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Charles Schwab vs J.P. Morgan Self-Directed Investing 2025

StockBrokers.com

Written by StockBrokers.com

January 23, 2025

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.

Charles Schwab
5/5 Stars Overall
  • Minimum Deposit: $0.00
  • Stock Trades: $0.00
  • Options (Per Contract): $0.65
J.P. Morgan Self-Directed Investing
4.5/5 Stars Overall
  • Minimum Deposit: $0.00
  • Stock Trades: $0.00
  • Options (Per Contract): $0.65

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 logoCharles Schwab
J.P. Morgan Self-Directed Investing logoJ.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 5/5 Stars 4/5 Stars

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 logoCharles Schwab
J.P. Morgan Self-Directed Investing logoJ.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 5/5 Stars 2.5/5 Stars

Dive deeper: Best Stock Brokers & Trading Platforms for 2025, Best Paper Trading Platforms for 2025

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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 logoCharles Schwab
J.P. Morgan Self-Directed Investing logoJ.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 5/5 Stars 4.5/5 Stars

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 logoCharles Schwab
J.P. Morgan Self-Directed Investing logoJ.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 5/5 Stars 4/5 Stars

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 logoCharles Schwab
J.P. Morgan Self-Directed Investing logoJ.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 logoCharles Schwab
J.P. Morgan Self-Directed Investing logoJ.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 logoCharles Schwab
J.P. Morgan Self-Directed Investing logoJ.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 5/5 Stars 4/5 Stars

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.

Feature Charles Schwab logoCharles Schwab
J.P. Morgan Self-Directed Investing logoJ.P. Morgan Self-Directed Investing
Checking Accounts info Yes Yes
Savings Accounts info Yes Yes
Debit Cards info Yes Yes
Credit Cards info Yes Yes
Mortgage Loans info Yes Yes
CDs info Yes Yes

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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Overall Rating Charles Schwab J.P. Morgan Self-Directed Investing
Overall 5/5 Stars 4.5/5 Stars
Commissions & Fees N/A N/A
Range of Investments 5/5 Stars 4/5 Stars
Platforms & Tools 5/5 Stars 2.5/5 Stars
Mobile Trading Apps 5/5 Stars 4/5 Stars
Research 5/5 Stars 4/5 Stars
Customer Service 4.5/5 Stars N/A
Education 5/5 Stars 4.5/5 Stars
Ease Of Use 5/5 Stars 5/5 Stars
Winner check_circle
Review Charles Schwab Review J.P. Morgan Self-Directed Investing Review
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
Overall Charles Schwab J.P. Morgan Self-Directed Investing
Overall 5/5 Stars 4.5/5 Stars
Commissions & Fees N/A N/A
Range of Investments 5/5 Stars 4/5 Stars
Platforms & Tools 5/5 Stars 2.5/5 Stars
Mobile Trading Apps 5/5 Stars 4/5 Stars
Research 5/5 Stars 4/5 Stars
Education 5/5 Stars 4.5/5 Stars
Ease Of Use 5/5 Stars 5/5 Stars
Winner check_circle
Review Charles Schwab Review J.P. Morgan Self-Directed Investing Review
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