Written by StockBrokers.com
In this head to head comparison of J.P. Morgan Self-Directed Investing vs Firstrade, we will compare the trading platforms, mobile apps, range of investments, costs, market research, and more. Let's dive in.
For investors exploring online brokerage options, both J.P. Morgan Self-Directed Investing and Firstrade offer appealing choices, but they cater to slightly different needs. While both platforms provide stock, margin, and options trading, Firstrade comes out slightly ahead in terms of investment variety, earning a 4.5-star rating compared to J.P. Morgan's 4-star rating for their range of investments. Both platforms allow for trading fractional shares, OTC stocks, and mutual funds, but neither offers forex, futures, or cryptocurrency trading. Importantly, only J.P. Morgan includes advisor services, which can be a crucial factor for investors seeking additional guidance.
When it comes to retirement accounts, both J.P. Morgan Self-Directed Investing and Firstrade offer traditional IRA and Roth IRA accounts, making them suitable for long-term investment planning. J.P. Morgan's offering is enhanced by its advisor services, potentially providing a more personalized approach to retirement planning. In contrast, Firstrade keeps things simple without advisor services, appealing to more self-sufficient investors.
Overall, both J.P. Morgan Self-Directed Investing and Firstrade stand out in the online brokerage space with comprehensive stock trading capabilities and access to a broad range of investment vehicles. While investors looking for advisor support might lean towards J.P. Morgan, Firstrade's slightly higher rating for investment range and more favorable ranking by StockBrokers.com may attract those who prioritize a broader selection of tradable assets.
| Feature |
J.P. Morgan Self-Directed Investing
|
Firstrade
|
|---|---|---|
| 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 | 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 it comes to choosing between J.P. Morgan Self-Directed Investing and Firstrade for trading platforms and tools, Firstrade edges slightly ahead in overall ratings. While both offer browser-based trading without desktop applications for Windows or Mac, Firstrade receives a higher score with 3 out of 5 stars compared to J.P. Morgan's 2.5 stars. Moreover, Firstrade's broader capabilities in watch list columns and technical indicators contribute to its higher ranking, placing it as the 11th out of 14 brokers in a StockBrokers.com assessment, with J.P. Morgan trailing at 13th place.
J.P. Morgan Self-Directed Investing offers a diversified approach to charting with features like index overlays and corporate event displays, though its availability of only 36 technical indicators may offer limited analysis for traders. Firstrade, on the other hand, provides a more extensive resource pool with 102 technical indicators, although it lacks options for showing corporate events on charts. Both brokers miss out on providing paper trading, trading journals, and many advanced adjustments directly on stock charts, such as modifying open orders or showing historical trades.
While J.P. Morgan allows users to create custom studies for charts and displays corporate events, Firstrade compensates with more comprehensive SMA study customization fields and a wider variety of technical indicators. However, neither brokers offer chart notes, multiple chart profiles, or automated technical analysis tools. For traders prioritizing in-depth chart customization and indicators, Firstrade may present a better toolset, although J.P. Morgan still offers some unique advantages, such as custom studies and event displays, appealing to specific trading preferences.
| Feature |
J.P. Morgan Self-Directed Investing
|
Firstrade
|
|---|---|---|
| Web Trading Platform | Yes | Yes |
| Desktop Trading Platform | No | No |
| Desktop Platform (Mac) | No | No |
| Paper Trading | No | No |
| Watch Lists - Total Fields | 20 | 50 |
| Charting - Indicators / Studies | 36 | 102 |
| Charting - Drawing Tools | 10 | 8 |
| Platforms & Tools |
|
|
Dive deeper: Best Online Brokers & Trading Platforms for 2025, Best Paper Trading Apps & Platforms for 2025
Schwab Trading Powered by Ameritrade™.
Get up to $1K on new brokerage account*
J.P. Morgan Self-Directed Investing stands out for its comprehensive educational offerings, perfect for beginners keen on expanding their investment knowledge. The platform covers a wide range of investment topics, including stocks, ETFs, options, mutual funds, and bonds. This expansive educational scope is complemented by a variety of resources such as educational videos and webinars, enabling users to learn at their own pace. Although it lacks features like paper trading and progress tracking, J.P. Morgan's well-rounded educational resources have earned it a respectable 4.5-star rating for education and a #6 ranking by StockBrokers.com.
In contrast, Firstrade, while providing useful resources such as educational videos and webinars, offers a narrower focus in its educational content. The platform does not provide specific education on ETFs, mutual funds, or bonds, which may limit a beginner's ability to fully grasp the breadth of investment opportunities. Both platforms lack paper trading and learning progress tracking, but Firstrade's educational offerings, evaluated at 3.5 stars, rank it at #12 by StockBrokers.com. While Firstrade presents a functional learning environment, J.P. Morgan's broader range of educational content makes it a more appealing choice for novices looking to deepen their investment knowledge.
| Feature |
J.P. Morgan Self-Directed Investing
|
Firstrade
|
|---|---|---|
| Education (Stocks) | Yes | Yes |
| Education (ETFs) | Yes | No |
| Education (Options) | Yes | Yes |
| Education (Mutual Funds) | Yes | No |
| Education (Bonds) | Yes | No |
| Paper Trading | No | No |
| Videos | Yes | Yes |
| Webinars | Yes | Yes |
| Education |
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2025
When comparing the stock trading apps of J.P. Morgan Self-Directed Investing and Firstrade, Firstrade holds a slight edge. Firstrade is rated 4.5 out of 5 stars for its stock trading apps, compared to J.P. Morgan's 4-star rating. In terms of overall rankings, Firstrade is placed 9th among 14 brokers by StockBrokers.com, while J.P. Morgan is ranked 12th. This suggests that while both platforms offer competitive features, Firstrade's offerings are generally perceived as superior by both users and industry experts.
Both J.P. Morgan Self-Directed Investing and Firstrade offer mobile apps for iPhone and Android, with neither providing an app for the Apple Watch. They both support mobile options trading and offer the ability to create and customize watch lists. Additionally, both apps allow users to view charts in landscape mode and across multiple time frames. However, Firstrade sets itself apart by providing streaming quotes, a feature not available with J.P. Morgan, which can significantly enhance real-time trading capabilities.
In terms of chart analysis, Firstrade offers a more extensive range of technical studies, boasting 81, compared to J.P. Morgan's 36, providing advanced traders with greater analytical depth. However, neither platform offers features like after-hours stock trading via mobile, streaming live TV, videos on demand, or the ability to compare stocks on charts. These similarities and differences illustrate how Firstrade may be better suited for traders seeking more comprehensive analytical tools, while J.P. Morgan offers solid yet slightly more limited options for mobile stock trading.
| Feature |
J.P. Morgan Self-Directed Investing
|
Firstrade
|
|---|---|---|
| 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 | 36 | 81 |
| Mobile Trading Apps |
|
|
Dive deeper: Best Stock Trading Apps for 2025
When considering online brokers, both J.P. Morgan Self-Directed Investing and Firstrade offer competitive pricing structures, but their fee differences might sway your decision based on your trading habits. Both platforms attract new investors with a $0 minimum deposit and $0 commissions on regular stock trades. While Firstrade offers a significant advantage for options traders by charging $0 per options contract, J.P. Morgan Self-Directed Investing charges a fee of $0.65 per contract. Margin traders will find J.P. Morgan's rates slightly more appealing for balances below $100,000, with lower percentage rates across various tiers compared to Firstrade.
For those considering tax-advantaged accounts, user-concerned fees like IRA annual fees are nonexistent on both platforms. However, J.P. Morgan Self-Directed Investing charges a $75 fee for closing an IRA, a cost Firstrade users do not face. When it comes to account transfers, J.P. Morgan offers free partial transfers compared to Firstrade's $55 fee, while both charge $75 for full transfers. Options-related fees, including exercise and assignment, are non-existent on both platforms, simplifying costs for option traders.
Potential investors should closely evaluate their trading priorities and preferences since both brokers offer their unique fee structures that could impact overall costs. Whether prioritizing options trading or margin rates, each platform presents distinct advantages, catering to different trading strategies and financial goals. Choosing between these platforms ultimately depends on individual needs and how these fee differences align with your trading practices.
| Feature |
J.P. Morgan Self-Directed Investing
|
Firstrade
|
|---|---|---|
| Minimum Deposit | $0.00 | $0.00 |
| Stock Trades | $0.00 | $0.00 |
| Options (Per Contract) | $0.65 | $0.00 |
| Options Exercise Fee | $0.00 | $0.00 |
| Options Assignment Fee | $0.00 | $0.00 |
| IRA Annual Fee | $0.00 | $0.00 |
| IRA Closure Fee | $75.00 | $0.00 |
Dive deeper: Best Free Trading Platforms for 2025
When evaluating the day trading capabilities of J.P. Morgan Self-Directed Investing and Firstrade, it's clear that both platforms offer a similar experience. Neither of them provides features such as streaming time and sales data for stocks, live streaming TV, or direct market routing. Additionally, traders won't find advanced tools like ladder trading, keyboard trade entry hotkeys, or access to level 2 quotes on either platform. Day traders who rely on sophisticated instruments or data streams might find these platforms lacking in features that enhance real-time trading decisions.
Further examination shows that both J.P. Morgan Self-Directed Investing and Firstrade lack backtesting capabilities, whether for basic or advanced strategies. They also do not offer short locator tools for real-time short availability or provide order liquidity rebates, which can be vital for cost-sensitive investors. As a result, individuals looking for comprehensive tools and incentives for active day trading might need to consider alternative brokerage options.
| Feature |
J.P. Morgan Self-Directed Investing
|
Firstrade
|
|---|---|---|
| Streaming Time & Sales | No | No |
| Streaming TV | No | No |
| Direct Market Routing - Stocks | 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 for 2025
When evaluating the market research capabilities of J.P. Morgan Self-Directed Investing versus Firstrade, both platforms offer comprehensive resources that cater to a wide range of investment needs, covering stocks, ETFs, mutual funds, and bonds. Both allow users to see portfolio allocation by asset class and offer a variety of screeners for trade ideas. However, there are some key distinctions. Firstrade stands out with offerings like downloadable PDF research reports for ETFs and insights using social media sentiment data and ESG research, giving it a slight edge with a 4.5-star rating against J.P. Morgan’s 4-star rating for market research. Consequently, Firstrade ranks slightly higher at #6 compared to J.P. Morgan's #7 by StockBrokers.com.
J.P. Morgan Self-Directed Investing provides a solid selection of research resources, including downloadable PDF reports for stocks, though limited to two, as well as extensive screening tools for various asset types. While it covers a wide spectrum of investments such as stocks, ETFs, mutual funds, and bonds, it lacks in areas like social media sentiment and ESG research, which can affect investors looking for those specific insights.
Firstrade, on the other hand, extends beyond traditional metrics by incorporating modern research techniques such as social media sentiment analysis and ESG data. This makes it particularly appealing for investors who value these emerging areas of focus. While it offers only one PDF research report for stocks, its broader range of research capabilities, including downloadable reports for ETFs and a higher overall market research rating, make it a competitive choice for research-savvy investors.
| Feature |
J.P. Morgan Self-Directed Investing
|
Firstrade
|
|---|---|---|
| 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 J.P. Morgan Self-Directed Investing and Firstrade, several differences emerge. J.P. Morgan Self-Directed Investing offers an extensive range of banking services, including checking and savings accounts, giving customers the flexibility to manage their day-to-day finances and save for the future. In addition, they provide debit and credit cards, allowing for both direct spending and credit-based purchases. Customers can also tap into mortgage loans, making it easier to finance a home. Firstrade, on the other hand, provides checking accounts and debit cards but falls short of offering savings accounts, credit cards, or mortgage loans. However, both J.P. Morgan Self-Directed Investing and Firstrade offer certificates of deposit, giving investors another way to grow their savings. Whether you're looking for a broad range of banking services or specific investment options, the offerings at J.P. Morgan and Firstrade cater to different financial needs.
| Feature |
J.P. Morgan Self-Directed Investing
|
Firstrade
|
|---|---|---|
| Checking Accounts | Yes | Yes |
| Savings Accounts | Yes | No |
| Debit Cards | Yes | Yes |
| Credit Cards | Yes | No |
| Mortgage Loans | Yes | No |
| 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 J.P. Morgan Self-Directed Investing is better than Firstrade. J.P. Morgan Self-Directed Investing finished with an overall score of 85.4%, while Firstrade finished with a score of 81.8%.
J.P. Morgan Self-Directed Investing makes it easy for Chase Bank customers to invest and allows access to J.P. Morgan research. On the downside, the broker features are sparse compared to industry leaders.
J.P. Morgan Self-Directed Investing and Firstrade both do not offer cryptocurrency trading, maintaining a selection of zero coins available for crypto trading.
Dive deeper: Best Online Brokers for Crypto Trading in 2025
Both J.P. Morgan Self-Directed Investing and Firstrade offer traditional and Roth IRA accounts with no annual fees, yet Firstrade distinguishes itself by charging no closure fee for IRA accounts, compared to J.P. Morgan's $75 closure fee.
Dive deeper: Best IRA Accounts for 2025
Select Brokers
↓×Compare
0 of 5| Overall Rating | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| Overall |
|
| |
| Range of Investments |
|
| |
| Platforms & Tools |
|
| |
| Mobile Trading Apps |
|
| |
| Research |
|
| |
| Customer Service | N/A |
| |
| Education |
|
| |
| Ease of Use |
|
| |
| Winner | check_circle | ||
| Review | J.P. Morgan Self-Directed Investing Review | Firstrade Review |
| Broker Screenshots | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| Trading Platform & Tools Gallery (click to expand) |
|
| |
| Research Gallery (click to expand) |
|
| |
| Mobile Trading Apps Gallery (click to expand) |
|
| |
| Education Gallery (click to expand) |
| Trading Fees | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| 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) | $0.65 | $0.00 | |
| Futures (Per Contract) | (Not offered) | (Not offered) | |
| Broker Assisted Trade Fee | Varies | $19.95 |
| Margin Rates | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| Margin Rate Under $25,000 | 13.25% | 13.75% | |
| Margin Rate $25,000 to $49,999.99 | 13% | 13.50% | |
| Margin Rate $50,000 to $99,999.99 | 12.5% | 13.00% | |
| Margin Rate $100,000 to $249,999.99 | 12.25% | 12.50% | |
| Margin Rate $250,000 to $499,999.99 | 12.25% | 12.50% | |
| Margin Rate $500,000 to $999,999.99 | 11.5% | 12.50% | |
| Margin Rate Above $1,000,000 | 11% | 12.50% |
| Account Fees | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| IRA Annual Fee | $0.00 | $0.00 | |
| IRA Closure Fee | $75.00 | $0.00 | |
| Account Transfer Out (Partial) | $0.00 | $55.00 | |
| Account Transfer Out (Full) | $75.00 | $75.00 | |
| Options Exercise Fee | $0.00 | $0.00 | |
| Options Assignment Fee | $0.00 | $0.00 |
| Investment Options | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| Stock Trading | Yes | Yes | |
| Margin Trading | Yes | Yes | |
| Fractional Shares | Yes | Yes | |
| OTC Stocks | Yes | Yes | |
| Options Trading | Yes | Yes | |
| Complex Options Max Legs | 1 | 4 | |
| Futures Trading | No | No | |
| Forex Trading | No | No | |
| Crypto Trading | No | No | |
| Crypto Trading - Total Coins | 0 | 0 | |
| Mutual Funds (No Load) | 3500 | 15460 | |
| Mutual Funds (Total) | 3500 | 19666 | |
| Bonds (US Treasury) | Yes | Yes | |
| Bonds (Corporate) | Yes | Yes | |
| Bonds (Municipal) | Yes | Yes | |
| Traditional IRAs | Yes | Yes | |
| Roth IRAs | Yes | Yes | |
| Advisor Services | Yes | No | |
| International Countries (Stocks) | 0 | 0 |
| Order Types | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| Order Type - Market | Yes | Yes | |
| Order Type - Limit | Yes | Yes | |
| Order Type - After Hours | No | Yes | |
| Order Type - Stop | Yes | Yes | |
| Order Type - Trailing Stop | No | Yes | |
| Order Type - OCO | No | Yes | |
| Order Type - OTO | No | Yes | |
| Order Type - Broker Assisted | Yes | Yes |
| Beginners | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| Education (Stocks) | Yes | Yes | |
| Education (ETFs) | Yes | No | |
| Education (Options) | Yes | Yes | |
| Education (Mutual Funds) | Yes | No | |
| Education (Bonds) | Yes | No | |
| Education (Retirement) | Yes | Yes | |
| Retirement Calculator | Yes | Yes | |
| Investor Dictionary | No | Yes | |
| Paper Trading | No | No | |
| Videos | Yes | Yes | |
| Webinars | Yes | Yes | |
| Webinars (Archived) | No | Yes | |
| Progress Tracking | No | No | |
| Interactive Learning - Quizzes | No | No |
| Stock Trading Apps | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| iPhone App | Yes | Yes | |
| Android App | Yes | Yes | |
| Apple Watch App | No | No | |
| Trading - Stocks | Yes | Yes | |
| Trading - After-Hours | No | Yes | |
| Trading - Simple Options | Yes | Yes | |
| Trading - Complex Options | No | Yes | |
| Order Ticket RT Quotes | Yes | Yes | |
| Order Ticket SRT Quotes | No | Yes |
| Stock App Features | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| Market Movers (Top Gainers) | Yes | Yes | |
| Stream Live TV | No | No | |
| Videos on Demand | No | No | |
| Stock Alerts | Yes | Yes | |
| Option Chains Viewable | Yes | Yes | |
| Watch List (Real-time) | Yes | Yes | |
| Watch List (Streaming) | No | Yes | |
| Watch Lists - Create & Manage | Yes | Yes | |
| Watch Lists - Column Customization | Yes | Yes |
| Stock App Charting | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| Charting - After-Hours | No | No | |
| Charting - Can Turn Horizontally | Yes | Yes | |
| Charting - Multiple Time Frames | Yes | Yes | |
| Charting - Technical Studies | 36 | 81 | |
| Charting - Study Customizations | Yes | Yes | |
| Charting - Stock Comparisons | No | No |
| Trading Platforms | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| Active Trading Platform | No | N/A | |
| Desktop Trading Platform | No | No | |
| Desktop Platform (Mac) | No | No | |
| Web Trading Platform | Yes | Yes | |
| Paper Trading | No | No | |
| Trade Journal | No | No | |
| Watch Lists - Total Fields | 20 | 50 |
| Stock Chart Features | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| Charting - Adjust Trades on Chart | No | No | |
| Charting - Indicators / Studies | 36 | 102 | |
| Charting - Drawing Tools | 10 | 8 | |
| Charting - Notes | No | No | |
| Charting - Index Overlays | Yes | Yes | |
| Charting - Historical Trades | No | No | |
| Charting - Corporate Events | Yes | No | |
| Charting - Custom Date Range | No | No | |
| Charting - Custom Time Bars | No | No | |
| Charting - Automated Analysis | No | No | |
| Charting - Save Profiles | No | No | |
| Trade Ideas - Technical Analysis | No | Yes | |
| Charting - Study Customizations | 3 | 6 | |
| Charting - Custom Studies | Yes | No |
| Day Trading | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| Streaming Time & Sales | No | No | |
| Streaming TV | No | No | |
| Direct Market Routing - Stocks | No | No | |
| Ladder Trading | No | No | |
| Trade Hotkeys | 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 | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| 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 | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| Stock Research - PDF Reports | 2 | 1 | |
| Stock Research - Earnings | Yes | Yes | |
| Stock Research - Insiders | No | Yes | |
| Stock Research - Social | No | Yes | |
| Stock Research - News | Yes | Yes | |
| Stock Research - ESG | No | Yes | |
| Stock Research - SEC Filings | No | Yes |
| ETF Research | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| 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 | No | Yes | |
| ETFs - Ratings | Yes | Yes | |
| ETFs - Morningstar StyleMap | Yes | Yes | |
| ETFs - PDF Reports | No | Yes |
| Mutual Fund Research | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| Mutual Funds - Strategy Overview | Yes | Yes | |
| Mutual Funds - Performance Chart | Yes | Yes | |
| Mutual Funds - Performance Analysis | Yes | Yes | |
| Mutual Funds - Prospectus | No | Yes | |
| 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 | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| Option Chains - Basic View | Yes | Yes | |
| Option Chains - Strategy View | No | Yes | |
| Option Chains - Streaming | No | No | |
| Option Chains - Total Columns | 6 | 8 | |
| Option Chains - Greeks | 0 | 5 | |
| Option Chains - Quick Analysis | No | No | |
| Option Analysis - P&L Charts | No | Yes | |
| Option Probability Analysis | No | No | |
| Option Probability Analysis Adv | No | Yes | |
| Option Positions - Greeks | No | No | |
| Option Positions - Greeks Streaming | No | No | |
| Option Positions - Adv Analysis | No | No | |
| Option Positions - Rolling | No | Yes | |
| Option Positions - Grouping | No | No |
| Banking | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| Bank (Member FDIC) | Yes | No | |
| Checking Accounts | Yes | Yes | |
| Savings Accounts | Yes | No | |
| Credit Cards | Yes | No | |
| Debit Cards | Yes | Yes | |
| Mortgage Loans | Yes | No |
| Customer Service | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| Phone Support (Prospect Customers) | No | Yes | |
| Phone Support (Current Customers) | Yes | Yes | |
| Email Support | Yes | Yes | |
| Live Chat (Prospect Customers) | No | Yes | |
| Live Chat (Current Customers) | No | Yes | |
| 24/7 Support | Yes | No |
| Overall | J.P. Morgan Self-Directed Investing | Firstrade | |
|---|---|---|---|
| Overall |
|
| |
| Range of Investments |
|
| |
| Platforms & Tools |
|
| |
| Mobile Trading Apps |
|
| |
| Research |
|
| |
| Education |
|
| |
| Ease of Use |
|
| |
| Winner | check_circle | ||
| Review | J.P. Morgan Self-Directed Investing Review | Firstrade Review |
Charles Schwab
Interactive Brokers
Fidelity
E*TRADE
Merrill Edge
TradeStation
tastytrade
eToro