Written by StockBrokers.com
In this head to head comparison of Fidelity 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.
When deciding between Fidelity and J.P. Morgan Self-Directed Investing for your online brokerage needs, both platforms offer a variety of essential investment options, making them solid choices for investors. However, Fidelity stands out for its more comprehensive range of offerings, particularly with its entry into the crypto market. Rated with five stars for range of investments and ranked third by StockBrokers.com, Fidelity provides an expansive array of investment possibilities that might appeal to a wider audience, even offering crypto trading with three available coins. In contrast, J.P. Morgan Self-Directed Investing, while rated four stars and ranked ninth, does not currently provide cryptocurrency trading options, which could be a significant consideration for those interested in digital assets.
Both Fidelity and J.P. Morgan Self-Directed Investing allow users to trade stocks, engage in margin trading, and trade fractional shares. Options trading and mutual fund investments are also available on both platforms, ensuring that investors can diversify their portfolios as needed. Furthermore, investors looking for traditional IRA or Roth IRA accounts will find suitable options with both brokerages, making either choice suitable for long-term financial planning. Each platform also offers advisor services to guide investors in making informed decisions.
Although both brokerages provide access to margin and options trading, as well as offering traditional and Roth IRA accounts, Fidelity holds an edge in some key areas such as access to OTC stocks and crypto trading. While neither platform offers forex or futures trading, Fidelity's inclusion of cryptocurrency could sway investors who are interested in diversifying into digital currencies. Both platforms provide solid offerings, but with its slightly broader range of options, Fidelity might better suit those looking to explore every avenue of online investment.
| Feature |
Fidelity
|
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 | No | No |
| Crypto Trading | Yes | No |
| Crypto Trading - Total Coins | 3 | 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 Fidelity's trading platform with J.P. Morgan Self-Directed Investing, Fidelity takes the lead in several key areas. Fidelity offers both Windows and Mac downloadable trading platforms in addition to its browser-based option, while J.P. Morgan only has the latter. Fidelity excels with an impressive array of charting tools and features, providing users with 129 technical indicators and 38 drawing tools compared to J.P. Morgan's 36 indicators and 10 drawing tools. With a 4.5-star rating compared to J.P. Morgan’s 2.5 stars for trading platforms and tools, Fidelity also ranks significantly higher at #4 among 14 brokers, while J.P. Morgan lags behind at #13.
Fidelity's platform includes advanced features such as the ability to adjust open orders directly on a stock chart, add notes, and overlay charts with indices. It supports a comprehensive watch list with up to 92 columns, far surpassing the 20 columns offered by J.P. Morgan. Additionally, Fidelity fans can customize their trading experience with multiple chart profiles and automate technical analysis, providing a tailored and efficient trading environment. However, for traders interested in creating their own custom studies for charts, J.P. Morgan does have an edge with this specific feature.
Both platforms offer browser-based trading and allow users to display corporate events on charts and add index overlays. Unfortunately, neither brokerage provides paper trading features for risk-free practice. While J.P. Morgan Self-Directed Investing enables users to create custom studies, its limited number of customization fields and the inability to show historical trades on charts, coupled with fewer drawing and technical tools, make it a more basic choice compared to the versatile and feature-rich Fidelity platform.
| Feature |
Fidelity
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Web Trading Platform | Yes | Yes |
| Desktop Trading Platform | Yes | No |
| Desktop Platform (Mac) | Yes | No |
| Paper Trading | No | No |
| Watch Lists - Total Fields | 92 | 20 |
| Charting - Indicators / Studies | 129 | 36 |
| Charting - Drawing Tools | 38 | 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 educating new investors, both Fidelity and J.P. Morgan Self-Directed Investing provide a wide range of educational resources on stocks, ETFs, options, mutual funds, and bonds. Each broker also offers educational videos and webinars to help beginners make informed investment decisions. However, Fidelity edges ahead by offering interactive quizzes to reinforce learning, along with tools that allow users to track their educational progress, features that are absent from J.P. Morgan's offerings. Neither broker currently provides paper trading as a practice option for beginners.
Fidelity is highly rated for investor education, boasting a perfect 5-star rating and securing the #2 spot out of 14 brokers on StockBrokers.com. In comparison, J.P. Morgan Self-Directed Investing has a commendable 4.5-star rating and ranks #7 on the same list. For those placing a premium on comprehensive educational support, Fidelity offers a slightly more engaging and structured experience for investors keen on deepening their financial knowledge.
| Feature |
Fidelity
|
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 | No | No |
| Videos | Yes | Yes |
| Webinars | Yes | Yes |
| Education |
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2025
When it comes to choosing a stock trading app, Fidelity and J.P. Morgan Self-Directed Investing both offer solid platforms with unique features. Ranked #3 among 14 brokers, Fidelity shines with a 5-star rating, while J.P. Morgan, ranked #12, holds a commendable 4 stars. Fidelity offers a wider array of features, including after-hours trading, streaming quotes, live TV, and video on demand, setting it apart as a top choice for those seeking comprehensive market information at their fingertips.
For mobile flexibility, both brokers provide iPhone and Android apps, but Fidelity stands out with additional support for Apple Watch, offering real-time access even on the go. J.P. Morgan Self-Directed Investing provides a solid foundation with essential features such as stock alerts and customizable watch lists. However, Fidelity's offering is broader, allowing users to set up custom watch lists and include more intricate details via customized columns and landscape-mode charts.
Charting capabilities further differentiate these two options, as Fidelity offers 119 technical studies compared to J.P. Morgan’s 36, along with the ability to display stock comparisons on charts—an option not available with J.P. Morgan. Both brokers allow users to view multiple time frames for charting, yet Fidelity’s comprehensive features and tools make it a preferred choice in the competitive landscape of mobile trading apps.
| Feature |
Fidelity
|
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 | 119 | 36 |
| Mobile Trading Apps |
|
|
Dive deeper: Best Stock Trading Apps for 2025
When choosing between Fidelity and J.P. Morgan Self-Directed Investing for your online brokerage needs, it is essential to consider their various fees and charges. Both platforms offer commission-free trades for stocks, making them equally attractive for those who primarily invest in equities. However, differences arise in other areas, such as IRA closure and full account transfer fees, where Fidelity emerges as the more cost-effective choice due to its absence of any charges, unlike J.P. Morgan's set fees of $75 each in these categories.
Delving deeper into margin trading costs, Fidelity tends to offer slightly more appealing rates compared to J.P. Morgan for most balances. For balances under $25,000, Fidelity charges an interest rate of 13.075%, slightly lower than J.P. Morgan’s 13.25%. The trend continues for balances between $25,000 and $49,999, where Fidelity's rate is 12.575% against J.P. Morgan's 13%. The advantage narrows a bit as the margin balances increase to between $50,000 and $99,999, but Fidelity still maintains a lower rate of 12.125% compared to J.P. Morgan's 12.5%.
Additionally, both Fidelity and J.P. Morgan Self-Directed Investing charge $0 for the account minimum deposit and IRA annual fees, with consistent fees of $0.65 per options contract traded. No fees are associated with options exercises or assignments on either platform. However, as mentioned earlier, it's crucial to watch out for potential costs when closing an IRA or transferring your entire account with J.P. Morgan, which could eat into some of your investment returns.
| Feature |
Fidelity
|
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 |
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For those interested in day trading, Fidelity offers several features that can enhance the trading experience compared to J.P. Morgan Self-Directed Investing. Fidelity users benefit from streaming time and sales for stocks, providing real-time information crucial for making informed trading decisions. Additionally, streaming live TV is available with Fidelity, ensuring traders are up-to-date with the latest market news. Direct market routing and trading hotkeys are also part of Fidelity's offerings, alongside access to level 2 quotes and basic strategy backtesting, which can aid in executing more refined trading strategies. A unique short locator tool allows Fidelity customers to assess the real-time availability of shares available for shorting, a critical feature for active traders.
In contrast, J.P. Morgan Self-Directed Investing lacks several of these desirable features, potentially putting day traders at a disadvantage. Users do not have access to streaming time and sales data, live TV, or direct market routing, which are essential tools for making quick and informed trading decisions. Furthermore, trading hotkeys and level 2 quotes are absent, as is basic strategy backtesting. While neither platform supports ladder trading or offers advanced strategy backtesting and order liquidity rebates, Fidelity's offerings cater more comprehensively to the needs of day traders seeking detailed market data and tools.
| Feature |
Fidelity
|
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 | No | No |
| Short Locator | Yes | No |
Dive deeper: Best Day Trading Platforms for 2025
When it comes to market research capabilities, Fidelity stands out with a five-star rating compared to J.P. Morgan Self-Directed Investing’s four stars. Ranked third out of 14 brokers by StockBrokers.com, Fidelity offers superior tools and resources, especially for those interested in a broad spectrum of investments. J.P. Morgan, while not as expansive, is still a strong contender ranked seventh, providing essential research tools that are suitable for many investors.
Fidelity provides extensive research options across various asset classes like stocks, ETFs, mutual funds, and bonds. Investors can access detailed market insights, including downloadable PDF reports for stocks and ETFs. Fidelity further enhances its research capabilities with unique features such as social media sentiment analysis and ESG (Environmental, Social, and Governance) research, offering a more comprehensive view for today's informed investor. In contrast, J.P. Morgan Self-Directed Investing offers research across similar asset classes, but lacks features like social media sentiment analysis and has fewer downloadable reports, with only two available for stocks.
Both platforms offer screeners for trade ideas across stocks, ETFs, mutual funds, and bonds, allowing investors to filter and identify potential investments based on specific criteria. Additionally, both brokers provide the ability to view portfolio allocation by asset class, enabling investors to maintain balanced and diversified portfolios. While J.P. Morgan offers fundamental research capabilities, Fidelity’s advanced research features and extensive resources make it the preferred choice for those seeking a comprehensive investing tool.
| Feature |
Fidelity
|
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 Fidelity and J.P. Morgan Self-Directed Investing, there are distinct differences and similarities to consider. Fidelity does not offer traditional banking products like checking and savings accounts, whereas J.P. Morgan Self-Directed Investing provides both, giving users more options for everyday banking. Both services offer debit and credit cards, providing convenient payment methods for their users. In terms of borrowing, both offer mortgage loans, catering to customers in need of home financing. For those interested in growing their savings with certificates of deposit (CDs), both Fidelity and J.P. Morgan Self-Directed Investing offer this option. Overall, J.P. Morgan stands out for its comprehensive banking offerings, especially with its checking and savings accounts, while Fidelity remains competitive with its wide range of other financial products.
| Feature |
Fidelity
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Checking Accounts | No | Yes |
| Savings Accounts | No | Yes |
| Debit Cards | Yes | Yes |
| Credit Cards | Yes | Yes |
| Mortgage Loans | Yes | Yes |
| CDs | Yes | Yes |
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After opening live accounts and testing 14 of the best online brokers, our research and live account testing finds that Fidelity is better than J.P. Morgan Self-Directed Investing. Fidelity finished with an overall score of 96.2%, while J.P. Morgan Self-Directed Investing finished with a score of 85.4%.
Fidelity is a value-driven online broker offering $0 trades, industry-leading research, excellent trading tools and an easy-to-use mobile app.
Fidelity outshines J.P. Morgan Self-Directed Investing in the crypto trading arena by offering access to 3 cryptocurrencies, whereas J.P. Morgan provides no options for digital coin trading.
Dive deeper: Best Online Brokers for Crypto Trading in 2025
Both Fidelity and J.P. Morgan Self-Directed Investing offer traditional and Roth IRA accounts with no annual fees; however, while Fidelity charges no fee for closing IRA accounts, J.P. Morgan Self-Directed Investing imposes a $75 closure fee.
Dive deeper: Best IRA Accounts for 2025
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| Review | Fidelity Review | J.P. Morgan Self-Directed Investing Review |
| Broker Screenshots | Fidelity | J.P. Morgan Self-Directed Investing | |
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| Trading Fees | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Minimum Deposit | $0.00 | $0.00 | |
| Stock Trades | $0.00 | $0.00 | |
| Penny Stock Fees (OTC) | $0.00 | $0.00 | |
| Mutual Fund Trade Fee | Varies | $0 | |
| Options (Per Contract) | $0.65 | $0.65 | |
| Futures (Per Contract) | (Not offered) | (Not offered) | |
| Broker Assisted Trade Fee | $32.95 | Varies |
| Margin Rates | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Margin Rate Under $25,000 | 13.075% | 13.25% | |
| Margin Rate $25,000 to $49,999.99 | 12.575% | 13% | |
| Margin Rate $50,000 to $99,999.99 | 12.125% | 12.5% | |
| Margin Rate $100,000 to $249,999.99 | 11.575% | 12.25% | |
| Margin Rate $250,000 to $499,999.99 | 11.325% | 12.25% | |
| Margin Rate $500,000 to $999,999.99 | 9.00% | 11.5% | |
| Margin Rate Above $1,000,000 | 8.75% | 11% |
| Account Fees | Fidelity | 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) | $0.00 | $75.00 | |
| Options Exercise Fee | $0.00 | $0.00 | |
| Options Assignment Fee | $0.00 | $0.00 |
| Investment Options | Fidelity | 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 | No | No | |
| Forex Trading | No | No | |
| Crypto Trading | Yes | No | |
| Crypto Trading - Total Coins | 3 | 0 | |
| Mutual Funds (No Load) | 5843 | 3500 | |
| Mutual Funds (Total) | 10000 | 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) | 25 | 0 |
| Order Types | Fidelity | 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 | Fidelity | 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 | No | No | |
| Videos | Yes | Yes | |
| Webinars | Yes | Yes | |
| Webinars (Archived) | Yes | No | |
| Progress Tracking | Yes | No | |
| Interactive Learning - Quizzes | Yes | No |
| Stock Trading Apps | Fidelity | 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 | Fidelity | 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 | Fidelity | 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 | 119 | 36 | |
| Charting - Study Customizations | Yes | Yes | |
| Charting - Stock Comparisons | Yes | No |
| Trading Platforms | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Active Trading Platform | Active Trader Pro | No | |
| Desktop Trading Platform | Yes | No | |
| Desktop Platform (Mac) | Yes | No | |
| Web Trading Platform | Yes | Yes | |
| Paper Trading | No | No | |
| Trade Journal | Yes | No | |
| Watch Lists - Total Fields | 92 | 20 |
| Stock Chart Features | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Charting - Adjust Trades on Chart | Yes | No | |
| Charting - Indicators / Studies | 129 | 36 | |
| Charting - Drawing Tools | 38 | 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 | 5 | 3 | |
| Charting - Custom Studies | No | Yes |
| Day Trading | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Streaming Time & Sales | Yes | No | |
| Streaming TV | Yes | No | |
| Direct Market Routing - Stocks | Yes | No | |
| Ladder Trading | No | No | |
| Trade Hotkeys | Yes | No | |
| Level 2 Quotes - Stocks | Yes | No | |
| Trade Ideas - Backtesting | Yes | No | |
| Trade Ideas - Backtesting Adv | No | No | |
| Short Locator | Yes | No | |
| Order Liquidity Rebates | No | No |
| Research Overview | Fidelity | 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 | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Stock Research - PDF Reports | 11 | 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 | Fidelity | 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 | Fidelity | 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 | Fidelity | 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 | 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 - Greeks Streaming | Yes | No | |
| Option Positions - Adv Analysis | Yes | No | |
| Option Positions - Rolling | Yes | No | |
| Option Positions - Grouping | Yes | No |
| Banking | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Bank (Member FDIC) | No | Yes | |
| Checking Accounts | No | Yes | |
| Savings Accounts | No | Yes | |
| Credit Cards | Yes | Yes | |
| Debit Cards | Yes | Yes | |
| Mortgage Loans | Yes | Yes |
| Customer Service | Fidelity | 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) | Yes | No | |
| Live Chat (Current Customers) | Yes | No | |
| 24/7 Support | Yes | Yes |
| Overall | Fidelity | J.P. Morgan Self-Directed Investing | |
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| Review | Fidelity Review | J.P. Morgan Self-Directed Investing Review |
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