Investment options
When evaluating online brokers Firstrade and J.P. Morgan Self-Directed Investing, it's evident that both platforms provide robust investment options, with each excelling in particular areas. Firstrade holds a slight edge with a 4.5-star rating for investment options compared to J.P. Morgan's 4-star rating. Further reinforcing its appeal, Firstrade ranks 6th out of 18 brokers by StockBrokers.com, ahead of J.P. Morgan's 10th place. However, J.P. Morgan offers advisor services, which could be a deciding factor for investors seeking professional guidance, underscoring the importance of matching broker capabilities with individual investor needs.
Both Firstrade and J.P. Morgan Self-Directed Investing feature extensive offerings in traditional asset classes including stock trading, margin trading, and options trading. They also provide trading in mutual funds and fractional shares, which can be appealing to investors looking for diversification. Furthermore, both platforms accommodate trading in OTC stocks, an attractive option for those interested in more unconventional markets. Nevertheless, neither broker supports forex, futures, or crypto trading, which might limit investors seeking exposure to these markets.
For retirement-focused investors, both Firstrade and J.P. Morgan Self-Directed Investing present traditional IRA and Roth IRA account options, catering to various tax-preference strategies. While both brokers notably do not offer crypto trading, thereby excluding a booming market trend, Firstrade's lack of advisor services might deter clients requiring professional advice, which J.P. Morgan caters to. Ultimately, the choice between Firstrade and J.P. Morgan could come down to whether investors prioritize higher-rated investment options or access to advisory services.
Feature |
Firstrade
|
J.P. Morgan Self-Directed Investing
|
Stock Trading
info
|
Yes
|
Yes
|
Margin Trading
|
Yes
|
Yes
info |
Fractional Shares
info
|
Yes
|
Yes
|
OTC Stocks
info
|
Yes
|
Yes
|
Mutual Funds
info
|
Yes
|
Yes
|
Options Trading
info
|
Yes
|
Yes
|
Futures Trading
info
|
No
|
No
|
Crypto Trading
info
|
No
|
No
|
Crypto Trading - Total Coins
info
|
0
|
0
|
Investment Options
|
|
|
Dive deeper: Best Options Trading Platforms & Brokers, 5 Best Futures Trading Platforms of 2024
Trading platforms and tools
When choosing between Firstrade and J.P. Morgan Self-Directed Investing for trading platforms and tools, the overall takeaway suggests Firstrade stands out slightly with a ranking of 9th out of 18 brokers and a 3.5-star rating, compared to J.P. Morgan's 14th place and 3-star rating. Both platforms lack desktop downloadable platforms for both Windows and Mac, focusing instead on accessible browser-based interfaces that provide essential trading capabilities for users.
Firstrade offers a more robust watchlist experience with 50 columns compared to J.P. Morgan's 4, granting traders greater flexibility in monitoring their investments. Additionally, Firstrade provides 102 technical indicators for charting, significantly more than J.P. Morgan's offering of 36, which could provide more comprehensive insights for technical analysis. However, when it comes to drawing tools, J.P. Morgan offers slightly more options with 10 tools, giving it a minor edge in this aspect.
Neither broker supports paper trading, trading journals, or certain charting features such as custom studies or the ability to save multiple chart profiles. However, J.P. Morgan uniquely displays corporate events like earnings and dividends on charts, offering a helpful contextual layer for traders. Both brokers enable index overlays on charts, but neither allows for notes to be added or historical trades to be shown. While Firstrade excels in SMA study customization with six fields, compared to J.P. Morgan's three, both lack support for creating custom studies, highlighting areas where traders might seek additional resources for advanced analysis.
Feature |
Firstrade
|
J.P. Morgan Self-Directed Investing
|
Web Trading Platform
info
|
Yes
|
Yes
|
Desktop Trading Platform
info
|
No
|
No
|
Desktop Platform (Mac)
info
|
No
|
No
|
Paper Trading
info
|
No
|
No
|
Watch Lists - Total Fields
info
|
50
|
4
|
Charting - Indicators / Studies
info
|
102
|
36
|
Charting - Drawing Tools
info
|
8
|
10
|
Platforms & Tools
|
|
|
Dive deeper: Best Stock Brokers for 2024, Best Paper Trading Platforms of 2024
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Beginners and education
When comparing Firstrade and J.P. Morgan Self-Directed Investing for their beginner and investor education capabilities, J.P. Morgan Self-Directed Investing notably stands out. Both platforms offer stock, options education, and a range of educational videos and webinars, but J.P. Morgan Self-Directed Investing excels with additional resources on ETFs, mutual funds, and bonds, providing a more comprehensive educational experience overall. In contrast, Firstrade lacks offerings in these areas, potentially limiting the breadth of knowledge accessible to its users.
In terms of rankings and user ratings, J.P. Morgan Self-Directed Investing receives a higher rating of 4.5 stars for education, compared to Firstrade’s 3.5 stars. This distinction reflects its broader educational portfolio and higher ranking of #6 out of 18 brokers on StockBrokers.com, while Firstrade is positioned at #12. Despite neither offering paper trading or tracking of learning progress, J.P. Morgan’s extensive subject coverage provides an edge, making it a more favorable choice for beginners and those seeking in-depth investment education.
Feature |
Firstrade
|
J.P. Morgan Self-Directed Investing
|
Education (Stocks)
info
|
Yes
|
Yes
|
Education (ETFs)
info
|
No
|
Yes
|
Education (Options)
info
|
Yes
|
Yes
|
Education (Mutual Funds)
info
|
No
|
Yes
|
Education (Bonds)
info
|
No
|
Yes
|
Paper Trading
info
|
No
|
No
|
Videos
info
|
Yes
|
Yes
|
Webinars
info
|
Yes
|
Yes
|
Education
|
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2024
Stock trading apps
When comparing Firstrade and J.P. Morgan Self-Directed Investing for mobile stock trading capabilities, Firstrade emerges as a stronger performer. With a 4.5-star rating and a ranking of #6 out of 18 brokers by StockBrokers.com, Firstrade offers features such as streaming quotes, stock alerts, and the ability to view charts in landscape mode, which are not available with J.P. Morgan Self-Directed Investing. Furthermore, Firstrade offers a wider selection of technical studies for its charting tools in the mobile app.
Both Firstrade and J.P. Morgan Self-Directed Investing provide robust iPhone and Android apps, catering to a wide range of users regardless of their mobile device preference. They both allow for mobile options trading and the creation of customizable watch lists. However, neither service extends its compatibility to the Apple Watch or includes features like streaming live TV and videos on demand. Notably, mobile after-hours stock trading is a capability Firstrade offers, but the information for J.P. Morgan Self-Directed Investing remains unclear.
Charting capabilities further differentiate the two, with Firstrade providing 81 technical studies compared to J.P. Morgan's 36. Both brokers support viewing multiple time frames within their mobile apps, though only Firstrade offers viewing charts in landscape mode. However, neither platform facilitates chart-based stock comparisons or after-hours charting. Overall, these distinctions highlight Firstrade's more comprehensive mobile trading experience compared to J.P. Morgan Self-Directed Investing, which holds a 4-star rating and is ranked #12.
Feature |
Firstrade
|
J.P. Morgan Self-Directed Investing
|
iPhone App
info
|
Yes
|
Yes
|
Android App
info
|
Yes
|
Yes
|
Apple Watch App
info
|
No
|
No
|
Stock Alerts
info
|
Yes
|
No
|
Charting - After-Hours
info
|
No
|
No
|
Charting - Technical Studies
info
|
81
|
36
|
Mobile Trading Apps
|
|
|
Dive deeper: Best Stock Trading Apps of 2024
Fees
When comparing Firstrade and J.P. Morgan Self-Directed Investing, both online brokers present competitive offerings with zero charges for minimum deposits, regular stock trades, and IRA annual fees. Firstrade, however, emerges as the more cost-effective option for those actively trading options, as it charges nothing per options contract compared to J.P. Morgan's $0.65 per contract. Additionally, while IRA closures are free with Firstrade, J.P. Morgan imposes a $75 fee, highlighting Firstrade's more favorable positioning for investors prioritizing low fees.
Both brokers are aligned in providing complimentary minimum deposit requirements and free regular stock trades. They also share the same fee structure for full account transfers (ACAT), each charging $75. Notably, Firstrade does levy a $55 fee for partial account transfers, in contrast to J.P. Morgan, which remains free for such transactions. On the margin balance front, J.P. Morgan presents slightly better rates across all tiers, ranging from 12.5% to 13.25%, while Firstrade's rates span from 13% to 13.75% depending on the balance.
Furthermore, both Firstrade and J.P. Morgan offer zero charges for options exercises and assignments, providing extra value to investors who trade options regularly. Despite these similarities, Firstrade stands out with its completely free options trading, offering a significant advantage for those primarily focused on options trading. Consequently, depending on one's trading priorities and financial needs, potential investors must weigh these costs to determine which broker aligns best with their investing strategy.
Feature |
Firstrade
|
J.P. Morgan Self-Directed Investing
|
Minimum Deposit
|
$0.00
|
$0.00
|
Stock Trades
|
$0.00
|
$0.00
|
Options (Per Contract)
|
$0.00
|
$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
|
|
|
Dive deeper: Best Brokers for Free Stock Trading of 2024
Day Trading
When evaluating Firstrade and J.P. Morgan Self-Directed Investing for day trading, both platforms lack several advanced features typically sought by active traders. Neither Firstrade nor J.P. Morgan Self-Directed Investing provides streaming time and sales for stocks or streaming live TV. Additionally, traders will not find direct market routing for stocks or ladder trading options with either broker. The absence of trading hotkeys for keyboard trade entry and level 2 quotes further limits day traders seeking efficient trade execution and detailed market depth.
Moreover, both Firstrade and J.P. Morgan Self-Directed Investing fall short in offering strategy backtesting capabilities—whether basic or advanced—which are crucial for traders aiming to test and refine their strategies. The lack of a short locator tool and order liquidity (maker/taker) rebates in both platforms indicates a potential gap in features that support comprehensive trading strategies. As such, day traders considering either of these online brokers should assess these limitations in light of their specific trading needs and preferences.
Feature |
Firstrade
|
J.P. Morgan Self-Directed Investing
|
Streaming Time & Sales
info
|
No
|
No
|
Streaming TV
info
|
No
|
No
|
Direct Market Routing - Stocks
info
|
No
|
No
|
Level 2 Quotes - Stocks
info
|
No
|
No
|
Trade Ideas - Backtesting
info
|
No
|
No
|
Trade Ideas - Backtesting Adv
info
|
No
|
No
|
Short Locator
info
|
No
|
No
|
Dive deeper: Best Day Trading Platforms of 2024
Market Research
In the realm of market research capabilities for online brokers, Firstrade and J.P. Morgan Self-Directed Investing each present robust offerings. Both platforms provide comprehensive research tools for stocks, ETFs, mutual funds, pink sheets/OTCBB, and bonds. Importantly, each broker also offers features for portfolio allocation by asset class, along with various screeners for trade ideas across different asset categories. Firstrade appears to have a slight edge with an overall higher ranking by StockBrokers.com, being rated 4.5 stars and holding the #6 spot compared to J.P. Morgan’s 4-star rating and #8 rank. This reflects Firstrade's emphasis on unique offerings like downloadable PDF reports for ETFs and social media sentiment data integration, which contribute to its foremost standing.
When exploring deeper into the specifics, both brokers excel by making research accessible across several financial instruments. Firstrade is particularly noted for its inclusion of ESG (Environmental, Social, and Governance) research, enhancing its appeal to sustainability-minded investors, while J.P. Morgan Self-Directed Investing does not offer this feature. Additionally, Firstrade provides tools such as downloadable PDF research reports for ETFs, an option that’s unavailable with J.P. Morgan. However, J.P. Morgan compensates with two downloadable stock research reports compared to Firstrade's one, enabling broader access to critical stock insights.
While both brokers share many similarities in supporting traders with essential research tools, Firstrade distinguishes itself by tapping into more innovative areas like social media sentiment analysis. This makes it particularly advantageous for investors looking to leverage cutting-edge data insights in their decision-making processes. Despite the competitive edge from Firstrade, J.P. Morgan Self-Directed Investing remains a formidable choice due to its well-rounded offerings, making the final decision largely dependent on specific investor needs and priorities. Overall, both platforms provide commendable resources, fostering informed investment strategies.
Feature |
Firstrade
|
J.P. Morgan Self-Directed Investing
|
Research - Stocks
info
|
Yes
|
Yes
|
Screener - Stocks
info
|
Yes
|
Yes
|
Research - ETFs
info
|
Yes
|
Yes
|
Screener - ETFs
info
|
Yes
|
Yes
|
Research - Mutual Funds
info
|
Yes
|
Yes
|
Screener - Mutual Funds
info
|
Yes
|
Yes
|
Research - Bonds
info
|
Yes
|
Yes
|
Screener - Bonds
info
|
Yes
|
Yes
|
Research
|
|
|
Banking
When comparing the banking capabilities of Firstrade and J.P. Morgan Self-Directed Investing, several key differences stand out. Both platforms offer checking accounts, debit cards, and certificates of deposit (CDs), providing essential financial services to their users. However, J.P. Morgan Self-Directed Investing extends its range of services by offering savings accounts, credit cards, and mortgage loans, which Firstrade does not provide. For individuals seeking a more comprehensive suite of banking products, J.P. Morgan Self-Directed Investing may be the preferable choice, especially given its broader financial offerings. Conversely, Firstrade offers a streamlined selection focusing on essential needs, potentially appealing to users with straightforward banking requirements.
Dive deeper: Best Bank Brokerages of 2024
Winner
After opening live accounts and testing 18 of the best online brokers, our research and live account testing finds that Firstrade is better than J.P. Morgan Self-Directed Investing. Firstrade finished with an overall score of 87.7%, while J.P. Morgan Self-Directed Investing finished with a score of 82.2%.
Firstrade scored well for penny stock trading in our 2024 Annual Awards, and is a great choice for Chinese-speaking investors. However, it lags behind the competition in certain areas, especially platforms, tools and education.
FAQs
Can you trade cryptocurrency with Firstrade or J.P. Morgan Self-Directed Investing?
Neither Firstrade nor J.P. Morgan Self-Directed Investing offer cryptocurrency trading, as both platforms provide access to zero crypto coins.
Dive deeper: Best Crypto Trading Platforms of 2024
Does Firstrade or J.P. Morgan Self-Directed Investing offer IRAs?
Both Firstrade and J.P. Morgan Self-Directed Investing offer traditional and Roth IRA accounts with no annual fees; however, Firstrade provides an advantage with no closure fee, while J.P. Morgan charges $75 for closing an IRA account.
Dive deeper: Best IRA Accounts of 2024
Popular trading guides
Popular broker reviews
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Broker Screenshots
|
Firstrade |
J.P. Morgan Self-Directed Investing |
|
Trading Platform & Tools Gallery (click to expand) |
|
|
|
Research Gallery (click to expand) |
|
|
|
Mobile Trading Apps Gallery (click to expand) |
|
|
|
Education Gallery (click to expand) |
|
|
|
Trading Fees
|
Firstrade |
J.P. Morgan Self-Directed Investing |
|
Minimum Deposit |
$0.00
|
$0.00
|
|
Stock Trades |
$0.00
|
$0.00
|
|
Penny Stock Fees (OTC) info
|
$0.00
|
$0.00
|
|
Mutual Fund Trade Fee |
$0
|
$0
|
|
Options (Per Contract) |
$0.00
|
$0.65
|
|
Futures (Per Contract) |
(Not offered)
|
(Not offered)
|
|
Broker Assisted Trade Fee |
$19.95
|
Varies
|
|
Margin Rates
|
Firstrade |
J.P. Morgan Self-Directed Investing |
|
Margin Rate Under $25,000 |
13.75%
|
13.25%
|
|
Margin Rate $25,000 to $49,999.99 |
13.50%
|
13%
|
|
Margin Rate $50,000 to $99,999.99 |
13.00%
|
12.5%
|
|
Margin Rate $100,000 to $249,999.99 |
12.50%
|
12.25%
|
|
Margin Rate $250,000 to $499,999.99 |
12.50%
|
12.25%
|
|
Margin Rate $500,000 to $999,999.99 |
12.50%
|
11.5%
|
|
Margin Rate Above $1,000,000 |
12.50%
|
11%
info
|
|
Account Fees
|
Firstrade |
J.P. Morgan Self-Directed Investing |
|
IRA Annual Fee |
$0.00
|
$0.00
|
|
IRA Closure Fee |
$0.00
|
$75.00
|
|
Account Transfer Out (Partial) info
|
$55.00
|
$0.00
|
|
Account Transfer Out (Full) info
|
$75.00
|
$75.00
|
|
Options Exercise Fee |
$0.00
|
$0.00
|
|
Options Assignment Fee |
$0.00
|
$0.00
|
|
Investment Options
|
Firstrade |
J.P. Morgan Self-Directed Investing |
|
Stock Trading info
|
Yes
|
Yes
|
|
Margin Trading |
Yes
|
Yes
info
|
|
Fractional Shares info
|
Yes
|
Yes
|
|
OTC Stocks info
|
Yes
|
Yes
|
|
Options Trading info
|
Yes
|
Yes
|
|
Complex Options Max Legs info
|
4
|
1
|
|
Futures Trading info
|
No
|
No
|
|
Forex Trading info
|
No
|
No
|
|
Crypto Trading info
|
No
|
No
|
|
Crypto Trading - Total Coins info
|
0
|
0
|
|
Mutual Funds (No Load) info
|
15460
|
3500
|
|
Mutual Funds (Total) info
|
19666
|
3500
|
|
Bonds (US Treasury) info
|
Yes
|
Yes
|
|
Bonds (Corporate) info
|
Yes
|
Yes
|
|
Bonds (Municipal) info
|
Yes
|
Yes
|
|
Traditional IRAs info
|
Yes
|
Yes
|
|
Roth IRAs info
|
Yes
|
Yes
|
|
Advisor Services info
|
No
|
Yes
|
|
International Countries (Stocks) info
|
0
|
0
|
|
Order Types
|
Firstrade |
J.P. Morgan Self-Directed Investing |
|
Order Type - Market info
|
Yes
|
Yes
|
|
Order Type - Limit info
|
Yes
|
Yes
|
|
Order Type - After Hours info
|
Yes
|
No
|
|
Order Type - Stop info
|
Yes
|
Yes
|
|
Order Type - Trailing Stop info
|
Yes
|
No
|
|
Order Type - OCO info
|
Yes
|
No
|
|
Order Type - OTO info
|
Yes
|
No
|
|
Order Type - Broker Assisted info
|
Yes
|
Yes
|
|
Beginners
|
Firstrade |
J.P. Morgan Self-Directed Investing |
|
Education (Stocks) info
|
Yes
|
Yes
|
|
Education (ETFs) info
|
No
|
Yes
|
|
Education (Options) info
|
Yes
|
Yes
|
|
Education (Mutual Funds) info
|
No
|
Yes
|
|
Education (Bonds) info
|
No
|
Yes
|
|
Education (Retirement) info
|
Yes
|
Yes
|
|
Retirement Calculator info
|
Yes
|
Yes
|
|
Investor Dictionary info
|
Yes
|
No
|
|
Paper Trading info
|
No
|
No
|
|
Videos info
|
Yes
|
Yes
|
|
Webinars info
|
Yes
|
Yes
|
|
Webinars (Archived) info
|
Yes
|
No
|
|
Progress Tracking info
|
No
|
No
|
|
Interactive Learning - Quizzes info
|
No
|
No
|
|
Stock Trading Apps
|
Firstrade |
J.P. Morgan Self-Directed Investing |
|
iPhone App info
|
Yes
|
Yes
|
|
Android App info
|
Yes
|
Yes
|
|
Apple Watch App info
|
No
|
No
|
|
Trading - Stocks info
|
Yes
|
Yes
|
|
Trading - After-Hours info
|
Yes
|
No
|
|
Trading - Simple Options info
|
Yes
|
Yes
|
|
Trading - Complex Options info
|
Yes
|
No
|
|
Order Ticket RT Quotes info
|
Yes
|
Yes
|
|
Order Ticket SRT Quotes info
|
Yes
|
No
|
|
Stock App Features
|
Firstrade |
J.P. Morgan Self-Directed Investing |
|
Market Movers (Top Gainers) info
|
Yes
|
Yes
|
|
Stream Live TV info
|
No
|
No
|
|
Videos on Demand info
|
No
|
No
|
|
Stock Alerts info
|
Yes
|
No
|
|
Option Chains Viewable info
|
Yes
|
Yes
|
|
Watch List (Real-time) info
|
Yes
|
Yes
|
|
Watch List (Streaming) info
|
Yes
|
No
|
|
Watch Lists - Create & Manage info
|
Yes
|
Yes
|
|
Watch Lists - Column Customization info
|
Yes
|
Yes
|
|
Stock App Charting
|
Firstrade |
J.P. Morgan Self-Directed Investing |
|
Charting - After-Hours info
|
No
|
No
|
|
Charting - Can Turn Horizontally info
|
Yes
|
No
|
|
Charting - Multiple Time Frames info
|
Yes
|
Yes
|
|
Charting - Technical Studies info
|
81
|
36
|
|
Charting - Study Customizations info
|
Yes
|
Yes
|
|
Charting - Stock Comparisons info
|
No
|
No
|
|
Trading Platforms
|
Firstrade |
J.P. Morgan Self-Directed Investing |
|
Active Trading Platform info
|
|
No
|
|
Desktop Trading Platform info
|
No
|
No
|
|
Desktop Platform (Mac) info
|
No
|
No
|
|
Web Trading Platform info
|
Yes
|
Yes
|
|
Paper Trading info
|
No
|
No
|
|
Trade Journal info
|
No
|
No
|
|
Watch Lists - Total Fields info
|
50
|
4
|
|
Stock Chart Features
|
Firstrade |
J.P. Morgan Self-Directed Investing |
|
Charting - Adjust Trades on Chart info
|
No
|
No
|
|
Charting - Indicators / Studies info
|
102
|
36
|
|
Charting - Drawing Tools info
|
8
|
10
|
|
Charting - Notes info
|
No
|
No
|
|
Charting - Index Overlays info
|
Yes
|
Yes
|
|
Charting - Historical Trades info
|
No
|
No
|
|
Charting - Corporate Events info
|
No
|
Yes
|
|
Charting - Custom Date Range info
|
No
|
No
|
|
Charting - Custom Time Bars info
|
No
|
No
|
|
Charting - Automated Analysis info
|
No
|
No
|
|
Charting - Save Profiles info
|
No
|
No
|
|
Trade Ideas - Technical Analysis info
|
Yes
|
No
|
|
Charting - Study Customizations info
|
6
|
3
|
|
Charting - Custom Studies info
|
No
|
No
|
|
Day Trading
|
Firstrade |
J.P. Morgan Self-Directed Investing |
|
Streaming Time & Sales info
|
No
|
No
|
|
Streaming TV info
|
No
|
No
|
|
Direct Market Routing - Stocks info
|
No
|
No
|
|
Ladder Trading info
|
No
|
No
|
|
Trade Hotkeys info
|
No
|
No
|
|
Level 2 Quotes - Stocks info
|
No
|
No
|
|
Trade Ideas - Backtesting info
|
No
|
No
|
|
Trade Ideas - Backtesting Adv info
|
No
|
No
|
|
Short Locator info
|
No
|
No
|
|
Order Liquidity Rebates info
|
No
|
No
|
|
Research Overview
|
Firstrade |
J.P. Morgan Self-Directed Investing |
|
Research - Stocks info
|
Yes
|
Yes
|
|
Research - ETFs info
|
Yes
|
Yes
|
|
Research - Mutual Funds info
|
Yes
|
Yes
|
|
Research - Pink Sheets / OTCBB info
|
Yes
|
Yes
|
|
Research - Bonds info
|
Yes
|
Yes
|
|
Screener - Stocks info
|
Yes
|
Yes
|
|
Screener - ETFs info
|
Yes
|
Yes
|
|
Screener - Mutual Funds info
|
Yes
|
Yes
|
|
Screener - Bonds info
|
Yes
|
Yes
|
|
Misc - Portfolio Allocation info
|
Yes
|
Yes
|
|
Stock Research
|
Firstrade |
J.P. Morgan Self-Directed Investing |
|
Stock Research - PDF Reports info
|
1
|
2
|
|
Stock Research - Earnings info
|
Yes
|
Yes
|
|
Stock Research - Insiders info
|
Yes
|
No
|
|
Stock Research - Social info
|
Yes
|
No
|
|
Stock Research - News info
|
Yes
|
Yes
|
|
Stock Research - ESG info
|
Yes
|
No
|
|
Stock Research - SEC Filings info
|
Yes
|
No
|
|
ETF Research
|
Firstrade |
J.P. Morgan Self-Directed Investing |
|
ETFs - Strategy Overview info
|
Yes
|
Yes
|
|
ETF Fund Facts - Inception Date info
|
Yes
|
Yes
|
|
ETF Fund Facts - Expense Ratio info
|
Yes
|
Yes
|
|
ETF Fund Facts - Net Assets info
|
Yes
|
Yes
|
|
ETF Fund Facts - Total Holdings info
|
Yes
|
Yes
|
|
ETFs - Top 10 Holdings info
|
Yes
|
Yes
|
|
ETFs - Sector Exposure info
|
Yes
|
Yes
|
|
ETFs - Risk Analysis info
|
Yes
|
No
|
|
ETFs - Ratings info
|
Yes
|
Yes
|
|
ETFs - Morningstar StyleMap info
|
Yes
|
Yes
|
|
ETFs - PDF Reports info
|
Yes
|
No
|
|
Mutual Fund Research
|
Firstrade |
J.P. Morgan Self-Directed Investing |
|
Mutual Funds - Strategy Overview info
|
Yes
|
Yes
|
|
Mutual Funds - Performance Chart info
|
Yes
|
Yes
|
|
Mutual Funds - Performance Analysis info
|
Yes
|
Yes
|
|
Mutual Funds - Prospectus info
|
Yes
|
No
|
|
Mutual Funds - 3rd Party Ratings info
|
Yes
|
Yes
|
|
Mutual Funds - Fees Breakdown info
|
Yes
|
Yes
|
|
Mutual Funds - Top 10 Holdings info
|
Yes
|
Yes
|
|
Mutual Funds - Asset Allocation info
|
Yes
|
Yes
|
|
Mutual Funds - Sector Allocation info
|
Yes
|
Yes
|
|
Mutual Funds - Country Allocation info
|
Yes
|
Yes
|
|
Mutual Funds - StyleMap info
|
Yes
|
Yes
|
|
Options Trading
|
Firstrade |
J.P. Morgan Self-Directed Investing |
|
Option Chains - Basic View info
|
Yes
|
Yes
|
|
Option Chains - Strategy View info
|
Yes
|
No
|
|
Option Chains - Streaming info
|
No
|
No
|
|
Option Chains - Total Columns info
|
8
|
6
|
|
Option Chains - Greeks info
|
5
|
0
|
|
Option Chains - Quick Analysis info
|
No
|
No
|
|
Option Analysis - P&L Charts info
|
Yes
|
No
|
|
Option Probability Analysis info
|
No
|
No
|
|
Option Probability Analysis Adv info
|
Yes
|
No
|
|
Option Positions - Greeks info
|
No
|
No
|
|
Option Positions - Greeks Streaming info
|
No
|
No
|
|
Option Positions - Adv Analysis info
|
No
|
No
|
|
Option Positions - Rolling info
|
Yes
|
No
|
|
Option Positions - Grouping info
|
No
|
No
|
|
Banking
|
Firstrade |
J.P. Morgan Self-Directed Investing |
|
Bank (Member FDIC) info
|
No
|
Yes
|
|
Checking Accounts info
|
Yes
|
Yes
|
|
Savings Accounts info
|
No
|
Yes
|
|
Credit Cards info
|
No
|
Yes
|
|
Debit Cards info
|
Yes
|
Yes
|
|
Mortgage Loans info
|
No
|
Yes
|
|
Customer Service
|
Firstrade |
J.P. Morgan Self-Directed Investing |
|
Phone Support (Prospect Customers) info
|
Yes
|
No
|
|
Phone Support (Current Customers) info
|
Yes
|
Yes
|
|
Email Support info
|
Yes
|
Yes
|
|
Live Chat (Prospect Customers) info
|
Yes
|
No
|
|
Live Chat (Current Customers) info
|
Yes
|
No
|
|
24/7 Support info
|
No
|
Yes
|
|
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