Range of investments
Charles Schwab and J.P. Morgan Self-Directed Investing both offer a wide array of investment options, making them appealing choices for different types of investors. However, if you're looking for a platform with more extensive options, Charles Schwab takes the lead. Particularly noteworthy is Schwab's inclusion of both forex and futures trading, which aren't available through J.P. Morgan Self-Directed Investing. Both brokers provide access to stock, margin, fractional shares, and mutual funds, supporting diverse investment strategies. While neither offers crypto trading, each provides traditional and Roth IRA accounts, catering to those planning for retirement.
Both Charles Schwab and J.P. Morgan Self-Directed Investing grant access to stock, margin, fractional shares, and mutual funds. They support options trading and offer the ability to trade OTC stocks. Despite the similarities, Charles Schwab gains an edge with its inclusion of forex and futures trading, appealing to more experienced investors looking to diversify beyond standard securities. On the flip side, neither platform supports cryptocurrency trading, maintaining a focus on traditional financial vehicles.
When considering expert reviews, Charles Schwab rates higher, scoring five out of five stars for its range of investments, compared to J.P. Morgan’s four stars. According to StockBrokers.com, Charles Schwab ranks as the second best of 18 major brokers for its range of investments, whereas J.P. Morgan comes in at ninth place. Both platforms offer advisor services that can assist investors in making informed decisions, but Schwab’s broad investment palette makes it a preferred choice for those seeking variety.
Feature |
Charles Schwab
|
J.P. Morgan Self-Directed Investing
|
Stock Trading
info
|
Yes
|
Yes
|
Margin Trading
info
|
Yes
|
Yes
info |
Fractional Shares
info
|
Yes
|
Yes
|
OTC Stocks
info
|
Yes
|
Yes
|
Mutual Funds
info
|
Yes
|
Yes
|
Options Trading
info
|
Yes
|
Yes
|
Futures Trading
info
|
Yes
|
No
|
Crypto Trading
info
|
No
|
No
|
Crypto Trading - Total Coins
info
|
0
|
0
|
Range of Investments
|
|
|
Dive deeper: Best Options Trading Platforms for 2025, Best Futures Trading Platforms for 2025
Trading platforms and tools
When comparing the online trading platforms of Charles Schwab and J.P. Morgan Self-Directed Investing, Charles Schwab emerges as the clear winner with a 5-star rating, according to StockBrokers.com. It ranks number one out of 18 brokers for trading platforms and tools, offering a wider range of features and greater flexibility for various types of traders. On the other hand, J.P. Morgan Self-Directed Investing receives a 2.5-star rating, placing it at 13th position, and showcases a more limited array of trading tools.
Charles Schwab provides both Windows and Mac users with downloadable trading platforms, while J.P. Morgan Self-Directed Investing is restricted purely to browser-based options. This flexibility from Schwab means traders of all preferences can find a suitable option, whether they prefer to trade on a desktop application or through the web. Furthermore, starters or those wanting to test new strategies can leverage Charles Schwab’s paper trading feature, a facility absent in J.P. Morgan's offerings.
Delving deeper into charting and research tools, Charles Schwab significantly overshadows J.P. Morgan Self-Directed Investing, offering 374 technical indicators and 24 drawing tools compared to just 36 indicators and 10 tools at J.P. Morgan. Schwab also allows customizability in its charting features, such as adjusting open orders directly on stock charts and setting custom date ranges, whereas J.P. Morgan falls short in providing these options. Users at Schwab can also save multiple chart profiles and include comprehensive watch lists with up to 580 columns, far exceeding the 20 columns offered by J.P. Morgan.
Feature |
Charles Schwab
|
J.P. Morgan Self-Directed Investing
|
Web Trading Platform
info
|
Yes
|
Yes
|
Desktop Trading Platform
info
|
Yes
|
No
|
Desktop Platform (Mac)
info
|
Yes
|
No
|
Paper Trading
info
|
Yes
|
No
|
Watch Lists - Total Fields
info
|
580
|
20
|
Charting - Indicators / Studies
info
|
374
|
36
|
Charting - Drawing Tools
info
|
24
|
10
|
Platforms & Tools
|
|
|
Dive deeper: Best Stock Brokers & Trading Platforms for 2025, Best Paper Trading Platforms for 2025
Open and fund & get up to $1,000.
Beginners and education
When it comes to investor education, Charles Schwab and J.P. Morgan Self-Directed Investing both offer a wide range of educational resources. Both platforms provide education on stocks, ETFs, options, mutual funds, and bonds, ensuring a comprehensive learning experience for beginners. Additionally, both brokers offer educational videos and webinars, which cater to various learning preferences. Where Charles Schwab stands out is with its additional tools like paper trading, which allows users to practice without financial risk, and interactive quizzes that help reinforce learning.
Charles Schwab also offers a feature that lets users track their learning progress, providing a structured path for educational development. This impressive suite of educational resources has earned Charles Schwab a five-star education rating and the top spot in a ranking by StockBrokers.com. While J.P. Morgan Self-Directed Investing also excels with a 4.5-star rating, it ranks seventh and lacks some of the interactive elements that can be particularly beneficial for beginners. Overall, both brokers offer solid educational support, but Charles Schwab provides a more engaging and thorough platform for learning the ins and outs of investing.
Feature |
Charles Schwab
|
J.P. Morgan Self-Directed Investing
|
Education (Stocks)
info
|
Yes
|
Yes
|
Education (ETFs)
info
|
Yes
|
Yes
|
Education (Options)
info
|
Yes
|
Yes
|
Education (Mutual Funds)
info
|
Yes
|
Yes
|
Education (Bonds)
info
|
Yes
|
Yes
|
Paper Trading
info
|
Yes
|
No
|
Videos
info
|
Yes
|
Yes
|
Webinars
info
|
Yes
|
Yes
|
Education
|
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2025
Stock trading apps
When considering stock trading app experiences, Charles Schwab surfaces as a clear leader over J.P. Morgan Self-Directed Investing. With a perfect 5-star rating and a #1 rank among 18 brokers, Schwab's app delivers a top-tier experience for traders. J.P. Morgan's platform, while solid, achieves a 4-star rating and is ranked 12th. This synopsis positions Charles Schwab as the superior choice, especially for those who prioritize feature-rich, seamless mobile trading capabilities.
Both Charles Schwab and J.P. Morgan Self-Directed Investing offer apps for iPhone and Android users, ensuring access across popular mobile devices. However, Schwab extends its reach to the Apple Watch, offering a benefit not available with J.P. Morgan. Additionally, Schwab provides features like mobile after-hours trading, streaming quotes, and live TV, which add a layer of options beyond its competitor. Videos on demand also feature on Schwab's platform, further distinguishing it from J.P. Morgan, which lacks these streaming capabilities.
Charting functionality is a strong suit for Charles Schwab, which offers 373 technical studies compared to J.P. Morgan's 36. Both platforms allow users to view charts across multiple time frames, in landscape mode, and customize watch lists. However, Schwab provides the option to display stock comparisons on charts, a feature absent from the J.P. Morgan app. With comprehensive tools for more insightful trading decisions, Schwab's app supports a more dynamic and customizable trading experience.
Feature |
Charles Schwab
|
J.P. Morgan Self-Directed Investing
|
iPhone App
info
|
Yes
|
Yes
|
Android App
info
|
Yes
|
Yes
|
Apple Watch App
info
|
Yes
|
No
|
Stock Alerts
info
|
Yes
|
Yes
|
Charting - After-Hours
info
|
No
|
No
|
Charting - Technical Studies
info
|
373
|
36
|
Mobile Trading Apps
|
|
|
Dive deeper: Best Stock Trading Apps for 2025
Fees
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
info
|
$0.00
|
$0.00
|
Stock Trades
info
|
$0.00
|
$0.00
|
Options (Per Contract)
info
|
$0.65
|
$0.65
|
Options Exercise Fee
info
|
$0.00
|
$0.00
|
Options Assignment Fee
info
|
$0.00
|
$0.00
|
IRA Annual Fee
info
|
$0.00
|
$0.00
|
IRA Closure Fee
info
|
$0.00
|
$75.00
|
Dive deeper: Best Free Trading Platforms for 2025
Day Trading
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
info
|
Yes
|
No
|
Streaming TV
info
|
Yes
|
No
|
Direct Market Routing - Stocks
info
|
Yes
|
No
|
Level 2 Quotes - Stocks
info
|
Yes
|
No
|
Trade Ideas - Backtesting
info
|
Yes
|
No
|
Trade Ideas - Backtesting Adv
info
|
Yes
|
No
|
Short Locator
info
|
Yes
|
No
|
Dive deeper: Best Day Trading Platforms for 2025
Market Research
In the realm of online brokerage market research capabilities, Charles Schwab emerges as a leader with comprehensive offerings, earning a top rating of five stars and taking the number one spot out of 18 brokers as evaluated by StockBrokers.com. In contrast, J.P. Morgan Self-Directed Investing also offers a broad range of research tools and services, achieving a solid four-star rating and ranking seventh in the same evaluation. While both platforms provide access to essential investment insights, Charles Schwab sets itself apart with a wider variety of downloadable PDF reports and additional research options like social media sentiment analysis and ESG research.
Both Charles Schwab and J.P. Morgan Self-Directed Investing offer a suite of research tools that cover various asset classes, including stocks, ETFs, mutual funds, bonds, and over-the-counter securities. Users can access screener tools for stocks, ETFs, mutual funds, and bonds to generate trade ideas, enhancing their investment decision-making processes. However, Charles Schwab distinguishes itself by providing ESG research and social media sentiment analysis, which are not available with J.P. Morgan Self-Directed Investing. Furthermore, Schwab offers an extensive array of downloadable PDF research reports for stocks, ETFs, and mutual funds, while J.P. Morgan lags behind, particularly in reports for ETFs and mutual funds.
Both platforms enable investors to see portfolio allocations by asset class, helping users understand and manage their investment portfolios effectively. Charles Schwab's dedication to delivering in-depth and varied research materials contributes to its higher rankings and ratings. With a focus on innovative tools and reports, Schwab meets the needs of investors seeking in-depth market insights. Meanwhile, J.P. Morgan Self-Directed Investing provides solid foundational research services but lacks some of the advanced features that Schwab offers, which may be essential for some investors looking to dive deeper into market trends and analysis.
Feature |
Charles Schwab
|
J.P. Morgan Self-Directed Investing
|
Research - Stocks
info
|
Yes
|
Yes
|
Screener - Stocks
info
|
Yes
|
Yes
|
Research - ETFs
info
|
Yes
|
Yes
|
Screener - ETFs
info
|
Yes
|
Yes
|
Research - Mutual Funds
info
|
Yes
|
Yes
|
Screener - Mutual Funds
info
|
Yes
|
Yes
|
Research - Bonds
info
|
Yes
|
Yes
|
Screener - Bonds
info
|
Yes
|
Yes
|
Research
|
|
|
Banking
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.
Dive deeper: Best Bank Accounts for Trading Stocks for 2025
Winner
After opening live accounts and testing 18 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.
FAQs
Can you trade cryptocurrency with Charles Schwab or J.P. Morgan Self-Directed Investing?
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
Does Charles Schwab or J.P. Morgan Self-Directed Investing offer IRAs?
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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Broker Screenshots
|
Charles Schwab |
J.P. Morgan Self-Directed Investing |
|
Trading Platform & Tools Gallery (click to expand) |
|
|
|
Research Gallery (click to expand) |
|
|
|
Mobile Trading Apps Gallery (click to expand) |
|
|
|
Education Gallery (click to expand) |
|
|
|
Trading Fees
|
Charles Schwab |
J.P. Morgan Self-Directed Investing |
|
Minimum Deposit info
|
$0.00
|
$0.00
|
|
Stock Trades info
|
$0.00
|
$0.00
|
|
Penny Stock Fees (OTC) info
|
$6.95
|
$0.00
|
|
Mutual Fund Trade Fee info
|
Varies
|
$0
|
|
Options (Per Contract) info
|
$0.65
|
$0.65
|
|
Futures (Per Contract) info
|
$2.25
|
(Not offered)
|
|
Broker Assisted Trade Fee info
|
$25
|
Varies
|
|
Margin Rates
|
Charles Schwab |
J.P. Morgan Self-Directed Investing |
|
Margin Rate Under $25,000 info
|
13.575%
|
13.25%
|
|
Margin Rate $25,000 to $49,999.99 info
|
13.075%
|
13%
|
|
Margin Rate $50,000 to $99,999.99 info
|
12.125%
|
12.5%
|
|
Margin Rate $100,000 to $249,999.99 info
|
12.075%
|
12.25%
|
|
Margin Rate $250,000 to $499,999.99 info
|
11.825%
|
12.25%
|
|
Margin Rate $500,000 to $999,999.99 info
|
Varies
info
|
11.5%
|
|
Margin Rate Above $1,000,000 info
|
Varies
info
|
11%
info
|
|
Account Fees
|
Charles Schwab |
J.P. Morgan Self-Directed Investing |
|
IRA Annual Fee info
|
$0.00
|
$0.00
|
|
IRA Closure Fee info
|
$0.00
|
$75.00
|
|
Account Transfer Out (Partial) info
|
$0.00
|
$0.00
|
|
Account Transfer Out (Full) info
|
$50.00
|
$75.00
|
|
Options Exercise Fee info
|
$0.00
|
$0.00
|
|
Options Assignment Fee info
|
$0.00
|
$0.00
|
|
Investment Options
|
Charles Schwab |
J.P. Morgan Self-Directed Investing |
|
Stock Trading info
|
Yes
|
Yes
|
|
Margin Trading info
|
Yes
|
Yes
info
|
|
Fractional Shares info
|
Yes
|
Yes
|
|
OTC Stocks info
|
Yes
|
Yes
|
|
Options Trading info
|
Yes
|
Yes
|
|
Complex Options Max Legs info
|
4
|
1
|
|
Futures Trading info
|
Yes
|
No
|
|
Forex Trading info
|
Yes
|
No
|
|
Crypto Trading info
|
No
|
No
|
|
Crypto Trading - Total Coins info
|
0
|
0
|
|
Mutual Funds (No Load) info
|
15163
|
3500
|
|
Mutual Funds (Total) info
|
18145
|
3500
|
|
Bonds (US Treasury) info
|
Yes
|
Yes
|
|
Bonds (Corporate) info
|
Yes
|
Yes
|
|
Bonds (Municipal) info
|
Yes
|
Yes
|
|
Traditional IRAs info
|
Yes
|
Yes
|
|
Roth IRAs info
|
Yes
|
Yes
|
|
Advisor Services info
|
Yes
|
Yes
|
|
International Countries (Stocks) info
|
12
|
0
|
|
Order Types
|
Charles Schwab |
J.P. Morgan Self-Directed Investing |
|
Order Type - Market info
|
Yes
|
Yes
|
|
Order Type - Limit info
|
Yes
|
Yes
|
|
Order Type - After Hours info
|
Yes
|
No
|
|
Order Type - Stop info
|
Yes
|
Yes
|
|
Order Type - Trailing Stop info
|
Yes
|
No
|
|
Order Type - OCO info
|
Yes
|
No
|
|
Order Type - OTO info
|
Yes
|
No
|
|
Order Type - Broker Assisted info
|
Yes
|
Yes
|
|
Beginners
|
Charles Schwab |
J.P. Morgan Self-Directed Investing |
|
Education (Stocks) info
|
Yes
|
Yes
|
|
Education (ETFs) info
|
Yes
|
Yes
|
|
Education (Options) info
|
Yes
|
Yes
|
|
Education (Mutual Funds) info
|
Yes
|
Yes
|
|
Education (Bonds) info
|
Yes
|
Yes
|
|
Education (Retirement) info
|
Yes
|
Yes
|
|
Retirement Calculator info
|
Yes
|
Yes
|
|
Investor Dictionary info
|
Yes
|
No
|
|
Paper Trading info
|
Yes
|
No
|
|
Videos info
|
Yes
|
Yes
|
|
Webinars info
|
Yes
|
Yes
|
|
Webinars (Archived) info
|
Yes
|
No
|
|
Progress Tracking info
|
Yes
|
No
|
|
Interactive Learning - Quizzes info
|
Yes
|
No
|
|
Stock Trading Apps
|
Charles Schwab |
J.P. Morgan Self-Directed Investing |
|
iPhone App info
|
Yes
|
Yes
|
|
Android App info
|
Yes
|
Yes
|
|
Apple Watch App info
|
Yes
|
No
|
|
Trading - Stocks info
|
Yes
|
Yes
|
|
Trading - After-Hours info
|
Yes
|
No
|
|
Trading - Simple Options info
|
Yes
|
Yes
|
|
Trading - Complex Options info
|
Yes
|
No
|
|
Order Ticket RT Quotes info
|
Yes
|
Yes
|
|
Order Ticket SRT Quotes info
|
Yes
|
No
|
|
Stock App Features
|
Charles Schwab |
J.P. Morgan Self-Directed Investing |
|
Market Movers (Top Gainers) info
|
Yes
|
Yes
|
|
Stream Live TV info
|
Yes
|
No
|
|
Videos on Demand info
|
Yes
|
No
|
|
Stock Alerts info
|
Yes
|
Yes
|
|
Option Chains Viewable info
|
Yes
|
Yes
|
|
Watch List (Real-time) info
|
Yes
|
Yes
|
|
Watch List (Streaming) info
|
Yes
|
No
|
|
Watch Lists - Create & Manage info
|
Yes
|
Yes
|
|
Watch Lists - Column Customization info
|
Yes
|
Yes
|
|
Stock App Charting
|
Charles Schwab |
J.P. Morgan Self-Directed Investing |
|
Charting - After-Hours info
|
No
|
No
|
|
Charting - Can Turn Horizontally info
|
Yes
|
Yes
|
|
Charting - Multiple Time Frames info
|
Yes
|
Yes
|
|
Charting - Technical Studies info
|
373
|
36
|
|
Charting - Study Customizations info
|
Yes
|
Yes
|
|
Charting - Stock Comparisons info
|
Yes
|
No
|
|
Trading Platforms
|
Charles Schwab |
J.P. Morgan Self-Directed Investing |
|
Active Trading Platform info
|
thinkorswim
info
|
No
|
|
Desktop Trading Platform info
|
Yes
|
No
|
|
Desktop Platform (Mac) info
|
Yes
|
No
|
|
Web Trading Platform info
|
Yes
|
Yes
|
|
Paper Trading info
|
Yes
|
No
|
|
Trade Journal info
|
Yes
|
No
|
|
Watch Lists - Total Fields info
|
580
|
20
|
|
Stock Chart Features
|
Charles Schwab |
J.P. Morgan Self-Directed Investing |
|
Charting - Adjust Trades on Chart info
|
Yes
|
No
|
|
Charting - Indicators / Studies info
|
374
|
36
|
|
Charting - Drawing Tools info
|
24
|
10
|
|
Charting - Notes info
|
Yes
|
No
|
|
Charting - Index Overlays info
|
Yes
|
Yes
|
|
Charting - Historical Trades info
|
Yes
|
No
|
|
Charting - Corporate Events info
|
Yes
|
Yes
|
|
Charting - Custom Date Range info
|
Yes
|
No
|
|
Charting - Custom Time Bars info
|
Yes
|
No
|
|
Charting - Automated Analysis info
|
Yes
|
No
|
|
Charting - Save Profiles info
|
Yes
|
No
|
|
Trade Ideas - Technical Analysis info
|
Yes
|
No
|
|
Charting - Study Customizations info
|
35
|
3
|
|
Charting - Custom Studies info
|
Yes
|
Yes
|
|
Day Trading
|
Charles Schwab |
J.P. Morgan Self-Directed Investing |
|
Streaming Time & Sales info
|
Yes
|
No
|
|
Streaming TV info
|
Yes
|
No
|
|
Direct Market Routing - Stocks info
|
Yes
|
No
|
|
Ladder Trading info
|
Yes
|
No
|
|
Trade Hotkeys info
|
Yes
|
No
|
|
Level 2 Quotes - Stocks info
|
Yes
|
No
|
|
Trade Ideas - Backtesting info
|
Yes
|
No
|
|
Trade Ideas - Backtesting Adv info
|
Yes
|
No
|
|
Short Locator info
|
Yes
|
No
|
|
Order Liquidity Rebates info
|
No
|
No
|
|
Research Overview
|
Charles Schwab |
J.P. Morgan Self-Directed Investing |
|
Research - Stocks info
|
Yes
|
Yes
|
|
Research - ETFs info
|
Yes
|
Yes
|
|
Research - Mutual Funds info
|
Yes
|
Yes
|
|
Research - Pink Sheets / OTCBB info
|
Yes
|
Yes
|
|
Research - Bonds info
|
Yes
|
Yes
|
|
Screener - Stocks info
|
Yes
|
Yes
|
|
Screener - ETFs info
|
Yes
|
Yes
|
|
Screener - Mutual Funds info
|
Yes
|
Yes
|
|
Screener - Bonds info
|
Yes
|
Yes
|
|
Misc - Portfolio Allocation info
|
Yes
|
Yes
|
|
Stock Research
|
Charles Schwab |
J.P. Morgan Self-Directed Investing |
|
Stock Research - PDF Reports info
|
7
|
2
|
|
Stock Research - Earnings info
|
Yes
|
Yes
|
|
Stock Research - Insiders info
|
Yes
|
No
|
|
Stock Research - Social info
|
Yes
|
No
|
|
Stock Research - News info
|
Yes
|
Yes
|
|
Stock Research - ESG info
|
Yes
|
No
|
|
Stock Research - SEC Filings info
|
Yes
|
No
|
|
ETF Research
|
Charles Schwab |
J.P. Morgan Self-Directed Investing |
|
ETFs - Strategy Overview info
|
Yes
|
Yes
|
|
ETF Fund Facts - Inception Date info
|
Yes
|
Yes
|
|
ETF Fund Facts - Expense Ratio info
|
Yes
|
Yes
|
|
ETF Fund Facts - Net Assets info
|
Yes
|
Yes
|
|
ETF Fund Facts - Total Holdings info
|
Yes
|
Yes
|
|
ETFs - Top 10 Holdings info
|
Yes
|
Yes
|
|
ETFs - Sector Exposure info
|
Yes
|
Yes
|
|
ETFs - Risk Analysis info
|
Yes
|
No
|
|
ETFs - Ratings info
|
Yes
|
Yes
|
|
ETFs - Morningstar StyleMap info
|
Yes
|
Yes
|
|
ETFs - PDF Reports info
|
Yes
|
No
|
|
Mutual Fund Research
|
Charles Schwab |
J.P. Morgan Self-Directed Investing |
|
Mutual Funds - Strategy Overview info
|
Yes
|
Yes
|
|
Mutual Funds - Performance Chart info
|
Yes
|
Yes
|
|
Mutual Funds - Performance Analysis info
|
Yes
|
Yes
|
|
Mutual Funds - Prospectus info
|
Yes
|
No
|
|
Mutual Funds - 3rd Party Ratings info
|
Yes
|
Yes
|
|
Mutual Funds - Fees Breakdown info
|
Yes
|
Yes
|
|
Mutual Funds - Top 10 Holdings info
|
Yes
|
Yes
|
|
Mutual Funds - Asset Allocation info
|
Yes
|
Yes
|
|
Mutual Funds - Sector Allocation info
|
Yes
|
Yes
|
|
Mutual Funds - Country Allocation info
|
Yes
|
Yes
|
|
Mutual Funds - StyleMap info
|
Yes
|
Yes
|
|
Options Trading
|
Charles Schwab |
J.P. Morgan Self-Directed Investing |
|
Option Chains - Basic View info
|
Yes
|
Yes
|
|
Option Chains - Strategy View info
|
Yes
|
No
|
|
Option Chains - Streaming info
|
Yes
|
No
|
|
Option Chains - Total Columns info
|
31
|
6
|
|
Option Chains - Greeks info
|
5
|
0
|
|
Option Chains - Quick Analysis info
|
Yes
|
No
|
|
Option Analysis - P&L Charts info
|
Yes
|
No
|
|
Option Probability Analysis info
|
Yes
|
No
|
|
Option Probability Analysis Adv info
|
Yes
|
No
|
|
Option Positions - Greeks info
|
Yes
|
No
|
|
Option Positions - Greeks Streaming info
|
Yes
|
No
|
|
Option Positions - Adv Analysis info
|
Yes
|
No
|
|
Option Positions - Rolling info
|
Yes
|
No
|
|
Option Positions - Grouping info
|
Yes
|
No
|
|
Banking
|
Charles Schwab |
J.P. Morgan Self-Directed Investing |
|
Bank (Member FDIC) info
|
Yes
|
Yes
|
|
Checking Accounts info
|
Yes
|
Yes
|
|
Savings Accounts info
|
Yes
|
Yes
|
|
Credit Cards info
|
Yes
|
Yes
|
|
Debit Cards info
|
Yes
|
Yes
|
|
Mortgage Loans info
|
Yes
|
Yes
|
|
Customer Service
|
Charles Schwab |
J.P. Morgan Self-Directed Investing |
|
Phone Support (Prospect Customers) info
|
Yes
|
No
|
|
Phone Support (Current Customers) info
|
Yes
|
Yes
|
|
Email Support info
|
Yes
|
Yes
|
|
Live Chat (Prospect Customers) info
|
No
|
No
|
|
Live Chat (Current Customers) info
|
Yes
|
No
|
|
24/7 Support info
|
Yes
|
Yes
|
|
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