Range of investments
Bottom line: Fidelity offers a wider range of investments than J.P. Morgan Self-Directed Investing, earning 5 stars for Range of Investments and a #2 ranking out of 14 brokers from StockBrokers.com, compared with J.P. Morgan’s 3.5 stars and #13 ranking. Both cover core needs, but Fidelity adds forex and crypto trading (3 coins), which J.P. Morgan does not support.
Both brokers let you trade stocks, use margin, buy fractional shares, access OTC stocks, invest in mutual funds, and trade options. Neither offers futures trading. The key difference is access to more asset types at Fidelity: forex is available and crypto trading spans 3 coins, whereas J.P. Morgan Self-Directed Investing offers neither.
For accounts and planning, both provide Traditional and Roth IRAs and offer advisor services. If you want the broadest menu of investments, including crypto and forex, Fidelity stands out; if you only need the basics like stocks, options, and mutual funds, both platforms can meet those needs.
|
Feature |
Fidelity
|
J.P. Morgan Self-Directed Investing
|
|
Stock Trading
info
|
Yes
|
Yes
|
|
Account Feature - Margin Trading
info
|
Yes
|
Yes
info |
|
Fractional Shares (Stocks)
info
|
Yes
|
Yes
|
|
OTC Stocks
info
|
Yes
|
Yes
|
|
Mutual Funds
info
|
Yes
|
Yes
|
|
Options Trading
info
|
Yes
|
Yes
|
|
Futures Trading
info
|
No
|
No
|
|
Crypto Trading
info
|
Yes
|
No
|
|
Crypto Trading - Total Coins
info
|
3
|
0
|
|
Range of Investments
|
|
|
Dive deeper: Best Options Trading Platforms for 2026, Best Futures Trading Platforms for 2026
Trading platforms and tools
Bottom line: Fidelity outclasses J.P. Morgan Self-Directed Investing for trading platforms and tools. Fidelity earns 4 out of 5 stars and ranks #4 of 14 brokers at StockBrokers.com, while J.P. Morgan Self-Directed Investing scores 1 out of 5 stars and ranks #13. If you want desktop software (Windows or Mac), richer charting, and more flexible watch lists, Fidelity is the stronger pick. J.P. Morgan’s web platform can handle basic tasks, but it’s far more limited.
Platform access is where the gap starts. Fidelity offers downloadable platforms for both Windows and Mac, plus a browser-based platform. J.P. Morgan Self-Directed Investing only offers a browser-based platform—no Windows or Mac downloads. Neither broker supports paper trading, and only Fidelity includes a trading journal. Fidelity also lets you adjust open orders directly on a stock chart; J.P. Morgan does not.
Fidelity’s tools go deeper across the board: 92 watch list columns (vs. 20), 129 technical indicators (vs. 36), and 38 drawing tools (vs. 10). Fidelity supports notes on charts, shows historical trades, displays corporate events (both brokers do), enables custom date ranges, recognizes chart patterns automatically, and lets you save multiple chart profiles. J.P. Morgan lacks those features. Even small details favor Fidelity, like more SMA study settings (5 fields vs. 3). Neither broker allows fully custom studies.
|
Feature |
Fidelity
|
J.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
|
No
|
No
|
|
Watchlists - Total Fields
info
|
92
|
20
|
|
Charting - Indicators / Studies
info
|
129
|
36
|
|
Charting - Drawing Tools
info
|
38
|
10
|
|
Advanced Trading
|
|
|
Dive deeper: Best Stock Brokers for 2026, Best Paper Trading Apps & Platforms for 2026
A full-featured account for investing
Get up to $1,500 on new brokerage account*
Beginners and education
Fidelity and J.P. Morgan Self-Directed Investing both give beginner investors broad education across key topics: stocks, ETFs, options, mutual funds, and bonds. Each platform also provides educational videos and live webinars to help you learn at your own pace. Neither offers paper trading, so when you’re ready to apply what you’ve learned, you’ll be using real money.
Fidelity pulls ahead for structured learning. It adds interactive quizzes and lets you track your progress—features J.P. Morgan Self-Directed Investing does not include. That extra guidance helps new investors build skills step by step. Matching this, Fidelity is rated 5 stars for education and ranks #1 out of 14 brokers on StockBrokers.com, while J.P. Morgan Self-Directed Investing is rated 4 stars and ranks #4. Choose Fidelity if you want quizzes and progress tracking; pick J.P. Morgan Self-Directed Investing if videos and webinars cover what you need.
|
Feature |
Fidelity
|
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 (Fixed Income)
info
|
Yes
|
Yes
|
|
Videos
info
|
Yes
|
Yes
|
|
Webinars
info
|
Yes
|
Yes
|
|
Education
|
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2026
Stock trading apps
Bottom line: Fidelity’s stock trading app experience outshines J.P. Morgan Self-Directed Investing. Fidelity earns 4.5 stars and ranks #3 out of 14 brokers for mobile apps, while J.P. Morgan scores 4 stars and ranks #10. Fidelity covers more features—like Apple Watch support, streaming quotes, live TV, videos on demand, richer charting, and after-hours charting—making it the stronger pick for traders who want more tools on the go. Both brokers offer iPhone and Android apps and support mobile options trading. Note: the data here doesn’t specify whether J.P. Morgan supports mobile after-hours trading.
Availability is broad for both: iPhone and Android apps are offered by Fidelity and J.P. Morgan. Only Fidelity adds an Apple Watch app. Fidelity supports mobile after-hours trading; J.P. Morgan’s status isn’t provided. For market data and media, Fidelity includes streaming quotes, streaming live TV, and videos on demand, while J.P. Morgan does not. Both brokers provide stock alerts, custom watch lists, and the ability to customize watch list columns.
Charting is a clear separator. Fidelity offers after-hours charting (J.P. Morgan does not), landscape mode on charts (both do), and multiple time frames (both do). Fidelity packs in 128 technical studies versus J.P. Morgan’s 36, and it lets you compare stocks on the same chart, a feature J.P. Morgan lacks. These deeper tools help explain Fidelity’s higher app rating (4.5 stars vs. 4 stars) and stronger ranking (#3 vs. #10).
|
Feature |
Fidelity
|
J.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
|
Yes
|
No
|
|
Charting - Technical Studies
info
|
128
|
36
|
|
Mobile Trading Apps
|
|
|
Dive deeper: Best Stock Trading Apps for 2026
Fees
Bottom line: Fidelity and J.P. Morgan Self-Directed Investing look very similar on everyday trading costs, but differ on a few money-saving details. Both have $0 minimum deposits, $0 stock commissions, and the same $0.65 per‑contract options pricing, plus $0 fees for options exercise and assignment. The key differences are in margin interest and exit fees: J.P. Morgan Self-Directed Investing is cheaper for margin balances under $50,000, while Fidelity is cheaper from $50,000 to $99,999. Fidelity also stands out with $0 IRA closure and $0 full ACAT transfer fees, where J.P. Morgan charges $75 for each.
Account and trading fees: Fidelity and J.P. Morgan Self-Directed Investing each require $0 to open an account and charge $0 for online stock trades. Options trading costs $0.65 per contract at both brokers, and both list $0 for options exercise and assignment. IRA annual fees are $0 at both firms. For leaving costs, Fidelity charges $0 for IRA closure and $0 for a full ACAT transfer, while J.P. Morgan Self-Directed Investing charges $75 for IRA closure and $75 for a full ACAT; partial ACAT transfers are $0 at both.
Margin rates: Under $25,000, Fidelity is 12.575% vs. J.P. Morgan Self-Directed Investing at 12.25% (J.P. Morgan cheaper). From $25,000 to $49,999, Fidelity is 12.075% vs. J.P. Morgan at 12% (J.P. Morgan cheaper). From $50,000 to $99,999, Fidelity is 11.125% vs. J.P. Morgan at 11.5% (Fidelity cheaper).
|
Feature |
Fidelity
|
J.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 2026
Day Trading
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
info
|
Yes
|
No
|
|
Streaming TV
info
|
Yes
|
No
|
|
Direct Market Routing - Equities
info
|
Yes
|
No
|
|
Level 2 Quotes - Stocks
info
|
Yes
|
No
|
|
Trade Ideas - Backtesting
info
|
Yes
|
No
|
|
Trade Ideas - Backtesting Adv
info
|
No
|
No
|
|
Short Locator
info
|
Yes
|
No
|
Dive deeper: Best Day Trading Platforms of 2026 for Beginners and Active Traders
Market Research
For market research, Fidelity pulls ahead of J.P. Morgan Self-Directed Investing. Both brokers cover the core asset classes and offer popular screeners, but Fidelity adds more depth and extras that matter day to day. That edge lines up with Fidelity’s 5-star rating and #1 of 14 ranking from StockBrokers.com, compared with J.P. Morgan Self-Directed Investing’s 4 stars and #7 ranking.
Each platform provides research for stocks, ETFs, mutual funds, OTC/pink sheets, and bonds, plus tools to view portfolio allocation by asset class. Both also include trade-idea screeners for stocks, ETFs, mutual funds, and bonds. Where they differ is in the quality and variety of insights: Fidelity offers seven downloadable stock research PDFs versus J.P. Morgan Self-Directed Investing’s two, provides downloadable ETF research reports (J.P. Morgan Self-Directed Investing does not), and supports stock research using social media sentiment and ESG analysis (J.P. Morgan Self-Directed Investing does not offer either). Neither broker provides downloadable mutual fund research PDFs.
If you want wider research sources and more downloadable reports to compare viewpoints, Fidelity is the stronger pick. If you just need the basics across major asset classes with standard screeners, J.P. Morgan Self-Directed Investing covers those needs well.
|
Feature |
Fidelity
|
J.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 - Fixed Income
info
|
Yes
|
Yes
|
|
Screener - Fixed Income
info
|
Yes
|
Yes
|
|
Research
|
|
|
Banking
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
info
|
No
|
Yes
|
|
Savings Accounts
info
|
No
|
Yes
|
|
Debit Cards
info
|
Yes
|
Yes
|
|
Credit Cards
info
|
Yes
|
Yes
|
|
Mortgage Loans
info
|
Yes
|
Yes
|
|
Brokerage CDs
info
|
Yes
|
Yes
|
Dive deeper: Best Brokerage Checking Accounts for 2026
Winner
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 92.5%, while J.P. Morgan Self-Directed Investing finished with a score of 67.5%.
Fidelity is a value-driven online broker offering $0 trades, industry-leading research, excellent trading tools and an easy-to-use mobile app.
FAQs
Can you trade cryptocurrency with Fidelity or J.P. Morgan Self-Directed Investing?
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 2026
Does Fidelity or J.P. Morgan Self-Directed Investing offer IRAs?
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 2026
Popular trading guides
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|
Broker Screenshots
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
|
Broker Gallery (click to expand) |
|
|
|
|
Trading Fees
|
Fidelity |
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
|
$0.00
|
$0.00
|
|
|
Mutual Fund Trade Fee info
|
Varies
info
|
$0
|
|
|
Options (Per Contract) info
|
$0.65
|
$0.65
|
|
|
Futures (Per Contract) info
|
(Not offered)
|
(Not offered)
|
|
|
Broker Assisted Trade Fee info
|
$32.95
|
Varies
|
|
|
Margin Rates
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
|
Margin Rate Under $25,000 info
|
12.575%
|
12.25%
|
|
|
Margin Rate $25,000 to $49,999.99 info
|
12.075%
|
12%
|
|
|
Margin Rate $50,000 to $99,999.99 info
|
11.125%
|
11.5%
|
|
|
Margin Rate $100,000 to $249,999.99 info
|
11.075%
|
11.25%
|
|
|
Margin Rate $250,000 to $499,999.99 info
|
10.825%
|
11.25%
|
|
|
Margin Rate $500,000 to $999,999.99 info
|
8.500%
|
10.5%
|
|
|
Margin Rate Above $1,000,000 info
|
8.250%
|
10%
info
|
|
|
Account Fees
|
Fidelity |
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
|
$0.00
|
$75.00
|
|
|
Options Exercise Fee info
|
$0.00
|
$0.00
|
|
|
Options Assignment Fee info
|
$0.00
|
$0.00
|
|
|
Investment Options
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
|
Stock Trading info
|
Yes
|
Yes
|
|
|
Account Feature - Margin Trading info
|
Yes
|
Yes
info
|
|
|
Fractional Shares (Stocks) info
|
Yes
|
Yes
|
|
|
OTC Stocks info
|
Yes
|
Yes
|
|
|
Options Trading info
|
Yes
|
Yes
|
|
|
Complex Options Max Legs info
|
4
|
1
|
|
|
Futures Trading info
|
No
|
No
|
|
|
Forex Trading info
|
Yes
info
|
No
|
|
|
Crypto Trading info
|
Yes
|
No
|
|
|
Crypto Trading - Total Coins info
|
3
|
0
|
|
|
Fixed Income (Treasurys) info
|
Yes
|
Yes
|
|
|
Fixed Income (Corporate Bonds) info
|
Yes
|
Yes
|
|
|
Fixed Income (Municipal Bonds) info
|
Yes
|
Yes
|
|
|
Traditional IRAs info
|
Yes
|
Yes
|
|
|
Roth IRAs info
|
Yes
|
Yes
|
|
|
Advisor Services info
|
Yes
|
Yes
|
|
|
International Countries (Stocks) info
|
25
|
0
|
|
|
Order Types
|
Fidelity |
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
|
Fidelity |
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 (Fixed Income) info
|
Yes
|
Yes
|
|
|
Education (Retirement) info
|
Yes
|
Yes
|
|
|
Retirement Calculator info
|
Yes
|
Yes
|
|
|
Investor Dictionary info
|
Yes
|
No
|
|
|
Paper Trading info
|
No
|
No
|
|
|
Videos info
|
Yes
|
Yes
|
|
|
Webinars info
|
Yes
|
Yes
|
|
|
Progress Tracking info
|
Yes
|
No
|
|
|
Interactive Learning - Quizzes info
|
Yes
|
No
|
|
|
Stock Trading Apps
|
Fidelity |
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
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
|
Mobile Research - Market Movers 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
|
|
|
Watchlist (Real-time) info
|
Yes
|
Yes
|
|
|
Watchlist (Streaming) info
|
Yes
|
No
|
|
|
Mobile Watchlists - Create & Manage info
|
Yes
|
Yes
|
|
|
Mobile Watchlists - Column Customization info
|
Yes
|
Yes
|
|
|
Stock App Charting
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
|
Charting - After-Hours info
|
Yes
|
No
|
|
|
Charting - Can Turn Horizontally info
|
Yes
|
Yes
|
|
|
Charting - Multiple Time Frames info
|
Yes
|
Yes
|
|
|
Charting - Technical Studies info
|
128
|
36
|
|
|
Charting - Study Customizations info
|
Yes
|
Yes
|
|
|
Charting - Stock Comparisons info
|
Yes
|
No
|
|
|
Trading Platforms
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
|
Active Trading Platform info
|
Active Trader Pro
|
No
|
|
|
Desktop Trading Platform info
|
Yes
|
No
|
|
|
Desktop Platform (Mac) info
|
Yes
|
No
|
|
|
Web Trading Platform info
|
Yes
|
Yes
|
|
|
Paper Trading info
|
No
|
No
|
|
|
Trade Journal info
|
Yes
|
No
|
|
|
Watchlists - Total Fields info
|
92
|
20
|
|
|
Stock Chart Features
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
|
Charting - Adjust Trades on Chart info
|
Yes
|
No
|
|
|
Charting - Indicators / Studies info
|
129
|
36
|
|
|
Charting - Drawing Tools info
|
38
|
10
|
|
|
Charting - Notes info
|
Yes
|
No
|
|
|
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
|
5
|
3
|
|
|
Charting - Custom Studies info
|
No
|
No
|
|
|
Day Trading
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
|
Streaming Time & Sales info
|
Yes
|
No
|
|
|
Streaming TV info
|
Yes
|
No
|
|
|
Direct Market Routing - Equities info
|
Yes
|
No
|
|
|
Ladder Trading info
|
No
|
No
|
|
|
Trade Hot Keys info
|
Yes
|
No
|
|
|
Level 2 Quotes - Stocks info
|
Yes
|
No
|
|
|
Trade Ideas - Backtesting info
|
Yes
|
No
|
|
|
Trade Ideas - Backtesting Adv info
|
No
|
No
|
|
|
Short Locator info
|
Yes
|
No
|
|
|
Order Liquidity Rebates info
|
No
|
No
|
|
|
Research Overview
|
Fidelity |
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 - Fixed Income info
|
Yes
|
Yes
|
|
|
Screener - Stocks info
|
Yes
|
Yes
|
|
|
Screener - ETFs info
|
Yes
|
Yes
|
|
|
Screener - Mutual Funds info
|
Yes
|
Yes
|
|
|
Screener - Fixed Income info
|
Yes
|
Yes
|
|
|
Portfolio Asset Allocation info
|
Yes
|
Yes
|
|
|
Stock Research
|
Fidelity |
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
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
|
ETFs - Investment Objective info
|
Yes
|
Yes
|
|
|
ETF Fund Facts - Inception Date info
|
Yes
|
Yes
|
|
|
ETF Fund Facts - Expense Ratio info
|
Yes
|
Yes
|
|
|
ETF Fund Facts - Total 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
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
|
Mutual Funds - Investment Objective 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
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
|
Option Chains - Total Greeks info
|
5
|
0
|
|
|
Option Analysis - P&L Charts info
|
Yes
|
No
|
|
|
Banking
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
|
Bank (Member FDIC) info
|
No
|
Yes
|
|
|
Checking Accounts info
|
No
|
Yes
|
|
|
Savings Accounts info
|
No
|
Yes
|
|
|
Credit Cards info
|
Yes
|
Yes
|
|
|
Debit Cards info
|
Yes
|
Yes
|
|
|
Mortgage Loans info
|
Yes
|
Yes
|
|
|
Customer Service
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
|
Phone Support (Prospective Customers) info
|
Yes
|
No
|
|
|
Phone Support (Current Customers) info
|
Yes
|
Yes
|
|
|
Email Support info
|
Yes
|
Yes
|
|
|
Live Chat (Prospective Customers) info
|
Yes
|
No
|
|
|
Live Chat (Current Customers) info
|
Yes
|
No
|
|
|
24/7 Support info
|
Yes
|
Yes
|
|
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