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, investment options, costs, market research, and more. Let's dive in.
When comparing Merrill Edge to J.P. Morgan Self-Directed Investing, both platforms offer robust investment options tailored to meet a variety of investor needs. While each excels in providing essential services such as stock and options trading, Merrill Edge holds a slight edge with its higher overall rating of 4.5 stars for investment options, compared to J.P. Morgan's 4 stars. As ranked by StockBrokers.com among 18 brokers, Merrill Edge secures the 7th spot, whereas J.P. Morgan stands at 10th. This subtle difference highlights Merrill Edge's slight advantage in terms of breadth and depth of investment offerings.
Merrill Edge and J.P. Morgan both enable users to engage in stock trading, margin trading, and offer access to OTC stocks and mutual funds. However, a prominent distinction arises in fractional share trading, where J.P. Morgan Self-Directed Investing has the upper hand, allowing investors to diversify their portfolios even with limited capital. Furthermore, both platforms provide options trading but neither offers forex or futures trading, keeping their focus predominantly on more traditional and trusted investment vehicles. Importantly, neither platform currently supports cryptocurrency trading, appealing to those investors focused on conventional asset classes.
Both Merrill Edge and J.P. Morgan Self-Directed Investing accommodate retirement planning with their offerings of traditional IRA and Roth IRA accounts. Additionally, each platform provides advisor services, supporting investors who might seek personalized guidance to optimize their portfolios. This combination of investment options and account types establishes both platforms as reliable choices for seasoned investors and newcomers alike. Despite their similarities, Merrill Edge's slightly superior ranking and features make it a slightly more attractive option for clients prioritizing a broad range of traditional investment opportunities.
| 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 |
| Investment Options |
|
|
Dive deeper: Best Options Trading Platforms & Brokers, 5 Best Futures Trading Platforms of 2024
In the head-to-head comparison between Merrill Edge and J.P. Morgan Self-Directed Investing for trading platforms and tools, Merrill Edge clearly outshines its competitor. Merrill Edge boasts an impressive arsenal of features, including 104 technical indicators and the ability to show historical trades on charts, earning it a 4.5-star rating and a #5 rank among 18 brokers by StockBrokers.com. On the other hand, J.P. Morgan Self-Directed Investing offers a more modest platform with 36 technical indicators, earning it a 3-star rating and a rank of #14. While both brokers provide browser-based platforms, Merrill Edge's superior charting tools and customization options make it the more favorable choice for traders seeking comprehensive trading tools.
Neither Merrill Edge nor J.P. Morgan Self-Directed Investing offers downloadable trading platforms for Windows or Mac, but both provide desk-based browser platforms to cater to traders. Merrill Edge distinguishes itself with an expansive range of charting features, including the ability to add notes, overlay indexes, and display corporate events directly on charts. It also allows adjustment of open orders on stock charts, underscoring its focus on providing a robust trading experience. In contrast, J.P. Morgan Self-Directed Investing provides a more basic charting toolset, with a limited number of drawing tools and customization options available to its users.
Feature-wise, Merrill Edge offers 285 columns for watch lists, a stark contrast to the mere 4 columns offered by J.P. Morgan Self-Directed Investing. Moreover, Merrill Edge supports custom date ranges and automated technical analysis on charts, tools not available with J.P. Morgan. Although both brokers lack offerings like paper trading and trading journals, the breadth of options and personalization offered by Merrill Edge truly sets it apart, making it a preferred platform for traders who prioritize advanced charting capabilities and detailed watch list management.
| 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 | 4 |
| Charting - Indicators / Studies | 104 | 36 |
| Charting - Drawing Tools | 23 | 10 |
| Platforms & Tools |
|
|
Dive deeper: Best Stock Brokers for 2024, Best Paper Trading Platforms of 2024
Open and fund & get up to $1,000.
Trade with thinkorswim®, now at Schwab.
Merrill Edge and J.P. Morgan Self-Directed Investing both provide robust educational resources for beginner investors, covering essential topics such as stocks, ETFs, options, mutual funds, and bonds. Both platforms offer educational videos and webinars to enhance user learning. However, Merrill Edge stands out with additional educational quizzes designed to reinforce user understanding, a feature that is not available with J.P. Morgan Self-Directed Investing. Despite neither platform offering paper trading or the ability to track learning progress, Merrill Edge's comprehensive resources earn it a five-star education rating and a commendable second place in StockBrokers.com's rankings.
In comparison, J.P. Morgan Self-Directed Investing holds a 4.5-star education rating and ranks sixth among 18 brokers reviewed by StockBrokers.com. This slight difference in ratings indicates Merrill Edge's superior beginner and investor education capabilities. While both platforms effectively cover a wide range of investment topics, Merrill Edge's added focus on interactive learning tools like quizzes gives it an edge in helping beginners confidently navigate the world of investing.
| 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 2024
When it comes to choosing between Merrill Edge and J.P. Morgan Self-Directed Investing for stock trading app capabilities, Merrill Edge stands out with a higher rating and ranking. Its app is rated at 5 stars, compared to J.P. Morgan's 4 stars, and it holds the 5th position among 18 brokers assessed by StockBrokers.com, whereas J.P. Morgan ranks 12th. This makes Merrill Edge a more attractive choice for those prioritizing top-tier stock trading app experience.
Both Merrill Edge and J.P. Morgan Self-Directed Investing offer comprehensive mobile apps for iPhone and Android devices, although neither supports Apple Watch. Merrill Edge provides users with the option for mobile after-hours stock trading, a feature not clearly affirmed for J.P. Morgan. Both platforms support mobile options trading, but Merrill Edge enhances the user experience with streaming quotes and stock alerts, missing in J.P. Morgan's offering. While both platforms allow users to create custom watch lists, J.P. Morgan offers additional customization for watch list columns, which Merrill Edge does not.
In terms of charting capabilities, Merrill Edge offers the ability to view charts in landscape mode and present stock comparisons within its app, features not available with J.P. Morgan. Both platforms support multiple time frames for charting, with Merrill Edge providing 34 technical studies compared to J.P. Morgan's slightly higher 36. However, Merrill Edge's additional features, such as stock comparison on charts and landscape viewing, cater to users seeking more robust charting functionalities. Overall, Merrill Edge's superior feature set and experience justify its higher rating and ranking in the stock trading app domain.
| 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 | No |
| Charting - After-Hours | No | No |
| Charting - Technical Studies | 34 | 36 |
| Mobile Trading Apps |
|
|
Dive deeper: Best Stock Trading Apps of 2024
When considering the online brokerage options of Merrill Edge vs. J.P. Morgan Self-Directed Investing, both platforms offer a competitive edge with $0 minimum deposits and free regular stock trades, making them accessible to a wide range of investors. However, the two brokerages diverge in their non-trading fees where Merrill Edge often presents lower costs, especially evident with its $0 charge for both partial and full account transfers compared to J.P. Morgan’s price of up to $75 for a full transfer. Additionally, while both brokers charge $0.65 per options contract, it's important to scrutinize the differences in margin balance rates and IRA fees to find the right fit for your investing approach.
Both Merrill Edge and J.P. Morgan Self-Directed Investing set a high bar with no annual fees for IRAs, but if you need to close your IRA, Merrill Edge appears more cost-effective at $49.95 compared to J.P. Morgan’s $75 charge. Investors looking to leverage their portfolios through margin trading should weigh the varying charges, as J.P. Morgan has defined rates starting from 13.25% below $25,000 to 12.5% between $50,000 and $99,999, while Merrill Edge’s rates fluctuate and could potentially offer more favorable terms depending on market conditions and user agreements.
When comparing the two brokers on options trading activities, such as exercising or assignment, investors will find equal footing as both Merrill Edge and J.P. Morgan charge no fees. This makes either platform a solid choice for options traders. In conclusion, while both Merrill Edge and J.P. Morgan Self-Directed Investing offer distinctive advantages, Merrill Edge might stand out for investors keen on minimizing account-related charges, although other factors such as customer service and investment tools should also be considered to make the optimal choice.
| 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 |
| Commissions & Fees |
|
|
Dive deeper: Best Brokers for Free Stock Trading of 2024
When evaluating Merrill Edge and J.P. Morgan Self-Directed Investing for day trading capabilities, several distinctions emerge. Merrill Edge holds an advantage with features such as streaming time and sales data for stocks and providing Level 2 quotes, which are crucial for traders wanting to glean more detailed market information. Additionally, Merrill Edge offers basic strategy backtesting, allowing users the opportunity to test their trading ideas against historical data, though advanced backtesting is not available. These features make Merrill Edge a more robust choice for traders who seek access to essential market data and backtesting functionalities.
In contrast, J.P. Morgan Self-Directed Investing lacks several of the tools that traders may find essential in a competitive day trading environment. It does not offer streaming time and sales data, Level 2 quotes, or any form of backtesting for strategies. Both platforms fall short in areas such as direct market routing, ladder trading, trading hotkeys, advanced backtesting capabilities, short locator tools, and order liquidity rebates. Nonetheless, for investors focused on basic trade execution and account management without the need for advanced trading features, J.P. Morgan Self-Directed Investing could still serve as a functional choice.
| 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 of 2024
When it comes to market research capabilities, Merrill Edge emerges as a superior choice compared to J.P. Morgan Self-Directed Investing. Rated five stars for its comprehensive research features and ranked fourth out of 18 brokers on StockBrokers.com, Merrill Edge offers an impressive all-around research platform. In contrast, J.P. Morgan Self-Directed Investing, with a four-star rating, places eighth in the same ranking, indicating a slightly less robust offering.
Both Merrill Edge and J.P. Morgan Self-Directed Investing provide research insights into stocks, ETFs, mutual funds, Pink Sheets/OTCBB, and bonds. They also both allow users to view portfolio allocations by asset class. However, a significant distinction lies in their ESG research capabilities—Merrill Edge offers ESG research, while J.P. Morgan Self-Directed Investing does not. Additionally, Merrill Edge excels in delivering downloadable PDF research reports, offering three for stocks and reporting capabilities for ETFs and mutual funds, whereas J.P. Morgan Self-Directed Investing only provides two downloadable stock reports and lacks similar resources for ETFs and mutual funds.
In terms of features aimed at generating trade ideas, both platforms do well, featuring comprehensive screeners for stocks, ETFs, mutual funds, and bonds. However, despite their similarities in tools for trade idea generation, Merrill Edge's breadth of multi-asset research reports and ESG analysis gives it an edge in overall market research, firmly establishing it as a preferred choice for investors seeking in-depth, diverse insights into their investments.
| 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 for banking capabilities, both online brokers offer a full suite of services to meet your financial needs. Merrill Edge provides checking accounts, savings accounts, debit and credit cards, certificate of deposits (CDs), and mortgage loans. Similarly, J.P. Morgan Self-Directed Investing matches these offerings, ensuring access to checking and savings accounts, debit and credit cards, CDs, and mortgage loans. Whether you choose Merrill Edge or J.P. Morgan Self-Directed Investing, you can expect comprehensive banking services designed to cater to your financial lifestyle.
| 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 Brokerages of 2024
After opening live accounts and testing 18 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 94.0%, while J.P. Morgan Self-Directed Investing finished with a score of 82.2%.
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 Crypto Trading Platforms of 2024
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 of 2024
Select Brokers
↓×Compare
0 of 5| Overall Rating | Merrill Edge | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Overall |
|
| |
| Commissions & Fees |
|
| |
| Investment Options |
|
| |
| Platforms & Tools |
|
| |
| Mobile Trading Apps |
|
| |
| Research |
|
| |
| Customer Service |
| N/A | |
| Education |
|
| |
| Ease Of Use |
|
| |
| Winner | check_circle | ||
| Review | Merrill Edge Review | J.P. Morgan Self-Directed Investing Review |
| 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 | $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 | 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 | No | Yes |
| Stock App Charting | Merrill Edge | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Charting - After-Hours | No | No | |
| Charting - Can Turn Horizontally | Yes | No | |
| 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 | 4 |
| Stock Chart Features | Merrill Edge | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Charting - Adjust Trades on Chart | Yes | No | |
| Charting - Indicators / Studies | 104 | 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 | No |
| 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) | No | 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 | |
|---|---|---|---|
| Overall |
|
| |
| Commissions & Fees |
|
| |
| Investment Options |
|
| |
| Platforms & Tools |
|
| |
| Mobile Trading Apps |
|
| |
| Research |
|
| |
| Education |
|
| |
| Ease Of Use |
|
| |
| Winner | check_circle | ||
| Review | Merrill Edge Review | J.P. Morgan Self-Directed Investing Review |
Fidelity
Merrill Edge
E*TRADE
TradeStation
Interactive Brokers
Charles Schwab
tastytrade
eToro