Written by StockBrokers.com
In this head to head comparison of J.P. Morgan Self-Directed Investing vs TradeStation, we will compare the trading platforms, mobile apps, investment options, costs, market research, and more. Let's dive in.
When considering online brokers, both J.P. Morgan Self-Directed Investing and TradeStation present attractive investment offerings, yet they cater to different investor needs. J.P. Morgan Self-Directed Investing provides a competitive range of options, allowing access to stock trading, margin trading, fractional shares, OTC stocks, mutual funds, options trading, and IRAs. Notably, the platform does not support futures or crypto trading. On the other hand, TradeStation also offers stock, margin, OTC stocks, mutual funds, options trading, and IRAs but stands out by allowing futures trading, albeit lacking support for fractional shares and crypto investments. Rated at 4 stars by consumers for its investment options, J.P. Morgan Self-Directed Investing's offerings are robust, but TradeStation, with a slightly higher rating of 4.5 stars, ranks higher among its peers for investment options according to StockBrokers.com.
J.P. Morgan Self-Directed Investing distinguishes itself by enabling fractional shares trading, an appealing feature for investors looking to diversify portfolios with limited capital. Additionally, the inclusion of advisory services can be particularly beneficial for individuals seeking guidance in crafting their investment strategies. While J.P. Morgan maintains a firm stance with a comprehensive suite of products, TradeStation advances its appeal with futures trading capabilities, appealing to seasoned investors interested in diversified asset classes. Trailing behind only slightly, J.P. Morgan is ranked #10 out of 18 brokers for investment options by StockBrokers.com, while TradeStation secures a respectable #5 position, highlighting its broader versatility for diverse trading preferences.
Although both J.P. Morgan Self-Directed Investing and TradeStation extend options for traditional and Roth IRA accounts, offering a foundation for long-term retirement planning, J.P. Morgan stands out by providing advisory services, thus supporting both novice and experienced investors seeking expert insights. Despite the absence of forex or crypto trading across both platforms, the comprehensive nature of each option allows clients to tailor their investments to align with personal financial objectives. The decision between the two ultimately hinges on individual priorities, whether it be the innovative features of J.P. Morgan Self-Directed Investing or the expansive futures trading prospects offered by TradeStation.
| Feature |
J.P. Morgan Self-Directed Investing
|
TradeStation
|
|---|---|---|
| Stock Trading | Yes | Yes |
| Margin Trading | Yes | Yes |
| Fractional Shares | Yes | No |
| OTC Stocks | Yes | Yes |
| Mutual Funds | Yes | Yes |
| Options Trading | Yes | Yes |
| Futures Trading | No | Yes |
| Crypto Trading | No | No |
| Crypto Trading - Total Coins | 0 | 0 |
| Investment Options |
|
|
Dive deeper: Best Options Trading Platforms for 2024, Best Futures Trading Platforms for 2024
When evaluating the online trading platforms and tools offered by J.P. Morgan Self-Directed Investing and TradeStation, it is clear that TradeStation emerges as the more robust option. TradeStation's extensive array of features, including a Windows desktop platform and paper trading capabilities, earns it a rating of 4.5 stars. In contrast, J.P. Morgan Self-Directed Investing, with its more limited functionalities, achieves a 3-star rating. TradeStation's superior versatility is further highlighted by its ranking of #7 out of 18 brokers for trading platforms and tools by StockBrokers.com, whereas J.P. Morgan holds the #14 spot.
J.P. Morgan Self-Directed Investing relies on a browser-based platform, lacking downloadable options for both Windows and Mac, which some traders might find restrictive. While it supports basic functionalities, such as index overlays and corporate events display, it does not offer paper trading or the ability to directly adjust open orders on a stock chart. In terms of watch list customization, J.P. Morgan provides 20 columns or fields, a fraction when compared to TradeStation's extensive offering of 341. Additionally, J.P. Morgan's platform includes 36 technical indicators and 10 drawing tools, which are modest compared to TradeStation's capabilities.
TradeStation stands out with its comprehensive set of tools designed for both novice and advanced traders. The platform supports paper trading and boasts an impressive 294 technical indicators and 23 drawing tools. Features like the ability to adjust open orders on a chart, add notes, and display historical trades make TradeStation a powerful tool for in-depth analysis. Moreover, it allows traders to customize charts extensively, offering options like saving multiple chart profiles and setting custom date ranges, providing a level of flexibility not found in J.P. Morgan's offerings. This robust functionality solidifies TradeStation's position as a top choice for traders seeking a feature-rich platform.
| Feature |
J.P. Morgan Self-Directed Investing
|
TradeStation
|
|---|---|---|
| Web Trading Platform | Yes | Yes |
| Desktop Trading Platform | No | Yes |
| Desktop Platform (Mac) | No | No |
| Paper Trading | No | Yes |
| Watch Lists - Total Fields | 20 | 341 |
| Charting - Indicators / Studies | 36 | 294 |
| Charting - Drawing Tools | 10 | 23 |
| Platforms & Tools |
|
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Dive deeper: Best Stock Brokers & Trading Platforms for 2024, Best Paper Trading Platforms for 2024
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When comparing J.P. Morgan Self-Directed Investing and TradeStation in terms of education for beginner investors, both brokers offer stock and options education, as well as a variety of engaging educational videos and webinars. However, J.P. Morgan Self-Directed Investing takes a comprehensive approach by also providing education on ETFs, mutual funds, and bonds, while TradeStation does not cover these areas. Despite both platforms lacking interactive educational quizzes and tools to track learning progress, J.P. Morgan's broad educational suite earns it a higher rating and ranking by StockBrokers.com, at 4.5 stars and 6th place respectively, compared to TradeStation's 3.5 stars and 11th position.
TradeStation, however, stands out with its offering of paper trading, a valuable feature for beginners looking to practice investment strategies in a risk-free environment. This distinction provides users with practical experience that complements the educational materials available, albeit lacking in certain asset classes. Despite the absence of ETF, mutual fund, and bond education, TradeStation's paper trading feature can be instrumental for those prioritizing hands-on learning. Nonetheless, for investors seeking a comprehensive variety of educational resources, J.P. Morgan Self-Directed Investing remains the more robust choice for investor education.
| Feature |
J.P. Morgan Self-Directed Investing
|
TradeStation
|
|---|---|---|
| Education (Stocks) | Yes | Yes |
| Education (ETFs) | Yes | No |
| Education (Options) | Yes | Yes |
| Education (Mutual Funds) | Yes | No |
| Education (Bonds) | Yes | No |
| Paper Trading | No | Yes |
| Videos | Yes | Yes |
| Webinars | Yes | Yes |
| Education |
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2024
When it comes to comparing J.P. Morgan Self-Directed Investing and TradeStation for stock trading app capabilities, TradeStation generally holds a slight lead. TradeStation is rated 4.5 stars, compared to J.P. Morgan's 4 stars, and ranks higher at #8 out of 18 brokers on StockBrokers.com, while J.P. Morgan stands at #12. Both platforms excel in providing iPhone and Android apps, mobile options trading, stock alerts, and the ability to create and customize watch lists. However, TradeStation offers streaming quotes and after-hours charting, giving it an edge over J.P. Morgan Self-Directed Investing, which lacks these features.
Both J.P. Morgan Self-Directed Investing and TradeStation do not offer Apple Watch apps, streaming live TV, or videos on demand. The two platforms support chart viewing in landscape mode and the ability to view multiple time frames, boasting 36 and 45 technical studies respectively. While TradeStation doesn’t support stock comparisons on charts similar to J.P. Morgan, it differentiates itself with streaming quotes, which J.P. Morgan does not provide.
In terms of usability and app capabilities, both brokers provide a robust set of features, though individual user preferences might sway the decision. For traders who rely on streaming data and after-hours charting, TradeStation may be the preferred choice. However, J.P. Morgan Self-Directed Investing could appeal to users who are content with core trading functionalities without the need for advanced charting features. Each platform offers unique strengths, making the final decision dependent on specific trading needs and priorities.
| Feature |
J.P. Morgan Self-Directed Investing
|
TradeStation
|
|---|---|---|
| iPhone App | Yes | Yes |
| Android App | Yes | Yes |
| Apple Watch App | No | No |
| Stock Alerts | Yes | Yes |
| Charting - After-Hours | No | Yes |
| Charting - Technical Studies | 36 | 45 |
| Mobile Trading Apps |
|
|
Dive deeper: Best Stock Trading Apps for 2024
When selecting an online broker, understanding the fee structures can be crucial for maximizing your investments. J.P. Morgan Self-Directed Investing and TradeStation both offer attractive features for traders, but they differ significantly in their account fees and other charges. Both platforms boast no minimum deposit requirement and offer commission-free regular stock trades, making them accessible options for a broad range of investors. However, differences become evident in charges related to options trading, margin balances, and various account-related fees, where J.P. Morgan Self-Directed Investing often holds a slight edge in simplicity and cost-effectiveness.
For traders focusing on options, a comparison reveals that J.P. Morgan Self-Directed Investing charges $0.65 per options contract compared to TradeStation's lower fee of $0.60. However, when it comes to options exercise and assignment fees, J.P. Morgan Self-Directed Investing leads with no charges, while TradeStation imposes fees of $14.95 and $5.95, respectively. Margin rates show slight variations, with J.P. Morgan Self-Directed Investing charging between 13.25% and 12.5%, and TradeStation charging between 13.0% and 12.5% for similar balance ranges.
Additional account-related fees show more contrasts, where J.P. Morgan excels in maintaining cost efficiency for IRA accounts by charging no annual fees, unlike TradeStation, which charges $35. Furthermore, partial Account Transfers (ACAT) incur no charge with J.P. Morgan, while TradeStation levies a $125 fee. Full ACAT fees also favor J.P. Morgan at $75, against TradeStation's $125. However, TradeStation offers a slightly lower IRA closure fee of $50 compared to J.P. Morgan's $75, giving potential clients nuanced considerations when deciding between these two brokers.
| Feature |
J.P. Morgan Self-Directed Investing
|
TradeStation
|
|---|---|---|
| Minimum Deposit | $0.00 | $0.00 |
| Stock Trades | $0.00 | $0.00 |
| Options (Per Contract) | $0.65 | $0.60 |
| Options Exercise Fee | $0.00 | $14.95 |
| Options Assignment Fee | $0.00 | $5.95 |
| IRA Annual Fee | $0.00 | $35.00 |
| IRA Closure Fee | $75.00 | $50.00 |
| Commissions & Fees |
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Dive deeper: Best Free Trading Platforms for 2024
For day traders seeking robust features, a comparison between J.P. Morgan Self-Directed Investing and TradeStation reveals distinct capabilities. TradeStation stands out with its comprehensive suite of tools essential for active trading. Notably, it offers streaming time and sales for stocks, allowing traders to access real-time data. In contrast, J.P. Morgan Self-Directed Investing does not provide this feature. TradeStation further enhances trading efficiency with direct market routing, ladder trading, trading hotkeys for keyboard trade entry, and level 2 quotes—features absent in the J.P. Morgan platform.
In terms of strategizing and stock availability, TradeStation again proves superior. It supports both basic and advanced strategy backtesting, elements crucial for traders aiming to refine their techniques; J.P. Morgan, however, lacks these functionalities. TradeStation provides a short locator tool for viewing the real-time availability of shares available for shorting, which is not offered by J.P. Morgan Self-Directed Investing. Additionally, TradeStation includes order liquidity rebates, appealing to traders looking to optimize costs, a benefit not available with J.P. Morgan's services. While both platforms do not offer streaming live TV, TradeStation’s comprehensive features make it a preferable choice for day trading enthusiasts.
| Feature |
J.P. Morgan Self-Directed Investing
|
TradeStation
|
|---|---|---|
| Streaming Time & Sales | No | Yes |
| Streaming TV | No | No |
| Direct Market Routing - Stocks | No | Yes |
| Level 2 Quotes - Stocks | No | Yes |
| Trade Ideas - Backtesting | No | Yes |
| Trade Ideas - Backtesting Adv | No | Yes |
| Short Locator | No | Yes |
Dive deeper: Best Day Trading Platforms for 2024
When comparing the market research capabilities of J.P. Morgan Self-Directed Investing and TradeStation, J.P. Morgan clearly stands out with a rating of 4 out of 5 stars for its comprehensive offerings, compared to TradeStation's 3-star rating. J.P. Morgan is ranked #8 out of 18 brokers by StockBrokers.com for market research, surpassing TradeStation, which is ranked #10. This distinction reflects J.P. Morgan's broader research availability, particularly in areas like mutual funds and bonds, which TradeStation does not support.
J.P. Morgan Self-Directed Investing provides an extensive array of research options, covering stocks, ETFs, mutual funds, Pink Sheets / OTCBB, and bonds. It also offers insightful portfolio allocation views by asset class and downloadable PDF research reports for stocks. While lacking in ESG and social media sentiment data, J.P. Morgan maintains a strong market research offering with screeners for various investment products including stocks, ETFs, mutual funds, and bonds. In comparison, TradeStation limits its research scope to stocks, ETFs, and Pink Sheets / OTCBB, without extending to mutual funds and bonds. Additionally, TradeStation does not provide downloadable PDF reports for any research, including stocks.
For investors seeking a dynamic stock screening platform with ample research coverage, J.P. Morgan Self-Directed Investing delivers a more diversified toolset than TradeStation. While both brokers offer portfolio analysis and stock screeners, J.P. Morgan's additional support for executing trade ideas through its ETF, mutual fund, and bond screeners enhances its market research edge. This makes J.P. Morgan Self-Directed Investing a more appealing choice for those prioritizing comprehensive research capabilities in a self-directed brokerage platform.
| Feature |
J.P. Morgan Self-Directed Investing
|
TradeStation
|
|---|---|---|
| Research - Stocks | Yes | Yes |
| Screener - Stocks | Yes | Yes |
| Research - ETFs | Yes | Yes |
| Screener - ETFs | Yes | No |
| Research - Mutual Funds | Yes | No |
| Screener - Mutual Funds | Yes | No |
| Research - Bonds | Yes | No |
| Screener - Bonds | Yes | No |
| Research |
|
|
When comparing the banking capabilities of J.P. Morgan Self-Directed Investing and TradeStation, J.P. Morgan stands out as a comprehensive financial platform offering a range of banking products. J.P. Morgan Self-Directed Investing provides its users with checking and savings accounts, debit and credit cards, mortgage loans, and certificates of deposit (CDs). Conversely, TradeStation does not offer these banking features, focusing solely on brokerage services without the added convenience of checking or savings accounts, debit or credit cards, mortgage products, or CDs. This difference indicates that J.P. Morgan Self-Directed Investing could be a more suitable choice for investors seeking an integrated approach with both brokerage and banking services.
| Feature |
J.P. Morgan Self-Directed Investing
|
TradeStation
|
|---|---|---|
| Checking Accounts | Yes | No |
| Savings Accounts | Yes | No |
| Debit Cards | Yes | No |
| Credit Cards | Yes | No |
| Mortgage Loans | Yes | No |
| CDs | Yes | No |
Dive deeper: Best Bank Accounts for Trading Stocks for 2024
After opening live accounts and testing 18 of the best online brokers, our research and live account testing finds that J.P. Morgan Self-Directed Investing is better than TradeStation. J.P. Morgan Self-Directed Investing finished with an overall score of 82.2%, while TradeStation finished with a score of 81.7%.
J.P. Morgan Self-Directed Investing makes it easy for Chase Bank customers to invest and allows access to J.P. Morgan research. On the downside, the broker features are sparse compared to industry leaders.
J.P. Morgan Self-Directed Investing and TradeStation both do not offer crypto trading, with neither platform supporting any coins for cryptocurrency trading.
Dive deeper: Best Online Brokers for Crypto Trading in 2024
Both J.P. Morgan Self-Directed Investing and TradeStation offer traditional and Roth IRA accounts. However, J.P. Morgan Self-Directed Investing stands out with no annual IRA fees, whereas TradeStation charges $35.00 annually; closure fees are $75.00 for J.P. Morgan and $50.00 for TradeStation, respectively.
Dive deeper: Best IRA Accounts for 2024
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0 of 5| Overall Rating | J.P. Morgan Self-Directed Investing | TradeStation | |
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| Review | J.P. Morgan Self-Directed Investing Review | TradeStation Review |
| Broker Screenshots | J.P. Morgan Self-Directed Investing | TradeStation | |
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| Trading Fees | J.P. Morgan Self-Directed Investing | TradeStation | |
|---|---|---|---|
| Minimum Deposit | $0.00 | $0.00 | |
| Stock Trades | $0.00 | $0.00 | |
| Penny Stock Fees (OTC) | $0.00 | $0.01 | |
| Mutual Fund Trade Fee | $0 | $14.95 | |
| Options (Per Contract) | $0.65 | $0.60 | |
| Futures (Per Contract) | (Not offered) | $1.50 | |
| Broker Assisted Trade Fee | Varies | $25 |
| Margin Rates | J.P. Morgan Self-Directed Investing | TradeStation | |
|---|---|---|---|
| Margin Rate Under $25,000 | 13.25% | 13.0% | |
| Margin Rate $25,000 to $49,999.99 | 13% | 13.0% | |
| Margin Rate $50,000 to $99,999.99 | 12.5% | 12.5% | |
| Margin Rate $100,000 to $249,999.99 | 12.25% | 12.0% | |
| Margin Rate $250,000 to $499,999.99 | 12.25% | 12.0% | |
| Margin Rate $500,000 to $999,999.99 | 11.5% | 7.5% | |
| Margin Rate Above $1,000,000 | 11% | 7.5% |
| Account Fees | J.P. Morgan Self-Directed Investing | TradeStation | |
|---|---|---|---|
| IRA Annual Fee | $0.00 | $35.00 | |
| IRA Closure Fee | $75.00 | $50.00 | |
| Account Transfer Out (Partial) | $0.00 | $125.00 | |
| Account Transfer Out (Full) | $75.00 | $125.00 | |
| Options Exercise Fee | $0.00 | $14.95 | |
| Options Assignment Fee | $0.00 | $5.95 |
| Investment Options | J.P. Morgan Self-Directed Investing | TradeStation | |
|---|---|---|---|
| Stock Trading | Yes | Yes | |
| Margin Trading | Yes | Yes | |
| Fractional Shares | Yes | No | |
| OTC Stocks | Yes | Yes | |
| Options Trading | Yes | Yes | |
| Complex Options Max Legs | 1 | 4 | |
| Futures Trading | No | Yes | |
| Forex Trading | No | No | |
| Crypto Trading | No | No | |
| Crypto Trading - Total Coins | 0 | 0 | |
| Mutual Funds (No Load) | 3500 | 800 | |
| Mutual Funds (Total) | 3500 | 4000 | |
| Bonds (US Treasury) | Yes | Yes | |
| Bonds (Corporate) | Yes | Yes | |
| Bonds (Municipal) | Yes | Yes | |
| Traditional IRAs | Yes | Yes | |
| Roth IRAs | Yes | Yes | |
| Advisor Services | Yes | No | |
| International Countries (Stocks) | 0 | 0 |
| Order Types | J.P. Morgan Self-Directed Investing | TradeStation | |
|---|---|---|---|
| Order Type - Market | Yes | Yes | |
| Order Type - Limit | Yes | Yes | |
| Order Type - After Hours | No | Yes | |
| Order Type - Stop | Yes | Yes | |
| Order Type - Trailing Stop | No | Yes | |
| Order Type - OCO | No | Yes | |
| Order Type - OTO | No | Yes | |
| Order Type - Broker Assisted | Yes | Yes |
| Beginners | J.P. Morgan Self-Directed Investing | TradeStation | |
|---|---|---|---|
| Education (Stocks) | Yes | Yes | |
| Education (ETFs) | Yes | No | |
| Education (Options) | Yes | Yes | |
| Education (Mutual Funds) | Yes | No | |
| Education (Bonds) | Yes | No | |
| Education (Retirement) | Yes | No | |
| Retirement Calculator | Yes | No | |
| Investor Dictionary | No | No | |
| Paper Trading | No | Yes | |
| Videos | Yes | Yes | |
| Webinars | Yes | Yes | |
| Webinars (Archived) | No | Yes | |
| Progress Tracking | No | No | |
| Interactive Learning - Quizzes | No | No |
| Stock Trading Apps | J.P. Morgan Self-Directed Investing | TradeStation | |
|---|---|---|---|
| iPhone App | Yes | Yes | |
| Android App | Yes | Yes | |
| Apple Watch App | No | No | |
| Trading - Stocks | Yes | Yes | |
| Trading - After-Hours | No | Yes | |
| Trading - Simple Options | Yes | Yes | |
| Trading - Complex Options | No | Yes | |
| Order Ticket RT Quotes | Yes | Yes | |
| Order Ticket SRT Quotes | No | Yes |
| Stock App Features | J.P. Morgan Self-Directed Investing | TradeStation | |
|---|---|---|---|
| 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) | No | Yes | |
| Watch Lists - Create & Manage | Yes | Yes | |
| Watch Lists - Column Customization | Yes | Yes |
| Stock App Charting | J.P. Morgan Self-Directed Investing | TradeStation | |
|---|---|---|---|
| Charting - After-Hours | No | Yes | |
| Charting - Can Turn Horizontally | Yes | No | |
| Charting - Multiple Time Frames | Yes | Yes | |
| Charting - Technical Studies | 36 | 45 | |
| Charting - Study Customizations | Yes | Yes | |
| Charting - Stock Comparisons | No | No |
| Trading Platforms | J.P. Morgan Self-Directed Investing | TradeStation | |
|---|---|---|---|
| Active Trading Platform | No | TradeStation 10 | |
| Desktop Trading Platform | No | Yes | |
| Desktop Platform (Mac) | No | No | |
| Web Trading Platform | Yes | Yes | |
| Paper Trading | No | Yes | |
| Trade Journal | No | No | |
| Watch Lists - Total Fields | 20 | 341 |
| Stock Chart Features | J.P. Morgan Self-Directed Investing | TradeStation | |
|---|---|---|---|
| Charting - Adjust Trades on Chart | No | Yes | |
| Charting - Indicators / Studies | 36 | 294 | |
| Charting - Drawing Tools | 10 | 23 | |
| Charting - Notes | No | Yes | |
| Charting - Index Overlays | Yes | Yes | |
| Charting - Historical Trades | No | Yes | |
| Charting - Corporate Events | Yes | Yes | |
| Charting - Custom Date Range | No | Yes | |
| Charting - Custom Time Bars | No | Yes | |
| Charting - Automated Analysis | No | Yes | |
| Charting - Save Profiles | No | Yes | |
| Trade Ideas - Technical Analysis | No | Yes | |
| Charting - Study Customizations | 3 | 12 | |
| Charting - Custom Studies | Yes | Yes |
| Day Trading | J.P. Morgan Self-Directed Investing | TradeStation | |
|---|---|---|---|
| Streaming Time & Sales | No | Yes | |
| Streaming TV | No | No | |
| Direct Market Routing - Stocks | No | Yes | |
| Ladder Trading | No | Yes | |
| Trade Hotkeys | No | Yes | |
| Level 2 Quotes - Stocks | No | Yes | |
| Trade Ideas - Backtesting | No | Yes | |
| Trade Ideas - Backtesting Adv | No | Yes | |
| Short Locator | No | Yes | |
| Order Liquidity Rebates | No | Yes |
| Research Overview | J.P. Morgan Self-Directed Investing | TradeStation | |
|---|---|---|---|
| Research - Stocks | Yes | Yes | |
| Research - ETFs | Yes | Yes | |
| Research - Mutual Funds | Yes | No | |
| Research - Pink Sheets / OTCBB | Yes | Yes | |
| Research - Bonds | Yes | No | |
| Screener - Stocks | Yes | Yes | |
| Screener - ETFs | Yes | No | |
| Screener - Mutual Funds | Yes | No | |
| Screener - Bonds | Yes | No | |
| Misc - Portfolio Allocation | Yes | Yes |
| Stock Research | J.P. Morgan Self-Directed Investing | TradeStation | |
|---|---|---|---|
| Stock Research - PDF Reports | 2 | 0 | |
| Stock Research - Earnings | Yes | No | |
| Stock Research - Insiders | No | No | |
| Stock Research - Social | No | No | |
| Stock Research - News | Yes | Yes | |
| Stock Research - ESG | No | No | |
| Stock Research - SEC Filings | No | No |
| ETF Research | J.P. Morgan Self-Directed Investing | TradeStation | |
|---|---|---|---|
| ETFs - Strategy Overview | Yes | No | |
| ETF Fund Facts - Inception Date | Yes | No | |
| ETF Fund Facts - Expense Ratio | Yes | No | |
| ETF Fund Facts - Net Assets | Yes | No | |
| ETF Fund Facts - Total Holdings | Yes | No | |
| ETFs - Top 10 Holdings | Yes | No | |
| ETFs - Sector Exposure | Yes | No | |
| ETFs - Risk Analysis | No | No | |
| ETFs - Ratings | Yes | No | |
| ETFs - Morningstar StyleMap | Yes | No | |
| ETFs - PDF Reports | No | No |
| Mutual Fund Research | J.P. Morgan Self-Directed Investing | TradeStation | |
|---|---|---|---|
| Mutual Funds - Strategy Overview | Yes | No | |
| Mutual Funds - Performance Chart | Yes | No | |
| Mutual Funds - Performance Analysis | Yes | No | |
| Mutual Funds - Prospectus | No | No | |
| Mutual Funds - 3rd Party Ratings | Yes | Yes | |
| Mutual Funds - Fees Breakdown | Yes | No | |
| Mutual Funds - Top 10 Holdings | Yes | No | |
| Mutual Funds - Asset Allocation | Yes | No | |
| Mutual Funds - Sector Allocation | Yes | No | |
| Mutual Funds - Country Allocation | Yes | No | |
| Mutual Funds - StyleMap | Yes | No |
| Options Trading | J.P. Morgan Self-Directed Investing | TradeStation | |
|---|---|---|---|
| Option Chains - Basic View | Yes | Yes | |
| Option Chains - Strategy View | No | Yes | |
| Option Chains - Streaming | No | Yes | |
| Option Chains - Total Columns | 6 | 29 | |
| Option Chains - Greeks | 0 | 5 | |
| Option Chains - Quick Analysis | No | Yes | |
| Option Analysis - P&L Charts | No | Yes | |
| Option Probability Analysis | No | Yes | |
| Option Probability Analysis Adv | No | Yes | |
| Option Positions - Greeks | No | Yes | |
| Option Positions - Greeks Streaming | No | Yes | |
| Option Positions - Adv Analysis | No | Yes | |
| Option Positions - Rolling | No | Yes | |
| Option Positions - Grouping | No | Yes |
| Banking | J.P. Morgan Self-Directed Investing | TradeStation | |
|---|---|---|---|
| Bank (Member FDIC) | Yes | No | |
| Checking Accounts | Yes | No | |
| Savings Accounts | Yes | No | |
| Credit Cards | Yes | No | |
| Debit Cards | Yes | No | |
| Mortgage Loans | Yes | No |
| Customer Service | J.P. Morgan Self-Directed Investing | TradeStation | |
|---|---|---|---|
| Phone Support (Prospect Customers) | No | Yes | |
| Phone Support (Current Customers) | Yes | Yes | |
| Email Support | Yes | Yes | |
| Live Chat (Prospect Customers) | No | Yes | |
| Live Chat (Current Customers) | No | Yes | |
| 24/7 Support | Yes | No |
| Overall | J.P. Morgan Self-Directed Investing | TradeStation | |
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| Review | J.P. Morgan Self-Directed Investing Review | TradeStation Review |
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