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

StockBrokers.com

Written by StockBrokers.com

July 03, 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
visit.jpg
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

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 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: A Beginner-Friendly Guide to an Advanced Market

Trading platforms and tools

When comparing Charles Schwab with J.P. Morgan Self-Directed Investing for their trading platforms and tools, Charles Schwab distinctly leads in terms of features and flexibility. Charles Schwab, ranked first by StockBrokers.com, offers comprehensive tools that cater to traders at all levels, providing desktop platforms for both Windows and Mac, in addition to a feature-rich browser-based option. J.P. Morgan, on the other hand, only provides a basic browser-based platform. With a rating of 5 stars versus J.P. Morgan's 2.5 stars, Charles Schwab’s platform clearly stands out for its extensive amenities and customizable trading options.

Charles Schwab users benefit from features like paper trading and an extensive selection of 580 watch list fields. The platform allows traders to adjust open orders directly via stock charts and comes with 374 technical indicators, 24 drawing tools, and a dynamic trading journal. Meanwhile, J.P. Morgan’s offering is limited, providing only 20 watch list fields, 36 technical indicators, and 10 drawing tools, with no options for paper trading or a trading journal. Additionally, Schwab's platform supports features like adding notes to charts and saving multiple chart profiles, which are absent in J.P. Morgan's offering.

Further differences emerge in advanced charting capabilities, where Schwab allows users to display automated technical analysis and customize up to 35 fields when editing SMA studies. In comparison, J.P. Morgan only offers 3 customization fields and lacks the ability to perform advanced tasks like setting custom date ranges or saving multiple chart profiles. Although both platforms support creating custom studies and adding index overlays, Charles Schwab’s extensive suite of features, combined with its powerful analytical tools, serves as a more comprehensive solution for traders compared to J.P. Morgan Self-Directed Investing.

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 Online Brokers & Trading Platforms for 2025, Best Paper Trading Apps & Platforms for 2025

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Beginners and education

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 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

For those seeking a stock trading app, Charles Schwab and J.P. Morgan Self-Directed Investing each provide solid platforms, but Charles Schwab stands out as the leader. Schwab's app has earned a 5-star rating and is ranked #1 out of 14 brokers by StockBrokers.com, largely thanks to its expansive features. In contrast, J.P. Morgan’s offering earns a respectable 4-star rating, though it sits at #12 in the same list. Ultimately, Charles Schwab provides a more comprehensive and dynamic trading experience, particularly for those who desire advanced features and seamless accessibility across multiple devices.

Both Charles Schwab and J.P. Morgan Self-Directed Investing offer iPhone and Android apps, ensuring accessibility for users, though Schwab extends its reach with an Apple Watch app, which is not available from J.P. Morgan. When it comes to functionality, each app allows for mobile options trading and the creation of custom watch lists, yet only Schwab supports mobile after-hours stock trading, giving it an edge in flexibility. In terms of real-time information, Schwab offers streaming quotes, live TV, and videos on demand, while J.P. Morgan falls short in these areas.

Charting capabilities further differentiate the two, as Charles Schwab boasts the ability to display stock comparisons on charts and offers an impressive 373 technical studies. In comparison, J.P. Morgan provides only 36 technical studies and lacks stock comparison charting. Both platforms do allow for charts to be viewed in landscape mode, and users can explore multiple time frames. However, when considering the breadth of options and depth of analysis possible, Schwab's app excels, making it a superior choice for traders who prioritize detailed charting and comprehensive market insights.

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

When it comes to market research capabilities, Charles Schwab takes the lead over J.P. Morgan Self-Directed Investing. Both brokers offer a wide range of research tools and resources including stock, ETFs, mutual funds, pink sheets/OTCBB, and bonds research. However, Charles Schwab sets itself apart with additional features such as social media sentiment analysis and comprehensive ESG (Environmental, Social, and Governance) research. With a higher overall rating and ranking, Charles Schwab proves to be a more comprehensive option for investors seeking in-depth market insights.

Both Charles Schwab and J.P. Morgan Self-Directed Investing provide valuable resources for analyzing portfolio allocations by asset class and offer screeners for stocks, ETFs, mutual funds, and bonds. However, Charles Schwab enhances its offering with an impressive selection of seven downloadable PDF research reports for stocks, outperforming J.P. Morgan’s two. For ETFs and mutual funds, only Schwab provides downloadable PDF reports, giving its users greater access to detailed information.

Another distinction is Charles Schwab's incorporation of ESG research and the use of social media sentiment data for stock research, both absent in J.P. Morgan Self-Directed Investing. These additional insights give Schwab an edge, providing its clients with a broader perspective for making informed decisions. Ultimately, for those prioritizing extensive research, Charles Schwab emerges as a top choice, evidenced by its top ranking by StockBrokers.com among 14 brokers and its five-star rating for market research. In comparison, J.P. Morgan Self-Directed Investing, while strong, ranks seventh and holds a four-star rating.

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 Brokerage Checking Accounts for 2025

Winner

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.

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
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
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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