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 & Brokers, 5 Best Futures Trading Platforms of 2024
When evaluating trading platforms and tools, Interactive Brokers clearly outshines J.P. Morgan Self-Directed Investing. With a five-star rating and the top rank among 18 brokers, Interactive Brokers provides robust features such as comprehensive desktop platforms for both Windows and Mac users, a multitude of charting tools and indicators, extensive watch list customization, and more. In contrast, J.P. Morgan Self-Directed Investing, with a three-star rating and 14th place ranking, lacks many of these advanced offerings, making it less appealing to serious traders.
Interactive Brokers sets the benchmark with its downloadable desktop platforms available for both Windows and Mac, in addition to an accessible browser-based platform. Essential tools like paper trading and trading journals are offered, enhancing the user experience by allowing traders to practice strategies and keep detailed accounts of their trades. J.P. Morgan Self-Directed Investing, on the other hand, only provides a browser-based platform, without the benefits of paper trading or trading journal capabilities.
Advanced charting features are where Interactive Brokers shines, offering an extensive array of technical indicators and drawing tools. Traders can adjust open orders directly on stock charts, add notes, show historical trades, and display corporate events. In contrast, J.P. Morgan Self-Directed Investing limits its offerings with fewer technical indicators and drawing tools, and lacks features such as the ability to add notes or show historical trades on charts. While both brokers support index overlays and display corporate events, Interactive Brokers allows users to save multiple chart profiles and set custom date ranges, providing flexibility and a tailored trading experience.
| 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 | 4 |
| Charting - Indicators / Studies | 155 | 36 |
| Charting - Drawing Tools | 85 | 10 |
| Platforms & Tools |
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Dive deeper: Best Stock Brokers for 2024, Best Paper Trading Platforms of 2024
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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 2024
Interactive Brokers emerges as a comprehensive leader in the realm of stock trading apps, consistently outshining J.P. Morgan Self-Directed Investing across several technological fronts. Garnering a top-tier 5-star rating and securing the number one spot among 18 brokers reviewed by StockBrokers.com, Interactive Brokers offers users a robust array of features that optimize the trading experience. In contrast, J.P. Morgan, with a commendable 4-star rating and the 12th rank, provides a viable but less feature-rich alternative for self-directed investors.
Both Interactive Brokers and J.P. Morgan Self-Directed Investing offer iPhone and Android apps, ensuring accessibility for a broad user base. However, the distinction becomes apparent in the breadth of features offered. Interactive Brokers supports an Apple Watch app, after-hours mobile trading, and advanced technical capabilities with 97 technical studies, far surpassing J.P. Morgan’s 36. It also provides a variety of enhancements like streaming quotes, live TV, and video on demand, none of which are featured by J.P. Morgan, positioning Interactive Brokers as the superior choice for tech-savvy traders.
Additionally, Interactive Brokers excels in charting functionalities with after-hours charting, landscape view, and multi-time frame analysis, surpassing J.P. Morgan's more limited offerings. Both brokers enable users to create and customize watch lists, highlighting flexibility in stock monitoring. Yet, with superior stock alerts and broader customization options, Interactive Brokers clearly stands out as the go-to platform for traders seeking a cutting-edge, dynamic trading app experience.
| 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 | No |
| Charting - After-Hours | Yes | No |
| Charting - Technical Studies | 97 | 36 |
| Mobile Trading Apps |
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Dive deeper: Best Stock Trading Apps of 2024
When it comes to selecting an online broker, both Interactive Brokers and J.P. Morgan Self-Directed Investing offer compelling options, especially with their $0 minimum deposit and $0 fees for regular stock trades. However, Interactive Brokers stands out with its cost-effective structure for frequent traders and margin borrowers, thanks to its significantly lower margin interest rates. Individuals holding IRA accounts and anticipating account transfers might also lean towards Interactive Brokers due to its lack of IRA closure fees and charges for account transfers, in contrast to J.P. Morgan's higher costs in these areas.
Both platforms offer competitive trading prices, including a $0.65 charge per options contract, ensuring options traders have viable choices. The absence of fees for options exercise and assignment offers an added incentive for both entry-level and experienced investors. However, Interactive Brokers claims an edge with its more favorable margin interest rates, which remain at 7.83% across various balance tiers, whereas J.P. Morgan's rates are notably higher, varying from 13.25% to 12.5% depending on the balance.
Additional fees distinguish the two platforms further. While both Interactive Brokers and J.P. Morgan offer free partial account transfers, J.P. Morgan incurs a $75 fee for full account transfers, similar to its IRA closure fee. Interactive Brokers, on the other hand, maintains a no-charge policy across these services, making it an attractive option for those prioritizing cost efficiency related to account maintenance and transactions.
| 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 Brokers for Free Stock Trading of 2024
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 of 2024
When analyzing the market research capabilities of Interactive Brokers versus J.P. Morgan Self-Directed Investing, Interactive Brokers clearly stands out with its comprehensive offerings. Rated with a full five stars for market research and ranked second out of 18 brokers by StockBrokers.com, Interactive Brokers offers a robust array of tools and resources. It leads the way with innovative features like social media sentiment data and ESG (Environmental, Social, and Governance) research, which J.P. Morgan Self-Directed Investing does not offer. Furthermore, Interactive Brokers provides 17 downloadable PDF research reports for stocks and also offers these reports for ETFs and mutual funds, areas where J.P. Morgan only offers a minimal selection or none at all.
Both brokers provide stock, ETFs, mutual funds, Pink Sheets/OTCBB, and bonds research, meeting the standards for comprehensive market research. They offer portfolio allocation insights by asset class and include screeners for stocks, ETFs, mutual funds, and bonds to help investors generate trade ideas. These fundamental offerings position both platforms as solid choices for self-directed investors, but there are distinct differences in the depth and variety of research tools offered.
J.P. Morgan Self-Directed Investing, while offering a respectable research suite rated at four stars and ranked eighth by StockBrokers.com, does not include certain advanced features like social media sentiment analysis or ESG research reports. It only provides two downloadable PDF reports for stock research, lacking supporting reports for ETFs and mutual funds that investors might find beneficial. Thus, investors seeking a more extensive selection of research tools and reports might prefer Interactive Brokers, especially for its broad market insight and additional support through varied data sources.
| 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 offers a more robust range of services. While Interactive Brokers provides debit cards and certificates of deposit (CDs), it lacks fundamental banking features such as checking and savings accounts, credit cards, and mortgage loans. In contrast, J.P. Morgan Self-Directed Investing not only matches Interactive Brokers with its offering of debit cards and CDs but also surpasses it by providing comprehensive banking services, including checking and savings accounts, credit card options, and mortgage loans. This makes J.P. Morgan Self-Directed Investing a more versatile choice for those seeking an all-inclusive banking experience through their brokerage platform.
| Feature |
Interactive Brokers
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Checking Accounts | No | Yes |
| Savings Accounts | No | Yes |
| Debit Cards | Yes | Yes |
| Credit Cards | No | Yes |
| Mortgage Loans | No | Yes |
| CDs | Yes | Yes |
Dive deeper: Best Bank Brokerages of 2024
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 Crypto Trading Platforms of 2024
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 of 2024
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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) | $0.00 | $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 | $30 | Varies |
| Margin Rates | Interactive Brokers | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Margin Rate Under $25,000 | 7.83% | 13.25% | |
| Margin Rate $25,000 to $49,999.99 | 7.83% | 13% | |
| Margin Rate $50,000 to $99,999.99 | 7.83% | 12.5% | |
| Margin Rate $100,000 to $249,999.99 | 7.83% | 12.25% | |
| Margin Rate $250,000 to $499,999.99 | 7.83% | 12.25% | |
| Margin Rate $500,000 to $999,999.99 | 7.83% | 11.5% | |
| Margin Rate Above $1,000,000 | 7.83% | 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) | 33 | 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 | No | |
| 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 | No | |
| 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 | 4 |
| 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 | No |
| 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 | 17 | 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 | 38 | 6 | |
| Option Chains - Greeks | 12 | 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 | Yes | 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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