Written by StockBrokers.com
In this head to head comparison of Interactive Brokers 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 brokers, Interactive Brokers stands out as a top choice for those seeking diverse investment options compared to J.P. Morgan Self-Directed Investing. Interactive Brokers is particularly renowned for its extensive offerings, rated 5 stars by StockBrokers.com and ranked #1 out of 18 brokers for investment options. By contrast, J.P. Morgan Self-Directed Investing, though a solid choice with a 4-star rating and a #10 ranking, doesn't quite match Interactive Brokers in terms of range, especially in forex, futures, and cryptocurrency investments.
Both Interactive Brokers and J.P. Morgan Self-Directed Investing offer comprehensive access to traditional investment options, such as stock trading, margin trading, and mutual funds, as well as fractional shares and options trading. However, Interactive Brokers distinguishes itself with additional offerings, including forex trading, futures trading, and cryptocurrency access with four available coins—a feature absent in J.P. Morgan Self-Directed Investing. Furthermore, both platforms provide the possibility of managing traditional and Roth IRA accounts, catering to diverse retirement savings strategies.
While J.P. Morgan Self-Directed Investing adds value with its advisor services, which Interactive Brokers does not offer, investors who prioritize a wide array of investment choices may prefer Interactive Brokers. For those seeking guidance and advisor support, J.P. Morgan Self-Directed Investing could be a more suitable option. Ultimately, the decision hinges on individual investor priorities—whether they lean towards comprehensive market accessibility or prefer the benefit of advisor services to guide their investment journey.
| Feature |
Interactive Brokers
|
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 | Yes | No |
| Crypto Trading - Total Coins | 4 | 0 |
| Investment Options |
|
|
Dive deeper: Best Options Trading Platforms for 2025, Best Futures Trading Platforms for 2025
Interactive Brokers stands out as a premier choice for traders seeking comprehensive trading platforms and tools, securing a top-tier ranking of #1 out of 18 brokers by StockBrokers.com and earning a perfect 5-star rating. In contrast, J.P. Morgan Self-Directed Investing ranks #14, with a 3-star rating for its trading platforms and tools. Key differences include Interactive Brokers' exceptional range of features, extensive customization options, and multi-platform accessibility, which offer a more robust trading experience than J.P. Morgan Self-Directed Investing.
Traders using Interactive Brokers can take advantage of both desktop downloadable platforms for Windows and Mac, in addition to a sophisticated browser-based platform. These platforms include advanced features such as paper trading, a trading journal, and the ability to adjust open orders directly on stock charts. With 659 columns available for watch lists compared to J.P. Morgan's 20, traders can comprehensively track their investments. Furthermore, Interactive Brokers offers 155 technical indicators and 85 drawing tools, far surpassing J.P. Morgan's more limited offerings of 36 indicators and 10 tools. Such extensive options provide users with in-depth technical analysis capabilities and customization, including the ability to save multiple chart profiles and automate technical analysis on charts.
While J.P. Morgan Self-Directed Investing offers a basic browser-based trading platform with functional chart displays that can feature index overlays and corporate events, it lacks several advanced capabilities. For instance, the absence of downloadable desktop platforms and paper trading features signify a gap in meeting the needs of more advanced traders. Customizability is less extensive, with only 3 customization fields for an SMA study in comparison to Interactive Brokers' 6, although J.P. Morgan offers the unique feature of creating custom studies for charts, which Interactive Brokers does not provide. Despite these differences, J.P. Morgan Self-Directed Investing might cater to investors with more straightforward needs but may not satisfy those seeking a full suite of trading tools and customization options provided by Interactive Brokers.
| Feature |
Interactive Brokers
|
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 | 659 | 20 |
| Charting - Indicators / Studies | 155 | 36 |
| Charting - Drawing Tools | 85 | 10 |
| Platforms & Tools |
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Dive deeper: Best Stock Brokers & Trading Platforms for 2025, Best Paper Trading Platforms for 2025
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When evaluating the beginner and investor education offerings of Interactive Brokers and J.P. Morgan Self-Directed Investing, both platforms emerge as strong contenders. Interactive Brokers provides comprehensive educational resources across various investment categories, including stocks, ETFs, options, mutual funds, and bonds. It also includes practical features like paper trading, educational videos, webinars, and quizzes, alongside a unique ability to track your learning progress. J.P. Morgan Self-Directed Investing matches with extensive educational content covering stocks, ETFs, options, mutual funds, and bonds, supplemented by videos and webinars. However, it lacks paper trading and learning progress tracking features, which might be valuable for beginners.
Both Interactive Brokers and J.P. Morgan Self-Directed Investing have been recognized for their educational offerings, each earning a commendable 4.5-star rating. When ranked by StockBrokers.com, Interactive Brokers attains the fifth position out of 18 brokers for their education excellence, marginally edging out J.P. Morgan Self-Directed Investing, which ranks sixth. Whether you choose Interactive Brokers for its flexibility in learning tools or J.P. Morgan Self-Directed Investing for its comprehensive content, both platforms offer valuable educational resources for investors aiming to expand their knowledge.
| Feature |
Interactive Brokers
|
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 2025
When looking to choose between Interactive Brokers and J.P. Morgan Self-Directed Investing for stock trading apps, both offer robust features, but Interactive Brokers clearly stands out. With a perfect 5-star rating and a top rank of #1 by StockBrokers.com out of 18 brokers, compared to J.P. Morgan's 4-star rating and #12 rank, Interactive Brokers delivers an unparalleled mobile trading experience.
Interactive Brokers and J.P. Morgan Self-Directed Investing both offer trading apps for iPhone and Android devices, though Interactive Brokers provides an extra edge with an Apple Watch app. In terms of trading capabilities, both platforms allow mobile options trading and include standard features like stock alerts and customizable watch lists. However, Interactive Brokers excels in offering mobile after-hours trading and comprehensive charting tools with features like after-hours charting, landscape mode view, and 97 technical studies, while J.P. Morgan offers just 36 technical studies.
Content-rich features such as streaming quotes, live TV, and videos on demand are exclusive to Interactive Brokers. These enable traders to stay informed directly from the app. Although neither platform offers stock comparisons on mobile charts, Interactive Brokers’ complete suite of tools, alongside its superior app ratings and ranking, clearly positions it as the premier choice for those seeking advanced functionality in mobile trading.
| Feature |
Interactive Brokers
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| iPhone App | Yes | Yes |
| Android App | Yes | Yes |
| Apple Watch App | Yes | No |
| Stock Alerts | Yes | Yes |
| Charting - After-Hours | Yes | No |
| Charting - Technical Studies | 97 | 36 |
| Mobile Trading Apps |
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Dive deeper: Best Stock Trading Apps for 2025
When it comes to choosing between Interactive Brokers and J.P. Morgan Self-Directed Investing, it's essential to evaluate the cost structures and fees associated with each platform. Both brokers offer commission-free stock trades and require no minimum deposit, providing traders with a cost-effective entry into the market. However, Interactive Brokers has an advantage with its competitive margin rates across varying balances, significantly lower than those of J.P. Morgan Self-Directed Investing. Additionally, Interactive Brokers imposes no fees for IRA closure and account transfers, whereas J.P. Morgan incurs a $75 fee for these services, making it a more costly option for users considering these actions.
Looking into the options trading arena, both Interactive Brokers and J.P. Morgan Self-Directed Investing charge a $0.65 fee per options contract, maintaining a level playing field for traders in this segment. Neither platform charges for options exercise or assignment fees, offering added value in managing options positions. Given these considerations, for traders who frequently engage in options trading or require the flexibility of margin accounts, Interactive Brokers might be the more financially prudent choice due to its lower margin rates and fee structure.
For IRA accounts, Interactive Brokers stands out by offering both zero annual fees and zero closure fees, allowing investors to navigate their retirement strategies without incurring additional costs. In contrast, J.P. Morgan Self-Directed Investing charges a $75 fee for IRA closures, adding a layer of expense that could be significant for those seeking to transfer or close their accounts. When examining account transfer and closure fees, Interactive Brokers again provides more cost-effective solutions, highlighting its commitment to transparency and user-friendly financial practices.
| Feature |
Interactive Brokers
|
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 Free Trading Platforms for 2025
For active day traders looking for comprehensive tools and features, Interactive Brokers significantly outshines J.P. Morgan Self-Directed Investing. Interactive Brokers offers an extensive range of advanced trading functionalities that cater to the intricate needs of day trading. These include streaming time and sales for stocks, live streaming TV, direct market routing, and ladder trading capabilities. The platform further supports trading hotkeys for swift trade entries and provides level 2 quotes, ensuring that traders have access to in-depth market data and rapid execution options.
Moreover, Interactive Brokers enhances trading experience and strategy formulation by offering both basic and advanced strategy backtesting. Traders can leverage its short locator tool to view real-time availability of shares for shorting, coupled with order liquidity (maker/taker) rebates to enhance cost efficiency. In contrast, J.P. Morgan Self-Directed Investing lacks these crucial day trading features, which may limit traders seeking an all-encompassing platform for executing and refining their strategies at a professional level.
| Feature |
Interactive Brokers
|
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 for 2025
Interactive Brokers consistently outshines J.P. Morgan Self-Directed Investing when it comes to robust market research capabilities. Rated with five stars and securing the #2 rank by StockBrokers.com, Interactive Brokers offers comprehensive research tools and resources that cater to diverse investment needs. In contrast, J.P. Morgan, despite offering a solid suite of research options, ranks at #8 with a four-star rating, indicating room for enhancement in its analytical offerings.
Both Interactive Brokers and J.P. Morgan Self-Directed Investing provide users with stock, ETFs, mutual funds, pink sheets, OTCBB, and bonds research, along with portfolio allocation views by asset class. Where Interactive Brokers excels is in the integration of unique features such as social media sentiment data for stock research and ESG research, which J.P. Morgan lacks. Moreover, Interactive Brokers furnishes investors with 15 downloadable PDF reports for stocks, compared to just 2 offered by J.P. Morgan, and provides PDF research reports for ETFs and mutual funds, enhancing its value proposition.
Screening for trade ideas is made possible by both brokers, with tools dedicated to stocks, ETFs, mutual funds, and bonds. However, the depth and breadth of research tools position Interactive Brokers as a preferred choice for investors seeking advanced analysis and insights. Its superior ratings and rankings stand as a testament to its comprehensive market research capabilities, making it ideal for those looking to leverage data for informed decision-making. Meanwhile, J.P. Morgan remains a competitive but secondary player in this aspect of the online brokerage landscape.
| Feature |
Interactive Brokers
|
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 Interactive Brokers and J.P. Morgan Self-Directed Investing, it's clear that J.P. Morgan provides a comprehensive suite of banking services. J.P. Morgan Self-Directed Investing offers checking accounts, savings accounts, debit cards, credit cards, and mortgage loans, making it a well-rounded choice for those looking to integrate brokerage and banking services. In contrast, Interactive Brokers does not provide checking or savings accounts, debit or credit cards, nor mortgage loans, limiting its banking offerings. However, both platforms do offer Certificates of Deposit (CDs), ensuring some overlap in their service portfolios. Thus, for those seeking extensive banking options alongside brokerage services, J.P. Morgan Self-Directed Investing may be the more suitable choice.
| Feature |
Interactive Brokers
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Checking Accounts | No | Yes |
| Savings Accounts | No | Yes |
| Debit Cards | No | Yes |
| Credit Cards | No | Yes |
| Mortgage Loans | No | Yes |
| CDs | Yes | Yes |
Dive deeper: Best Bank Accounts for Trading Stocks for 2025
After opening live accounts and testing 18 of the best online brokers, our research and live account testing finds that Interactive Brokers is better than J.P. Morgan Self-Directed Investing. Interactive Brokers finished with an overall score of 93.5%, while J.P. Morgan Self-Directed Investing finished with a score of 82.2%.
Interactive Brokers is a go-to choice for professionals because of its institutional-grade desktop trading platform, high-quality trade executions and rock-bottom margin rates.
Interactive Brokers offers crypto trading with a selection of 4 coins, while J.P. Morgan Self-Directed Investing currently does not provide any cryptocurrency trading options.
Dive deeper: Best Online Brokers for Crypto Trading in 2025
Both Interactive Brokers and J.P. Morgan Self-Directed Investing offer traditional and Roth IRA accounts with zero annual fees; however, while Interactive Brokers does not charge a closure fee for IRA accounts, J.P. Morgan Self-Directed Investing imposes a $75 closure fee.
Dive deeper: Best IRA Accounts for 2025
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0 of 5| Overall Rating | Interactive Brokers | J.P. Morgan Self-Directed Investing | |
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| Review | Interactive Brokers Review | J.P. Morgan Self-Directed Investing Review |
| Broker Screenshots | Interactive Brokers | J.P. Morgan Self-Directed Investing | |
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| Trading Fees | Interactive Brokers | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Minimum Deposit | $0.00 | $0.00 | |
| Stock Trades | $0.00 | $0.00 | |
| Penny Stock Fees (OTC) | $0.01 | $0.00 | |
| Mutual Fund Trade Fee | $14.95 | $0 | |
| Options (Per Contract) | $0.65 | $0.65 | |
| Futures (Per Contract) | $0.85 | (Not offered) | |
| Broker Assisted Trade Fee | Varies | Varies |
| Margin Rates | Interactive Brokers | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Margin Rate Under $25,000 | 7.33% | 13.25% | |
| Margin Rate $25,000 to $49,999.99 | 7.33% | 13% | |
| Margin Rate $50,000 to $99,999.99 | 7.33% | 12.5% | |
| Margin Rate $100,000 to $249,999.99 | 7.33% | 12.25% | |
| Margin Rate $250,000 to $499,999.99 | 7.33% | 12.25% | |
| Margin Rate $500,000 to $999,999.99 | 7.33% | 11.5% | |
| Margin Rate Above $1,000,000 | 7.33% | 11% |
| Account Fees | Interactive Brokers | 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) | $0.00 | $75.00 | |
| Options Exercise Fee | $0.00 | $0.00 | |
| Options Assignment Fee | $0.00 | $0.00 |
| Investment Options | Interactive Brokers | 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 | 6 | 1 | |
| Futures Trading | Yes | No | |
| Forex Trading | Yes | No | |
| Crypto Trading | Yes | No | |
| Crypto Trading - Total Coins | 4 | 0 | |
| Mutual Funds (No Load) | 10988 | 3500 | |
| Mutual Funds (Total) | 11456 | 3500 | |
| Bonds (US Treasury) | Yes | Yes | |
| Bonds (Corporate) | Yes | Yes | |
| Bonds (Municipal) | Yes | Yes | |
| Traditional IRAs | Yes | Yes | |
| Roth IRAs | Yes | Yes | |
| Advisor Services | No | Yes | |
| International Countries (Stocks) | 34 | 0 |
| Order Types | Interactive Brokers | 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 | Interactive Brokers | 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 | Interactive Brokers | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| iPhone App | Yes | Yes | |
| Android App | Yes | Yes | |
| Apple Watch App | Yes | No | |
| Trading - Stocks | Yes | Yes | |
| Trading - After-Hours | Yes | No | |
| Trading - Simple Options | Yes | Yes | |
| Trading - Complex Options | Yes | No | |
| Order Ticket RT Quotes | Yes | Yes | |
| Order Ticket SRT Quotes | Yes | No |
| Stock App Features | Interactive Brokers | 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 | Yes | |
| 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 | Interactive Brokers | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Charting - After-Hours | Yes | No | |
| Charting - Can Turn Horizontally | Yes | Yes | |
| Charting - Multiple Time Frames | Yes | Yes | |
| Charting - Technical Studies | 97 | 36 | |
| Charting - Study Customizations | Yes | Yes | |
| Charting - Stock Comparisons | No | No |
| Trading Platforms | Interactive Brokers | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Active Trading Platform | Trader Workstation (TWS) | 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 | 659 | 20 |
| Stock Chart Features | Interactive Brokers | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Charting - Adjust Trades on Chart | Yes | No | |
| Charting - Indicators / Studies | 155 | 36 | |
| Charting - Drawing Tools | 85 | 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 | 6 | 3 | |
| Charting - Custom Studies | No | Yes |
| Day Trading | Interactive Brokers | 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 | Yes | No |
| Research Overview | Interactive Brokers | 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 | Interactive Brokers | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Stock Research - PDF Reports | 15 | 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 | Interactive Brokers | 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 | Interactive Brokers | 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 | Interactive Brokers | 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 | 40 | 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 | Interactive Brokers | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Bank (Member FDIC) | No | Yes | |
| Checking Accounts | No | Yes | |
| Savings Accounts | No | Yes | |
| Credit Cards | No | Yes | |
| Debit Cards | No | Yes | |
| Mortgage Loans | No | Yes |
| Customer Service | Interactive Brokers | 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 | No | Yes |
| Overall | Interactive Brokers | J.P. Morgan Self-Directed Investing | |
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| Review | Interactive Brokers Review | J.P. Morgan Self-Directed Investing Review |
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