Written by StockBrokers.com
In this head to head comparison of J.P. Morgan Self-Directed Investing vs Firstrade, we will compare the trading platforms, mobile apps, range of investments, costs, market research, and more. Let's dive in.
Both J.P. Morgan Self-Directed Investing and Firstrade offer a range of investment options to cater to various investor needs, including stock trading, margin trading, and mutual funds. While both platforms boast strong investment offerings, Firstrade slightly edges out with a higher rating for its range of investments, earning 4.5 stars compared to J.P. Morgan's 4 stars. In rankings by StockBrokers.com, Firstrade is positioned 6th out of 16 brokers, indicating a more favorable assessment compared to J.P. Morgan's 9th place. Ultimately, while both brokers deliver compelling offerings, Firstrade may appeal more to those prioritizing a broader range of investment choices.
J.P. Morgan Self-Directed Investing and Firstrade provide similar capabilities such as the ability to trade in OTC stocks, options, and fractional shares. Both platforms cater well to beginners and seasoned investors, offering the popular traditional and Roth IRA accounts for retirement planning. Despite their comprehensive lineup in traditional investment vehicles, neither platform provides forex or futures trading, nor do they delve into cryptocurrency markets yet.
In addition to their comparable investment options, J.P. Morgan Self-Directed Investing distinguishes itself with advisor services—a feature not available with Firstrade. For investors seeking personalized guidance or managed account options, this could be a significant deciding factor. Simultaneously, Firstrade’s higher overall satisfaction scores and rankings imply a strong trust factor among investors, making it an attractive choice for those looking for a reliable online brokerage experience. Both platforms stand out in the competitive market, each offering unique advantages to suit different investor preferences.
| Feature |
J.P. Morgan Self-Directed Investing
|
Firstrade
|
|---|---|---|
| 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 | No | No |
| Crypto Trading | No | No |
| Crypto Trading - Total Coins | 0 | 0 |
| Range of Investments |
|
|
Dive deeper: Best Options Trading Platforms for 2025, Best Futures Trading Platforms for 2025
When comparing J.P. Morgan Self-Directed Investing and Firstrade for their trading platforms and tools, Firstrade slightly edges out with a higher user rating, scoring 3 out of 5 stars compared to J.P. Morgan's 2.5 stars. On the StockBrokers.com ranking for trading platforms and tools, Firstrade is positioned at #11, while J.P. Morgan is ranked at #13. This suggests a marginal preference among users for Firstrade over J.P. Morgan Self-Directed Investing in terms of overall platform satisfaction, making Firstrade an appealing option for traders seeking better-rated tools.
Both brokers offer browser-based trading platforms, but neither provides a downloadable desktop platform for Windows or Mac users. Additionally, neither supports paper trading or trading journals. When it comes to watch lists, Firstrade offers more customization with 50 columns available compared to J.P. Morgan's 20. Both brokers do not allow adjustments of open orders directly on stock charts, but they feature index overlays. Notably, J.P. Morgan displays corporate events on charts, a feature not available on Firstrade.
In terms of chart functionality, Firstrade excels with 102 technical indicators compared to the 36 provided by J.P. Morgan. Nevertheless, J.P. Morgan offers more drawing tools, providing 10 compared to Firstrade's 8. While neither broker allows saving multiple chart profiles or custom date range selections, J.P. Morgan stands out by offering the ability to create custom studies for charts, a capability Firstrade lacks. For customization of SMA studies, Firstrade offers more flexibility with six fields compared to J.P. Morgan's three.
| Feature |
J.P. Morgan Self-Directed Investing
|
Firstrade
|
|---|---|---|
| Web Trading Platform | Yes | Yes |
| Desktop Trading Platform | No | No |
| Desktop Platform (Mac) | No | No |
| Paper Trading | No | No |
| Watch Lists - Total Fields | 20 | 50 |
| Charting - Indicators / Studies | 36 | 102 |
| Charting - Drawing Tools | 10 | 8 |
| Platforms & Tools |
|
|
Dive deeper: 7 Best Brokerage Accounts for 2025, Best Paper Trading Platforms for 2025
Up to $10K on new retirement account*
When it comes to investing education for beginners, J.P. Morgan Self-Directed Investing and Firstrade each offer valuable resources, but their strengths and focus areas differ. J.P. Morgan Self-Directed Investing provides comprehensive educational offerings, covering stocks, ETFs, options, mutual funds, and bonds. Beginners can benefit from their range of educational videos and webinars, which makes J.P. Morgan a well-rounded choice for broad learning. However, they don’t offer paper trading, educational quizzes, or progress tracking, which could be helpful for those just starting out.
Firstrade, on the other hand, offers education in stocks and options, supported by educational videos and webinars. While Firstrade lacks resources for ETFs, mutual funds, and bonds education, they still provide a decent platform for new investors interested in expanding their stock and options knowledge. Neither platform offers paper trading or features to track learning progress. In terms of educational ratings, J.P. Morgan Self-Directed Investing receives a 4.5-star rating and ranks 7th out of 16 brokers, while Firstrade earns a 3.5-star rating and ranks 13th according to StockBrokers.com. This positioning suggests J.P. Morgan may be the more preferred choice for beginners seeking a diverse array of educational content.
| Feature |
J.P. Morgan Self-Directed Investing
|
Firstrade
|
|---|---|---|
| Education (Stocks) | Yes | Yes |
| Education (ETFs) | Yes | No |
| Education (Options) | Yes | Yes |
| Education (Mutual Funds) | Yes | No |
| Education (Bonds) | Yes | No |
| Paper Trading | No | No |
| Videos | Yes | Yes |
| Webinars | Yes | Yes |
| Education |
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2025
When evaluating J.P. Morgan Self-Directed Investing and Firstrade for mobile stock trading, it's clear Firstrade holds a slight edge in overall performance. Firstrade currently boasts a higher app rating of 4.5 stars compared to J.P. Morgan's 4 stars. Additionally, Firstrade holds a superior ranking, placed ninth out of 16 brokers by StockBrokers.com, while J.P. Morgan is positioned at twelfth. Given these metrics, Firstrade appears to provide a more favorable user experience for mobile traders.
Both J.P. Morgan and Firstrade offer mobile compatibility with iPhone and Android devices, although neither extends their apps to the Apple Watch. Both platforms support mobile options trading and send stock alerts, plus they allow users to create and customize watch lists. Firstrade stands out by offering streaming quotes, which J.P. Morgan lacks. Meanwhile, neither service offers mobile after-hours trading, live TV streaming, or videos on demand, keeping their additional features relatively standard across the board.
Charting capabilities are substantial on both platforms, with each app allowing chart viewing in landscape mode and multiple time frames. J.P. Morgan provides 36 technical studies for chart analysis, whereas Firstrade offers a more extensive suite of 81 technical studies. However, neither provides the ability to display stock comparisons directly on charts. These differences may influence traders who rely heavily on technical analysis when deciding between the two apps.
| Feature |
J.P. Morgan Self-Directed Investing
|
Firstrade
|
|---|---|---|
| iPhone App | Yes | Yes |
| Android App | Yes | Yes |
| Apple Watch App | No | No |
| Stock Alerts | Yes | Yes |
| Charting - After-Hours | No | No |
| Charting - Technical Studies | 36 | 81 |
| Mobile Trading Apps |
|
|
Dive deeper: Best Stock Trading Apps for 2025
When considering online brokers, both J.P. Morgan Self-Directed Investing and Firstrade offer competitive pricing structures, but their fee differences might sway your decision based on your trading habits. Both platforms attract new investors with a $0 minimum deposit and $0 commissions on regular stock trades. While Firstrade offers a significant advantage for options traders by charging $0 per options contract, J.P. Morgan Self-Directed Investing charges a fee of $0.65 per contract. Margin traders will find J.P. Morgan's rates slightly more appealing for balances below $100,000, with lower percentage rates across various tiers compared to Firstrade.
For those considering tax-advantaged accounts, user-concerned fees like IRA annual fees are nonexistent on both platforms. However, J.P. Morgan Self-Directed Investing charges a $75 fee for closing an IRA, a cost Firstrade users do not face. When it comes to account transfers, J.P. Morgan offers free partial transfers compared to Firstrade's $55 fee, while both charge $75 for full transfers. Options-related fees, including exercise and assignment, are non-existent on both platforms, simplifying costs for option traders.
Potential investors should closely evaluate their trading priorities and preferences since both brokers offer their unique fee structures that could impact overall costs. Whether prioritizing options trading or margin rates, each platform presents distinct advantages, catering to different trading strategies and financial goals. Choosing between these platforms ultimately depends on individual needs and how these fee differences align with your trading practices.
| Feature |
J.P. Morgan Self-Directed Investing
|
Firstrade
|
|---|---|---|
| Minimum Deposit | $0.00 | $0.00 |
| Stock Trades | $0.00 | $0.00 |
| Options (Per Contract) | $0.65 | $0.00 |
| Options Exercise Fee | $0.00 | $0.00 |
| Options Assignment Fee | $0.00 | $0.00 |
| IRA Annual Fee | $0.00 | $0.00 |
| IRA Closure Fee | $75.00 | $0.00 |
Dive deeper: Best Free Trading Platforms for 2025
When evaluating the day trading capabilities of J.P. Morgan Self-Directed Investing and Firstrade, it's clear that both platforms offer a similar experience. Neither of them provides features such as streaming time and sales data for stocks, live streaming TV, or direct market routing. Additionally, traders won't find advanced tools like ladder trading, keyboard trade entry hotkeys, or access to level 2 quotes on either platform. Day traders who rely on sophisticated instruments or data streams might find these platforms lacking in features that enhance real-time trading decisions.
Further examination shows that both J.P. Morgan Self-Directed Investing and Firstrade lack backtesting capabilities, whether for basic or advanced strategies. They also do not offer short locator tools for real-time short availability or provide order liquidity rebates, which can be vital for cost-sensitive investors. As a result, individuals looking for comprehensive tools and incentives for active day trading might need to consider alternative brokerage options.
| Feature |
J.P. Morgan Self-Directed Investing
|
Firstrade
|
|---|---|---|
| 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 2025
When evaluating J.P. Morgan Self-Directed Investing and Firstrade based on their market research capabilities, Firstrade slightly outshines with a higher user rating of 4.5 stars compared to J.P. Morgan’s 4-star standing. Firstrade also secures a better position in StockBrokers.com rankings, coming in at 6th place, while J.P. Morgan ranks 7th among 16 brokers. The key differentiating factors include Firstrade's provision of social media sentiment data and ESG research, which are not available with J.P. Morgan Self-Directed Investing.
Both J.P. Morgan Self-Directed Investing and Firstrade offer comprehensive research across various investment options, such as stocks, ETFs, mutual funds, Pink Sheets/OTCBB, and bonds. Investors will find similar tools like stock screeners and portfolio allocation insights by asset class with both brokers. However, Firstrade provides downloadable PDF research reports for ETFs, unlike J.P. Morgan, giving it an edge for those seeking detailed, portable research data.
When looking at the ability to produce trade ideas, both platforms offer effective screeners across multiple financial instruments, including stocks, ETFs, mutual funds, and bonds. However, investors interested in leveraging the power of social media sentiment or ESG data may find Firstrade more appealing due to its unique offerings in these areas, enhancing their decision-making process and potentially providing a richer understanding of market dynamics.
| Feature |
J.P. Morgan Self-Directed Investing
|
Firstrade
|
|---|---|---|
| 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 features of J.P. Morgan Self-Directed Investing and Firstrade, several differences emerge. J.P. Morgan Self-Directed Investing offers an extensive range of banking services, including checking and savings accounts, giving customers the flexibility to manage their day-to-day finances and save for the future. In addition, they provide debit and credit cards, allowing for both direct spending and credit-based purchases. Customers can also tap into mortgage loans, making it easier to finance a home. Firstrade, on the other hand, provides checking accounts and debit cards but falls short of offering savings accounts, credit cards, or mortgage loans. However, both J.P. Morgan Self-Directed Investing and Firstrade offer certificates of deposit, giving investors another way to grow their savings. Whether you're looking for a broad range of banking services or specific investment options, the offerings at J.P. Morgan and Firstrade cater to different financial needs.
| Feature |
J.P. Morgan Self-Directed Investing
|
Firstrade
|
|---|---|---|
| Checking Accounts | Yes | Yes |
| Savings Accounts | Yes | No |
| Debit Cards | Yes | Yes |
| Credit Cards | Yes | No |
| Mortgage Loans | Yes | No |
| CDs | Yes | Yes |
Dive deeper: Best Bank Accounts for Trading Stocks for 2025
After opening live accounts and testing 16 of the best online brokers, our research and live account testing finds that J.P. Morgan Self-Directed Investing is better than Firstrade. J.P. Morgan Self-Directed Investing finished with an overall score of 85.4%, while Firstrade finished with a score of 81.8%.
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 Firstrade both do not offer cryptocurrency trading, maintaining a selection of zero coins available for crypto trading.
Dive deeper: Best Online Brokers for Crypto Trading in 2025
Both J.P. Morgan Self-Directed Investing and Firstrade offer traditional and Roth IRA accounts with no annual fees, yet Firstrade distinguishes itself by charging no closure fee for IRA accounts, compared to J.P. Morgan's $75 closure fee.
Dive deeper: Best IRA Accounts for 2025
Select Brokers
↓×Compare
0 of 5| Overall Rating | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| Overall |
|
| |
| Range of Investments |
|
| |
| Platforms & Tools |
|
| |
| Mobile Trading Apps |
|
| |
| Research |
|
| |
| Customer Service | N/A |
| |
| Education |
|
| |
| Ease Of Use |
|
| |
| Winner | check_circle | ||
| Review | J.P. Morgan Self-Directed Investing Review | Firstrade Review |
| Broker Screenshots | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| 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 | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| Minimum Deposit | $0.00 | $0.00 | |
| Stock Trades | $0.00 | $0.00 | |
| Penny Stock Fees (OTC) | $0.00 | $0.00 | |
| Mutual Fund Trade Fee | $0 | $0 | |
| Options (Per Contract) | $0.65 | $0.00 | |
| Futures (Per Contract) | (Not offered) | (Not offered) | |
| Broker Assisted Trade Fee | Varies | $19.95 |
| Margin Rates | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| Margin Rate Under $25,000 | 13.25% | 13.75% | |
| Margin Rate $25,000 to $49,999.99 | 13% | 13.50% | |
| Margin Rate $50,000 to $99,999.99 | 12.5% | 13.00% | |
| Margin Rate $100,000 to $249,999.99 | 12.25% | 12.50% | |
| Margin Rate $250,000 to $499,999.99 | 12.25% | 12.50% | |
| Margin Rate $500,000 to $999,999.99 | 11.5% | 12.50% | |
| Margin Rate Above $1,000,000 | 11% | 12.50% |
| Account Fees | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| IRA Annual Fee | $0.00 | $0.00 | |
| IRA Closure Fee | $75.00 | $0.00 | |
| Account Transfer Out (Partial) | $0.00 | $55.00 | |
| Account Transfer Out (Full) | $75.00 | $75.00 | |
| Options Exercise Fee | $0.00 | $0.00 | |
| Options Assignment Fee | $0.00 | $0.00 |
| Investment Options | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| Stock Trading | Yes | Yes | |
| Margin Trading | Yes | Yes | |
| Fractional Shares | Yes | Yes | |
| OTC Stocks | Yes | Yes | |
| Options Trading | Yes | Yes | |
| Complex Options Max Legs | 1 | 4 | |
| Futures Trading | No | No | |
| Forex Trading | No | No | |
| Crypto Trading | No | No | |
| Crypto Trading - Total Coins | 0 | 0 | |
| Mutual Funds (No Load) | 3500 | 15460 | |
| Mutual Funds (Total) | 3500 | 19666 | |
| Bonds (US Treasury) | Yes | Yes | |
| Bonds (Corporate) | Yes | Yes | |
| Bonds (Municipal) | Yes | Yes | |
| 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 | Firstrade | |
|---|---|---|---|
| Order Type - Market | Yes | Yes | |
| Order Type - Limit | Yes | Yes | |
| Order Type - After Hours | No | Yes | |
| Order Type - Stop | Yes | Yes | |
| Order Type - Trailing Stop | No | Yes | |
| Order Type - OCO | No | Yes | |
| Order Type - OTO | No | Yes | |
| Order Type - Broker Assisted | Yes | Yes |
| Beginners | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| Education (Stocks) | Yes | Yes | |
| Education (ETFs) | Yes | No | |
| Education (Options) | Yes | Yes | |
| Education (Mutual Funds) | Yes | No | |
| Education (Bonds) | Yes | No | |
| Education (Retirement) | Yes | Yes | |
| Retirement Calculator | Yes | Yes | |
| Investor Dictionary | No | Yes | |
| Paper Trading | No | No | |
| Videos | Yes | Yes | |
| Webinars | Yes | Yes | |
| Webinars (Archived) | No | Yes | |
| Progress Tracking | No | No | |
| Interactive Learning - Quizzes | No | No |
| Stock Trading Apps | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| iPhone App | Yes | Yes | |
| Android App | Yes | Yes | |
| Apple Watch App | No | No | |
| Trading - Stocks | Yes | Yes | |
| Trading - After-Hours | No | Yes | |
| Trading - Simple Options | Yes | Yes | |
| Trading - Complex Options | No | Yes | |
| Order Ticket RT Quotes | Yes | Yes | |
| Order Ticket SRT Quotes | No | Yes |
| Stock App Features | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| Market Movers (Top Gainers) | Yes | Yes | |
| Stream Live TV | No | No | |
| Videos on Demand | No | No | |
| Stock Alerts | Yes | Yes | |
| Option Chains Viewable | Yes | Yes | |
| Watch List (Real-time) | Yes | Yes | |
| Watch List (Streaming) | No | Yes | |
| Watch Lists - Create & Manage | Yes | Yes | |
| Watch Lists - Column Customization | Yes | Yes |
| Stock App Charting | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| Charting - After-Hours | No | No | |
| Charting - Can Turn Horizontally | Yes | Yes | |
| Charting - Multiple Time Frames | Yes | Yes | |
| Charting - Technical Studies | 36 | 81 | |
| Charting - Study Customizations | Yes | Yes | |
| Charting - Stock Comparisons | No | No |
| Trading Platforms | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| Active Trading Platform | No | ||
| 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 | 50 |
| Stock Chart Features | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| Charting - Adjust Trades on Chart | No | No | |
| Charting - Indicators / Studies | 36 | 102 | |
| Charting - Drawing Tools | 10 | 8 | |
| Charting - Notes | No | No | |
| Charting - Index Overlays | Yes | Yes | |
| 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 | Yes | |
| Charting - Study Customizations | 3 | 6 | |
| Charting - Custom Studies | Yes | No |
| Day Trading | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| 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 | Firstrade | |
|---|---|---|---|
| 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 | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| Stock Research - PDF Reports | 2 | 1 | |
| Stock Research - Earnings | Yes | Yes | |
| Stock Research - Insiders | No | Yes | |
| Stock Research - Social | No | Yes | |
| Stock Research - News | Yes | Yes | |
| Stock Research - ESG | No | Yes | |
| Stock Research - SEC Filings | No | Yes |
| ETF Research | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| 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 | No | Yes | |
| ETFs - Ratings | Yes | Yes | |
| ETFs - Morningstar StyleMap | Yes | Yes | |
| ETFs - PDF Reports | No | Yes |
| Mutual Fund Research | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| Mutual Funds - Strategy Overview | Yes | Yes | |
| Mutual Funds - Performance Chart | Yes | Yes | |
| Mutual Funds - Performance Analysis | Yes | Yes | |
| Mutual Funds - Prospectus | No | Yes | |
| 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 | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| Option Chains - Basic View | Yes | Yes | |
| Option Chains - Strategy View | No | Yes | |
| Option Chains - Streaming | No | No | |
| Option Chains - Total Columns | 6 | 8 | |
| Option Chains - Greeks | 0 | 5 | |
| Option Chains - Quick Analysis | No | No | |
| Option Analysis - P&L Charts | No | Yes | |
| Option Probability Analysis | No | No | |
| Option Probability Analysis Adv | No | Yes | |
| Option Positions - Greeks | No | No | |
| Option Positions - Greeks Streaming | No | No | |
| Option Positions - Adv Analysis | No | No | |
| Option Positions - Rolling | No | Yes | |
| Option Positions - Grouping | No | No |
| Banking | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| Bank (Member FDIC) | Yes | No | |
| Checking Accounts | Yes | Yes | |
| Savings Accounts | Yes | No | |
| Credit Cards | Yes | No | |
| Debit Cards | Yes | Yes | |
| Mortgage Loans | Yes | No |
| Customer Service | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| Phone Support (Prospect Customers) | No | Yes | |
| Phone Support (Current Customers) | Yes | Yes | |
| Email Support | Yes | Yes | |
| Live Chat (Prospect Customers) | No | Yes | |
| Live Chat (Current Customers) | No | Yes | |
| 24/7 Support | Yes | No |
| Overall | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| Overall |
|
| |
| Range of Investments |
|
| |
| Platforms & Tools |
|
| |
| Mobile Trading Apps |
|
| |
| Research |
|
| |
| Education |
|
| |
| Ease Of Use |
|
| |
| Winner | check_circle | ||
| Review | J.P. Morgan Self-Directed Investing Review | Firstrade Review |
Charles Schwab
Interactive Brokers
Fidelity
E*TRADE
Merrill Edge
TradeStation
tastytrade
eToro