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.
Both Charles Schwab and J.P. Morgan Self-Directed Investing offer well-rounded investment platforms, but Charles Schwab stands out slightly ahead with its extensive range of investment options. Schwab is ranked #2 for Range of Investments by StockBrokers.com and earns a five-star rating, compared to J.P. Morgan's ninth-place ranking and four-star rating. This makes Charles Schwab a more comprehensive choice for investors looking for a wide variety of trading opportunities.
When it comes to stock trading, mutual funds, and options trading, both Charles Schwab and J.P. Morgan Self-Directed Investing provide these core investment options, making them appealing choices for traditional traders. Additionally, both platforms offer fractional shares and margin trading, allowing investors to diversify their strategies. However, Charles Schwab sets itself apart by offering forex and futures trading, which J.P. Morgan does not.
Neither platform currently offers cryptocurrency trading, so investors interested in digital currencies may need to look elsewhere. Both offer traditional and Roth IRA accounts, along with advisor services to help manage investments. Overall, while J.P. Morgan Self-Directed Investing offers a strong lineup of investment options, Charles Schwab’s broader offering may better meet the needs of investors who seek diverse opportunities.
| Feature |
Charles Schwab
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Stock Trading | Yes | Yes |
| Account Feature - Margin Trading | Yes | Yes |
| Fractional Shares (Stocks) | 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
When weighing the advantages and offerings of Charles Schwab versus J.P. Morgan Self-Directed Investing for trading platforms and tools, Charles Schwab clearly stands out. Rated 5 stars and ranked #1 among 14 brokers by StockBrokers.com, Schwab offers a comprehensive toolkit for traders. In contrast, J.P. Morgan’s platform, ranked #13 and rated 2.5 stars, lacks several key features that traders might find crucial.
Charles Schwab provides a full spectrum of trading platforms, including both Windows and Mac desktop downloads, alongside a browser-based option. Meanwhile, J.P. Morgan only offers a browser-based platform. Schwab also includes advanced features such as paper trading, a trading journal, and the ability to adjust open orders directly on stock charts—features that J.P. Morgan does not provide.
For effective trading analysis, Charles Schwab offers an extensive collection of 374 technical indicators and 24 drawing tools, compared to J.P. Morgan's 36 indicators and 10 drawing tools. Furthermore, Charles Schwab enhances user experience with options to add notes to charts, show historical trades, and display automated technical analysis, whereas J.P. Morgan's platform lacks these functionalities. Schwab's 580 fields for watch lists, contrast sharply with J.P. Morgan's 20, allowing for more detailed market monitoring. For those seeking advanced trading features and flexibility, Charles Schwab clearly offers a more robust solution.
| 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 Brokers & Trading Platforms for 2025, Best Paper Trading Apps & Platforms for 2025
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When it comes to educational resources for beginners and investors, Charles Schwab stands out as a top choice, offering a comprehensive suite of tools and materials. Schwab provides educational content covering stocks, ETFs, options, mutual funds, and bonds. Notably, it supports paper trading, allowing users to practice investment strategies without real-world risks. Schwab enriches learning through educational videos, webinars, and quizzes, and helps users track their progress. With a five-star rating, Schwab ranks first in education among 14 brokers evaluated by StockBrokers.com.
J.P. Morgan Self-Directed Investing offers a solid educational foundation, with materials on stocks, ETFs, options, mutual funds, and bonds. Users have access to educational videos and webinars to enhance their knowledge. However, unlike Schwab, J.P. Morgan does not feature paper trading or educational quizzes, nor does it provide progress-tracking capabilities. Despite these differences, J.P. Morgan Self-Directed Investing holds a commendable 4.5-star rating and ranks sixth out of 14 brokers as per StockBrokers.com, reflecting its strong commitment to investor education.
| 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 (Fixed Income) | Yes | Yes |
| Paper Trading | Yes | No |
| Videos | Yes | Yes |
| Webinars | Yes | Yes |
| Education |
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2025
When choosing a stock trading app, Charles Schwab emerges as a top contender, earning praise for its comprehensive features and user-friendly experience. The app not only outranks J.P. Morgan Self-Directed Investing with its five-star rating but also holds the top spot in StockBrokers.com's rankings. In contrast, J.P. Morgan's app, while solid with a four-star rating, ranks lower at number 12. Both platforms offer essential tools for trading, but Charles Schwab clearly excels in delivering advanced functionalities that enhance the trading experience.
Both Charles Schwab and J.P. Morgan Self-Directed Investing offer mobile apps compatible with iPhone and Android devices, ensuring broad accessibility. However, Charles Schwab stands out by providing an Apple Watch app, expanding its versatility. Further enhancing mobility, Schwab offers features like mobile after-hours stock trading and comprehensive mobile options trading, while J.P. Morgan matches its options trading capability but lacks the after-hours function. A closer look at charting capabilities reveals that Charles Schwab offers an impressive 373 technical studies compared to J.P. Morgan's 36, allowing for deeper market analysis.
When it comes to additional trading tools, Charles Schwab continues to lead with streaming quotes, streaming live TV, and videos on demand—all premium features not available in J.P. Morgan's app. The ability to create custom watch lists and customize columns is available on both platforms, but Schwab takes it a step further with after-hours charting and stock comparison capabilities. Overall, Charles Schwab's diverse suite of features, combined with superior ratings, makes it an ideal choice for traders seeking an all-encompassing platform.
| 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 | Yes | No |
| Charting - Technical Studies | 373 | 36 |
| Mobile Trading Apps |
|
|
Dive deeper: Best Stock Trading Apps for 2025
When examining account fees and charges, Charles Schwab and J.P. Morgan Self-Directed Investing offer competitive options with their own unique advantages. Both brokers require no minimum deposit and charge zero fees for regular stock trades, making them accessible options for many investors. However, differences become apparent when delving into specific costs like margin rates, where Charles Schwab generally offers lower interest rates, and IRA closure fees, with Charles Schwab not charging any compared to J.P. Morgan's $75.
Diving deeper into the specifics, both Charles Schwab and J.P. Morgan price options contracts at $0.65 per trade, providing equally enticing rates for options traders. Yet, it’s worthwhile to note a discrepancy in margin fees. For balances below $25,000, Charles Schwab charges 12.58%, while J.P. Morgan's rate stands at 13.25%. This pattern continues with varying margins, generally making Charles Schwab the more cost-effective choice in this department for most account sizes. Both brokers have set their partial Account Transfer (ACAT) fees at zero, but those transferring the entire account will encounter a $50 fee with Charles Schwab compared to J.P. Morgan's $75.
In terms of other charges, neither broker imposes fees for IRA annuals nor for options exercise and assignment, which keeps extra costs minimal for many trades. However, if you plan to close your IRA, it's worth considering Charles Schwab to avoid J.P. Morgan’s $75 closure fee. Overall, both platforms provide strong no-minimum deposit offerings and zero-fee stock trades, but Charles Schwab may offer a slight edge with lower additional costs for many engaged in margin trading or considering IRA accounts.
| 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 - Equities | 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 deciding between Charles Schwab and J.P. Morgan Self-Directed Investing for market research, investors find Charles Schwab to be the more comprehensive choice due to its extensive offerings. Schwab earns a five-star rating and tops the ranking by StockBrokers.com, making it the best choice for research-focused investors. J.P. Morgan Self-Directed Investing holds its own with a four-star rating and ranks seventh, providing solid basics but lacking some advanced features that may be crucial for some users.
Both Charles Schwab and J.P. Morgan Self-Directed Investing offer essential research tools like stock, ETFs, mutual funds, pink sheets/OTCBB, and bonds research. They also provide stock screeners and portfolio allocation insights by asset class. However, Charles Schwab takes the lead by offering ESG research and stock research using social media sentiment data, two features that are absent in J.P. Morgan's platform. Furthermore, Schwab provides a more extensive library of seven downloadable PDF research reports for stocks, while J.P. Morgan offers just two, and only Schwab offers downloadable reports for ETFs.
A deeper dive into the research capabilities shows Charles Schwab's superiority in providing actionable insights and up-to-date information, particularly for socially-conscious investors or those interested in stock sentiment analysis. While J.P. Morgan Self-Directed Investing covers the basics effectively, those looking for a broader array of research tools and reports might lean towards Charles Schwab for a more feature-rich experience.
| 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 - Fixed Income | Yes | Yes |
| Screener - Fixed Income | 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 |
| Brokerage 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 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 | |
|---|---|---|---|
| Broker Gallery (click to expand) |
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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 | 12.58% | 13.25% | |
| Margin Rate $25,000 to $49,999.99 | 12.08% | 13% | |
| Margin Rate $50,000 to $99,999.99 | 11.13% | 12.5% | |
| Margin Rate $100,000 to $249,999.99 | 11.08% | 12.25% | |
| Margin Rate $250,000 to $499,999.99 | 10.83% | 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 | |
| Account Feature - Margin Trading | Yes | Yes | |
| Fractional Shares (Stocks) | 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 | |
| Fixed Income (Treasurys) | Yes | Yes | |
| Fixed Income (Corporate Bonds) | Yes | Yes | |
| Fixed Income (Municipal Bonds) | 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 (Fixed Income) | Yes | Yes | |
| Education (Retirement) | Yes | Yes | |
| Retirement Calculator | Yes | Yes | |
| Investor Dictionary | Yes | No | |
| Paper Trading | Yes | No | |
| Videos | Yes | Yes | |
| Webinars | Yes | Yes | |
| 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 | Yes | 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 - 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 - Equities | Yes | No | |
| Ladder Trading | Yes | No | |
| Trade Hot Keys | 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 - Fixed Income | Yes | Yes | |
| Screener - Stocks | Yes | Yes | |
| Screener - ETFs | Yes | Yes | |
| Screener - Mutual Funds | Yes | Yes | |
| Screener - Fixed Income | Yes | Yes | |
| Portfolio Asset 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 - Investment Objective | Yes | Yes | |
| ETF Fund Facts - Inception Date | Yes | Yes | |
| ETF Fund Facts - Expense Ratio | Yes | Yes | |
| ETF Fund Facts - Total 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 - Investment Objective | 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 - Total Greeks | 5 | 0 | |
| Option Analysis - P&L Charts | 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 (Prospective Customers) | Yes | No | |
| Phone Support (Current Customers) | Yes | Yes | |
| Email Support | Yes | Yes | |
| Live Chat (Prospective 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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| Winner | check_circle | ||
| Review | Charles Schwab Review | J.P. Morgan Self-Directed Investing Review |
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