Written by StockBrokers.com
In this head to head comparison of Merrill Edge 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 comparing Merrill Edge and J.P. Morgan Self-Directed Investing, both online brokers offer a solid selection of investment options, yet each has its nuances. Merrill Edge ranks slightly higher for range of investments, making it a great choice for those seeking a wide variety of options for their portfolio. With ratings of 4.5 stars compared to J.P. Morgan's 4 stars, Merrill Edge is especially appealing to those looking to explore diverse trading opportunities. However, J.P. Morgan stands out by offering fractional shares, which can be advantageous for investors looking to purchase partial stocks.
Both Merrill Edge and J.P. Morgan Self-Directed Investing provide access to essential trading options such as stocks, margin trading, mutual funds, and options trading. Neither platform offers forex, futures, or crypto trading, leaving these categories out for those with such interests. Interestingly, they both support OTC stocks and traditional and Roth IRA accounts, providing a strong foundation for personal investment planning. Additionally, both services provide access to advisor assistance, which can be beneficial for investors seeking professional guidance.
While each platform has its strengths, Merrill Edge is ranked at #7 and J.P. Morgan at #9 in the StockBrokers.com evaluation of range of investments out of 16 brokers. This subtle distinction highlights Merrill Edge's slightly broader investment offerings. That being said, investors prioritizing fractional stock purchases may find J.P. Morgan Self-Directed Investing more appealing. Ultimately, both platforms serve well-rounded functions for general investors, with unique aspects that might sway one’s preference based on personal investing strategies.
| Feature |
Merrill Edge
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Stock Trading | Yes | Yes |
| Margin Trading | Yes | Yes |
| Fractional Shares | No | Yes |
| OTC Stocks | Yes | Yes |
| Mutual Funds | Yes | Yes |
| Options Trading | Yes | Yes |
| Futures Trading | No | No |
| Crypto Trading | No | No |
| Crypto Trading - Total Coins | 0 | 0 |
| Range of Investments |
|
|
Dive deeper: Best Options Trading Platforms for 2025, Best Futures Trading Platforms for 2025
When considering trading platforms and tools, Merrill Edge and J.P. Morgan Self-Directed Investing each have their strengths and weaknesses. Overall, Merrill Edge offers a more comprehensive experience with higher-rated tools and is ranked #6 out of 16 brokers by StockBrokers.com, while J.P. Morgan Self-Directed Investing is rated lower, ranking #13. Merrill Edge earns a solid 4-star rating for its trading platforms and tools, compared to J.P. Morgan's 2.5 stars, making Merrill Edge a preferred choice for traders who value extensive charting features and customization options.
Both Merrill Edge and J.P. Morgan Self-Directed Investing provide browser-based trading platforms, with neither offering downloadable desktop versions for Windows or Mac. However, those looking for flexible and detailed watch list capabilities will find Merrill Edge's offering superior, providing over 285 columns for fields, in contrast to J.P. Morgan's 20 columns. Notably, neither platform provides a trading journal or paper trading features, which could be a drawback for traders who rely on these tools to strategize.
Merrill Edge stands out significantly in its charting and technical analysis capabilities. It offers 105 technical indicators and 23 drawing tools, whereas J.P. Morgan supplies just 36 indicators and 10 drawing tools. Merrill Edge further allows users to manipulate open orders directly on stock charts and add notes and historical trades, features that are absent in J.P. Morgan's platform. Both platforms display corporate events such as earnings on charts, but Merrill Edge goes a step further with customizable date ranges and automated technical analysis, although it lacks the ability to create custom studies, which J.P. Morgan does offer.
| Feature |
Merrill Edge
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Web Trading Platform | Yes | Yes |
| Desktop Trading Platform | No | No |
| Desktop Platform (Mac) | No | No |
| Paper Trading | No | No |
| Watch Lists - Total Fields | 285 | 20 |
| Charting - Indicators / Studies | 105 | 36 |
| Charting - Drawing Tools | 23 | 10 |
| Platforms & Tools |
|
|
Dive deeper: 7 Best Brokerage Accounts for 2025, Best Paper Trading Platforms for 2025
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For those new to investing, both Merrill Edge and J.P. Morgan Self-Directed Investing provide a comprehensive range of educational resources to help you understand the stock market. They each offer learning materials on stocks, ETFs, options, mutual funds, and bonds. Their educational content is delivered through engaging videos and informative webinars, ensuring you can learn at your own pace. However, Merrill Edge takes a slight edge with interactive quizzes that can enhance your learning experience, a feature not available with J.P. Morgan Self-Directed Investing. Unfortunately, neither platform offers paper trading or progress tracking, which could be a consideration for more hands-on learners.
Both Merrill Edge and J.P. Morgan Self-Directed Investing are well-regarded for their educational offerings, each receiving a solid 4.5-star rating. While Merrill Edge holds the #5 rank among 16 brokers reviewed for education by StockBrokers.com, J.P. Morgan Self-Directed Investing follows closely behind at #7. This suggests that you’ll find valuable educational support with either platform, although your choice may depend on personal preferences for interactive content like quizzes, which Merrill Edge provides.
| Feature |
Merrill Edge
|
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 | No | No |
| Videos | Yes | Yes |
| Webinars | Yes | Yes |
| Education |
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2025
For individuals exploring stock trading apps, Merrill Edge and J.P. Morgan Self-Directed Investing are two noteworthy options, each with unique features and advantages. Merrill Edge scores higher with a 4.5-star rating compared to J.P. Morgan’s 4-star rating. This strong showing places Merrill Edge sixth among 16 brokers according to StockBrokers.com, whereas J.P. Morgan occupies the twelfth spot. While both apps are available on iPhone and Android devices, offering a solid foundation for mobile trading, they differ significantly in app capabilities, with Merrill Edge particularly standing out for features like streaming quotes and after-hours trading.
Both Merrill Edge and J.P. Morgan Self-Directed Investing offer essential functionalities like mobile options trading, stock alerts, and the ability to create custom watch lists, catering to diverse trading needs. However, Merrill Edge edges ahead by providing streaming quotes, a feature that J.P. Morgan lacks. On the other hand, J.P. Morgan allows greater customization of watch list columns, a feature Merrill Edge doesn’t support, thus offering its users more flexibility in organizing their trading screens. Neither platform offers live streaming TV or videos on demand, which could be a consideration for some users seeking multimedia content directly via their trading app.
When it comes to charting and technical analysis, both brokers deliver essential tools like viewing multiple time frames and charts in landscape mode. However, Merrill Edge allows for stock comparisons on charts, unlike J.P. Morgan. While J.P. Morgan offers 36 technical studies compared to Merrill Edge’s 34, the ability to compare stocks directly within the app gives Merrill Edge an analytical advantage. As such, users looking for a slightly more comprehensive data evaluation tool might find Merrill Edge better suited for their trading needs.
| Feature |
Merrill Edge
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| iPhone App | Yes | Yes |
| Android App | Yes | Yes |
| Apple Watch App | No | No |
| Stock Alerts | Yes | Yes |
| Charting - After-Hours | No | No |
| Charting - Technical Studies | 34 | 36 |
| Mobile Trading Apps |
|
|
Dive deeper: Best Stock Trading Apps for 2025
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 | $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 | $49.95 | $75.00 |
Dive deeper: Best Free Trading Platforms for 2025
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 | Yes | No |
| Streaming TV | No | No |
| Direct Market Routing - Stocks | No | No |
| Level 2 Quotes - Stocks | Yes | No |
| Trade Ideas - Backtesting | Yes | No |
| Trade Ideas - Backtesting Adv | No | No |
| Short Locator | No | No |
Dive deeper: Best Day Trading Platforms for 2025
When comparing Merrill Edge and J.P. Morgan Self-Directed Investing for their market research capabilities, Merrill Edge emerges as the stronger option, delivering a comprehensive suite of research tools and resources. Rated five stars for market research, Merrill Edge ranks 5th out of 16 brokers according to StockBrokers.com—ahead of J.P. Morgan Self-Directed Investing, which holds four stars and a 7th place ranking. The wealth of accessible downloadable PDFs for stocks, ETFs, and mutual funds, coupled with its ESG research offerings, enhances Merrill Edge's research depth. Meanwhile, J.P. Morgan Self-Directed Investing provides robust core offerings but lacks certain advanced research features and materials, which slightly diminishes its appeal for those seeking in-depth research capabilities.
Both Merrill Edge and J.P. Morgan Self-Directed Investing offer comprehensive coverage, including stock, ETF, mutual fund, Pink Sheets/OTCBB, and bond research. Each platform provides essential tools for assessing portfolio allocation by asset class and includes stock, ETF, mutual fund, and bond screeners for generating trade ideas. These features ensure that both brokerage services cater to diverse investor needs while allowing for detailed market analysis and informed decision-making.
Where Merrill Edge takes the lead is in its all-encompassing research offerings. It provides three downloadable PDFs for stock research compared to J.P. Morgan's two, and importantly, offers PDFs for ETFs and mutual funds, which J.P. Morgan does not. Moreover, Merrill Edge includes ESG research, an area where J.P. Morgan falls short. While neither platform leverages social media sentiment data for stock research, the broader array of resources at Merrill Edge's disposal makes it the go-to choice for investors looking for a more exhaustive market research experience.
| Feature |
Merrill Edge
|
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 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.
| Feature |
Merrill Edge
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Checking Accounts | Yes | Yes |
| Savings Accounts | Yes | Yes |
| Debit Cards | Yes | Yes |
| Credit Cards | Yes | Yes |
| Mortgage Loans | Yes | 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 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.
Neither Merrill Edge nor J.P. Morgan Self-Directed Investing offers crypto trading, as both platforms provide access to 0 coins for cryptocurrency transactions.
Dive deeper: Best Online Brokers for Crypto Trading in 2025
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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0 of 5| Overall Rating | Merrill Edge | J.P. Morgan Self-Directed Investing | |
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| Review | Merrill Edge Review | J.P. Morgan Self-Directed Investing Review |
| Broker Screenshots | Merrill Edge | J.P. Morgan Self-Directed Investing | |
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| Trading Fees | Merrill Edge | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Minimum Deposit | $0.00 | $0.00 | |
| Stock Trades | $0.00 | $0.00 | |
| Penny Stock Fees (OTC) | N/A | $0.00 | |
| Mutual Fund Trade Fee | Varies | $0 | |
| Options (Per Contract) | $0.65 | $0.65 | |
| Futures (Per Contract) | (Not offered) | (Not offered) | |
| Broker Assisted Trade Fee | $29.95 | Varies |
| Margin Rates | Merrill Edge | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Margin Rate Under $25,000 | Varies | 13.25% | |
| Margin Rate $25,000 to $49,999.99 | Varies | 13% | |
| Margin Rate $50,000 to $99,999.99 | Varies | 12.5% | |
| Margin Rate $100,000 to $249,999.99 | Varies | 12.25% | |
| Margin Rate $250,000 to $499,999.99 | Varies | 12.25% | |
| Margin Rate $500,000 to $999,999.99 | Varies | 11.5% | |
| Margin Rate Above $1,000,000 | Varies | 11% |
| Account Fees | Merrill Edge | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| IRA Annual Fee | $0.00 | $0.00 | |
| IRA Closure Fee | $49.95 | $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 | Merrill Edge | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Stock Trading | Yes | Yes | |
| Margin Trading | Yes | Yes | |
| Fractional Shares | No | Yes | |
| OTC Stocks | Yes | Yes | |
| Options Trading | Yes | Yes | |
| Complex Options Max Legs | 4 | 1 | |
| Futures Trading | No | No | |
| Forex Trading | No | No | |
| Crypto Trading | No | No | |
| Crypto Trading - Total Coins | 0 | 0 | |
| Mutual Funds (No Load) | 2952 | 3500 | |
| Mutual Funds (Total) | 3466 | 3500 | |
| Bonds (US Treasury) | Yes | Yes | |
| Bonds (Corporate) | Yes | Yes | |
| Bonds (Municipal) | Yes | Yes | |
| Traditional IRAs | Yes | Yes | |
| Roth IRAs | Yes | Yes | |
| Advisor Services | Yes | Yes | |
| International Countries (Stocks) | 0 | 0 |
| Order Types | Merrill Edge | 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 | No | No | |
| Order Type - OTO | No | No | |
| Order Type - Broker Assisted | Yes | Yes |
| Beginners | Merrill Edge | 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 | No | No | |
| Videos | Yes | Yes | |
| Webinars | Yes | Yes | |
| Webinars (Archived) | Yes | No | |
| Progress Tracking | No | No | |
| Interactive Learning - Quizzes | Yes | No |
| Stock Trading Apps | Merrill Edge | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| iPhone App | Yes | Yes | |
| Android App | Yes | Yes | |
| Apple Watch App | No | 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 | No | No |
| Stock App Features | Merrill Edge | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Market Movers (Top Gainers) | Yes | Yes | |
| Stream Live TV | No | No | |
| Videos on Demand | No | 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 | No | Yes |
| Stock App Charting | Merrill Edge | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Charting - After-Hours | No | No | |
| Charting - Can Turn Horizontally | Yes | Yes | |
| Charting - Multiple Time Frames | Yes | Yes | |
| Charting - Technical Studies | 34 | 36 | |
| Charting - Study Customizations | Yes | Yes | |
| Charting - Stock Comparisons | Yes | No |
| Trading Platforms | Merrill Edge | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Active Trading Platform | Merrill Edge Market Pro | No | |
| Desktop Trading Platform | No | No | |
| Desktop Platform (Mac) | No | No | |
| Web Trading Platform | Yes | Yes | |
| Paper Trading | No | No | |
| Trade Journal | No | No | |
| Watch Lists - Total Fields | 285 | 20 |
| Stock Chart Features | Merrill Edge | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Charting - Adjust Trades on Chart | Yes | No | |
| Charting - Indicators / Studies | 105 | 36 | |
| Charting - Drawing Tools | 23 | 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 | 8 | 3 | |
| Charting - Custom Studies | No | Yes |
| Day Trading | Merrill Edge | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Streaming Time & Sales | Yes | No | |
| Streaming TV | No | No | |
| Direct Market Routing - Stocks | No | No | |
| Ladder Trading | No | No | |
| Trade Hotkeys | No | No | |
| Level 2 Quotes - Stocks | Yes | No | |
| Trade Ideas - Backtesting | Yes | No | |
| Trade Ideas - Backtesting Adv | No | No | |
| Short Locator | No | No | |
| Order Liquidity Rebates | No | No |
| Research Overview | Merrill Edge | 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 | Merrill Edge | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Stock Research - PDF Reports | 3 | 2 | |
| Stock Research - Earnings | Yes | Yes | |
| Stock Research - Insiders | Yes | No | |
| Stock Research - Social | No | No | |
| Stock Research - News | Yes | Yes | |
| Stock Research - ESG | Yes | No | |
| Stock Research - SEC Filings | Yes | No |
| ETF Research | Merrill Edge | 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 | Merrill Edge | 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 | Merrill Edge | 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 | 68 | 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 | No | 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 | Merrill Edge | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Bank (Member FDIC) | Yes | Yes | |
| Checking Accounts | Yes | Yes | |
| Savings Accounts | Yes | Yes | |
| Credit Cards | Yes | Yes | |
| Debit Cards | Yes | Yes | |
| Mortgage Loans | Yes | Yes |
| Customer Service | Merrill Edge | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Phone Support (Prospect Customers) | Yes | No | |
| Phone Support (Current Customers) | Yes | Yes | |
| Email Support | No | Yes | |
| Live Chat (Prospect Customers) | Yes | No | |
| Live Chat (Current Customers) | Yes | No | |
| 24/7 Support | Yes | Yes |
| Overall | Merrill Edge | J.P. Morgan Self-Directed Investing | |
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| Review | Merrill Edge Review | J.P. Morgan Self-Directed Investing Review |
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