Charting - Corporate Events | Yes | No | |
| Charting - Custom Date Range | No | No | |
| Charting - Custom Time Bars | No | No | |
| Charting - Automated Analysis | No | No | |
| Charting - Save Profiles | No | No | |
| Trade Ideas - Technical Analysis | No | No | |
| Charting - Study Customizations | 3 | 0 | |
| Charting - Custom Studies | Yes | No |
| Day Trading | J.P. Morgan Self-Directed Investing | Citi Self Invest | |
|---|---|---|---|
| Streaming Time & Sales | No | No | |
| Streaming TV | No | No | |
| Direct Market Routing - Stocks | No | No | |
| Ladder Trading | No | No | |
| Trade Hotkeys | No | No | |
| Level 2 Quotes - Stocks | No | No | |
| Trade Ideas - Backtesting | No | No | |
| Trade Ideas - Backtesting Adv | No | No | |
| Short Locator | No | No | |
| Order Liquidity Rebates | No | No |
| Research Overview | J.P. Morgan Self-Directed Investing | Citi Self Invest | |
|---|---|---|---|
| Research - Stocks | Yes | Yes | |
| Research - ETFs | Yes | Yes | |
| Research - Mutual Funds | Yes | No | |
| Research - Pink Sheets / OTCBB | Yes | Yes | |
| Research - Bonds | Yes | No | |
| Screener - Stocks | Yes | No | |
| Screener - ETFs | Yes | No | |
| Screener - Mutual Funds | Yes | No | |
| Screener - Bonds | Yes | No | |
| Misc - Portfolio Allocation | Yes | Yes |
| Stock Research | J.P. Morgan Self-Directed Investing | Citi Self Invest | |
|---|---|---|---|
| Stock Research - PDF Reports | 2 | 0 | |
| Stock Research - Earnings | Yes | No | |
| Stock Research - Insiders | No | No | |
| Stock Research - Social | No | No | |
| Stock Research - News | Yes | Yes | |
| Stock Research - ESG | No | No | |
| Stock Research - SEC Filings | No | No |
| ETF Research | J.P. Morgan Self-Directed Investing | Citi Self Invest | |
|---|---|---|---|
| ETFs - Strategy Overview | Yes | Yes | |
| ETF Fund Facts - Inception Date | Yes | No | |
| ETF Fund Facts - Expense Ratio | Yes | Yes | |
| ETF Fund Facts - Net Assets | Yes | No | |
| ETF Fund Facts - Total Holdings | Yes | No | |
| ETFs - Top 10 Holdings | Yes | Yes | |
| ETFs - Sector Exposure | Yes | No | |
| ETFs - Risk Analysis | No | Yes | |
| ETFs - Ratings | Yes | Yes | |
| ETFs - Morningstar StyleMap | Yes | No | |
| ETFs - PDF Reports | No | No |
| Mutual Fund Research | J.P. Morgan Self-Directed Investing | Citi Self Invest | |
|---|---|---|---|
| Mutual Funds - Strategy Overview | Yes | Yes | |
| Mutual Funds - Performance Chart | Yes | Yes | |
| Mutual Funds - Performance Analysis | Yes | Yes | |
| Mutual Funds - Prospectus | No | No | |
| Mutual Funds - 3rd Party Ratings | Yes | Yes | |
| Mutual Funds - Fees Breakdown | Yes | No | |
| Mutual Funds - Top 10 Holdings | Yes | Yes | |
| Mutual Funds - Asset Allocation | Yes | Yes | |
| Mutual Funds - Sector Allocation | Yes | No | |
| Mutual Funds - Country Allocation | Yes | No | |
| Mutual Funds - StyleMap | Yes | No |
| Options Trading | J.P. Morgan Self-Directed Investing | Citi Self Invest | |
|---|---|---|---|
| Option Chains - Basic View | Yes | No | |
| Option Chains - Strategy View | No | No | |
| Option Chains - Streaming | No | No | |
| Option Chains - Total Columns | 6 | 0 | |
| Option Chains - Greeks | 0 | 0 | |
| Option Chains - Quick Analysis | No | No | |
| Option Analysis - P&L Charts | No | No | |
| Option Probability Analysis | No | No | |
| Option Probability Analysis Adv | No | No | |
| Option Positions - Greeks | No | No | |
| Option Positions - Greeks Streaming | No | No | |
| Option Positions - Adv Analysis | No | No | |
| Option Positions - Rolling | No | No | |
| Option Positions - Grouping | No | No |
| Banking | J.P. Morgan Self-Directed Investing | Citi Self Invest | |
|---|---|---|---|
| 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 | J.P. Morgan Self-Directed Investing | Citi Self Invest | |
|---|---|---|---|
| Phone Support (Prospect Customers) | No | No | |
| Phone Support (Current Customers) | Yes | Yes | |
| Email Support | Yes | No | |
| Live Chat (Prospect Customers) | No | No | |
| Live Chat (Current Customers) | No | No | |
| 24/7 Support | Yes | Yes |
| Overall | J.P. Morgan Self-Directed Investing | Citi Self Invest | |
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| Review | J.P. Morgan Self-Directed Investing Review | Citi Self Invest Review |
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