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Fidelity vs J.P. Morgan Self-Directed 2021

StockBrokers.com | April 13th, 2021

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  3. Fidelity vs J.P. Morgan Self-Directed Review

Is J.P. Morgan Self-Directed better than Fidelity? After testing 11 of the best online brokers over three months, Fidelity (99.36%) is better than J.P. Morgan Self-Directed (68.86%). Fidelity is a value-driven online broker offering $0 trades, industry-leading research, excellent trading tools, an easy-to-use mobile app, and comprehensive retirement services. Serving over 32 million customers, Fidelity is a winner for everyday investors.

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Overall Rating

Feature Fidelity J.P. Morgan Self-Directed
Overall 5 3.5
Commissions & Fees 5 4
Offering of Investments 4.5 3.5
Platforms & Tools 4.5 1.5
Mobile Trading 5 3.5
Research 5 3.5
Education 5 2.5
Ease of Use 5 4
Fidelity Review J.P. Morgan Self-Directed Review
Winner check_circle

Trading Fees

Feature Fidelity J.P. Morgan Self-Directed
Minimum Deposit $0.00 $0.00
Stock Trades $0.00 $0.00
ETF Trade Fee $0.00 $0.00
Mutual Fund Trade Fee $49.95 $0.00
Options (Base Fee) $0.00 $0.00
Options (Per Contract) $0.65 $0.65
Futures (Per Contract) N/A N/A
Broker Assisted Trades Fee $32.95 $25.00

Margin Rates

Feature Fidelity J.P. Morgan Self-Directed
Under $24,999.99 8.33% N/A
$25,000.00 to $49,999.99 7.83% N/A
$50,000.00 to $99,999.99 6.88% N/A
$100,000.00 to $249,999.99 6.83% N/A
$250,000.00 to $499,999.99 6.58% N/A
$500,000.00 to $999,999.99 4.25% N/A
Above $1,000,000.00 4.00% N/A

Account Fees

Feature Fidelity J.P. Morgan Self-Directed
IRA Annual Fee $0.00 $0.00
IRA Closure Fee $0.00 $75.00
Account Transfer Out (Partial) $0.00 $75.00
Account Transfer Out (Full) $0.00 $75.00
Returned ACH Fee $0.00 N/A
Returned Wire Fee $0.00 N/A
Stock Certificate Processing Fee $0.00 N/A
Stock Certificate Delivery Fee $100.00 N/A
Paper Statement Fee $0.00 $6.00
Paper Confirmation Fee $0.00 N/A
Domestic Wire Fee $0.00 $30.00
International Wire Fee $0.00 $30.00

Investment Options

Feature Fidelity J.P. Morgan Self-Directed
Stock Trading
 Yes Yes
Fractional Shares
 Yes No
OTCBB / Pink Sheets
 Yes Yes
Options Trading
 Yes Yes
Complex Options Max Legs
 4 1
Futures Trading
 No No
Forex Trading
 No No
Crypto Trading No No
Mutual Funds (No Load)
 3786 3500
Mutual Funds (Total)
 9842 3500
Bonds (US Treasury)
 Yes Yes
Bonds (Corporate)
 Yes Yes
Bonds (Municipal)
 Yes Yes
Advisor Services
 Yes Yes
International Trading
 Yes No
AI Assistant Bot
 Yes No

Order Types

Feature Fidelity J.P. Morgan Self-Directed
Order Type - Market
 Yes Yes
Order Type - Limit
 Yes Yes
Order Type - Stop
 Yes Yes
Order Type - Trailing Stop
 Yes No
Order Type - Contingent
 Yes No
Order Type - MultiContingent
 Yes No
Order Type - OCO
 Yes No
Order Type - OTO
 Yes No
Order Type - OTOCO
 Yes No

Trading Platforms

Feature Fidelity J.P. Morgan Self-Directed
Desktop Platform (Windows)
 Yes No
Desktop Platform (Mac)
 Yes No
Web Platform
 Yes Yes
Paper Trading
 No No
Trade Journal
 Yes No
Heat Mapping
 Yes No
Watch Lists - Total Fields
 91 4

Charting Features

Feature Fidelity J.P. Morgan Self-Directed
Charting - Trade Off Chart
 Yes No
Charting - Indicators / Studies
 129 21
Charting - Drawing Tools
 22 0
Charting - Historical Trades
 Yes No
Charting - Corporate Events
 Yes Yes
Charting - Automated Analysis
 Yes No
Charting - Save Profiles
 Yes No
Trade Ideas - Technical Analysis
 Yes No
Charting - Study Customizations
 5 1
Charting - Custom Studies
 No No

Day Trading

Feature Fidelity J.P. Morgan Self-Directed
Stock Alerts - Basic Fields
 Yes No
Stock Alerts - Advanced Fields
 Yes No
Streaming Time & Sales
 No No
Streaming TV
 Yes No
Direct Market Routing - Stocks
 Yes No
Direct Market Routing - Options
 Yes No
Ladder Trading
 No No
Trade Hot Keys
 Yes No
Level 2 Quotes - Stocks
 Yes No
Level 2 Quotes - Options
 Yes No
Trade Ideas - Backtesting
 Yes No
Short Locator
 Yes No
Order Liquidity Rebates
 No No

Mobile Trading Apps

Feature Fidelity J.P. Morgan Self-Directed
iPhone App
 Yes Yes
Android App
 Yes Yes
Apple Watch App
 Yes No
Trading - Stocks
 Yes Yes
Trading - After-Hours
 Yes No
Trading - Conditional Orders
 No No
Trading - Mutual Funds
 Yes Yes
Trading - Simple Options
 Yes Yes
Trading - Complex Options
 Yes No
Trading - Option Rolling
 No No
Touch / Face ID
 Yes Yes
Mobile Trading 5 3.5

Mobile App Features

Feature Fidelity J.P. Morgan Self-Directed
Watch List Syncing
Yes Yes
Stock Alerts
 Yes No
Charting - After Hours
 Yes No
Charting - Drawing
 No No
Charting - Study Customizations
Yes No
Heatmapping
 Yes No
Stream Live TV
 Yes No
Barcode Lookup
 No No
Mobile Trading 5 3.5

Research Overview

Feature Fidelity J.P. Morgan Self-Directed
Research - Stocks
 Yes Yes
Research - ETFs
 Yes Yes
Research - Mutual Funds
 Yes Yes
Research - Pink Sheets / OTCBB
 Yes No
Research - Fixed Income
 Yes No
Screener - Stocks
 Yes Yes
Screener - ETFs
 Yes Yes
Screener - Mutual Funds
 Yes Yes
Screener - Options
 Yes No
Screener - Bonds
 Yes Yes
Misc - Portfolio Builder
 Yes No
Misc - Portfolio Allocation
 Yes Yes

Stock Research

Feature Fidelity J.P. Morgan Self-Directed
Stock Research - Reports
 11 1
Stock Research - Earnings
 Yes No
Stock Research - Insiders
 Yes No
Stock Research - Metric Comp
 Yes No
Stock Research - SEC Filings
 Yes No
Stock Research - Social
 Yes No
Stock Research - Balance Sheet
 Yes No
Stock Research - Cash Flows
 Yes No
Stock Research - News
 Yes Yes
Stock Research - ESG
 Yes No

ETF Research

Feature Fidelity J.P. Morgan Self-Directed
ETFs - Strategy Overview
 Yes No
ETFs - Top 10 Holdings
 Yes Yes
ETFs - Sector Exposure
 Yes Yes
ETFs - Risk Analysis
 Yes No
ETFs - Performance Analysis
 Yes Yes
ETFs - Ratings
 Yes Yes
ETFs - Morningstar StyleMap
 Yes Yes
ETFs - Reports
 Yes No

Mutual Fund Research

Feature Fidelity J.P. Morgan Self-Directed
Mutual Funds - Strategy Overview
 Yes No
Mutual Funds - Prospectus
 Yes No
Mutual Funds - Reports
 No No
Mutual Funds - Fees Breakdown
 Yes No
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
Mutual Funds - 3rd Party Ratings
 Yes Yes

Options Trading

Feature Fidelity J.P. Morgan Self-Directed
Option Chains - Streaming
 Yes No
Option Chains - Total Columns
 26 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 - Adv Analysis
 Yes No
Option Positions - Rolling
 Yes No
Option Positions - Grouping
 Yes No

Beginners

Feature Fidelity J.P. Morgan Self-Directed
Education (Stocks)
 Yes Yes
Education (ETFs)
 Yes No
Education (Options)
 Yes No
Education (Mutual Funds)
 Yes No
Education (Fixed Income)
 Yes No
Education (Retirement)
 Yes Yes
Paper Trading
 No No
Videos
 Yes Yes
Webinars (Monthly Avg)
 15 0
Webinars (Archived)
 Yes No
Live Seminars
 Yes No
Progress Tracking
 Yes Yes
Interactive Learning - Quizzes
 Yes Yes

Banking

Feature Fidelity J.P. Morgan Self-Directed
Retail Locations
 200 5000
Member FDIC
 No Yes
Checking Accounts
 Yes Yes
Savings Accounts
 Yes Yes
Credit Cards
 Yes Yes
Debit Cards
 Yes Yes
Mortgage Loans
 No Yes
No Fee Banking
 Yes No

Overall

Feature Fidelity J.P. Morgan Self-Directed
Overall 5 3.5
Commissions & Fees 5 4
Offering of Investments 4.5 3.5
Platforms & Tools 4.5 1.5
Mobile Trading 5 3.5
Research 5 3.5
Education 5 2.5
Ease of Use 5 4
Fidelity Review J.P. Morgan Self-Directed Review
Winner check_circle

Comparing brokers side by side is no easy task. For our 2021 annual broker review, we spent hundreds of hours assessing 11 brokerages to find the best online broker. Let's compare J.P. Morgan Self-Directed vs Fidelity.

Is J.P. Morgan Self-Directed or Fidelity better for beginners?
Fidelity is better for beginner investors than J.P. Morgan Self-Directed. Fidelity offers investors access to Videos, Education (Stocks), Education (ETFs), Education (Options), Education (Mutual Funds), Education (Fixed Income) and Education (Retirement).

What about J.P. Morgan Self-Directed vs Fidelity pricing?
J.P. Morgan Self-Directed and Fidelity both cost $0 per trade. For options trading, both J.P. Morgan Self-Directed and Fidelity charge the same base fee of $0. Option contracts at both of the brokerages are the same at $0.65 each. For a complete commissions summary, see our best discount brokers guide.

Does J.P. Morgan Self-Directed or Fidelity offer a wider range of investment options?
Fidelity offers a more diverse selection of investment options than J.P. Morgan Self-Directed. Fidelity offers investors access to Stock Trading, Fractional Shares, OTCBB / Pink Sheets, Options Trading, Mutual Funds, Advisor Services and International Trading. Looking at Mutual Funds, Fidelity boasts an offering of 9842 mutual funds compared to J.P. Morgan Self-Directed's 3500 available funds.

Which trading platform is better: J.P. Morgan Self-Directed or Fidelity?
To compare the trading platforms of both J.P. Morgan Self-Directed and Fidelity, we tested each broker's trading tools, research capabilities, and mobile apps. For trading tools, Fidelity offers a better experience. With research, Fidelity offers superior market research. Finally, we found Fidelity to provide better mobile trading apps.

Does either broker offer banking?
Online banking can be a benefit for investors, and some brokerages do provide banking services to customers. Checking Accounts, Savings Accounts, Debit Cards and Credit Cards are offered by Fidelity while J.P. Morgan Self-Directed offers Checking Accounts, Savings Accounts, Debit Cards, Credit Cards and Mortgage Loans.

Overall winner: Fidelity

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All pricing data was obtained from a published web site as of 01/19/2021 and is believed to be accurate, but is not guaranteed. For stock trade rates, advertised pricing is for a standard order size of 500 shares of stock priced at $30 per share. For options orders, an options regulatory fee per contract may apply.

1Sell orders are subject to an activity assessment fee from $0.01 to $0.03 per $1,000 of principal.

Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read Characteristics and Risks of Standardized Options. Supporting documentation for any claims, if applicable, will be furnished upon request.

*INVESTMENT PRODUCTS: NOT A DEPOSIT · NOT FDIC INSURED · NO BANK GUARANTEE · MAY LOSE VALUE

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