Written by StockBrokers.com
In this head to head comparison of Charles Schwab vs Fidelity, we will compare the trading platforms, mobile apps, range of investments, costs, market research, and more. Let's dive in.
When comparing online brokers, Charles Schwab and Fidelity both provide a comprehensive range of investment options, making them top contenders for anyone looking to grow their financial portfolio. Both companies offer excellent stock, margin, mutual funds, options, and fractional shares trading. They also provide traditional and Roth IRA accounts, catering to various retirement savings needs. Where they differ, however, is in niche areas like forex, futures, and crypto trading. Charles Schwab stands out by offering both forex and futures trading, whereas Fidelity appeals to crypto enthusiasts by supporting crypto trading with access to three coins.
Charles Schwab is an appealing choice for those interested in exploring a broader array of investment opportunities, including both forex and futures trading. This variety bolsters its appeal among more adventurous investors looking for diverse trading routes. Fidelity, meanwhile, shines through its inclusion of crypto trading, which can be a significant attraction for those eager to dabble in digital currencies. Although both brokers boast stellar five-star ratings for their range of investment options, Charles Schwab slightly edges out Fidelity, ranking second among 14 brokers according to StockBrokers.com for its diverse offerings.
Investors considering these brokers should evaluate their personal investment goals to choose the service matching their financial aspirations. Whether seeking traditional stocks and IRAs or exploring forex, futures, or crypto options, Charles Schwab and Fidelity have designed their platforms to cater to the varied demands of modern-day investors, offering competitive and user-friendly experiences.
| Feature |
Charles Schwab
|
Fidelity
|
|---|---|---|
| Stock Trading | Yes | Yes |
| Margin Trading | Yes | Yes |
| Fractional Shares | Yes | Yes |
| OTC Stocks | Yes | Yes |
| Mutual Funds | Yes | Yes |
| Options Trading | Yes | Yes |
| Futures Trading | Yes | No |
| Crypto Trading | No | Yes |
| Crypto Trading - Total Coins | 0 | 3 |
| Range of Investments |
|
|
Dive deeper: Best Options Trading Platforms for 2025, Best Futures Trading Platforms for 2025: A Beginner-Friendly Guide to an Advanced Market
Choosing the right online broker can make a significant difference in your trading experience, and when it comes to trading platforms and tools, Charles Schwab and Fidelity are two of the top contenders. Charles Schwab stands out with a perfect five-star rating and a number one ranking from StockBrokers.com. Its comprehensive suite of tools and features includes a wide range of charting options, 374 technical indicators, and 580 fields for watch lists, which caters excellently to power traders. Fidelity, while highly regarded with a 4.5-star rating and ranked fourth, offers impressive features but falls slightly short in certain functionalities like customization options and the absence of paper trading. Ultimately, both platforms offer robust options, but your choice may hinge on your specific trading needs and preferences.
Both Charles Schwab and Fidelity offer downloadable trading platforms for Windows and Mac, along with browser-based platforms, providing flexibility in how you access your trading tools. Charles Schwab impresses with its paper trading feature, allowing users to practice risk-free, a perk not available with Fidelity. Both brokers enable the adjustment of open orders directly on a stock chart and allow traders to add notes, display corporate events, and more. However, Schwab's toolkit is further enhanced by its unique ability to create custom studies, accommodating advanced traders who require personalized analysis.
Charting capabilities are another area where these two brokers differ. Charles Schwab provides 374 technical indicators and the ability to customize an SMA study with 35 fields, alongside 24 drawing tools. In comparison, Fidelity offers 129 indicators and just five customization fields for SMA studies, but with 38 drawing tools, some traders might find these sufficient for their needs. Both Schwab and Fidelity support the addition of index overlays, show historical trades, and allow automated technical analysis on charts, ensuring a solid foundation for informed trading decisions. While Fidelity may cater well to moderately active traders, Schwab's in-depth features give it the edge for those seeking comprehensive, customizable trading solutions.
| Feature |
Charles Schwab
|
Fidelity
|
|---|---|---|
| Web Trading Platform | Yes | Yes |
| Desktop Trading Platform | Yes | Yes |
| Desktop Platform (Mac) | Yes | Yes |
| Paper Trading | Yes | No |
| Watch Lists - Total Fields | 580 | 92 |
| Charting - Indicators / Studies | 374 | 129 |
| Charting - Drawing Tools | 24 | 38 |
| Platforms & Tools |
|
|
Dive deeper: Best Online Brokers & Trading Platforms for 2025, Best Paper Trading Apps & Platforms for 2025
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For beginners and those eager to enhance their investing skills, Charles Schwab and Fidelity both serve as excellent choices, offering comprehensive educational resources across a range of investment topics. Both platforms provide excellent education on stocks, ETFs, options, mutual funds, bonds, and more, complemented by a variety of educational videos and webinars. Whether you're looking to familiarize yourself with new investment vehicles or refine your strategies, both Schwab and Fidelity include educational quizzes and the ability to track your learning progress. This holistic approach ensures that customers can acquire and measure their knowledge efficiently.
However, for those interested in practice without real-world risk, Charles Schwab has an added advantage with its paper trading feature, allowing users to simulate trades without using actual money, a feature Fidelity currently lacks. Despite this difference, both brokers have received a top-tier rating of five stars for education. Yet, when stacked against 14 online brokers, StockBrokers.com ranks Charles Schwab as the top choice for education, slightly ahead of Fidelity, which holds the second spot. This distinction might make Charles Schwab the more desirable option for learners who want comprehensive educational resources coupled with practical trading practice.
| Feature |
Charles Schwab
|
Fidelity
|
|---|---|---|
| Education (Stocks) | Yes | Yes |
| Education (ETFs) | Yes | Yes |
| Education (Options) | Yes | Yes |
| Education (Mutual Funds) | Yes | Yes |
| Education (Bonds) | Yes | Yes |
| Paper Trading | Yes | No |
| Videos | Yes | Yes |
| Webinars | Yes | Yes |
| Education |
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2025
When it comes to stock trading apps, both Charles Schwab and Fidelity offer a comprehensive range of features to meet the needs of investors. While both brokers offer iPhone, Android, and Apple Watch apps, enabling users to trade and manage investments on-the-go, there are differences in their offerings that may influence your choice. Charles Schwab stands out for its higher number of technical studies, offering 373 compared to Fidelity’s 119, which could be particularly appealing for those who rely heavily on technical analysis. However, Fidelity provides after-hours charting, which Schwab does not, making it a better option for those who need to stay informed outside of regular market hours.
Both Charles Schwab and Fidelity provide mobile options trading, streaming quotes, live TV, and videos on demand, making either app a solid choice for traders who value access to real-time information and educational content. For those looking to customize their trading experience, each app supports creating custom watch lists and customizing watch list columns. Additionally, both platforms allow users to view charts in landscape mode and display stock comparisons, offering excellent flexibility in how stock data is presented.
In terms of rankings and ratings, Charles Schwab is ranked #1 by StockBrokers.com out of 14 brokers and boasts a perfect 5-star rating for its stock trading app. Fidelity is not far behind, with a 5-star rating and a reputable #3 ranking, illustrating that both apps are highly regarded in the trading community. Choosing between them may ultimately come down to specific needs such as after-hours charting or a deeper set of technical analysis tools.
| Feature |
Charles Schwab
|
Fidelity
|
|---|---|---|
| iPhone App | Yes | Yes |
| Android App | Yes | Yes |
| Apple Watch App | Yes | Yes |
| Stock Alerts | Yes | Yes |
| Charting - After-Hours | No | Yes |
| Charting - Technical Studies | 373 | 119 |
| Mobile Trading Apps |
|
|
Dive deeper: Best Stock Trading Apps for 2025
Choosing between Charles Schwab and Fidelity largely depends on specific preferences regarding fees and services, as both brokers offer competitive pricing for many of their offerings. When considering account fees and other charges, both platforms provide commission-free trading for regular stocks and maintain a $0 minimum deposit requirement, making them accessible to various investors. However, for investors dealing with higher-end margin accounts or those frequently transferring accounts, the differences become more apparent. Fidelity has a slight edge in margin rates for balances under $50,000, while Charles Schwab charges a notable $50 for full account transfers, compared to Fidelity's $0 for the same service.
Focusing on options trading, both Charles Schwab and Fidelity charge a reasonable $0.65 per options contract, ensuring cost-effectiveness for options traders. Additionally, neither platform imposes fees for options exercise and assignment, which aligns with their investor-friendly approach. For those managing retirement accounts, both Charles Schwab and Fidelity waive annual IRA fees and closure fees, which simplifies retirement planning and withdrawal processes for their clients.
Examining other service charges reveals subtle distinctions between the two brokers. On margin rates, Fidelity tends to offer more favorable terms for balances below $50,000, while both brokers are on par for balances between $50,000 and $99,999. It's also worth noting that while partial account transfers are free at both firms, only Fidelity offers fee-free full account transfers. These nuanced variations in fees and charges could guide potential investors towards a broker that aligns best with their financial activities and goals.
| Feature |
Charles Schwab
|
Fidelity
|
|---|---|---|
| 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 | $0.00 | $0.00 |
Dive deeper: Best Free Trading Platforms for 2025
When it comes to day trading capabilities, both Charles Schwab and Fidelity provide a range of features to support active traders. They each offer streaming time and sales data for stocks and streaming live TV, ensuring traders have access to real-time information and market analysis. Additionally, both brokers provide direct market routing, trading hotkeys, and level 2 quotes, allowing for fast and informed trade executions. For those interested in backtesting strategies, Charles Schwab offers both basic and advanced strategy backtesting, while Fidelity only provides basic backtesting options.
In terms of more specialized features, Charles Schwab stands out by offering ladder trading functionality, a feature not available with Fidelity. Both platforms include a short locator tool that helps traders find current real-time availability of shares to short, which can be a crucial tool for day traders. However, neither broker provides order liquidity rebates, such as maker/taker rebates. Overall, Charles Schwab's additional offerings, like ladder trading and advanced strategy backtesting, might appeal to traders looking for a more comprehensive day trading toolkit.
| Feature |
Charles Schwab
|
Fidelity
|
|---|---|---|
| Streaming Time & Sales | Yes | Yes |
| Streaming TV | Yes | Yes |
| Direct Market Routing - Stocks | Yes | Yes |
| Level 2 Quotes - Stocks | Yes | Yes |
| Trade Ideas - Backtesting | Yes | Yes |
| Trade Ideas - Backtesting Adv | Yes | No |
| Short Locator | Yes | Yes |
Dive deeper: Best Day Trading Platforms for 2025
Both Charles Schwab and Fidelity excel in market research capabilities, with Charles Schwab securing the top spot as rated by StockBrokers.com among 14 brokers. Although both platforms receive a perfect five-star rating for their market research offerings, Schwab slightly edges Fidelity with its extensive resources, primarily in the availability of downloadable PDF research reports, particularly for mutual funds where Fidelity falls short. Investors looking for comprehensive research tools and resources would find both platforms valuable, but Schwab's breadth of offerings gives it a competitive advantage.
Charles Schwab and Fidelity each offer stock research, ETFs, mutual funds, and bonds, along with insights into Pink Sheets and OTCBB markets. They empower investors with tools to assess portfolio allocation by asset class and use social media sentiment for informed stock research. Both brokers offer robust ESG research, keeping pace with the burgeoning interest in sustainable investing. While Schwab provides seven downloadable stock reports and Fidelity offers a competitive eleven, Fidelity lacks downloadable mutual fund reports that Schwab readily supplies.
In terms of screener tools for trade ideas, Charles Schwab and Fidelity are well-matched, offering screeners for stocks, ETFs, mutual funds, and bonds. This level of accessibility and the range of tools available ensure that investors on either platform can tailor their research to suit their investment strategies. Overall, both brokers deliver a rich array of research options, yet for those prioritizing variety in research reports, Schwab’s selection could be more appealing.
| Feature |
Charles Schwab
|
Fidelity
|
|---|---|---|
| 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 the banking capabilities of Charles Schwab and Fidelity, several key offerings highlight their differences and similarities. Charles Schwab provides a wider range of banking services, offering both checking and savings accounts, while Fidelity does not offer these account types. However, both Schwab and Fidelity offer debit cards and credit cards, ensuring flexible payment options for their clients. Additionally, both financial institutions enable customers to invest in Certificates of Deposit (CDs), providing a reliable saving avenue. For those considering larger financial investments, both Schwab and Fidelity cater to mortgage loan needs, supporting long-term buying goals. Ultimately, Charles Schwab stands out for its more comprehensive banking services, particularly with the inclusion of checking and savings accounts.
| Feature |
Charles Schwab
|
Fidelity
|
|---|---|---|
| Checking Accounts | Yes | No |
| Savings Accounts | Yes | No |
| Debit Cards | Yes | Yes |
| Credit Cards | Yes | Yes |
| Mortgage Loans | Yes | Yes |
| CDs | Yes | Yes |
Dive deeper: Best Brokerage Checking Accounts for 2025
After opening live accounts and testing 14 of the best online brokers, our research and live account testing finds that Charles Schwab is better than Fidelity. Charles Schwab finished with an overall score of 99.2%, while Fidelity finished with a score of 96.2%.
With the addition of TD Ameritrade's thinkorswim platforms and the enhancement of several features, Schwab is now a vigorous competitor with thought-provoking research and commentary and a client experience to fit any preference.
Charles Schwab does not support crypto trading and offers zero cryptocurrencies, whereas Fidelity provides crypto trading with access to three different coins, making it a more suitable choice for investors interested in digital currencies.
Dive deeper: Best Online Brokers for Crypto Trading in 2025
Both Charles Schwab and Fidelity provide traditional and Roth IRA accounts with no annual fees or closure fees, making them excellent choices for investors seeking cost-effective retirement solutions.
Dive deeper: Best IRA Accounts for 2025
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| Review | Charles Schwab Review | Fidelity Review |
| Broker Screenshots | Charles Schwab | Fidelity | |
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| Trading Fees | Charles Schwab | Fidelity | |
|---|---|---|---|
| Minimum Deposit | $0.00 | $0.00 | |
| Stock Trades | $0.00 | $0.00 | |
| Penny Stock Fees (OTC) | $6.95 | $0.00 | |
| Mutual Fund Trade Fee | Varies | Varies | |
| Options (Per Contract) | $0.65 | $0.65 | |
| Futures (Per Contract) | $2.25 | (Not offered) | |
| Broker Assisted Trade Fee | $25 | $32.95 |
| Margin Rates | Charles Schwab | Fidelity | |
|---|---|---|---|
| Margin Rate Under $25,000 | 13.575% | 13.075% | |
| Margin Rate $25,000 to $49,999.99 | 13.075% | 12.575% | |
| Margin Rate $50,000 to $99,999.99 | 12.125% | 12.125% | |
| Margin Rate $100,000 to $249,999.99 | 12.075% | 11.575% | |
| Margin Rate $250,000 to $499,999.99 | 11.825% | 11.325% | |
| Margin Rate $500,000 to $999,999.99 | Varies | 9.00% | |
| Margin Rate Above $1,000,000 | Varies | 8.75% |
| Account Fees | Charles Schwab | Fidelity | |
|---|---|---|---|
| IRA Annual Fee | $0.00 | $0.00 | |
| IRA Closure Fee | $0.00 | $0.00 | |
| Account Transfer Out (Partial) | $0.00 | $0.00 | |
| Account Transfer Out (Full) | $50.00 | $0.00 | |
| Options Exercise Fee | $0.00 | $0.00 | |
| Options Assignment Fee | $0.00 | $0.00 |
| Investment Options | Charles Schwab | Fidelity | |
|---|---|---|---|
| Stock Trading | Yes | Yes | |
| Margin Trading | Yes | Yes | |
| Fractional Shares | Yes | Yes | |
| OTC Stocks | Yes | Yes | |
| Options Trading | Yes | Yes | |
| Complex Options Max Legs | 4 | 4 | |
| Futures Trading | Yes | No | |
| Forex Trading | Yes | No | |
| Crypto Trading | No | Yes | |
| Crypto Trading - Total Coins | 0 | 3 | |
| Mutual Funds (No Load) | 15163 | 5843 | |
| Mutual Funds (Total) | 18145 | 10000 | |
| 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) | 12 | 25 |
| Order Types | Charles Schwab | Fidelity | |
|---|---|---|---|
| Order Type - Market | Yes | Yes | |
| Order Type - Limit | Yes | Yes | |
| Order Type - After Hours | Yes | Yes | |
| Order Type - Stop | Yes | Yes | |
| Order Type - Trailing Stop | Yes | Yes | |
| Order Type - OCO | Yes | Yes | |
| Order Type - OTO | Yes | Yes | |
| Order Type - Broker Assisted | Yes | Yes |
| Beginners | Charles Schwab | Fidelity | |
|---|---|---|---|
| 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 | Yes | |
| Paper Trading | Yes | No | |
| Videos | Yes | Yes | |
| Webinars | Yes | Yes | |
| Webinars (Archived) | Yes | Yes | |
| Progress Tracking | Yes | Yes | |
| Interactive Learning - Quizzes | Yes | Yes |
| Stock Trading Apps | Charles Schwab | Fidelity | |
|---|---|---|---|
| iPhone App | Yes | Yes | |
| Android App | Yes | Yes | |
| Apple Watch App | Yes | Yes | |
| Trading - Stocks | Yes | Yes | |
| Trading - After-Hours | Yes | Yes | |
| Trading - Simple Options | Yes | Yes | |
| Trading - Complex Options | Yes | Yes | |
| Order Ticket RT Quotes | Yes | Yes | |
| Order Ticket SRT Quotes | Yes | Yes |
| Stock App Features | Charles Schwab | Fidelity | |
|---|---|---|---|
| Market Movers (Top Gainers) | Yes | Yes | |
| Stream Live TV | Yes | Yes | |
| Videos on Demand | Yes | Yes | |
| Stock Alerts | Yes | Yes | |
| Option Chains Viewable | Yes | Yes | |
| Watch List (Real-time) | Yes | Yes | |
| Watch List (Streaming) | Yes | Yes | |
| Watch Lists - Create & Manage | Yes | Yes | |
| Watch Lists - Column Customization | Yes | Yes |
| Stock App Charting | Charles Schwab | Fidelity | |
|---|---|---|---|
| Charting - After-Hours | No | Yes | |
| Charting - Can Turn Horizontally | Yes | Yes | |
| Charting - Multiple Time Frames | Yes | Yes | |
| Charting - Technical Studies | 373 | 119 | |
| Charting - Study Customizations | Yes | Yes | |
| Charting - Stock Comparisons | Yes | Yes |
| Trading Platforms | Charles Schwab | Fidelity | |
|---|---|---|---|
| Active Trading Platform | thinkorswim | Active Trader Pro | |
| Desktop Trading Platform | Yes | Yes | |
| Desktop Platform (Mac) | Yes | Yes | |
| Web Trading Platform | Yes | Yes | |
| Paper Trading | Yes | No | |
| Trade Journal | Yes | Yes | |
| Watch Lists - Total Fields | 580 | 92 |
| Stock Chart Features | Charles Schwab | Fidelity | |
|---|---|---|---|
| Charting - Adjust Trades on Chart | Yes | Yes | |
| Charting - Indicators / Studies | 374 | 129 | |
| Charting - Drawing Tools | 24 | 38 | |
| Charting - Notes | Yes | Yes | |
| Charting - Index Overlays | Yes | Yes | |
| Charting - Historical Trades | Yes | Yes | |
| Charting - Corporate Events | Yes | Yes | |
| Charting - Custom Date Range | Yes | Yes | |
| Charting - Custom Time Bars | Yes | Yes | |
| Charting - Automated Analysis | Yes | Yes | |
| Charting - Save Profiles | Yes | Yes | |
| Trade Ideas - Technical Analysis | Yes | Yes | |
| Charting - Study Customizations | 35 | 5 | |
| Charting - Custom Studies | Yes | No |
| Day Trading | Charles Schwab | Fidelity | |
|---|---|---|---|
| Streaming Time & Sales | Yes | Yes | |
| Streaming TV | Yes | Yes | |
| Direct Market Routing - Stocks | Yes | Yes | |
| Ladder Trading | Yes | No | |
| Trade Hotkeys | Yes | Yes | |
| Level 2 Quotes - Stocks | Yes | Yes | |
| Trade Ideas - Backtesting | Yes | Yes | |
| Trade Ideas - Backtesting Adv | Yes | No | |
| Short Locator | Yes | Yes | |
| Order Liquidity Rebates | No | No |
| Research Overview | Charles Schwab | Fidelity | |
|---|---|---|---|
| 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 | Charles Schwab | Fidelity | |
|---|---|---|---|
| Stock Research - PDF Reports | 7 | 11 | |
| Stock Research - Earnings | Yes | Yes | |
| Stock Research - Insiders | Yes | Yes | |
| Stock Research - Social | Yes | Yes | |
| Stock Research - News | Yes | Yes | |
| Stock Research - ESG | Yes | Yes | |
| Stock Research - SEC Filings | Yes | Yes |
| ETF Research | Charles Schwab | Fidelity | |
|---|---|---|---|
| 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 | Yes | |
| ETFs - Ratings | Yes | Yes | |
| ETFs - Morningstar StyleMap | Yes | Yes | |
| ETFs - PDF Reports | Yes | Yes |
| Mutual Fund Research | Charles Schwab | Fidelity | |
|---|---|---|---|
| Mutual Funds - Strategy Overview | Yes | Yes | |
| Mutual Funds - Performance Chart | Yes | Yes | |
| Mutual Funds - Performance Analysis | Yes | Yes | |
| Mutual Funds - Prospectus | Yes | Yes | |
| 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 | Charles Schwab | Fidelity | |
|---|---|---|---|
| Option Chains - Basic View | Yes | Yes | |
| Option Chains - Strategy View | Yes | Yes | |
| Option Chains - Streaming | Yes | Yes | |
| Option Chains - Total Columns | 31 | 26 | |
| Option Chains - Greeks | 5 | 5 | |
| Option Chains - Quick Analysis | Yes | Yes | |
| Option Analysis - P&L Charts | Yes | Yes | |
| Option Probability Analysis | Yes | Yes | |
| Option Probability Analysis Adv | Yes | Yes | |
| Option Positions - Greeks | Yes | Yes | |
| Option Positions - Greeks Streaming | Yes | Yes | |
| Option Positions - Adv Analysis | Yes | Yes | |
| Option Positions - Rolling | Yes | Yes | |
| Option Positions - Grouping | Yes | Yes |
| Banking | Charles Schwab | Fidelity | |
|---|---|---|---|
| Bank (Member FDIC) | Yes | No | |
| Checking Accounts | Yes | No | |
| Savings Accounts | Yes | No | |
| Credit Cards | Yes | Yes | |
| Debit Cards | Yes | Yes | |
| Mortgage Loans | Yes | Yes |
| Customer Service | Charles Schwab | Fidelity | |
|---|---|---|---|
| Phone Support (Prospect Customers) | Yes | Yes | |
| Phone Support (Current Customers) | Yes | Yes | |
| Email Support | Yes | Yes | |
| Live Chat (Prospect Customers) | No | Yes | |
| Live Chat (Current Customers) | Yes | Yes | |
| 24/7 Support | Yes | Yes |
| Overall | Charles Schwab | Fidelity | |
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| Winner | check_circle | ||
| Review | Charles Schwab Review | Fidelity Review |
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