Range of investments
When it comes to choosing between Interactive Brokers and J.P. Morgan Self-Directed Investing, investors will find a range of options tailored to different needs. Both brokers excel in offering a comprehensive array of investment opportunities including stock trading, margin trading, and mutual funds. However, Interactive Brokers stands out for its more extensive range, featuring forex, futures, and crypto trading that J.P. Morgan Self-Directed Investing does not offer. However, if you are looking for advisor services, J.P. Morgan Self-Directed Investing is the way to go, as Interactive Brokers does not offer this service.
Interactive Brokers is highly regarded for its investment options, receiving a 5-star rating for its range of investments and ranking first among 15 brokers according to StockBrokers.com. J.P. Morgan Self-Directed Investing also boasts a solid lineup of investments, with a 4-star rating and a ranking of ninth place in investment variety. Both platforms offer the flexibility of trading fractional shares and OTC stocks, as well as the security of traditional and Roth IRA accounts.
While both brokers provide competitive trading capabilities, Interactive Brokers' ability to trade in forex, futures, and cryptocurrency may appeal to more advanced investors seeking diverse investment possibilities. In comparison, J.P. Morgan Self-Directed Investing offers a more straightforward approach, excluding these more complex trading options but featuring advisor services for those who might need guidance. Ultimately, the choice hinges on whether you prefer the broader array of asset types from Interactive Brokers or value the advisor support from J.P. Morgan Self-Directed Investing.
Feature |
Interactive Brokers
|
J.P. Morgan Self-Directed Investing
|
Stock Trading
info
|
Yes
|
Yes
|
Margin Trading
info
|
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
|
Yes
|
No
|
Crypto Trading
info
|
Yes
info |
No
|
Crypto Trading - Total Coins
info
|
4
info |
0
|
Range of Investments
|
|
|
Dive deeper: Best Options Trading Platforms for 2025, Best Futures Trading Platforms for 2025
Trading platforms and tools
When it comes to trading platforms and tools, Interactive Brokers clearly takes the lead over J.P. Morgan Self-Directed Investing. With a 5-star rating, Interactive Brokers is ranked #2 out of 15 brokers by StockBrokers.com. In contrast, J.P. Morgan Self-Directed Investing, with a 2.5-star rating, is ranked #13, highlighting its limitations in comparison to its competitor.
Interactive Brokers offers both Windows and Mac desktop downloadable platforms, making it accessible for all users, whereas J.P. Morgan Self-Directed Investing lacks a desktop platform entirely. Both brokers provide browser-based platforms, but Interactive Brokers extends its offerings with additional features like paper trading and a trading journal, which J.P. Morgan Self-Directed Investing does not offer. Furthermore, Interactive Brokers supports an extensive 659 columns for watch lists, dwarfing J.P. Morgan's 20 available fields.
In terms of charting tools, Interactive Brokers again outperforms J.P. Morgan Self-Directed Investing by offering a wider range. With 155 technical indicators, 85 drawing tools, and the ability to add notes and adjust open orders directly on stock charts, Interactive Brokers provides traders with comprehensive analysis capabilities. While J.P. Morgan Self-Directed Investing allows users to create custom studies, Interactive Brokers still shines with features that include automated technical analysis, the ability to set custom date ranges, and save multiple chart profiles.
Feature |
Interactive Brokers
|
J.P. Morgan Self-Directed Investing
|
Web Trading Platform
info
|
Yes
|
Yes
|
Desktop Trading Platform
info
|
Yes
|
No
|
Desktop Platform (Mac)
info
|
Yes
|
No
|
Paper Trading
info
|
Yes
|
No
|
Watch Lists - Total Fields
info
|
659
|
20
|
Charting - Indicators / Studies
info
|
155
|
36
|
Charting - Drawing Tools
info
|
85
|
10
|
Platforms & Tools
|
|
|
Dive deeper: Best Online Brokerage Accounts for 2025, Best Paper Trading Platforms for 2025
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Beginners and education
When it comes to educational offerings for those new to investing, both Interactive Brokers and J.P. Morgan Self-Directed Investing provide a wide range of resources. Interactive Brokers tops the list with comprehensive educational material that includes everything from stock, ETF, options, mutual funds, and bonds education to features like paper trading, webinars, and educational quizzes. They even allow users to track their learning progress, making it an appealing choice for beginners who want a well-rounded understanding of the market. J.P. Morgan Self-Directed Investing also provides education across various investment types and includes educational videos and webinars. However, it lacks hands-on tools like paper trading and educational quizzes, which might be crucial for an interactive learning experience.
When rated for education, Interactive Brokers received 5 stars, while J.P. Morgan Self-Directed Investing garnered a respectable 4.5 stars. According to StockBrokers.com, Interactive Brokers ranks as the third out of 15 brokers in educational offerings, reflecting its commitment to investor education. Meanwhile, J.P. Morgan Self-Directed Investing holds the seventh position, indicating solid but slightly less comprehensive educational support. For those prioritizing a high level of beginner education and interactive learning tools, Interactive Brokers may be the more suitable choice, whereas those comfortable with standard educational content may find J.P. Morgan Self-Directed Investing meets their needs.
Feature |
Interactive Brokers
|
J.P. Morgan Self-Directed Investing
|
Education (Stocks)
info
|
Yes
|
Yes
|
Education (ETFs)
info
|
Yes
|
Yes
|
Education (Options)
info
|
Yes
|
Yes
|
Education (Mutual Funds)
info
|
Yes
|
Yes
|
Education (Bonds)
info
|
Yes
|
Yes
|
Paper Trading
info
|
Yes
|
No
|
Videos
info
|
Yes
|
Yes
|
Webinars
info
|
Yes
|
Yes
|
Education
|
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2025
Stock trading apps
Interactive Brokers and J.P. Morgan Self-Directed Investing offer compelling stock trading apps, each with its own strengths and limitations. Interactive Brokers stands out with a 5-star rating, ranking #2 among 15 brokers, showcasing its comprehensive app capabilities. Conversely, J.P. Morgan Self-Directed Investing holds a respectable 4-star rating, coming in 12th place, indicating a solid but less feature-rich experience compared to its competitor. Both platforms provide iPhone and Android apps and support for mobile options trading, stock alerts, and customizable watch lists, making them appealing to a range of users.
Interactive Brokers distinguishes itself with additional features that appeal to active traders. It supports mobile after-hours stock trading and offers an Apple Watch app, enhancing flexibility and connectivity. The app provides streaming quotes, live TV, and on-demand videos, enriching the user's trading insights. With an impressive offering of 97 technical studies for charting, compared to J.P. Morgan's 36, Interactive Brokers caters to users who value in-depth charting tools and analytical options.
J.P. Morgan Self-Directed Investing, while lacking some of the advanced features, still provides strong fundamentals for typical trading needs. Users will find mobile apps equipped with options trading and custom watch list capabilities, although the absence of streaming quotes and live TV means less real-time data accessibility. For traders who focus more on essential functions without the need for extensive technical studies or additional media tools, J.P. Morgan remains a viable choice. Both platforms support viewing charts in landscape mode and multiple time frames, offering crucial visual flexibility for mobile trading.
Dive deeper: Best Stock Trading Apps for 2025
Fees
When comparing Interactive Brokers and J.P. Morgan Self-Directed Investing, both providers offer competitive features, but there are notable differences in their fee structures. Both platforms require no minimum deposit, charge nothing for regular stock trades, and have identical costs of $0.65 per options contract. However, Interactive Brokers generally offers more favorable terms, especially with its lower margin rates and no fees for IRA closure or full account transfers. Meanwhile, J.P. Morgan Self-Directed Investing imposes higher margin rates and charges for IRA closures and full account transfers, making it potentially more expensive for some users.
Interactive Brokers stands out with its lower interest rates on margin balances, setting a fixed rate of 7.33% for amounts below $100,000. In contrast, J.P. Morgan Self-Directed Investing's margin rates are significantly higher, ranging from 12.5% to 13.25%. This difference could result in substantial savings for those who leverage their investment accounts for borrowing. Furthermore, Interactive Brokers does not charge for IRA closure or full account transfers, giving it an edge over J.P. Morgan, which charges $75 for each of these services.
Both platforms have their advantages, but Interactive Brokers may appeal more to cost-conscious investors due to its lower margin rates and absence of certain fees. While both provide free stock trades and equal options trading costs, the lower margin costs and fee-free account management aspects make Interactive Brokers a potentially better choice for those looking to minimize expenses. Each investor will need to weigh these factors based on their personal investment strategy and needs.
Feature |
Interactive Brokers
|
J.P. Morgan Self-Directed Investing
|
Minimum Deposit
info
|
$0.00
|
$0.00
|
Stock Trades
info
|
$0.00
|
$0.00
|
Options (Per Contract)
info
|
$0.65
|
$0.65
|
Options Exercise Fee
info
|
$0.00
|
$0.00
|
Options Assignment Fee
info
|
$0.00
|
$0.00
|
IRA Annual Fee
info
|
$0.00
|
$0.00
|
IRA Closure Fee
info
|
$0.00
|
$75.00
|
Dive deeper: Best Free Trading Platforms for 2025
Day Trading
When it comes to day trading, Interactive Brokers sets itself apart from J.P. Morgan Self-Directed Investing with a suite of features designed for active traders. Interactive Brokers provides streaming time and sales data for stocks, ensuring that traders have immediate access to crucial information. Additionally, it offers streaming live TV, enabling traders to stay updated with the latest market news and trends. Advanced functionalities like direct market routing, ladder trading, and trading hotkeys for easy trade entries further enhance the trading experience. Level 2 quotes and both basic and advanced strategy backtesting tools make Interactive Brokers a comprehensive choice for those looking to employ sophisticated trading strategies.
In contrast, J.P. Morgan Self-Directed Investing lacks several key features for day traders. It does not offer streaming time and sales, live TV broadcasts, or the ability to directly route orders. Furthermore, trading tools such as ladder trading, trading hotkeys, and level 2 quotes are absent. This platform also falls short in providing both basic and advanced strategy backtesting options, and does not include a short locator tool for assessing real-time short sale availability. Moreover, traders looking to capitalize on order liquidity rebates will find this feature lacking. As a result, Interactive Brokers appears to offer a more tailored environment for day trading enthusiasts.
Feature |
Interactive Brokers
|
J.P. Morgan Self-Directed Investing
|
Streaming Time & Sales
info
|
Yes
|
No
|
Streaming TV
info
|
Yes
|
No
|
Direct Market Routing - Stocks
info
|
Yes
|
No
|
Level 2 Quotes - Stocks
info
|
Yes
|
No
|
Trade Ideas - Backtesting
info
|
Yes
|
No
|
Trade Ideas - Backtesting Adv
info
|
Yes
|
No
|
Short Locator
info
|
Yes
|
No
|
Dive deeper: Best Day Trading Platforms for 2025
Market Research
When evaluating Interactive Brokers and J.P. Morgan Self-Directed Investing for market research capabilities, Interactive Brokers stands out as the superior option. It offers more comprehensive resources in several key areas, including stock research using social media sentiment and ESG (Environmental, Social, and Governance) research, which J.P. Morgan lacks. Furthermore, Interactive Brokers provides more downloadable PDF research reports across different asset classes, making it a more attractive choice for investors seeking detailed information. This is reflected in its higher customer rating of 5 stars compared to J.P. Morgan's 4 stars and a higher ranking by StockBrokers.com.
Both Interactive Brokers and J.P. Morgan Self-Directed Investing offer market research services across various investment types, including stocks, ETFs, mutual funds, bonds, and even pink sheets/OTCBB research. Investors can also access portfolio allocation tools by asset class with both brokerages, enhancing their ability to manage and diversify their portfolios effectively. Furthermore, each platform includes a range of screeners for trade ideas, catering to the needs of diverse investment strategies.
Interactive Brokers goes a step further by providing access to additional insights such as social media sentiment data for stock research, a feature that J.P. Morgan does not offer. This can be particularly beneficial for investors looking to tap into modern data analytics for decision-making. While J.P. Morgan holds its ground with a respectable range of market research tools, including limited downloadable PDF reports, Interactive Brokers' broader availability of these documents improves accessibility to in-depth market analyses, making it a preferred choice for more comprehensive market research needs.
Feature |
Interactive Brokers
|
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 services of Interactive Brokers and J.P. Morgan Self-Directed Investing, it's clear that J.P. Morgan offers a more comprehensive suite of options. J.P. Morgan Self-Directed Investing provides essential banking features such as checking and savings accounts, along with debit and credit cards, significantly enhancing its appeal for users seeking integrated financial services. Additionally, J.P. Morgan offers mortgage loans, giving customers more options for managing their finances and planning for the future. On the other hand, Interactive Brokers lacks these banking features, although both platforms offer certificates of deposit (CDs). This makes J.P. Morgan Self-Directed Investing a better choice for those looking to combine investing with traditional banking services.
Dive deeper: Best Bank Accounts for Trading Stocks for 2025
Winner
After opening live accounts and testing 15 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 96.9%, while J.P. Morgan Self-Directed Investing finished with a score of 85.4%.
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.
FAQs
Can you trade cryptocurrency with Interactive Brokers or J.P. Morgan Self-Directed Investing?
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
Does Interactive Brokers or J.P. Morgan Self-Directed Investing offer IRAs?
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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Broker Screenshots
|
Interactive Brokers |
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
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
Minimum Deposit info
|
$0.00
|
$0.00
|
|
Stock Trades info
|
$0.00
|
$0.00
|
|
Penny Stock Fees (OTC) info
|
$0.01
|
$0.00
|
|
Mutual Fund Trade Fee info
|
$14.95
info
|
$0
|
|
Options (Per Contract) info
|
$0.65
|
$0.65
|
|
Futures (Per Contract) info
|
$0.85
|
(Not offered)
|
|
Broker Assisted Trade Fee info
|
Varies
|
Varies
|
|
Margin Rates
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
Margin Rate Under $25,000 info
|
7.33%
info
|
13.25%
|
|
Margin Rate $25,000 to $49,999.99 info
|
7.33%
info
|
13%
|
|
Margin Rate $50,000 to $99,999.99 info
|
7.33%
info
|
12.5%
|
|
Margin Rate $100,000 to $249,999.99 info
|
7.33%
info
|
12.25%
|
|
Margin Rate $250,000 to $499,999.99 info
|
7.33%
info
|
12.25%
|
|
Margin Rate $500,000 to $999,999.99 info
|
7.33%
info
|
11.5%
|
|
Margin Rate Above $1,000,000 info
|
7.33%
info
|
11%
info
|
|
Account Fees
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
IRA Annual Fee info
|
$0.00
|
$0.00
|
|
IRA Closure Fee info
|
$0.00
|
$75.00
|
|
Account Transfer Out (Partial) info
|
$0.00
|
$0.00
|
|
Account Transfer Out (Full) info
|
$0.00
|
$75.00
|
|
Options Exercise Fee info
|
$0.00
|
$0.00
|
|
Options Assignment Fee info
|
$0.00
|
$0.00
|
|
Investment Options
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
Stock Trading info
|
Yes
|
Yes
|
|
Margin Trading info
|
Yes
|
Yes
info
|
|
Fractional Shares info
|
Yes
|
Yes
|
|
OTC Stocks info
|
Yes
|
Yes
|
|
Options Trading info
|
Yes
|
Yes
|
|
Complex Options Max Legs info
|
6
|
1
|
|
Futures Trading info
|
Yes
|
No
|
|
Forex Trading info
|
Yes
|
No
|
|
Crypto Trading info
|
Yes
info
|
No
|
|
Crypto Trading - Total Coins info
|
4
info
|
0
|
|
Mutual Funds (No Load) info
|
10988
|
3500
|
|
Mutual Funds (Total) info
|
11456
|
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
|
34
|
0
|
|
Order Types
|
Interactive Brokers |
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
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
Education (Stocks) info
|
Yes
|
Yes
|
|
Education (ETFs) info
|
Yes
|
Yes
|
|
Education (Options) info
|
Yes
|
Yes
|
|
Education (Mutual Funds) info
|
Yes
|
Yes
|
|
Education (Bonds) info
|
Yes
|
Yes
|
|
Education (Retirement) info
|
Yes
|
Yes
|
|
Retirement Calculator info
|
Yes
|
Yes
|
|
Investor Dictionary info
|
Yes
|
No
|
|
Paper Trading info
|
Yes
|
No
|
|
Videos info
|
Yes
|
Yes
|
|
Webinars info
|
Yes
|
Yes
|
|
Webinars (Archived) info
|
Yes
|
No
|
|
Progress Tracking info
|
Yes
|
No
|
|
Interactive Learning - Quizzes info
|
Yes
|
No
|
|
Stock Trading Apps
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
iPhone App info
|
Yes
|
Yes
|
|
Android App info
|
Yes
|
Yes
|
|
Apple Watch App info
|
Yes
|
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
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
Market Movers (Top Gainers) info
|
Yes
|
Yes
|
|
Stream Live TV info
|
Yes
|
No
|
|
Videos on Demand info
|
Yes
|
No
|
|
Stock Alerts info
|
Yes
|
Yes
|
|
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
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
Charting - After-Hours info
|
Yes
|
No
|
|
Charting - Can Turn Horizontally info
|
Yes
|
Yes
|
|
Charting - Multiple Time Frames info
|
Yes
|
Yes
|
|
Charting - Technical Studies info
|
97
|
36
|
|
Charting - Study Customizations info
|
Yes
|
Yes
|
|
Charting - Stock Comparisons info
|
No
|
No
|
|
Trading Platforms
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
Active Trading Platform info
|
Trader Workstation (TWS)
|
No
|
|
Desktop Trading Platform info
|
Yes
|
No
|
|
Desktop Platform (Mac) info
|
Yes
|
No
|
|
Web Trading Platform info
|
Yes
|
Yes
|
|
Paper Trading info
|
Yes
|
No
|
|
Trade Journal info
|
Yes
|
No
|
|
Watch Lists - Total Fields info
|
659
|
20
|
|
Stock Chart Features
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
Charting - Adjust Trades on Chart info
|
Yes
|
No
|
|
Charting - Indicators / Studies info
|
155
|
36
|
|
Charting - Drawing Tools info
|
85
|
10
|
|
Charting - Notes info
|
Yes
|
No
|
|
Charting - Index Overlays info
|
Yes
|
Yes
|
|
Charting - Historical Trades info
|
Yes
|
No
|
|
Charting - Corporate Events info
|
Yes
|
Yes
|
|
Charting - Custom Date Range info
|
Yes
|
No
|
|
Charting - Custom Time Bars info
|
Yes
|
No
|
|
Charting - Automated Analysis info
|
Yes
|
No
|
|
Charting - Save Profiles info
|
Yes
|
No
|
|
Trade Ideas - Technical Analysis info
|
Yes
|
No
|
|
Charting - Study Customizations info
|
6
|
3
|
|
Charting - Custom Studies info
|
No
|
Yes
|
|
Day Trading
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
Streaming Time & Sales info
|
Yes
|
No
|
|
Streaming TV info
|
Yes
|
No
|
|
Direct Market Routing - Stocks info
|
Yes
|
No
|
|
Ladder Trading info
|
Yes
|
No
|
|
Trade Hotkeys info
|
Yes
|
No
|
|
Level 2 Quotes - Stocks info
|
Yes
|
No
|
|
Trade Ideas - Backtesting info
|
Yes
|
No
|
|
Trade Ideas - Backtesting Adv info
|
Yes
|
No
|
|
Short Locator info
|
Yes
|
No
|
|
Order Liquidity Rebates info
|
Yes
|
No
|
|
Research Overview
|
Interactive Brokers |
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
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
Stock Research - PDF Reports info
|
15
info
|
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
|
Interactive Brokers |
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
|
Interactive Brokers |
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
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
Option Chains - Basic View info
|
Yes
|
Yes
|
|
Option Chains - Strategy View info
|
Yes
|
No
|
|
Option Chains - Streaming info
|
Yes
|
No
|
|
Option Chains - Total Columns info
|
40
|
6
|
|
Option Chains - Greeks info
|
5
|
0
|
|
Option Chains - Quick Analysis info
|
Yes
|
No
|
|
Option Analysis - P&L Charts info
|
Yes
|
No
|
|
Option Probability Analysis info
|
Yes
|
No
|
|
Option Probability Analysis Adv info
|
Yes
|
No
|
|
Option Positions - Greeks info
|
Yes
|
No
|
|
Option Positions - Greeks Streaming info
|
Yes
|
No
|
|
Option Positions - Adv Analysis info
|
Yes
|
No
|
|
Option Positions - Rolling info
|
Yes
|
No
|
|
Option Positions - Grouping info
|
Yes
|
No
|
|
Banking
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
Bank (Member FDIC) info
|
No
|
Yes
|
|
Checking Accounts info
|
No
|
Yes
|
|
Savings Accounts info
|
No
|
Yes
|
|
Credit Cards info
|
No
|
Yes
|
|
Debit Cards info
|
No
|
Yes
|
|
Mortgage Loans info
|
No
|
Yes
|
|
Customer Service
|
Interactive Brokers |
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
|
No
|
No
|
|
Live Chat (Current Customers) info
|
Yes
|
No
|
|
24/7 Support info
|
No
|
Yes
|
|
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