Investment options
J.P. Morgan Self-Directed Investing and Tradier both present significant opportunities for investors seeking diverse options. However, J.P. Morgan emerges slightly ahead, offering a more comprehensive range of investment choices, including fractional shares and OTC stocks, which are absent from Tradier. Although both platforms share robust avenues like stock and options trading, investors looking for advisor services will find J.P. Morgan advantageous. Consequently, J.P. Morgan Self-Directed Investing achieves a higher ranking in investment options according to StockBrokers.com—positioned at #10 compared to Tradier's #13, with both receiving a commendable 4-star rating.
In terms of trading capabilities, both platforms support stock, margin, and options trading, while neither offers forex or crypto trading, illustrating that they align closely in these areas. Nonetheless, J.P. Morgan distinguishes itself by providing fractional shares trading, an appealing option for those wishing to invest with reduced financial barriers. Furthermore, mutual funds are available on both platforms, allowing investors to diversify their portfolios effectively.
On the other hand, though J.P. Morgan lacks futures trading capabilities—a feature available with Tradier—it compensates with additional service offerings such as advisor services and availability for traditional and Roth IRA accounts. These options enhance J.P. Morgan's appeal, making it a versatile choice for investors who desire a blend of self-directed and guided investment options. Despite their similarities, the additional features present in J.P. Morgan make it a slightly more comprehensive choice for diverse investment strategies.
Feature |
J.P. Morgan Self-Directed Investing
|
Tradier
|
Stock Trading
info
|
Yes
|
Yes
|
Margin Trading
|
Yes
info |
Yes
|
Fractional Shares
info
|
Yes
|
No
|
OTC Stocks
info
|
Yes
|
No
|
Mutual Funds
info
|
Yes
|
Yes
|
Options Trading
info
|
Yes
|
Yes
|
Futures Trading
info
|
No
|
Yes
|
Crypto Trading
info
|
No
|
No
|
Crypto Trading - Total Coins
info
|
0
|
0
|
Investment Options
|
|
|
Dive deeper: Best Options Trading Platforms & Brokers, 5 Best Futures Trading Platforms of 2024
Trading platforms and tools
When it comes to choosing between J.P. Morgan Self-Directed Investing and Tradier for online trading platforms and tools, certain features may influence a trader's decision. Tradier slightly edges out with a higher rating of 3.5 stars for its trading platforms and tools compared to J.P. Morgan's 3 stars. Furthermore, Tradier is ranked 4 places higher, holding the 10th position, compared to J.P. Morgan's 14th place, among 18 brokers rated by StockBrokers.com. While both platforms provide essential functionalities, Tradier offers a more comprehensive charting and analysis suite.
Examining platform accessibility, neither J.P. Morgan Self-Directed Investing nor Tradier provides a desktop downloadable trading platform for Windows or Mac, but both offer browser-based trading solutions. Tradier is not only unique in offering paper trading but also supports advanced chart features such as paper trading, chart notes, and the ability to display historical trades. J.P. Morgan lacks these features but offers index overlays and corporate event displays on its charts, which Tradier does not.
When delving into chart customization and technical analysis tools, J.P. Morgan Self-Directed Investing provides 36 technical indicators and 10 drawing tools, whereas Tradier offers a more robust 95 technical indicators but lacks drawing tools. For traders looking to fine-tune their strategies, Tradier offers 7 customization fields for SMA studies compared to J.P. Morgan's 3. Neither broker allows the creation of custom studies or saving multiple chart profiles, indicating areas for potential improvement. In summary, while both platforms have unique strengths, Tradier presents a more feature-rich environment for advanced charting.
Feature |
J.P. Morgan Self-Directed Investing
|
Tradier
|
Web Trading Platform
info
|
Yes
|
Yes
|
Desktop Trading Platform
info
|
No
|
No
info |
Desktop Platform (Mac)
info
|
No
|
No
info |
Paper Trading
info
|
No
|
Yes
|
Watch Lists - Total Fields
info
|
4
|
3
|
Charting - Indicators / Studies
info
|
36
|
95
|
Charting - Drawing Tools
info
|
10
|
0
|
Platforms & Tools
|
|
|
Dive deeper: Best Stock Brokers for 2024, Best Paper Trading Platforms of 2024
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Beginners and education
When it comes to beginner and investor education capabilities, J.P. Morgan Self-Directed Investing clearly sets itself apart as a robust educational resource, offering comprehensive guidance across stocks, ETFs, options, mutual funds, and bonds. It also provides educational videos and webinars, which are vital tools for building financial knowledge. In contrast, Tradier lacks these educational components, offering no dedicated resources for stocks, ETFs, options, mutual funds, or bonds education. As a bright spot, Tradier does offer a paper trading feature, which can be beneficial for practical learning, though it falls short when compared to the extensive educational offerings from J.P. Morgan Self-Directed Investing.
The disparity in educational capabilities between J.P. Morgan Self-Directed Investing and Tradier is reflected in their ratings and rankings. J.P. Morgan Self-Directed Investing boasts an impressive 4.5-star education rating, earning it the 6th spot out of 18 brokers in StockBrokers.com's educational rankings. Tradier, on the other hand, receives a modest rating of 2 stars and is ranked 17th. This makes J.P. Morgan Self-Directed Investing a more appealing choice for investors who prioritize education as a critical component of their investment strategy and growth.
Feature |
J.P. Morgan Self-Directed Investing
|
Tradier
|
Education (Stocks)
info
|
Yes
|
No
|
Education (ETFs)
info
|
Yes
|
No
|
Education (Options)
info
|
Yes
|
No
|
Education (Mutual Funds)
info
|
Yes
|
No
|
Education (Bonds)
info
|
Yes
|
No
|
Paper Trading
info
|
No
|
Yes
|
Videos
info
|
Yes
|
No
|
Webinars
info
|
Yes
|
No
|
Education
|
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2024
Stock trading apps
When evaluating the stock trading app capabilities of J.P. Morgan Self-Directed Investing and Tradier, both platforms offer unique strengths tailored to different user needs. Scoring equally with a solid 4-star rating, they cater effectively to traders looking for robust mobile trading solutions. However, J.P. Morgan Self-Directed Investing differentiates with a higher ranking of #12 compared to Tradier's #15 among 18 leading brokers, suggesting a slight edge in overall user satisfaction and features.
Both J.P. Morgan Self-Directed Investing and Tradier offer iPhone and Android apps, providing seamless access to stock trading on mobile devices. While neither supports an Apple Watch app, both platforms offer mobile options trading, highlighting their versatility in catering to diverse trading needs. Tradier takes a slight lead with streaming quotes, an important feature for traders seeking real-time data, whereas J.P. Morgan compensates by allowing users to customize watch list columns, a feature unavailable with Tradier.
Charting capabilities reveal further distinctions between the two brokers; J.P. Morgan Self-Directed Investing offers 36 technical studies for charting within its mobile app, versus Tradier’s absence of such studies. Both platforms offer multiple time frames for charting, allowing traders to analyze stock movements across different periods. However, neither broker provides advanced options like after-hours charting or landscape mode chart viewing. Overall, users must weigh these nuances against their personal trading preferences when selecting between J.P. Morgan Self-Directed Investing and Tradier.
Feature |
J.P. Morgan Self-Directed Investing
|
Tradier
|
iPhone App
info
|
Yes
|
Yes
|
Android App
info
|
Yes
|
Yes
|
Apple Watch App
info
|
No
|
No
|
Stock Alerts
info
|
No
|
No
|
Charting - After-Hours
info
|
No
|
No
|
Charting - Technical Studies
info
|
36
|
0
|
Mobile Trading Apps
|
|
|
Dive deeper: Best Stock Trading Apps of 2024
Fees
When choosing between J.P. Morgan Self-Directed Investing and Tradier, investors will find both platforms offer commission-free stock trading and no minimum deposit requirement. However, the two differ significantly regarding options trading costs and account-related fees. J.P. Morgan charges $0.65 per options contract compared to Tradier's more competitive rate of $0.35. On the other hand, J.P. Morgan often attracts investors with perks such as no IRA annual fees and no fees for partial account transfers, although IRA closure fees are higher at $75 compared to Tradier's $60. Ultimately, while both brokers provide compelling advantages, your choice may depend on prioritizing lower options trading costs or specific account fee saving opportunities.
Diving into margin rates, J.P. Morgan Self-Directed Investing tends to be higher across the board. For margin balances below $25,000, the rate stands at 13.25%, while Tradier offers a considerably lower rate of 9.5%. This trend continues across other margin bands, with Tradier maintaining its 9.5% rate for balances up to $99,999, as opposed to J.P. Morgan's tiered rates that decrease from 13% to 12.5% for larger balances within the specified brackets. Given these differences, Tradier might be more appealing for margin traders looking to minimize costs.
Both platforms offer unique advantages in terms of other fees. J.P. Morgan Self-Directed Investing stands out with its zero-cost options exercise and assignment fees, making it potentially more appealing for options traders interested in cost savings beyond contract fees. Tradier, though offering competitive rates in other areas, imposes a $9 charge for both options exercise and assignment. Moreover, when it comes to full account transfers, both brokers impose the same $75 fee, ensuring no disparity in cost for investors looking to transfer their full account. Investors need to weigh these varying fees and rates to align their choice with their investing style and financial priorities.
Feature |
J.P. Morgan Self-Directed Investing
|
Tradier
|
Minimum Deposit
|
$0.00
|
$0.00
|
Stock Trades
|
$0.00
|
$0.00
|
Options (Per Contract)
|
$0.65
|
$0.35
info |
Options Exercise Fee
|
$0.00
|
$9.00
|
Options Assignment Fee
|
$0.00
|
$9.00
|
IRA Annual Fee
|
$0.00
|
$30.00
info |
IRA Closure Fee
|
$75.00
|
$60.00
|
Commissions & Fees
|
|
|
Dive deeper: Best Brokers for Free Stock Trading of 2024
Day Trading
J.P. Morgan Self-Directed Investing and Tradier are online brokerages that offer various services, yet neither may stand out in terms of advanced features for day traders. Both platforms lack streaming time and sales data for stocks and do not provide direct market routing. Additionally, neither J.P. Morgan Self-Directed Investing nor Tradier includes ladder trading or level 2 quotes, features often essential for day traders aiming for swift and informed decisions during volatile market sessions.
When it comes to further enhancing the trading experience, J.P. Morgan Self-Directed Investing and Tradier both fall short, as they do not offer streaming live TV, trading hotkeys for keyboard trade entry, or basic and advanced strategy backtesting. Moreover, neither platform provides a short locator tool for real-time share availability or order liquidity rebates, which are crucial for traders focusing on short selling and cost efficiency. Traders seeking these functionalities may need to explore alternative platforms offering more sophisticated day trading tools.
Feature |
J.P. Morgan Self-Directed Investing
|
Tradier
|
Streaming Time & Sales
info
|
No
|
No
|
Streaming TV
info
|
No
|
No
|
Direct Market Routing - Stocks
info
|
No
|
No
|
Level 2 Quotes - Stocks
info
|
No
|
No
|
Trade Ideas - Backtesting
info
|
No
|
No
|
Trade Ideas - Backtesting Adv
info
|
No
|
No
|
Short Locator
info
|
No
|
No
|
Dive deeper: Best Day Trading Platforms of 2024
Market Research
When evaluating market research capabilities, J.P. Morgan Self-Directed Investing clearly outpaces Tradier by providing a more comprehensive suite of offerings. J.P. Morgan receives a solid 4-star rating compared to Tradier's 2.5 stars, ranking number 8 versus number 16 among 18 brokers according to StockBrokers.com. This indicates that J.P. Morgan offers more robust resources to its users, better supporting their trading needs and decision-making processes.
J.P. Morgan Self-Directed Investing distinguishes itself with its wide range of research availability, including capabilities for stocks, ETFs, mutual funds, Pink Sheets/OTCBB, and bonds. In contrast, Tradier offers only stock and ETF research, lacking support for mutual funds, Pink Sheets/OTCBB, and bonds. J.P. Morgan also provides an advantage with the ability to view portfolio allocation by asset class, whereas Tradier does not offer this feature. Additionally, J.P. Morgan offers two downloadable PDF research reports for stocks, while Tradier does not provide any.
For investors seeking trade ideas, J.P. Morgan presents screeners for stocks, ETFs, mutual funds, and bonds, showcasing a broad toolkit for analysis and strategic planning. Tradier, on the other hand, does not provide any screeners in these areas, limiting its clients' ability to explore and identify investment opportunities. Overall, the comprehensive research tools and evaluative resources offered by J.P. Morgan Self-Directed Investing set it apart as a more favorable option for investors focusing on extensive market research capabilities.
Feature |
J.P. Morgan Self-Directed Investing
|
Tradier
|
Research - Stocks
info
|
Yes
|
Yes
|
Screener - Stocks
info
|
Yes
|
No
|
Research - ETFs
info
|
Yes
|
Yes
|
Screener - ETFs
info
|
Yes
|
No
|
Research - Mutual Funds
info
|
Yes
|
No
|
Screener - Mutual Funds
info
|
Yes
|
No
|
Research - Bonds
info
|
Yes
|
No
|
Screener - Bonds
info
|
Yes
|
No
|
Research
|
|
|
Banking
When comparing the banking capabilities between J.P. Morgan Self-Directed Investing and Tradier, J.P. Morgan clearly stands out with its comprehensive offerings. J.P. Morgan Self-Directed Investing provides a robust suite of banking products, including checking and savings accounts, debit and credit cards, mortgage loans, and Certificates of Deposit (CDs). In contrast, Tradier does not offer any of these banking services. This makes J.P. Morgan Self-Directed Investing a more versatile option for investors seeking to consolidate their investment and banking needs under one platform.
Dive deeper: Best Bank Brokerages of 2024
Winner
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 Tradier. J.P. Morgan Self-Directed Investing finished with an overall score of 82.2%, while Tradier finished with a score of 77.0%.
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.
FAQs
Can you trade cryptocurrency with J.P. Morgan Self-Directed Investing or Tradier?
J.P. Morgan Self-Directed Investing and Tradier both currently do not offer crypto trading, with neither platform providing any cryptocurrency coins for trading. Investors looking for cryptocurrency options may need to consider alternative platforms.
Dive deeper: Best Crypto Trading Platforms of 2024
Does J.P. Morgan Self-Directed Investing or Tradier offer IRAs?
Both J.P. Morgan Self-Directed Investing and Tradier offer traditional and Roth IRA accounts, but J.P. Morgan stands out with no annual fees compared to Tradier's $30 yearly charge, while Tradier has a lower closure fee of $60 versus J.P. Morgan’s $75.
Dive deeper: Best IRA Accounts of 2024
Popular trading guides
Popular broker reviews
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Broker Screenshots
|
J.P. Morgan Self-Directed Investing |
Tradier |
|
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
|
J.P. Morgan Self-Directed Investing |
Tradier |
|
Minimum Deposit |
$0.00
|
$0.00
|
|
Stock Trades |
$0.00
|
$0.00
|
|
Penny Stock Fees (OTC) info
|
$0.00
|
N/A
|
|
Mutual Fund Trade Fee |
$0
|
$30
info
|
|
Options (Per Contract) |
$0.65
|
$0.35
info
|
|
Futures (Per Contract) |
(Not offered)
|
$1.50
info
|
|
Broker Assisted Trade Fee |
Varies
|
$10
|
|
Margin Rates
|
J.P. Morgan Self-Directed Investing |
Tradier |
|
Margin Rate Under $25,000 |
13.25%
|
9.5%
|
|
Margin Rate $25,000 to $49,999.99 |
13%
|
9.5%
|
|
Margin Rate $50,000 to $99,999.99 |
12.5%
|
9.5%
|
|
Margin Rate $100,000 to $249,999.99 |
12.25%
|
9.5%
|
|
Margin Rate $250,000 to $499,999.99 |
12.25%
|
9.5%
|
|
Margin Rate $500,000 to $999,999.99 |
11.5%
|
9.5%
|
|
Margin Rate Above $1,000,000 |
11%
info
|
9.5%
|
|
Account Fees
|
J.P. Morgan Self-Directed Investing |
Tradier |
|
IRA Annual Fee |
$0.00
|
$30.00
info
|
|
IRA Closure Fee |
$75.00
|
$60.00
|
|
Account Transfer Out (Partial) info
|
$0.00
|
$75.00
|
|
Account Transfer Out (Full) info
|
$75.00
|
$75.00
|
|
Options Exercise Fee |
$0.00
|
$9.00
|
|
Options Assignment Fee |
$0.00
|
$9.00
|
|
Investment Options
|
J.P. Morgan Self-Directed Investing |
Tradier |
|
Stock Trading info
|
Yes
|
Yes
|
|
Margin Trading |
Yes
info
|
Yes
|
|
Fractional Shares info
|
Yes
|
No
|
|
OTC Stocks info
|
Yes
|
No
|
|
Options Trading info
|
Yes
|
Yes
|
|
Complex Options Max Legs info
|
1
|
4
|
|
Futures Trading info
|
No
|
Yes
|
|
Forex Trading info
|
No
|
No
|
|
Crypto Trading info
|
No
|
No
|
|
Crypto Trading - Total Coins info
|
0
|
0
|
|
Mutual Funds (No Load) info
|
3500
|
0
|
|
Mutual Funds (Total) info
|
3500
|
0
|
|
Bonds (US Treasury) info
|
Yes
|
No
|
|
Bonds (Corporate) info
|
Yes
|
No
|
|
Bonds (Municipal) info
|
Yes
|
No
|
|
Traditional IRAs info
|
Yes
|
Yes
|
|
Roth IRAs info
|
Yes
|
Yes
|
|
Advisor Services info
|
Yes
|
No
|
|
International Countries (Stocks) info
|
0
|
0
|
|
Order Types
|
J.P. Morgan Self-Directed Investing |
Tradier |
|
Order Type - Market info
|
Yes
|
Yes
|
|
Order Type - Limit info
|
Yes
|
Yes
|
|
Order Type - After Hours info
|
No
|
Yes
|
|
Order Type - Stop info
|
Yes
|
Yes
|
|
Order Type - Trailing Stop info
|
No
|
No
|
|
Order Type - OCO info
|
No
|
Yes
|
|
Order Type - OTO info
|
No
|
Yes
|
|
Order Type - Broker Assisted info
|
Yes
|
Yes
|
|
Beginners
|
J.P. Morgan Self-Directed Investing |
Tradier |
|
Education (Stocks) info
|
Yes
|
No
|
|
Education (ETFs) info
|
Yes
|
No
|
|
Education (Options) info
|
Yes
|
No
|
|
Education (Mutual Funds) info
|
Yes
|
No
|
|
Education (Bonds) info
|
Yes
|
No
|
|
Education (Retirement) info
|
Yes
|
No
|
|
Retirement Calculator info
|
Yes
|
No
|
|
Investor Dictionary info
|
No
|
No
|
|
Paper Trading info
|
No
|
Yes
|
|
Videos info
|
Yes
|
No
|
|
Webinars info
|
Yes
|
No
|
|
Webinars (Archived) info
|
No
|
No
|
|
Progress Tracking info
|
No
|
No
|
|
Interactive Learning - Quizzes info
|
No
|
No
|
|
Stock Trading Apps
|
J.P. Morgan Self-Directed Investing |
Tradier |
|
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
|
No
|
Yes
|
|
Trading - Simple Options info
|
Yes
|
Yes
|
|
Trading - Complex Options info
|
No
|
Yes
|
|
Order Ticket RT Quotes info
|
Yes
|
Yes
|
|
Order Ticket SRT Quotes info
|
No
|
No
|
|
Stock App Features
|
J.P. Morgan Self-Directed Investing |
Tradier |
|
Market Movers (Top Gainers) info
|
Yes
|
Yes
|
|
Stream Live TV info
|
No
|
No
|
|
Videos on Demand info
|
No
|
No
|
|
Stock Alerts info
|
No
|
No
|
|
Option Chains Viewable info
|
Yes
|
Yes
|
|
Watch List (Real-time) info
|
Yes
|
Yes
|
|
Watch List (Streaming) info
|
No
|
No
|
|
Watch Lists - Create & Manage info
|
Yes
|
Yes
|
|
Watch Lists - Column Customization info
|
Yes
|
No
|
|
Stock App Charting
|
J.P. Morgan Self-Directed Investing |
Tradier |
|
Charting - After-Hours info
|
No
|
No
|
|
Charting - Can Turn Horizontally info
|
No
|
No
|
|
Charting - Multiple Time Frames info
|
Yes
|
Yes
|
|
Charting - Technical Studies info
|
36
|
0
|
|
Charting - Study Customizations info
|
Yes
|
No
|
|
Charting - Stock Comparisons info
|
No
|
No
|
|
Trading Platforms
|
J.P. Morgan Self-Directed Investing |
Tradier |
|
Active Trading Platform info
|
No
|
TradeHawk
|
|
Desktop Trading Platform info
|
No
|
No
info
|
|
Desktop Platform (Mac) info
|
No
|
No
info
|
|
Web Trading Platform info
|
Yes
|
Yes
|
|
Paper Trading info
|
No
|
Yes
|
|
Trade Journal info
|
No
|
No
|
|
Watch Lists - Total Fields info
|
4
|
3
|
|
Stock Chart Features
|
J.P. Morgan Self-Directed Investing |
Tradier |
|
Charting - Adjust Trades on Chart info
|
No
|
No
|
|
Charting - Indicators / Studies info
|
36
|
95
|
|
Charting - Drawing Tools info
|
10
|
0
|
|
Charting - Notes info
|
No
|
Yes
|
|
Charting - Index Overlays info
|
Yes
|
No
|
|
Charting - Historical Trades info
|
No
|
Yes
|
|
Charting - Corporate Events info
|
Yes
|
No
|
|
Charting - Custom Date Range info
|
No
|
No
|
|
Charting - Custom Time Bars info
|
No
|
No
|
|
Charting - Automated Analysis info
|
No
|
No
|
|
Charting - Save Profiles info
|
No
|
No
|
|
Trade Ideas - Technical Analysis info
|
No
|
No
|
|
Charting - Study Customizations info
|
3
|
7
|
|
Charting - Custom Studies info
|
No
|
No
|
|
Day Trading
|
J.P. Morgan Self-Directed Investing |
Tradier |
|
Streaming Time & Sales info
|
No
|
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
|
No
|
No
|
|
Trade Ideas - Backtesting info
|
No
|
No
|
|
Trade Ideas - Backtesting Adv info
|
No
|
No
|
|
Short Locator info
|
No
|
No
|
|
Order Liquidity Rebates info
|
No
|
No
|
|
Research Overview
|
J.P. Morgan Self-Directed Investing |
Tradier |
|
Research - Stocks info
|
Yes
|
Yes
|
|
Research - ETFs info
|
Yes
|
Yes
|
|
Research - Mutual Funds info
|
Yes
|
No
|
|
Research - Pink Sheets / OTCBB info
|
Yes
|
No
|
|
Research - Bonds info
|
Yes
|
No
|
|
Screener - Stocks info
|
Yes
|
No
|
|
Screener - ETFs info
|
Yes
|
No
|
|
Screener - Mutual Funds info
|
Yes
|
No
|
|
Screener - Bonds info
|
Yes
|
No
|
|
Misc - Portfolio Allocation info
|
Yes
|
No
|
|
Stock Research
|
J.P. Morgan Self-Directed Investing |
Tradier |
|
Stock Research - PDF Reports info
|
2
|
0
|
|
Stock Research - Earnings info
|
Yes
|
No
|
|
Stock Research - Insiders info
|
No
|
No
|
|
Stock Research - Social info
|
No
|
No
|
|
Stock Research - News info
|
Yes
|
No
|
|
Stock Research - ESG info
|
No
|
No
|
|
Stock Research - SEC Filings info
|
No
|
No
|
|
ETF Research
|
J.P. Morgan Self-Directed Investing |
Tradier |
|
ETFs - Strategy Overview info
|
Yes
|
No
|
|
ETF Fund Facts - Inception Date info
|
Yes
|
No
|
|
ETF Fund Facts - Expense Ratio info
|
Yes
|
No
|
|
ETF Fund Facts - Net Assets info
|
Yes
|
No
|
|
ETF Fund Facts - Total Holdings info
|
Yes
|
No
|
|
ETFs - Top 10 Holdings info
|
Yes
|
No
|
|
ETFs - Sector Exposure info
|
Yes
|
No
|
|
ETFs - Risk Analysis info
|
No
|
No
|
|
ETFs - Ratings info
|
Yes
|
No
|
|
ETFs - Morningstar StyleMap info
|
Yes
|
No
|
|
ETFs - PDF Reports info
|
No
|
No
|
|
Mutual Fund Research
|
J.P. Morgan Self-Directed Investing |
Tradier |
|
Mutual Funds - Strategy Overview info
|
Yes
|
No
|
|
Mutual Funds - Performance Chart info
|
Yes
|
No
|
|
Mutual Funds - Performance Analysis info
|
Yes
|
No
|
|
Mutual Funds - Prospectus info
|
No
|
No
|
|
Mutual Funds - 3rd Party Ratings info
|
Yes
|
No
|
|
Mutual Funds - Fees Breakdown info
|
Yes
|
No
|
|
Mutual Funds - Top 10 Holdings info
|
Yes
|
No
|
|
Mutual Funds - Asset Allocation info
|
Yes
|
No
|
|
Mutual Funds - Sector Allocation info
|
Yes
|
No
|
|
Mutual Funds - Country Allocation info
|
Yes
|
No
|
|
Mutual Funds - StyleMap info
|
Yes
|
No
|
|
Options Trading
|
J.P. Morgan Self-Directed Investing |
Tradier |
|
Option Chains - Basic View info
|
Yes
|
Yes
|
|
Option Chains - Strategy View info
|
No
|
No
|
|
Option Chains - Streaming info
|
No
|
No
|
|
Option Chains - Total Columns info
|
6
|
8
|
|
Option Chains - Greeks info
|
0
|
1
|
|
Option Chains - Quick Analysis info
|
No
|
Yes
|
|
Option Analysis - P&L Charts info
|
No
|
No
|
|
Option Probability Analysis info
|
No
|
No
|
|
Option Probability Analysis Adv info
|
No
|
No
|
|
Option Positions - Greeks info
|
No
|
No
|
|
Option Positions - Greeks Streaming info
|
No
|
No
|
|
Option Positions - Adv Analysis info
|
No
|
No
|
|
Option Positions - Rolling info
|
No
|
No
|
|
Option Positions - Grouping info
|
No
|
No
|
|
Banking
|
J.P. Morgan Self-Directed Investing |
Tradier |
|
Bank (Member FDIC) info
|
Yes
|
No
|
|
Checking Accounts info
|
Yes
|
No
|
|
Savings Accounts info
|
Yes
|
No
|
|
Credit Cards info
|
Yes
|
No
|
|
Debit Cards info
|
Yes
|
No
|
|
Mortgage Loans info
|
Yes
|
No
|
|
Customer Service
|
J.P. Morgan Self-Directed Investing |
Tradier |
|
Phone Support (Prospect Customers) info
|
No
|
Yes
|
|
Phone Support (Current Customers) info
|
Yes
|
Yes
|
|
Email Support info
|
Yes
|
Yes
|
|
Live Chat (Prospect Customers) info
|
No
|
No
|
|
Live Chat (Current Customers) info
|
No
|
No
|
|
24/7 Support info
|
Yes
|
No
|
|
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