Written by StockBrokers.com
In this head to head comparison of Charles Schwab vs J.P. Morgan Self-Directed Investing, we will compare the trading platforms, mobile apps, range of investments, costs, market research, and more. Let's dive in.
When choosing between Charles Schwab and J.P. Morgan Self-Directed Investing, investors can expect robust offerings from both platforms, yet notable differences exist. Charles Schwab stands out for its extensive range of investment options, receiving a perfect 5-star rating for Range of Investments and ranking 2nd out of 15 brokers on StockBrokers.com. J.P. Morgan Self-Directed Investing, while offering a solid suite of options, scores 4 stars and ranks 9th in the same category. Both platforms cater to different investment preferences, with Schwab offering a broader mix including forex and futures trading, which J.P. Morgan does not provide.
Both Charles Schwab and J.P. Morgan Self-Directed Investing offer a variety of investment types, such as stocks, margin trading, fractional shares, OTC stocks, mutual funds, and options trading. In addition, each provides access to traditional and Roth IRA accounts, along with advisor services, making them both versatile choices for individual investors. However, neither platform offers crypto trading, which might be a consideration for those looking to diversify into digital currencies.
For investors interested in more advanced trading opportunities, Charles Schwab's inclusion of forex and futures trading can be an attractive feature. However, if only the core investment options are needed, J.P. Morgan Self-Directed Investing can offer comparable services with its slightly narrower range but still comprehensive offerings. Consequently, those deciding between the two should consider their individual investment needs, particularly if interested in specialized trading like forex and futures.
| Feature |
Charles Schwab
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| 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 | No |
| Crypto Trading - Total Coins | 0 | 0 |
| 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
Charles Schwab emerges as a frontrunner in stock trading platforms, boasting an array of features that cater to both novice and experienced traders. Its platforms are highly rated, achieving 5 stars and ranking first among 15 brokers analyzed by StockBrokers.com. On the other hand, J.P. Morgan Self-Directed Investing provides a more basic suite of tools, reflected in its 2.5-star rating and 13th place ranking. While J.P. Morgan offers a simple and user-friendly experience, Charles Schwab provides a multitude of advanced options that make it a comprehensive choice for those seeking in-depth trading capabilities.
For those searching for multi-platform access, Charles Schwab offers downloadable desktop platforms for both Windows and Mac, as well as a highly capable browser-based option. This versatility extends to its diverse toolset, which includes paper trading and a trading journal. In contrast, J.P. Morgan Self-Directed Investing limits users to a browser-based platform without desktop downloads or paper trading, narrowing its appeal to those who primarily trade via their browsers.
Charting features present another area where Schwab excels with 374 technical indicators and 24 drawing tools, compared to J.P. Morgan's 36 indicators and 10 tools. Schwab users can also customize charts extensively, with the ability to adjust open orders directly on charts, add notes, save multiple profiles, and apply a staggering 580 columns for watch lists. J.P. Morgan grants some charting capabilities as well, including corporate event display and index overlays, but lacks the depth and customization that Schwab offers. Ultimately, traders who prioritize comprehensive features and broad customization will likely prefer Charles Schwab's platform over J.P. Morgan's more limited offerings.
| Feature |
Charles Schwab
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Web Trading Platform | Yes | Yes |
| Desktop Trading Platform | Yes | No |
| Desktop Platform (Mac) | Yes | No |
| Paper Trading | Yes | No |
| Watch Lists - Total Fields | 580 | 20 |
| Charting - Indicators / Studies | 374 | 36 |
| Charting - Drawing Tools | 24 | 10 |
| Platforms & Tools |
|
|
Dive deeper: Best Online Brokerage Accounts for 2025, Best Paper Trading Platforms for 2025
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When it comes to educating beginners and providing investor education, both Charles Schwab and J.P. Morgan Self-Directed Investing offer a wide array of resources. They provide educational content on stocks, ETFs, options, mutual funds, and bonds. Both platforms have educational videos and webinars to help new investors learn the basics. However, Charles Schwab offers additional features such as paper trading, educational quizzes, and the ability to track your learning progress, which are not available with J.P. Morgan Self-Directed Investing.
Charles Schwab receives a stellar 5-star rating for education from industry reviews, earning the top spot out of 15 brokers as ranked by StockBrokers.com. Meanwhile, J.P. Morgan Self-Directed Investing scores slightly lower with a 4.5-star rating, placing it seventh in the same ranking. This indicates that while both brokers provide valuable resources for beginners, Charles Schwab offers a more comprehensive educational experience tailored to help new investors succeed.
| Feature |
Charles Schwab
|
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 | Yes | No |
| Videos | Yes | Yes |
| Webinars | Yes | Yes |
| Education |
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2025
In the realm of stock trading apps, Charles Schwab clearly stands out, securing the top spot with a five-star rating when compared to J.P. Morgan Self-Directed Investing's rating of four stars. While both platforms offer essential features like mobile apps for iPhone and Android, options trading, and custom watch lists, Charles Schwab takes the edge by providing a more comprehensive suite of features, including support for Apple Watch, streaming quotes, live TV, and numerous videos on demand. With a notable 373 technical studies for charting compared to J.P. Morgan's 36, Schwab caters effectively to users seeking a more detailed analysis of the stock market. Schwab's prowess is reflected in its ranking as number one out of 15 brokers on StockBrokers.com, whereas J.P. Morgan lags behind at 12th place.
Both Charles Schwab and J.P. Morgan offer iPhone and Android apps, ensuring accessibility for mobile trading. While J.P. Morgan doesn't extend its offerings to the Apple Watch, Charles Schwab does, adding another layer of convenience for tech-savvy users. Both platforms allow for mobile options trading and the creation of custom watch lists. However, Schwab surpasses its rival with streaming quotes and live TV features, enabling users to stay updated with real-time market information and financial news directly within the app.
Charting capabilities differ significantly between the two platforms. Charles Schwab provides an impressive 373 technical studies for charting and the ability to display stock comparisons on charts—all of which serve as powerful tools for in-depth market analysis. In contrast, J.P. Morgan offers only 36 technical studies and lacks the ability to display stock comparisons. While both apps support landscape mode and multiple time frames, Schwab caters more effectively to traders who prioritize detailed chart analysis. This extensive range of features makes Charles Schwab a more attractive choice for both novice and experienced traders.
| Feature |
Charles Schwab
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| iPhone App | Yes | Yes |
| Android App | Yes | Yes |
| Apple Watch App | Yes | No |
| Stock Alerts | Yes | Yes |
| Charting - After-Hours | No | No |
| Charting - Technical Studies | 373 | 36 |
| Mobile Trading Apps |
|
|
Dive deeper: Best Stock Trading Apps for 2025
When comparing the costs associated with Charles Schwab and J.P. Morgan Self-Directed Investing, users will find that both platforms offer free regular stock trades and have no minimum deposit requirement, making them accessible for a wide range of investors. Additionally, the charges for options contracts are identical, at $0.65 per contract. However, Schwab has a slight edge in IRA management, as it charges no fees for IRA closure, unlike J.P. Morgan's $75 fee. Those considering full account transfers may also be interested to know that Schwab’s $50 fee is lower than the $75 fee charged by J.P. Morgan.
Users seeking margin accounts will notice that Charles Schwab and J.P. Morgan Self-Directed Investing have slightly different rates depending on the balance. For balances below $25,000, Schwab charges 13.575% compared to J.P. Morgan's more competitive 13.25%. As the balance range increases, J.P. Morgan maintains an advantage with lower rates for balances between $25,000 and $49,999 at 13%, while Schwab is at 13.075%. However, for balances between $50,000 and $99,999, Schwab’s 12.125% outpaces J.P. Morgan's slightly higher rate of 12.5%.
For investors frequently dealing with options, both brokers offer no fees for options exercise or assignment, making them equally appealing in this category. When it comes to partial account transfers, neither platform charges a fee, which could be a benefit for users who anticipate changing account structures. This mix of offerings from both Charles Schwab and J.P. Morgan Self-Directed Investing highlights the nuanced considerations for users based on their unique financial activities and investment needs.
| Feature |
Charles Schwab
|
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 | $0.00 | $75.00 |
Dive deeper: Best Free Trading Platforms for 2025
When it comes to day trading capabilities, Charles Schwab stands out with a range of features that cater to active traders. Schwab offers streaming time and sales for stocks, allowing traders to see detailed trade activity, which is essential for making informed decisions. The platform provides access to streaming live TV, helping traders stay updated with real-time news and market developments. Charles Schwab also offers direct market routing, giving traders more control over how their orders are executed, and supports ladder trading for visualizing order entries effectively. For those who prefer quick actions, trading hotkeys for keyboard trade entry are available, expediting the trading process significantly. Additionally, Schwab provides level 2 quotes that present deeper insights into bid and ask prices beyond the best available offers. Traders can also utilize basic and advanced strategy backtesting tools to refine their trading strategies efficiently.
In contrast, J.P. Morgan Self-Directed Investing lacks several key features sought by day traders. The platform does not offer streaming time and sales, streaming live TV, or direct market routing, which could limit the speed and depth of information needed for high-frequency trading. It also does not support ladder trading or provide trading hotkeys, potentially making swift order execution more cumbersome. Level 2 quotes are unavailable, restricting the depth of market data necessary for spotting trading opportunities. Moreover, J.P. Morgan Self-Directed Investing lacks both basic and advanced strategy backtesting solutions, which could limit the ability of traders to test and optimize their trading strategies. However, neither Charles Schwab nor J.P. Morgan Self-Directed Investing provide order liquidity (maker/taker) rebates, leaving this aspect equal between the two.
| Feature |
Charles Schwab
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Streaming Time & Sales | Yes | No |
| Streaming TV | Yes | No |
| Direct Market Routing - Stocks | Yes | No |
| Level 2 Quotes - Stocks | Yes | No |
| Trade Ideas - Backtesting | Yes | No |
| Trade Ideas - Backtesting Adv | Yes | No |
| Short Locator | Yes | No |
Dive deeper: Best Day Trading Platforms for 2025
When it comes to market research capabilities, Charles Schwab stands out as the top choice for investors seeking comprehensive data and insights. Boasting a five-star rating, it ranks first among 15 brokers evaluated by StockBrokers.com. In contrast, J.P. Morgan Self-Directed Investing holds a respectable four-star rating but places seventh in the same ranking. Both platforms excel in offering research across stocks, ETFs, mutual funds, pink sheets, and bonds; however, Schwab provides a broader array of resources and detailed reports, making it the go-to option for thorough market analysis.
Charles Schwab offers seven downloadable PDF research reports for stocks compared to J.P. Morgan's two. Additionally, Schwab provides downloadable PDF reports for ETFs and mutual funds, a service not available through J.P. Morgan. This extensive availability of resources enables Schwab users to make informed decisions leveraging comprehensive insights. Furthermore, Charles Schwab integrates advanced features like stock research using social media sentiment data, which J.P. Morgan does not, and also offers ESG (Environmental, Social, and Governance) research, further widening the scope for sustainable investing.
Both Charles Schwab and J.P. Morgan Self-Directed Investing enable users to see portfolio allocation by asset class, ensuring investors can maintain balanced portfolios. They also offer a suite of screeners for stocks, ETFs, mutual funds, and bonds to assist in generating trade ideas. Despite these similarities, Charles Schwab’s expansive research capabilities and additional tools give it a competitive edge, making it particularly appealing to those seeking a comprehensive, data-driven approach to investing.
| Feature |
Charles Schwab
|
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 the banking features of Charles Schwab and J.P. Morgan Self-Directed Investing, both online brokers provide a comprehensive suite of services to meet everyday financial needs. Each offers checking accounts and savings accounts, which are essential for managing funds and earning interest. Both platforms provide debit and credit cards, allowing easy access to money and making purchases convenient. Additionally, they each offer mortgage loans, supporting those looking to finance a new home. For those interested in saving with guaranteed returns, both Charles Schwab and J.P. Morgan Self-Directed Investing offer Certificates of Deposit (CDs). With these similarities in banking capabilities, either broker can cater to a wide range of personal banking needs.
| Feature |
Charles Schwab
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Checking Accounts | Yes | Yes |
| Savings Accounts | Yes | Yes |
| Debit Cards | Yes | Yes |
| Credit Cards | Yes | Yes |
| Mortgage Loans | Yes | Yes |
| CDs | Yes | Yes |
Dive deeper: Best Bank Accounts for Trading Stocks for 2025
After opening live accounts and testing 15 of the best online brokers, our research and live account testing finds that Charles Schwab is better than J.P. Morgan Self-Directed Investing. Charles Schwab finished with an overall score of 99.2%, while J.P. Morgan Self-Directed Investing finished with a score of 85.4%.
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.
Both Charles Schwab and J.P. Morgan Self-Directed Investing do not offer crypto trading, with neither platform providing access to any cryptocurrencies. Investors seeking crypto options may need to look beyond these online brokers.
Dive deeper: Best Online Brokers for Crypto Trading in 2025
Both Charles Schwab and J.P. Morgan Self-Directed Investing offer traditional and Roth IRA accounts with no annual fees; however, only Charles Schwab charges no fees for closing IRA accounts, whereas J.P. Morgan imposes a $75 closure fee.
Dive deeper: Best IRA Accounts for 2025
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0 of 5| Overall Rating | Charles Schwab | J.P. Morgan Self-Directed Investing | |
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| Review | Charles Schwab Review | J.P. Morgan Self-Directed Investing Review |
| Broker Screenshots | Charles Schwab | J.P. Morgan Self-Directed Investing | |
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| Trading Fees | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| 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 | $0 | |
| Options (Per Contract) | $0.65 | $0.65 | |
| Futures (Per Contract) | $2.25 | (Not offered) | |
| Broker Assisted Trade Fee | $25 | Varies |
| Margin Rates | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Margin Rate Under $25,000 | 13.575% | 13.25% | |
| Margin Rate $25,000 to $49,999.99 | 13.075% | 13% | |
| Margin Rate $50,000 to $99,999.99 | 12.125% | 12.5% | |
| Margin Rate $100,000 to $249,999.99 | 12.075% | 12.25% | |
| Margin Rate $250,000 to $499,999.99 | 11.825% | 12.25% | |
| Margin Rate $500,000 to $999,999.99 | Varies | 11.5% | |
| Margin Rate Above $1,000,000 | Varies | 11% |
| Account Fees | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| IRA Annual Fee | $0.00 | $0.00 | |
| IRA Closure Fee | $0.00 | $75.00 | |
| Account Transfer Out (Partial) | $0.00 | $0.00 | |
| Account Transfer Out (Full) | $50.00 | $75.00 | |
| Options Exercise Fee | $0.00 | $0.00 | |
| Options Assignment Fee | $0.00 | $0.00 |
| Investment Options | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| 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 | 1 | |
| Futures Trading | Yes | No | |
| Forex Trading | Yes | No | |
| Crypto Trading | No | No | |
| Crypto Trading - Total Coins | 0 | 0 | |
| Mutual Funds (No Load) | 15163 | 3500 | |
| Mutual Funds (Total) | 18145 | 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) | 12 | 0 |
| Order Types | Charles Schwab | 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 | Yes | No | |
| Order Type - OTO | Yes | No | |
| Order Type - Broker Assisted | Yes | Yes |
| Beginners | Charles Schwab | 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 | Yes | No | |
| Videos | Yes | Yes | |
| Webinars | Yes | Yes | |
| Webinars (Archived) | Yes | No | |
| Progress Tracking | Yes | No | |
| Interactive Learning - Quizzes | Yes | No |
| Stock Trading Apps | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| iPhone App | Yes | Yes | |
| Android App | Yes | Yes | |
| Apple Watch App | Yes | 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 | Yes | No |
| Stock App Features | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Market Movers (Top Gainers) | Yes | Yes | |
| Stream Live TV | Yes | No | |
| Videos on Demand | Yes | No | |
| Stock Alerts | Yes | Yes | |
| Option Chains Viewable | Yes | Yes | |
| Watch List (Real-time) | Yes | Yes | |
| Watch List (Streaming) | Yes | No | |
| Watch Lists - Create & Manage | Yes | Yes | |
| Watch Lists - Column Customization | Yes | Yes |
| Stock App Charting | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Charting - After-Hours | No | No | |
| Charting - Can Turn Horizontally | Yes | Yes | |
| Charting - Multiple Time Frames | Yes | Yes | |
| Charting - Technical Studies | 373 | 36 | |
| Charting - Study Customizations | Yes | Yes | |
| Charting - Stock Comparisons | Yes | No |
| Trading Platforms | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Active Trading Platform | thinkorswim | No | |
| Desktop Trading Platform | Yes | No | |
| Desktop Platform (Mac) | Yes | No | |
| Web Trading Platform | Yes | Yes | |
| Paper Trading | Yes | No | |
| Trade Journal | Yes | No | |
| Watch Lists - Total Fields | 580 | 20 |
| Stock Chart Features | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Charting - Adjust Trades on Chart | Yes | No | |
| Charting - Indicators / Studies | 374 | 36 | |
| Charting - Drawing Tools | 24 | 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 | 35 | 3 | |
| Charting - Custom Studies | Yes | Yes |
| Day Trading | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Streaming Time & Sales | Yes | No | |
| Streaming TV | Yes | No | |
| Direct Market Routing - Stocks | Yes | No | |
| Ladder Trading | Yes | No | |
| Trade Hotkeys | Yes | No | |
| Level 2 Quotes - Stocks | Yes | No | |
| Trade Ideas - Backtesting | Yes | No | |
| Trade Ideas - Backtesting Adv | Yes | No | |
| Short Locator | Yes | No | |
| Order Liquidity Rebates | No | No |
| Research Overview | Charles Schwab | 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 | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Stock Research - PDF Reports | 7 | 2 | |
| Stock Research - Earnings | Yes | Yes | |
| Stock Research - Insiders | Yes | No | |
| Stock Research - Social | Yes | No | |
| Stock Research - News | Yes | Yes | |
| Stock Research - ESG | Yes | No | |
| Stock Research - SEC Filings | Yes | No |
| ETF Research | Charles Schwab | 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 | Charles Schwab | 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 | Charles Schwab | 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 | 31 | 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 | Yes | 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 | Charles Schwab | 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 | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Phone Support (Prospect Customers) | Yes | No | |
| Phone Support (Current Customers) | Yes | Yes | |
| Email Support | Yes | Yes | |
| Live Chat (Prospect Customers) | No | No | |
| Live Chat (Current Customers) | Yes | No | |
| 24/7 Support | Yes | Yes |
| Overall | Charles Schwab | J.P. Morgan Self-Directed Investing | |
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| Review | Charles Schwab Review | J.P. Morgan Self-Directed Investing Review |
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