Range of investments
When comparing Merrill Edge and J.P. Morgan Self-Directed Investing, both platforms offer a comprehensive array of investment options, making them competitive choices for online brokerage services. Merrill Edge edges slightly ahead in the overall range of investments, earning a 4.5-star rating and ranking seventh out of 15 brokers according to StockBrokers.com. Meanwhile, J.P. Morgan Self-Directed Investing isn't far behind with a 4-star rating and a ninth-place ranking, showcasing its strong investment offerings.
Both Merrill Edge and J.P. Morgan Self-Directed Investing provide stock, margin, options, mutual funds, and OTC stocks trading. One notable difference between the two is fractional shares trading—J.P. Morgan Self-Directed Investing offers this option, giving investors the flexibility to purchase smaller portions of stocks, while Merrill Edge does not. On the other hand, neither broker provides forex, futures, or crypto trading, which might be a consideration for investors looking for exposure to these areas.
In terms of retirement accounts and advisory services, both Merrill Edge and J.P. Morgan Self-Directed Investing offer traditional and Roth IRA accounts, as well as access to advisor services. These features make both platforms suitable for users interested in long-term financial planning and seeking professional guidance. Overall, the choice between the two may hinge on specific needs such as fractional share availability or personal preference regarding the subtle differences in their investment range and ratings.
Feature |
Merrill Edge
|
J.P. Morgan Self-Directed Investing
|
Stock Trading
info
|
Yes
|
Yes
|
Margin Trading
info
|
Yes
|
Yes
info |
Fractional Shares
info
|
No
|
Yes
|
OTC Stocks
info
|
Yes
|
Yes
|
Mutual Funds
info
|
Yes
|
Yes
|
Options Trading
info
|
Yes
|
Yes
|
Futures Trading
info
|
No
|
No
|
Crypto Trading
info
|
No
|
No
|
Crypto Trading - Total Coins
info
|
0
|
0
|
Range of Investments
|
|
|
Dive deeper: Best Options Trading Platforms for 2025, Best Futures Trading Platforms for 2025
Trading platforms and tools
Merrill Edge and J.P. Morgan Self-Directed Investing each provide online trading platforms, but Merrill Edge generally excels with a higher rating of 4 stars compared to J.P. Morgan’s 2.5 stars. Ranked 6th out of 15 brokers by StockBrokers.com for its trading platforms and tools, Merrill Edge outshines J.P. Morgan Self-Directed Investing, which holds the 13th spot. This comprehensive evaluation primarily highlights Merrill Edge's superior charting capabilities and customization options, which cater to traders seeking more insight and flexibility in their trading experience.
Both Merrill Edge and J.P. Morgan Self-Directed Investing offer browser-based trading platforms but lack downloadable software options for Windows and Mac users. Merrill Edge distinguishes itself with its advanced charting features, including 105 technical indicators and 23 drawing tools, while J.P. Morgan offers 36 indicators and 10 drawing tools. Additionally, Merrill Edge allows users to adjust open orders directly on stock charts, add notes, and employ index overlays, offering a more interactive charting experience.
While paper trading and a trading journal are not available on either platform, Merrill Edge's interface provides several valuable functions not found in J.P. Morgan's offerings. Merrill Edge's watch lists feature 285 customizable fields, a broad comparison to J.P. Morgan’s 20 fields. Moreover, Merrill Edge allows for displaying historical trades, corporate events, and automated technical analysis on charts, with the ability to set custom date ranges and save multiple chart profiles, making it particularly appealing for chart-focused traders. In contrast, J.P. Morgan excels in allowing the creation of custom studies, adding a modest edge for users seeking this specific functionality.
Feature |
Merrill Edge
|
J.P. Morgan Self-Directed Investing
|
Web Trading Platform
info
|
Yes
|
Yes
|
Desktop Trading Platform
info
|
No
|
No
|
Desktop Platform (Mac)
info
|
No
|
No
|
Paper Trading
info
|
No
|
No
|
Watch Lists - Total Fields
info
|
285
|
20
|
Charting - Indicators / Studies
info
|
105
|
36
|
Charting - Drawing Tools
info
|
23
|
10
|
Platforms & Tools
|
|
|
Dive deeper: Best Online Brokerage Accounts for 2025, Best Paper Trading Platforms for 2025
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Beginners and education
Both Merrill Edge and J.P. Morgan Self-Directed Investing offer a wide range of educational resources to help beginners and experienced investors alike. They provide comprehensive learning materials on stocks, ETFs, options, mutual funds, and bonds. Both platforms include educational videos and host webinars to further enhance user understanding. While neither offers paper trading or a system to track learning progress, Merrill Edge sets itself apart by providing educational quizzes, which can be a fun and interactive way for users to test their knowledge.
Despite having similar offerings and the same 4.5-star education rating, Merrill Edge holds a slight edge over J.P. Morgan Self-Directed Investing when rated among other brokers, coming in at number five compared to J.P. Morgan's seven. This subtle difference highlights Merrill Edge's dedication to investor education, making it a slightly more appealing option for those who consider comprehensive learning resources a priority in their investing journey.
Feature |
Merrill Edge
|
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
|
No
|
No
|
Videos
info
|
Yes
|
Yes
|
Webinars
info
|
Yes
|
Yes
|
Education
|
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2025
Stock trading apps
When comparing the mobile stock trading capabilities of Merrill Edge and J.P. Morgan Self-Directed Investing, Merrill Edge stands out with a higher rating of 4.5 stars and a noteworthy ranking of #6 out of 15 brokers on StockBrokers.com. In contrast, J.P. Morgan Self-Directed Investing holds a 4-star rating and is ranked #12. This indicates that while both platforms offer robust features, Merrill Edge provides a slightly more refined mobile trading experience, making it the preferable choice for many investors.
Both Merrill Edge and J.P. Morgan Self-Directed Investing provide essential mobile app functionality for iPhone and Android devices, supporting mobile options trading and the creation of custom watch lists. Each platform also supports viewing charts in landscape mode with multiple time frames. However, Merrill Edge takes an edge by offering mobile after-hours stock trading and streaming quotes, features absent from J.P. Morgan’s app. On the other hand, J.P. Morgan allows customization of watch list columns, which Merrill Edge does not.
While neither broker offers an Apple Watch app, streaming live TV, or videos on demand through their apps, both provide stock alerts to keep users informed. For technical analysis enthusiasts, J.P. Morgan provides 36 technical studies, slightly more than Merrill Edge’s 34. Yet, Merrill Edge offers the unique ability to display stock comparisons directly on charts, a feature J.P. Morgan lacks. These differences might guide users towards the platform that best suits their specific needs and preferences in mobile trading.
Feature |
Merrill Edge
|
J.P. Morgan Self-Directed Investing
|
iPhone App
info
|
Yes
|
Yes
|
Android App
info
|
Yes
|
Yes
|
Apple Watch App
info
|
No
|
No
|
Stock Alerts
info
|
Yes
|
Yes
|
Charting - After-Hours
info
|
No
|
No
|
Charting - Technical Studies
info
|
34
|
36
|
Mobile Trading Apps
|
|
|
Dive deeper: Best Stock Trading Apps for 2025
Fees
When it comes to choosing between Merrill Edge and J.P. Morgan Self-Directed Investing, both platforms offer competitive pricing, but there are key differences that could influence your choice. Both brokers require no minimum deposit and charge $0 for regular stock trades, making them equally accessible for new investors. However, Merrill Edge has an edge with no fees for account transfers (ACAT) and lower IRA closure costs. Meanwhile, J.P. Morgan Self-Directed Investing imposes a $75 fee for full account transfers and IRA closures, which could be a deciding factor for budget-conscious investors.
Examining options trading fees, both Merrill Edge and J.P. Morgan charge a $0.65 fee per options contract, which keeps them on par in this category. Furthermore, neither platform charges fees for options exercises or assignments, making options trading cost-effective for active traders on either platform. However, potential margin borrowers may find a stark contrast in charges; J.P. Morgan Self-Directed Investing provides explicit rates, starting at 13.25% for balances under $25,000 and decreasing with higher balances, while Merrill Edge's rates vary, potentially allowing more flexible negotiating terms based on individual financial circumstances.
Both Merrill Edge and J.P. Morgan Self-Directed Investing offer free IRA setup and no annual fees, which is great for those looking to save for retirement without additional costs. However, the variance in closing fees and added costs for transferring full accounts at J.P. Morgan could mean extra expenses down the line. For users who prioritize low fees on transfers and closures, Merrill Edge presents a strong case, whereas those who value consistent and transparent margin interest rates might lean towards J.P. Morgan Self-Directed Investing.
Feature |
Merrill Edge
|
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
|
$49.95
|
$75.00
|
Dive deeper: Best Free Trading Platforms for 2025
Day Trading
When it comes to day trading, Merrill Edge and J.P. Morgan Self-Directed Investing cater to different needs. Merrill Edge stands out with several features tailored for more active traders. For instance, it offers streaming time and sales for stocks, and provides level 2 quotes, allowing traders to gain deeper insights into market changes. Additionally, Merrill Edge allows for basic strategy backtesting, enabling traders to experiment with different strategies using historical data before applying them in the live market.
In contrast, J.P. Morgan Self-Directed Investing lacks the same level of day trading capabilities. Without features like streaming time and sales for stocks, level 2 quotes, or any backtesting options, it may not be the first choice for those who focus heavily on day trading. Neither platform supports direct market routing, trading hotkeys, or advanced strategy backtesting, which could limit highly technical strategies that some day traders prefer. Understanding these differences can help potential traders decide which platform best suits their approach to trading.
Feature |
Merrill Edge
|
J.P. Morgan Self-Directed Investing
|
Streaming Time & Sales
info
|
Yes
|
No
|
Streaming TV
info
|
No
|
No
|
Direct Market Routing - Stocks
info
|
No
|
No
|
Level 2 Quotes - Stocks
info
|
Yes
|
No
|
Trade Ideas - Backtesting
info
|
Yes
|
No
|
Trade Ideas - Backtesting Adv
info
|
No
|
No
|
Short Locator
info
|
No
|
No
|
Dive deeper: Best Day Trading Platforms for 2025
Market Research
When it comes to market research capabilities, Merrill Edge stands out as a more comprehensive option compared to J.P. Morgan Self-Directed Investing. Both platforms provide essential research for stocks, ETFs, mutual funds, and bonds, offering investors a solid foundation for making informed decisions. However, Merrill Edge takes a lead with additional features like downloadable PDF reports for ETFs and mutual funds and a higher number of stock research reports. StockBrokers.com ranks Merrill Edge at #5, while J.P. Morgan sits at #7, recognizing the distinct edge Merrill Edge offers in this area.
Merrill Edge enhances its market research offerings with tools like the ability to view portfolio allocation by asset class, ensuring investors have a clearer picture of their investments. It also provides ESG (Environmental, Social, and Governance) research, an increasingly sought-after feature for environmentally conscious investors. While both platforms offer screeners for stocks, ETFs, mutual funds, and bonds, Merrill Edge gains an advantage with its 5-star rating against J.P. Morgan's 4 stars, reflecting a stronger overall research experience.
J.P. Morgan Self-Directed Investing, while offering substantial research capabilities, lacks some of the extra features found in Merrill Edge, such as downloadable reports for ETFs and mutual funds and ESG research. Both platforms forego using social media sentiment data for stock research, but investors seeking a richer selection of downloadable research materials may find Merrill Edge to be a superior choice. Overall, Merrill Edge provides a more comprehensive suite of market research tools that make it a preferred choice for investors looking to delve deeper into their financial analysis.
Feature |
Merrill Edge
|
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 Merrill Edge and J.P. Morgan Self-Directed Investing in terms of banking capabilities, both platforms provide a comprehensive suite of financial services. Customers can enjoy the convenience of having checking and savings accounts with either option. Additionally, both Merrill Edge and J.P. Morgan Self-Directed Investing offer debit cards, making day-to-day transactions seamless. For those interested in credit opportunities, both brokers offer credit cards, allowing for flexible financing options. Homebuyers will find mortgage loans available through each platform as well, providing diverse solutions for purchasing a home. Furthermore, both Merrill Edge and J.P. Morgan Self-Directed Investing offer Certificates of Deposit (CDs), allowing customers to benefit from fixed interest rates over a set period. In summary, both brokerages stand out by offering integrated banking services that cater to a variety of financial needs.
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 Merrill Edge is better than J.P. Morgan Self-Directed Investing. Merrill Edge finished with an overall score of 92.7%, while J.P. Morgan Self-Directed Investing finished with a score of 85.4%.
Merrill Edge and its parent, Bank of America, make for a well-rounded offering, with $0 trades, robust research, reliable customer service; and its Stock Stories and Fund Stories are an industry standout. There are some gaps in investment offerings, including crypto and futures.
FAQs
Can you trade cryptocurrency with Merrill Edge or J.P. Morgan Self-Directed Investing?
Does Merrill Edge or J.P. Morgan Self-Directed Investing offer IRAs?
Both Merrill Edge and J.P. Morgan Self-Directed Investing provide traditional and Roth IRA accounts with no annual fees, but Merrill Edge offers a lower IRA account closure fee at $49.95 compared to J.P. Morgan's $75.00, making it a more cost-effective option for investors planning to close their accounts.
Dive deeper: Best IRA Accounts for 2025
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Broker Screenshots
|
Merrill Edge |
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
|
Merrill Edge |
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
|
N/A
|
$0.00
|
|
Mutual Fund Trade Fee info
|
Varies
info
|
$0
|
|
Options (Per Contract) info
|
$0.65
|
$0.65
|
|
Futures (Per Contract) info
|
(Not offered)
|
(Not offered)
|
|
Broker Assisted Trade Fee info
|
$29.95
|
Varies
|
|
Margin Rates
|
Merrill Edge |
J.P. Morgan Self-Directed Investing |
|
Margin Rate Under $25,000 info
|
Varies
info
|
13.25%
|
|
Margin Rate $25,000 to $49,999.99 info
|
Varies
info
|
13%
|
|
Margin Rate $50,000 to $99,999.99 info
|
Varies
info
|
12.5%
|
|
Margin Rate $100,000 to $249,999.99 info
|
Varies
info
|
12.25%
|
|
Margin Rate $250,000 to $499,999.99 info
|
Varies
info
|
12.25%
|
|
Margin Rate $500,000 to $999,999.99 info
|
Varies
info
|
11.5%
|
|
Margin Rate Above $1,000,000 info
|
Varies
info
|
11%
info
|
|
Account Fees
|
Merrill Edge |
J.P. Morgan Self-Directed Investing |
|
IRA Annual Fee info
|
$0.00
|
$0.00
|
|
IRA Closure Fee info
|
$49.95
|
$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
|
Merrill Edge |
J.P. Morgan Self-Directed Investing |
|
Stock Trading info
|
Yes
|
Yes
|
|
Margin Trading info
|
Yes
|
Yes
info
|
|
Fractional Shares info
|
No
|
Yes
|
|
OTC Stocks info
|
Yes
|
Yes
|
|
Options Trading info
|
Yes
|
Yes
|
|
Complex Options Max Legs info
|
4
|
1
|
|
Futures Trading info
|
No
|
No
|
|
Forex Trading info
|
No
|
No
|
|
Crypto Trading info
|
No
|
No
|
|
Crypto Trading - Total Coins info
|
0
|
0
|
|
Mutual Funds (No Load) info
|
2952
|
3500
|
|
Mutual Funds (Total) info
|
3466
|
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
|
Yes
|
Yes
|
|
International Countries (Stocks) info
|
0
|
0
|
|
Order Types
|
Merrill Edge |
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
|
No
|
No
|
|
Order Type - OTO info
|
No
|
No
|
|
Order Type - Broker Assisted info
|
Yes
|
Yes
|
|
Beginners
|
Merrill Edge |
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
|
No
|
No
|
|
Videos info
|
Yes
|
Yes
|
|
Webinars info
|
Yes
|
Yes
|
|
Webinars (Archived) info
|
Yes
|
No
|
|
Progress Tracking info
|
No
|
No
|
|
Interactive Learning - Quizzes info
|
Yes
|
No
|
|
Stock Trading Apps
|
Merrill Edge |
J.P. Morgan Self-Directed Investing |
|
iPhone App info
|
Yes
|
Yes
|
|
Android App info
|
Yes
|
Yes
|
|
Apple Watch App info
|
No
|
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
|
No
|
No
|
|
Stock App Features
|
Merrill Edge |
J.P. Morgan Self-Directed Investing |
|
Market Movers (Top Gainers) info
|
Yes
|
Yes
|
|
Stream Live TV info
|
No
|
No
|
|
Videos on Demand info
|
No
|
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
|
No
|
Yes
|
|
Stock App Charting
|
Merrill Edge |
J.P. Morgan Self-Directed Investing |
|
Charting - After-Hours info
|
No
|
No
|
|
Charting - Can Turn Horizontally info
|
Yes
|
Yes
|
|
Charting - Multiple Time Frames info
|
Yes
|
Yes
|
|
Charting - Technical Studies info
|
34
|
36
|
|
Charting - Study Customizations info
|
Yes
|
Yes
|
|
Charting - Stock Comparisons info
|
Yes
|
No
|
|
Trading Platforms
|
Merrill Edge |
J.P. Morgan Self-Directed Investing |
|
Active Trading Platform info
|
Merrill Edge Market Pro
|
No
|
|
Desktop Trading Platform info
|
No
|
No
|
|
Desktop Platform (Mac) info
|
No
|
No
|
|
Web Trading Platform info
|
Yes
|
Yes
|
|
Paper Trading info
|
No
|
No
|
|
Trade Journal info
|
No
|
No
|
|
Watch Lists - Total Fields info
|
285
|
20
|
|
Stock Chart Features
|
Merrill Edge |
J.P. Morgan Self-Directed Investing |
|
Charting - Adjust Trades on Chart info
|
Yes
|
No
|
|
Charting - Indicators / Studies info
|
105
|
36
|
|
Charting - Drawing Tools info
|
23
|
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
|
8
|
3
|
|
Charting - Custom Studies info
|
No
|
Yes
|
|
Day Trading
|
Merrill Edge |
J.P. Morgan Self-Directed Investing |
|
Streaming Time & Sales info
|
Yes
|
No
|
|
Streaming TV info
|
No
|
No
|
|
Direct Market Routing - Stocks info
|
No
|
No
|
|
Ladder Trading info
|
No
|
No
|
|
Trade Hotkeys info
|
No
|
No
|
|
Level 2 Quotes - Stocks info
|
Yes
|
No
|
|
Trade Ideas - Backtesting info
|
Yes
|
No
|
|
Trade Ideas - Backtesting Adv info
|
No
|
No
|
|
Short Locator info
|
No
|
No
|
|
Order Liquidity Rebates info
|
No
|
No
|
|
Research Overview
|
Merrill Edge |
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
|
Merrill Edge |
J.P. Morgan Self-Directed Investing |
|
Stock Research - PDF Reports info
|
3
|
2
|
|
Stock Research - Earnings info
|
Yes
|
Yes
|
|
Stock Research - Insiders info
|
Yes
|
No
|
|
Stock Research - Social info
|
No
|
No
|
|
Stock Research - News info
|
Yes
|
Yes
|
|
Stock Research - ESG info
|
Yes
|
No
|
|
Stock Research - SEC Filings info
|
Yes
|
No
|
|
ETF Research
|
Merrill Edge |
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
|
Merrill Edge |
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
|
Merrill Edge |
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
|
68
|
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
|
No
|
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
|
Merrill Edge |
J.P. Morgan Self-Directed Investing |
|
Bank (Member FDIC) info
|
Yes
|
Yes
|
|
Checking Accounts info
|
Yes
|
Yes
|
|
Savings Accounts info
|
Yes
|
Yes
|
|
Credit Cards info
|
Yes
|
Yes
|
|
Debit Cards info
|
Yes
|
Yes
|
|
Mortgage Loans info
|
Yes
|
Yes
|
|
Customer Service
|
Merrill Edge |
J.P. Morgan Self-Directed Investing |
|
Phone Support (Prospect Customers) info
|
Yes
|
No
|
|
Phone Support (Current Customers) info
|
Yes
|
Yes
|
|
Email Support info
|
No
|
Yes
|
|
Live Chat (Prospect Customers) info
|
Yes
|
No
|
|
Live Chat (Current Customers) info
|
Yes
|
No
|
|
24/7 Support info
|
Yes
|
Yes
|
|
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