Written by StockBrokers.com
In this head to head comparison of Firstrade 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.
Overall takeaway: Firstrade slightly edges out J.P. Morgan Self-Directed Investing for the breadth of self-directed investment choices, based on third-party ratings, while J.P. Morgan Self-Directed Investing stands out if you want access to advisor services along with your trading. If your priority is the widest set of do-it-yourself investments, Firstrade is the stronger pick; if you value the option to get guidance, J.P. Morgan Self-Directed Investing may fit better.
Both brokers let you trade stocks, fractional shares, OTC stocks, mutual funds, and options, and both support margin trading. Neither offers forex, futures, or cryptocurrency trading (0 coins at both). That means each platform covers the core stock-and-fund toolkit many investors want, without exposure to currencies, futures, or crypto.
For accounts, each supports Traditional and Roth IRAs. Where they differ is advice: Firstrade does not offer advisor services, while J.P. Morgan Self-Directed Investing does. On “Range of Investments,” StockBrokers.com rates Firstrade 4 stars and ranks it #5 of 14 brokers, versus 3.5 stars and #13 for J.P. Morgan Self-Directed Investing.
| Feature |
Firstrade
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Stock Trading | Yes | Yes |
| Account Feature - Margin Trading | Yes | Yes |
| Fractional Shares (Stocks) | Yes | Yes |
| OTC Stocks | Yes | Yes |
| Mutual Funds | Yes | Yes |
| Options Trading | Yes | Yes |
| Futures Trading | No | No |
| Crypto Trading | No | No |
| Crypto Trading - Total Coins | 0 | 0 |
| Range of Investments |
|
|
Dive deeper: Best Options Trading Platforms for 2026, Best Futures Trading Platforms for 2026
Bottom line: Firstrade and J.P. Morgan Self-Directed Investing deliver simple, browser-only platforms with limited tools, and both earn 1 out of 5 stars from StockBrokers.com. Firstrade ranks #12 of 14 for trading platforms and tools, edging J.P. Morgan Self-Directed Investing at #13. If platform depth matters, Firstrade’s richer indicators and larger watchlists make it the better pick, while J.P. Morgan’s charts show corporate events and include a couple more drawing tools. For casual trading, either can work; for more data and flexibility, Firstrade pulls ahead.
Neither broker offers downloadable desktop software for Windows or Mac, paper trading, or a built-in trading journal. Order management is basic—neither lets you adjust open orders directly on charts, save multiple chart layouts, create custom studies, add notes to charts, show your historical trades, or set custom date ranges. Both rely on a browser-based experience for all activity.
Charting and lists show the clearest differences. Firstrade supplies 102 technical indicators versus 36 at J.P. Morgan Self-Directed Investing, plus automated chart pattern detection (J.P. Morgan does not). J.P. Morgan counters with 10 drawing tools to Firstrade’s 8 and can display corporate events on charts (Firstrade cannot). Editing an SMA study is more flexible at Firstrade (6 fields) than at J.P. Morgan (3 fields). For tracking ideas, Firstrade supports 50 watchlist columns, while J.P. Morgan offers 20.
| Feature |
Firstrade
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Web Trading Platform | Yes | Yes |
| Desktop Trading Platform | No | No |
| Desktop Platform (Mac) | No | No |
| Paper Trading | No | No |
| Watchlists - Total Fields | 50 | 20 |
| Charting - Indicators / Studies | 102 | 36 |
| Charting - Drawing Tools | 8 | 10 |
| Advanced Trading |
|
|
Dive deeper: Best Stock Brokers for 2026, Best Paper Trading Apps & Platforms for 2026
Trade brilliantly with Schwab.
A full-featured account for investing
Get up to $1,500 on new brokerage account*
Fund to get $20 NVDA fractional shares.
For beginner investors comparing education features, both Firstrade and J.P. Morgan Self-Directed Investing offer stock and options education, along with educational videos and webinars. J.P. Morgan goes further with ETF, mutual fund, and bond education—areas Firstrade doesn’t cover. Neither broker offers paper trading, quizzes, or tools to track learning progress.
Reflecting these differences, StockBrokers.com rates Firstrade 2.5 out of 5 stars for education (13th of 14 brokers) and J.P. Morgan Self-Directed Investing 4 out of 5 stars (4th of 14). Choose Firstrade if you want simple stock and options lessons; pick J.P. Morgan if you prefer broader, multi-asset education that includes ETFs, mutual funds, and bonds.
| Feature |
Firstrade
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Education (Stocks) | Yes | Yes |
| Education (ETFs) | No | Yes |
| Education (Options) | Yes | Yes |
| Education (Mutual Funds) | No | Yes |
| Education (Fixed Income) | No | Yes |
| Videos | Yes | Yes |
| Webinars | Yes | Yes |
| Education |
|
|
Dive deeper: Best Stock Trading Platforms & Apps for Beginners in 2026
If you’re picking between Firstrade and J.P. Morgan Self-Directed Investing for stock trading on mobile, Firstrade has a slight edge. Both apps earn 4-star ratings, but Firstrade ranks #8 versus J.P. Morgan’s #10 with StockBrokers.com. Firstrade offers streaming quotes and stronger chart tools, while both brokers cover the basics like iPhone and Android apps, mobile options trading, alerts, and custom watch lists. Neither supports Apple Watch. Mobile after-hours trading is available at Firstrade; the J.P. Morgan status wasn’t provided.
App availability and core features: both brokers have iPhone and Android apps; neither has an Apple Watch app. Both support mobile options trading, stock alerts, custom watch lists, and watch list column customization. Firstrade enables mobile after-hours stock trading, while after-hours availability for J.P. Morgan Self-Directed Investing isn’t confirmed in the provided info. For market data, Firstrade delivers streaming quotes; J.P. Morgan does not. Neither app includes streaming live TV or videos on demand.
Charting on mobile: both apps allow landscape view and multiple time frames, but neither supports after-hours charting. Firstrade includes 81 technical studies and lets you compare multiple stocks on one chart. J.P. Morgan offers 36 studies and does not provide stock-to-stock comparisons on charts.
| Feature |
Firstrade
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| iPhone App | Yes | Yes |
| Android App | Yes | Yes |
| Apple Watch App | No | No |
| Stock Alerts | Yes | Yes |
| Charting - After-Hours | No | No |
| Charting - Technical Studies | 81 | 36 |
| Mobile Trading Apps |
|
|
Dive deeper: Best Stock Trading Apps for 2026
Bottom line: Firstrade is the cheaper pick for options traders and anyone who may close an IRA, while J.P. Morgan Self-Directed Investing is typically cheaper for margin borrowing and partial account transfers. Both brokers have a $0 minimum deposit and $0 commissions for online stock trades. Firstrade charges $0 per options contract versus $0.65 at J.P. Morgan, but J.P. Morgan’s margin rates are lower across common balance tiers.
Trading costs: Both platforms offer $0 stock trades. Options differ: Firstrade’s per‑contract fee is $0, while J.P. Morgan Self-Directed Investing charges $0.65. Options exercise and assignment fees are $0 at both brokers.
Account fees and other charges: IRA annual fees are $0 at both, but IRA closure costs $0 at Firstrade versus $75 at J.P. Morgan. For transfers, partial ACAT is $55 at Firstrade and $0 at J.P. Morgan; full ACAT is $75 at both. Margin rates favor J.P. Morgan: under $25,000 it’s 12.25% vs. Firstrade’s 12.75%; $25,000–$49,999 is 12.00% vs. 12.50%; and $50,000–$99,999 is 11.50% vs. 12.00%.
| Feature |
Firstrade
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Minimum Deposit | $0.00 | $0.00 |
| Stock Trades | $0.00 | $0.00 |
| Options (Per Contract) | $0.00 | $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 2026
For day trading, Firstrade and J.P. Morgan Self-Directed Investing are very similar: neither offers streaming time and sales, live TV, direct market routing, ladder trading, keyboard hotkeys, or Level 2 quotes. Both also lack strategy backtesting (basic or advanced), a short-locate tool for finding shares to short, and maker/taker liquidity rebates.
Because these core tools are missing on both platforms, active intraday traders may find them limiting. If you’re comparing Firstrade vs. J.P. Morgan Self-Directed Investing specifically for day trading, neither has an edge; your choice may come down to other factors outside day trading needs. Traders who require Level 2, direct routing, hotkeys, and short availability data should consider a platform built for fast, intraday order execution and analysis.
| Feature |
Firstrade
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Streaming Time & Sales | No | No |
| Streaming TV | No | No |
| Direct Market Routing - Equities | No | No |
| Level 2 Quotes - Stocks | No | No |
| Trade Ideas - Backtesting | No | No |
| Trade Ideas - Backtesting Adv | No | No |
| Short Locator | No | No |
Dive deeper: Best Day Trading Platforms and Apps for 2026
Both Firstrade and J.P. Morgan Self-Directed Investing earn 4-star marks for market research, but Firstrade has a slight lead in our comparison (ranked #6 of 14 vs. J.P. Morgan at #7). Firstrade stands out by adding social media sentiment and ESG research, plus downloadable ETF reports. J.P. Morgan Self-Directed Investing pushes back with more downloadable stock reports (two types vs. one at Firstrade). If you want the widest mix of research angles in one place, Firstrade is likely the better fit; if you value more analyst-style stock PDFs, J.P. Morgan can be appealing.
Both platforms cover the basics well. Each offers research for stocks, ETFs, mutual funds, bonds, and OTC/pink sheets. You can see portfolio allocation by asset class on both, and each provides trade-idea screeners for stocks, ETFs, mutual funds, and bonds. For mutual funds, neither broker supplies downloadable PDF research reports.
The key differences come down to data depth and report options. Firstrade adds stock research powered by social media sentiment and offers ESG research—features J.P. Morgan Self-Directed Investing does not include. Firstrade also provides downloadable ETF research reports, which J.P. Morgan lacks. When it comes to stock PDFs, J.P. Morgan offers two types of downloadable reports, while Firstrade offers one.
| Feature |
Firstrade
|
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 - Fixed Income | Yes | Yes |
| Screener - Fixed Income | Yes | Yes |
| Research |
|
|
Choosing between the online broker Firstrade and J.P. Morgan Self-Directed Investing for banking features comes down to how many products you want in one place. Both offer checking accounts, debit cards, and certificates of deposit (CDs), covering everyday spending and time-based savings. The differences appear with savings accounts, credit cards, and mortgage loans: J.P. Morgan Self-Directed Investing provides all three, while Firstrade does not. If you want a simple setup with checking, a debit card, and CDs, Firstrade can work well; if you prefer a fuller lineup that includes a savings account, credit cards, and the option to apply for a mortgage under the same umbrella, J.P. Morgan Self-Directed Investing is the more complete choice.
| Feature |
Firstrade
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Checking Accounts | Yes | Yes |
| Savings Accounts | No | Yes |
| Debit Cards | Yes | Yes |
| Credit Cards | No | Yes |
| Mortgage Loans | No | Yes |
| Brokerage CDs | Yes | Yes |
Dive deeper: Best Brokerage Checking Accounts for 2026
After opening live accounts and testing 14 of the best online brokers, our research and live account testing finds that Firstrade is better than J.P. Morgan Self-Directed Investing. Firstrade finished with an overall score of 67.8%, while J.P. Morgan Self-Directed Investing finished with a score of 67.5%.
Firstrade is a good choice for options traders and self-reliant investors due to its aggressive pricing model that completely eliminates per-contract fees on options. While it lacks asset classes like crypto and futures, it impresses with institutional-grade infrastructure, supporting complex account types like Trusts and Business IRAs and wide international accessibility.
Neither Firstrade nor J.P. Morgan Self-Directed Investing offer cryptocurrency trading, as both platforms provide access to zero crypto coins.
Dive deeper: Best Online Brokers for Crypto Trading in 2026
Both Firstrade and J.P. Morgan Self-Directed Investing offer traditional and Roth IRA accounts with no annual fees; however, Firstrade provides an advantage with no closure fee, while J.P. Morgan charges $75 for closing an IRA account.
Dive deeper: Best IRA Accounts for 2026
Practice investing risk-free with the best paper trading platforms. Compare Webull, Schwab, Interactive Brokers, E*TRADE, and more.
Jessica Inskip July 01, 2026
Discover the best brokers for trade execution. Compare Fidelity, Interactive Brokers, and more for price improvement, speed, and transparency.
Jessica Inskip May 22, 2026
Find the best rollover IRA accounts. Compare Fidelity, Schwab, and E*TRADE for easy transfers, low fees, and smart retirement investing tools.
Andrea Coombes May 15, 2026
Find the best brokerage for high-net-worth investors. Compare Fidelity, Schwab, Merrill, and more for premium services and tailored investment tools.
Jessica Inskip January 27, 2026
Start investing with ease. Explore the best beginner-friendly trading platforms with low fees, great education, and intuitive apps.
Jessica Inskip June 25, 2026
Discover the best stock brokers of 2026. Compare Schwab, Fidelity, Interactive Brokers, E*TRADE, and more to find the top trading platform for your needs.
Jessica Inskip May 07, 2026
Find the best penny stock brokers. Compare Fidelity, Firstrade, Schwab, E*TRADE, and TradeStation for OTC access, fees, and tools.
Jessica Inskip May 05, 2026
We tested the 5 best futures trading platforms of 2026. Compare commissions, margin rates, and tools for beginners and active traders. Find the right platform for you.
Jessica Inskip May 13, 2026
Find the best crypto trading platform for 2026. We rank eToro, Fidelity, Interactive Brokers, Webull, and Robinhood on fees, security, and coin selection.
Steven Hatzakis May 27, 2026
Find the best IRA accounts. Compare Fidelity, Schwab, Merrill Edge, E*TRADE, & J.P. Morgan for retirement planning, fees, tools, and account flexibility.
Jessica Inskip March 31, 2026
Discover the best day trading platforms. Compare IBKR, Schwab, Fidelity, E*TRADE, and TradeStation for speed, tools, and margin rates.
Jessica Inskip May 21, 2026
Find the best free trading platform of 2026. We tested the top brokers to uncover the true cost of $0 commissions. Find your ideal free stock trading app.
Jessica Inskip March 30, 2026
Explore the best international brokers for U.S. investors. Compare Interactive Brokers, Charles Schwab, and Fidelity for global stock trading access.
Jessica Inskip May 22, 2026
Find the top bank brokerages. From Merrill Edge to Ally, discover brokers that combine banking, investing, and rewards in one account.
Jessica Inskip April 16, 2026
Discover the best options trading platforms. Compare tastytrade, Schwab, IBKR, Fidelity & E*TRADE for tools, pricing, strategies, and trader support.
Jessica Inskip March 23, 2026
Find the best Roth IRA accounts. Fidelity, Schwab, and E*TRADE lead with low fees, smart investing tools, and retirement planning support.
Andrea Coombes April 27, 2026
Find top U.S. forex brokers. From tastyfx to OANDA, explore platforms with strong regulation, great tools, and user-friendly trading.
Steven Hatzakis May 29, 2026
Read our Fidelity review and discover how its powerful tools, in-depth education, and no-fee trading set the standard for online investing.
Jessica Inskip May 26, 2026
Read our Robinhood review and see why it’s a top pick for beginners, with a sleek mobile app, zero commissions, and standout educational tools.
Jessica Inskip June 11, 2026
Read our tastytrade review and discover why it’s the top choice for options traders, with low fees, advanced tools, and a seamless platform.
Jessica Inskip May 04, 2026
Read our Interactive Brokers review and see why it’s a top choice for active traders with low costs, cutting-edge platforms, and global reach.
Jessica Inskip May 04, 2026
Read our eToro review to explore its interactive platform, built-in discussions, and tools for crypto and stock investing.
Jessica Inskip May 20, 2026
Read our Merrill Edge Self-Directed review and see how it combines powerful investing tools, robust research, and integrated banking benefits.
Jessica Inskip May 04, 2026
Read our J.P. Morgan Self-Directed Investing review and discover its strengths in research, planning tools, and integration for Chase clients.
Jessica Inskip May 15, 2026
Read our Charles Schwab review to learn why its platforms, research, and investor resources make it one of the top-ranked brokerages.
Jessica Inskip May 04, 2026
Read our Ally Invest review to explore its user-friendly platform, automated investing portfolios, and wide range of investment options.
Jessica Inskip May 04, 2026
Read our Webull review and discover its commission-free trading, sleek platforms, paper trading tools, and fractional shares.
Jessica Inskip May 07, 2026
Read our Public.com review to learn how its intuitive platform and community-driven features help simplify investing for first-time traders.
Jessica Inskip May 04, 2026
Read our TradeStation review and discover why its pro-level tools, deep customization, and options focus make it a top choice for active traders.
Jessica Inskip May 04, 2026
Read our 2026 E*TRADE review to see how powerful research, versatile platforms, and diverse investments make it a top choice for all investors.
Jessica Inskip May 04, 2026
Read our Firstrade review and see why it’s a top choice for options traders, offering $0 contract fees, robust tools, and a growing feature set.
Jessica Inskip May 04, 2026Select Brokers
↓×Compare
0 of 5| Overall Rating | Firstrade | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Overall |
|
| |
| Range of Investments |
|
| |
| Advanced Trading |
|
| |
| Mobile Trading Apps |
|
| |
| Research |
|
| |
| Customer Service |
|
| |
| Education |
|
| |
| Ease of Use |
|
| |
| Winner | check_circle | ||
| Review | Firstrade Review | J.P. Morgan Self-Directed Investing Review |
| Broker Screenshots | Firstrade | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Broker Gallery (click to expand) |
|
|
| Trading Fees | Firstrade | 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 | $0 | $0 | |
| Options (Per Contract) | $0.00 | $0.65 | |
| Futures (Per Contract) | (Not offered) | (Not offered) | |
| Broker Assisted Trade Fee | $19.95 | Varies |
| Margin Rates | Firstrade | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Margin Rate Under $25,000 | 12.75% | 12.25% | |
| Margin Rate $25,000 to $49,999.99 | 12.50% | 12% | |
| Margin Rate $50,000 to $99,999.99 | 12.00% | 11.5% | |
| Margin Rate $100,000 to $249,999.99 | 11.50% | 11.25% | |
| Margin Rate $250,000 to $499,999.99 | 11.25% | 11.25% | |
| Margin Rate $500,000 to $999,999.99 | 9.35% | 10.5% | |
| Margin Rate Above $1,000,000 | 8.75% | 10% |
| Account Fees | Firstrade | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| IRA Annual Fee | $0.00 | $0.00 | |
| IRA Closure Fee | $0.00 | $75.00 | |
| Account Transfer Out (Partial) | $55.00 | $0.00 | |
| Account Transfer Out (Full) | $75.00 | $75.00 | |
| Options Exercise Fee | $0.00 | $0.00 | |
| Options Assignment Fee | $0.00 | $0.00 |
| Investment Options | Firstrade | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Stock Trading | Yes | Yes | |
| Account Feature - Margin Trading | Yes | Yes | |
| Fractional Shares (Stocks) | 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 | No | No | |
| Crypto Trading - Total Coins | 0 | 0 | |
| Fixed Income (Treasurys) | Yes | Yes | |
| Fixed Income (Corporate Bonds) | Yes | Yes | |
| Fixed Income (Municipal Bonds) | Yes | Yes | |
| Traditional IRAs | Yes | Yes | |
| Roth IRAs | Yes | Yes | |
| Advisor Services | No | Yes | |
| International Countries (Stocks) | 0 | 0 |
| Order Types | Firstrade | 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 | Firstrade | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Education (Stocks) | Yes | Yes | |
| Education (ETFs) | No | Yes | |
| Education (Options) | Yes | Yes | |
| Education (Mutual Funds) | No | Yes | |
| Education (Fixed Income) | No | Yes | |
| Education (Retirement) | Yes | Yes | |
| Retirement Calculator | Yes | Yes | |
| Investor Dictionary | Yes | No | |
| Paper Trading | No | No | |
| Videos | Yes | Yes | |
| Webinars | Yes | Yes | |
| Progress Tracking | No | No | |
| Interactive Learning - Quizzes | No | No |
| Stock Trading Apps | Firstrade | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| iPhone App | Yes | Yes | |
| Android App | Yes | Yes | |
| Apple Watch App | No | 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 | Firstrade | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Mobile Research - Market Movers | Yes | Yes | |
| Stream Live TV | No | No | |
| Videos on Demand | No | No | |
| Stock Alerts | Yes | Yes | |
| Option Chains Viewable | Yes | Yes | |
| Watchlist (Real-time) | Yes | Yes | |
| Watchlist (Streaming) | Yes | No | |
| Mobile Watchlists - Create & Manage | Yes | Yes | |
| Mobile Watchlists - Column Customization | Yes | Yes |
| Stock App Charting | Firstrade | 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 | 81 | 36 | |
| Charting - Study Customizations | Yes | Yes | |
| Charting - Stock Comparisons | Yes | No |
| Trading Platforms | Firstrade | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Active Trading Platform | N/A | No | |
| Desktop Trading Platform | No | No | |
| Desktop Platform (Mac) | No | No | |
| Web Trading Platform | Yes | Yes | |
| Paper Trading | No | No | |
| Trade Journal | No | No | |
| Watchlists - Total Fields | 50 | 20 |
| Stock Chart Features | Firstrade | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Charting - Adjust Trades on Chart | No | No | |
| Charting - Indicators / Studies | 102 | 36 | |
| Charting - Drawing Tools | 8 | 10 | |
| Charting - Notes | No | No | |
| Charting - Historical Trades | No | No | |
| Charting - Corporate Events | No | Yes | |
| Charting - Custom Date Range | No | No | |
| Charting - Custom Time Bars | No | No | |
| Charting - Automated Analysis | Yes | No | |
| Charting - Save Profiles | No | No | |
| Trade Ideas - Technical Analysis | Yes | No | |
| Charting - Study Customizations | 6 | 3 | |
| Charting - Custom Studies | No | No |
| Day Trading | Firstrade | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Streaming Time & Sales | No | No | |
| Streaming TV | No | No | |
| Direct Market Routing - Equities | No | No | |
| Ladder Trading | No | No | |
| Trade Hot Keys | No | No | |
| Level 2 Quotes - Stocks | No | No | |
| Trade Ideas - Backtesting | No | No | |
| Trade Ideas - Backtesting Adv | No | No | |
| Short Locator | No | No | |
| Order Liquidity Rebates | No | No |
| Research Overview | Firstrade | 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 - Fixed Income | Yes | Yes | |
| Screener - Stocks | Yes | Yes | |
| Screener - ETFs | Yes | Yes | |
| Screener - Mutual Funds | Yes | Yes | |
| Screener - Fixed Income | Yes | Yes | |
| Portfolio Asset Allocation | Yes | Yes |
| Stock Research | Firstrade | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Stock Research - PDF Reports | 1 | 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 | Firstrade | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| ETFs - Investment Objective | Yes | Yes | |
| ETF Fund Facts - Inception Date | Yes | Yes | |
| ETF Fund Facts - Expense Ratio | Yes | Yes | |
| ETF Fund Facts - Total 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 | Firstrade | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Mutual Funds - Investment Objective | 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 | Firstrade | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Option Chains - Total Greeks | 5 | 0 | |
| Option Analysis - P&L Charts | Yes | No |
| Banking | Firstrade | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Bank (Member FDIC) | No | Yes | |
| Checking Accounts | Yes | Yes | |
| Savings Accounts | No | Yes | |
| Credit Cards | No | Yes | |
| Debit Cards | Yes | Yes | |
| Mortgage Loans | No | Yes |
| Customer Service | Firstrade | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Phone Support (Prospective Customers) | Yes | No | |
| Phone Support (Current Customers) | Yes | Yes | |
| Email Support | Yes | Yes | |
| Live Chat (Prospective Customers) | Yes | No | |
| Live Chat (Current Customers) | Yes | No | |
| 24/7 Support | No | Yes |
| Overall | Firstrade | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Overall |
|
| |
| Range of Investments |
|
| |
| Advanced Trading |
|
| |
| Mobile Trading Apps |
|
| |
| Research |
|
| |
| Education |
|
| |
| Ease of Use |
|
| |
| Winner | check_circle | ||
| Review | Firstrade Review | J.P. Morgan Self-Directed Investing Review |
Charles Schwab
Fidelity
Interactive Brokers
E*TRADE
Webull
TradeStation
tastytrade
Trading 212
Interactive Investor
IG
Interactive Brokers
XTB
Hargreaves Lansdown
Saxo
eToro
Charles Stanley Direct
Finviz
Stock Rover
Seeking Alpha
TipRanks
TrendSpider
Trade Ideas
TraderSync
TradingView
Tradervue
TradeZella