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, range of investments, costs, market research, and more. Let's dive in.
When it comes to choosing an online broker, both Interactive Brokers and J.P. Morgan Self-Directed Investing offer strong platforms, but Interactive Brokers edges out as the preferred choice for those seeking a more extensive range of investments. Scoring a perfect 5-star rating for range of investments, Interactive Brokers ranks #1 out of 16 brokers by StockBrokers.com, offering an impressive array of options including forex, futures, and crypto trading, along with numerous IRA account options. J.P. Morgan Self-Directed Investing, while also a robust choice with a 4-star rating and ranked #9, lacks offerings like forex, futures, and crypto trading, which could be a determining factor for many investors.
For individual stocks, both Interactive Brokers and J.P. Morgan Self-Directed Investing provide stock trading, margin trading, and fractional shares trading, as well as access to OTC stocks and mutual funds. Options trading is available on both platforms, providing flexible strategies for investors at varying levels of experience. However, Interactive Brokers sets itself apart with the inclusion of forex and futures trading, areas where J.P. Morgan Self-Directed Investing falls short. Crypto enthusiasts will also find a home at Interactive Brokers, where they can trade four different cryptocurrencies, an option not provided by J.P. Morgan.
When it comes to individual retirement accounts, both Interactive Brokers and J.P. Morgan Self-Directed Investing offer traditional and Roth IRA accounts, making them suitable choices for those planning for retirement. A noteworthy distinction, however, is J.P. Morgan Self-Directed Investing's provision of advisor services, which may appeal to investors seeking personalized financial guidance. In contrast, Interactive Brokers focuses on offering a wide variety of investment options, catering to self-directed investors who prefer to take control of their investment decisions without external advice.
| 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 |
| Range of Investments |
|
|
Dive deeper: Best Options Trading Platforms for 2025, Best Futures Trading Platforms for 2025
When evaluating the trading platforms and tools offered by Interactive Brokers and J.P. Morgan Self-Directed Investing, it's clear that Interactive Brokers stands out as a more comprehensive option. With a 5-star rating, it ranks second out of 16 brokers by StockBrokers.com for trading platforms and tools. In contrast, J.P. Morgan Self-Directed Investing holds only a 2.5-star rating, placing it at number 13. These rankings highlight the significant differences in user experience and the variety of features offered by each broker.
Interactive Brokers provides a rich environment for traders with downloadable platforms available for both Windows and Mac operating systems, in addition to a browser-based option. The platform supports paper trading and comes equipped with an extensive range of features like a trading journal, the ability to adjust open orders directly on stock charts, and a high number of columns for watch lists, totaling 659 fields. Interactive Brokers also excels in chart customization, featuring 155 technical indicators, 85 drawing tools, and several advanced charting capabilities such as adding notes, index overlays, and displaying historical trades. Although it lacks custom study creation, Interactive Brokers remains a versatile and feature-rich choice for traders.
In contrast, J.P. Morgan Self-Directed Investing offers fewer features in its browser-based platform. It lacks downloadable app options and paper trading capabilities, limiting its appeal to more advanced traders. The platform provides just 20 columns for watch lists and features only 36 technical indicators and 10 drawing tools for charting. While it does support index overlays and corporate events on charts, its customization options for charts are notably limited, with no ability to set custom date ranges, show automated technical analysis, or save multiple chart profiles. Although it allows the creation of custom studies for charts, this feature does not make up for its lower overall ratings and limited functionality compared to 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 |
|
|
Dive deeper: 7 Best Brokerage Accounts for 2025, Best Paper Trading Platforms for 2025
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When it comes to educating beginner investors, Interactive Brokers and J.P. Morgan Self-Directed Investing both offer a comprehensive suite of resources covering stocks, ETFs, options, mutual funds, and bonds. However, Interactive Brokers stands out with its inclusion of paper trading, educational quizzes, and learning progress tracking, which enhance the educational experience for newcomers. Offering 5-star rated educational resources and ranked #3 by StockBrokers.com, Interactive Brokers provides a blend of interactive tools such as videos and webinars to guide novice investors.
Alternatively, J.P. Morgan Self-Directed Investing also covers the essentials in investor education across various investment types with accessible educational videos and webinars, achieving a solid 4.5-star rating. Despite lacking some interactive elements like paper trading and quizzes, J.P. Morgan still secures a respectable #7 ranking by StockBrokers.com. Ideal for those who are content with straightforward learning materials, J.P. Morgan offers a user-friendly educational experience tailored for those looking to understand investment fundamentals.
| 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
For those looking to dive into the world of mobile stock trading, Interactive Brokers and J.P. Morgan Self-Directed Investing both offer capable apps for iPhone and Android devices. While each provides essential services such as mobile options trading and the ability to create custom watch lists, Interactive Brokers stands out with a higher rating of 5 stars compared to J.P. Morgan's 4 stars. Ranked as the second top broker for stock trading apps by StockBrokers.com, Interactive Brokers promises a more feature-rich experience, particularly for more advanced traders.
When it comes to additional features, Interactive Brokers offers more in terms of mobile trading capabilities. Unlike J.P. Morgan, their app supports mobile after-hours stock trading and even provides an Apple Watch app. Interactive Brokers also excels with features like streaming quotes, streaming live TV, and videos on demand, enhancing the overall trading experience. These features are complemented by advanced charting options, including support for after-hours charting and 97 technical studies, compared to J.P. Morgan's 36.
Both apps provide useful tools for chart analysis and customization, but Interactive Brokers offers more flexibility with its charting capabilities. For example, both apps allow users to view charts in landscape mode and examine multiple time frames, but Interactive Brokers stands apart with features like customizable watch list columns. While neither app offers stock comparison displays on charts, Interactive Brokers provides an overall more comprehensive tool kit for evaluating stock performance and executing trades, making it a preferable choice for traders needing a powerful mobile trading platform.
| 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 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 | $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 |
Dive deeper: Best Free Trading Platforms for 2025
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 | 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
In the realm of market research capabilities, Interactive Brokers stands as a more comprehensive option compared to J.P. Morgan Self-Directed Investing. Interactive Brokers is highly rated at five stars and holds a notable position, ranking fourth among 16 brokers, according to StockBrokers.com. Meanwhile, J.P. Morgan Self-Directed Investing earns four stars and ranks seventh. This difference is crucial for investors seeking an extensive array of research tools and insights to make informed decisions.
Both Interactive Brokers and J.P. Morgan Self-Directed Investing offer research across various asset types, including stocks, ETFs, mutual funds, bonds, and even Pink Sheets/OTCBB. Where they begin to differ significantly is in the depth and variety of tools available. Interactive Brokers provides downloadable PDF research reports for stocks, ETFs, and mutual funds, with 15 reports available for stocks alone, compared to just two stock reports from J.P. Morgan Self-Directed Investing, which lacks reports for ETFs and mutual funds altogether. Moreover, Interactive Brokers distinguishes itself with the inclusion of social media sentiment analysis for stock research, a feature absent from J.P. Morgan's toolkit.
Interactive Brokers enhances its offering with ESG (Environmental, Social, and Governance) research, a growing area of interest among modern investors focused on sustainable and ethical investments, whereas J.P. Morgan does not provide this feature. Both brokers support portfolio allocation views by asset class and offer screeners for trade ideas across stocks, ETFs, mutual funds, and bonds, ensuring investors have ample resources to strategize effectively. For those seeking cutting-edge analysis and a wide variety of research tools, Interactive Brokers offers an edge that may appeal more to active and informed investors.
| 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 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.
| 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 16 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.
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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