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 |
| Margin Trading | Yes | Yes |
| Fractional Shares | Yes | Yes |
| OTC Stocks | Yes | Yes |
| Mutual Funds | Yes | Yes |
| Options Trading | Yes | Yes |
| Futures Trading | Yes | No |
| Crypto Trading | No | No |
| Crypto Trading - Total Coins | 0 | 0 |
| Range of Investments |
|
|
Dive deeper: Best Options Trading Platforms for 2025, Best Futures Trading Platforms for 2025: A Beginner-Friendly Guide to an Advanced Market
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
|
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 |
|
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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 (Bonds) | Yes | Yes |
| Paper Trading | Yes | No |
| Videos | Yes | Yes |
| Webinars | Yes | Yes |
| Education |
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2025
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
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| iPhone App | Yes | Yes |
| Android App | Yes | Yes |
| Apple Watch App | Yes | No |
| Stock Alerts | Yes | Yes |
| Charting - After-Hours | No | No |
| Charting - Technical Studies | 373 | 36 |
| Mobile Trading Apps |
|
|
Dive deeper: Best Stock Trading Apps for 2025
When comparing the costs associated with Charles Schwab and J.P. Morgan Self-Directed Investing, users will find that both platforms offer free regular stock trades and have no minimum deposit requirement, making them accessible for a wide range of investors. Additionally, the charges for options contracts are identical, at $0.65 per contract. However, Schwab has a slight edge in IRA management, as it charges no fees for IRA closure, unlike J.P. Morgan's $75 fee. Those considering full account transfers may also be interested to know that Schwab’s $50 fee is lower than the $75 fee charged by J.P. Morgan.
Users seeking margin accounts will notice that Charles Schwab and J.P. Morgan Self-Directed Investing have slightly different rates depending on the balance. For balances below $25,000, Schwab charges 13.575% compared to J.P. Morgan's more competitive 13.25%. As the balance range increases, J.P. Morgan maintains an advantage with lower rates for balances between $25,000 and $49,999 at 13%, while Schwab is at 13.075%. However, for balances between $50,000 and $99,999, Schwab’s 12.125% outpaces J.P. Morgan's slightly higher rate of 12.5%.
For investors frequently dealing with options, both brokers offer no fees for options exercise or assignment, making them equally appealing in this category. When it comes to partial account transfers, neither platform charges a fee, which could be a benefit for users who anticipate changing account structures. This mix of offerings from both Charles Schwab and J.P. Morgan Self-Directed Investing highlights the nuanced considerations for users based on their unique financial activities and investment needs.
| Feature |
Charles Schwab
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Minimum Deposit | $0.00 | $0.00 |
| Stock Trades | $0.00 | $0.00 |
| Options (Per Contract) | $0.65 | $0.65 |
| Options Exercise Fee | $0.00 | $0.00 |
| Options Assignment Fee | $0.00 | $0.00 |
| IRA Annual Fee | $0.00 | $0.00 |
| IRA Closure Fee | $0.00 | $75.00 |
Dive deeper: Best Free Trading Platforms for 2025
When it comes to day trading capabilities, Charles Schwab stands out with a range of features that cater to active traders. Schwab offers streaming time and sales for stocks, allowing traders to see detailed trade activity, which is essential for making informed decisions. The platform provides access to streaming live TV, helping traders stay updated with real-time news and market developments. Charles Schwab also offers direct market routing, giving traders more control over how their orders are executed, and supports ladder trading for visualizing order entries effectively. For those who prefer quick actions, trading hotkeys for keyboard trade entry are available, expediting the trading process significantly. Additionally, Schwab provides level 2 quotes that present deeper insights into bid and ask prices beyond the best available offers. Traders can also utilize basic and advanced strategy backtesting tools to refine their trading strategies efficiently.
In contrast, J.P. Morgan Self-Directed Investing lacks several key features sought by day traders. The platform does not offer streaming time and sales, streaming live TV, or direct market routing, which could limit the speed and depth of information needed for high-frequency trading. It also does not support ladder trading or provide trading hotkeys, potentially making swift order execution more cumbersome. Level 2 quotes are unavailable, restricting the depth of market data necessary for spotting trading opportunities. Moreover, J.P. Morgan Self-Directed Investing lacks both basic and advanced strategy backtesting solutions, which could limit the ability of traders to test and optimize their trading strategies. However, neither Charles Schwab nor J.P. Morgan Self-Directed Investing provide order liquidity (maker/taker) rebates, leaving this aspect equal between the two.
| Feature |
Charles Schwab
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Streaming Time & Sales | Yes | No |
| Streaming TV | Yes | No |
| Direct Market Routing - Stocks | Yes | No |
| Level 2 Quotes - Stocks | Yes | No |
| Trade Ideas - Backtesting | Yes | No |
| Trade Ideas - Backtesting Adv | Yes | No |
| Short Locator | Yes | No |
Dive deeper: Best Day Trading Platforms for 2025
When it comes to market research capabilities, Charles Schwab 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
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Research - Stocks | Yes | Yes |
| Screener - Stocks | Yes | Yes |
| Research - ETFs | Yes | Yes |
| Screener - ETFs | Yes | Yes |
| Research - Mutual Funds | Yes | Yes |
| Screener - Mutual Funds | Yes | Yes |
| Research - Bonds | Yes | Yes |
| Screener - Bonds | Yes | Yes |
| Research |
|
|
When comparing the banking features of Charles Schwab and J.P. Morgan Self-Directed Investing, both online brokers provide a comprehensive suite of services to meet everyday financial needs. Each offers checking accounts and savings accounts, which are essential for managing funds and earning interest. Both platforms provide debit and credit cards, allowing easy access to money and making purchases convenient. Additionally, they each offer mortgage loans, supporting those looking to finance a new home. For those interested in saving with guaranteed returns, both Charles Schwab and J.P. Morgan Self-Directed Investing offer Certificates of Deposit (CDs). With these similarities in banking capabilities, either broker can cater to a wide range of personal banking needs.
| Feature |
Charles Schwab
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Checking Accounts | Yes | Yes |
| Savings Accounts | Yes | Yes |
| Debit Cards | Yes | Yes |
| Credit Cards | Yes | Yes |
| Mortgage Loans | Yes | Yes |
| CDs | Yes | Yes |
Dive deeper: Best 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 | |
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| Trading Fees | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Minimum Deposit | $0.00 | $0.00 | |
| Stock Trades | $0.00 | $0.00 | |
| Penny Stock Fees (OTC) | $6.95 | $0.00 | |
| Mutual Fund Trade Fee | Varies | $0 | |
| Options (Per Contract) | $0.65 | $0.65 | |
| Futures (Per Contract) | $2.25 | (Not offered) | |
| Broker Assisted Trade Fee | $25 | Varies |
| Margin Rates | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Margin Rate Under $25,000 | 13.575% | 13.25% | |
| Margin Rate $25,000 to $49,999.99 | 13.075% | 13% | |
| Margin Rate $50,000 to $99,999.99 | 12.125% | 12.5% | |
| Margin Rate $100,000 to $249,999.99 | 12.075% | 12.25% | |
| Margin Rate $250,000 to $499,999.99 | 11.825% | 12.25% | |
| Margin Rate $500,000 to $999,999.99 | Varies | 11.5% | |
| Margin Rate Above $1,000,000 | Varies | 11% |
| Account Fees | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| IRA Annual Fee | $0.00 | $0.00 | |
| IRA Closure Fee | $0.00 | $75.00 | |
| Account Transfer Out (Partial) | $0.00 | $0.00 | |
| Account Transfer Out (Full) | $50.00 | $75.00 | |
| Options Exercise Fee | $0.00 | $0.00 | |
| Options Assignment Fee | $0.00 | $0.00 |
| Investment Options | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Stock Trading | Yes | Yes | |
| Margin Trading | Yes | Yes | |
| Fractional Shares | Yes | Yes | |
| OTC Stocks | Yes | Yes | |
| Options Trading | Yes | Yes | |
| Complex Options Max Legs | 4 | 1 | |
| Futures Trading | Yes | No | |
| Forex Trading | Yes | No | |
| Crypto Trading | No | No | |
| Crypto Trading - Total Coins | 0 | 0 | |
| Mutual Funds (No Load) | 15163 | 3500 | |
| Mutual Funds (Total) | 18145 | 3500 | |
| Bonds (US Treasury) | Yes | Yes | |
| Bonds (Corporate) | Yes | Yes | |
| Bonds (Municipal) | Yes | Yes | |
| Traditional IRAs | Yes | Yes | |
| Roth IRAs | Yes | Yes | |
| Advisor Services | Yes | Yes | |
| International Countries (Stocks) | 12 | 0 |
| Order Types | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Order Type - Market | Yes | Yes | |
| Order Type - Limit | Yes | Yes | |
| Order Type - After Hours | Yes | No | |
| Order Type - Stop | Yes | Yes | |
| Order Type - Trailing Stop | Yes | No | |
| Order Type - OCO | Yes | No | |
| Order Type - OTO | Yes | No | |
| Order Type - Broker Assisted | Yes | Yes |
| Beginners | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Education (Stocks) | Yes | Yes | |
| Education (ETFs) | Yes | Yes | |
| Education (Options) | Yes | Yes | |
| Education (Mutual Funds) | Yes | Yes | |
| Education (Bonds) | Yes | Yes | |
| Education (Retirement) | Yes | Yes | |
| Retirement Calculator | Yes | Yes | |
| Investor Dictionary | Yes | No | |
| Paper Trading | Yes | No | |
| Videos | Yes | Yes | |
| Webinars | Yes | Yes | |
| Webinars (Archived) | Yes | No | |
| Progress Tracking | Yes | No | |
| Interactive Learning - Quizzes | Yes | No |
| Stock Trading Apps | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| iPhone App | Yes | Yes | |
| Android App | Yes | Yes | |
| Apple Watch App | Yes | No | |
| Trading - Stocks | Yes | Yes | |
| Trading - After-Hours | Yes | No | |
| Trading - Simple Options | Yes | Yes | |
| Trading - Complex Options | Yes | No | |
| Order Ticket RT Quotes | Yes | Yes | |
| Order Ticket SRT Quotes | Yes | No |
| Stock App Features | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Market Movers (Top Gainers) | Yes | Yes | |
| Stream Live TV | Yes | No | |
| Videos on Demand | Yes | No | |
| Stock Alerts | Yes | Yes | |
| Option Chains Viewable | Yes | Yes | |
| Watch List (Real-time) | Yes | Yes | |
| Watch List (Streaming) | Yes | No | |
| Watch Lists - Create & Manage | Yes | Yes | |
| Watch Lists - Column Customization | Yes | Yes |
| Stock App Charting | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Charting - After-Hours | No | No | |
| Charting - Can Turn Horizontally | Yes | Yes | |
| Charting - Multiple Time Frames | Yes | Yes | |
| Charting - Technical Studies | 373 | 36 | |
| Charting - Study Customizations | Yes | Yes | |
| Charting - Stock Comparisons | Yes | No |
| Trading Platforms | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Active Trading Platform | thinkorswim | No | |
| Desktop Trading Platform | Yes | No | |
| Desktop Platform (Mac) | Yes | No | |
| Web Trading Platform | Yes | Yes | |
| Paper Trading | Yes | No | |
| Trade Journal | Yes | No | |
| Watch Lists - Total Fields | 580 | 20 |
| Stock Chart Features | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Charting - Adjust Trades on Chart | Yes | No | |
| Charting - Indicators / Studies | 374 | 36 | |
| Charting - Drawing Tools | 24 | 10 | |
| Charting - Notes | Yes | No | |
| Charting - Index Overlays | Yes | Yes | |
| Charting - Historical Trades | Yes | No | |
| Charting - Corporate Events | Yes | Yes | |
| Charting - Custom Date Range | Yes | No | |
| Charting - Custom Time Bars | Yes | No | |
| Charting - Automated Analysis | Yes | No | |
| Charting - Save Profiles | Yes | No | |
| Trade Ideas - Technical Analysis | Yes | No | |
| Charting - Study Customizations | 35 | 3 | |
| Charting - Custom Studies | Yes | Yes |
| Day Trading | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Streaming Time & Sales | Yes | No | |
| Streaming TV | Yes | No | |
| Direct Market Routing - Stocks | Yes | No | |
| Ladder Trading | Yes | No | |
| Trade Hotkeys | Yes | No | |
| Level 2 Quotes - Stocks | Yes | No | |
| Trade Ideas - Backtesting | Yes | No | |
| Trade Ideas - Backtesting Adv | Yes | No | |
| Short Locator | Yes | No | |
| Order Liquidity Rebates | No | No |
| Research Overview | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Research - Stocks | Yes | Yes | |
| Research - ETFs | Yes | Yes | |
| Research - Mutual Funds | Yes | Yes | |
| Research - Pink Sheets / OTCBB | Yes | Yes | |
| Research - Bonds | Yes | Yes | |
| Screener - Stocks | Yes | Yes | |
| Screener - ETFs | Yes | Yes | |
| Screener - Mutual Funds | Yes | Yes | |
| Screener - Bonds | Yes | Yes | |
| Misc - Portfolio Allocation | Yes | Yes |
| Stock Research | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Stock Research - PDF Reports | 7 | 2 | |
| Stock Research - Earnings | Yes | Yes | |
| Stock Research - Insiders | Yes | No | |
| Stock Research - Social | Yes | No | |
| Stock Research - News | Yes | Yes | |
| Stock Research - ESG | Yes | No | |
| Stock Research - SEC Filings | Yes | No |
| ETF Research | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| ETFs - Strategy Overview | Yes | Yes | |
| ETF Fund Facts - Inception Date | Yes | Yes | |
| ETF Fund Facts - Expense Ratio | Yes | Yes | |
| ETF Fund Facts - Net Assets | Yes | Yes | |
| ETF Fund Facts - Total Holdings | Yes | Yes | |
| ETFs - Top 10 Holdings | Yes | Yes | |
| ETFs - Sector Exposure | Yes | Yes | |
| ETFs - Risk Analysis | Yes | No | |
| ETFs - Ratings | Yes | Yes | |
| ETFs - Morningstar StyleMap | Yes | Yes | |
| ETFs - PDF Reports | Yes | No |
| Mutual Fund Research | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Mutual Funds - Strategy Overview | Yes | Yes | |
| Mutual Funds - Performance Chart | Yes | Yes | |
| Mutual Funds - Performance Analysis | Yes | Yes | |
| Mutual Funds - Prospectus | Yes | No | |
| Mutual Funds - 3rd Party Ratings | Yes | Yes | |
| Mutual Funds - Fees Breakdown | Yes | Yes | |
| Mutual Funds - Top 10 Holdings | Yes | Yes | |
| Mutual Funds - Asset Allocation | Yes | Yes | |
| Mutual Funds - Sector Allocation | Yes | Yes | |
| Mutual Funds - Country Allocation | Yes | Yes | |
| Mutual Funds - StyleMap | Yes | Yes |
| Options Trading | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Option Chains - Basic View | Yes | Yes | |
| Option Chains - Strategy View | Yes | No | |
| Option Chains - Streaming | Yes | No | |
| Option Chains - Total Columns | 31 | 6 | |
| Option Chains - Greeks | 5 | 0 | |
| Option Chains - Quick Analysis | Yes | No | |
| Option Analysis - P&L Charts | Yes | No | |
| Option Probability Analysis | Yes | No | |
| Option Probability Analysis Adv | Yes | No | |
| Option Positions - Greeks | Yes | No | |
| Option Positions - Greeks Streaming | Yes | No | |
| Option Positions - Adv Analysis | Yes | No | |
| Option Positions - Rolling | Yes | No | |
| Option Positions - Grouping | Yes | No |
| Banking | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Bank (Member FDIC) | Yes | Yes | |
| Checking Accounts | Yes | Yes | |
| Savings Accounts | Yes | Yes | |
| Credit Cards | Yes | Yes | |
| Debit Cards | Yes | Yes | |
| Mortgage Loans | Yes | Yes |
| Customer Service | Charles Schwab | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Phone Support (Prospect Customers) | Yes | No | |
| Phone Support (Current Customers) | Yes | Yes | |
| Email Support | Yes | Yes | |
| Live Chat (Prospect Customers) | No | No | |
| Live Chat (Current Customers) | Yes | No | |
| 24/7 Support | Yes | Yes |
| Overall | Charles Schwab | J.P. Morgan Self-Directed Investing | |
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| Review | Charles Schwab Review | J.P. Morgan Self-Directed Investing Review |
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