Range of investments
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 & Brokers for 2026, Best Futures Trading Platforms for 2026
Trading platforms and tools
Firstrade and J.P. Morgan Self-Directed Investing are closely matched on trading platforms and tools, and neither stands out as a top pick for active traders. Both brokers offer browser-based platforms, but neither provides a downloadable Windows or Mac desktop platform, paper trading, or a trading journal. Each also lacks tools such as chart notes, historical trade markers, the ability to adjust open orders directly on a chart, and custom chart studies. StockBrokers.com gives both firms 1 out of 5 stars for trading platforms and tools, with Firstrade ranking slightly higher at #12 out of 14 brokers versus J.P. Morgan’s #13.
Where Firstrade has a clear edge is in charting depth and watch list flexibility. Firstrade offers 102 technical indicators compared with J.P. Morgan Self-Directed Investing’s 36, plus 50 watch list fields versus 20. Firstrade also lets users set custom date ranges and uses automated technical analysis to highlight chart patterns, both of which are helpful for investors who want more control over how they review market data. J.P. Morgan, however, does include corporate event markers on charts for things like earnings, splits, and dividends, which Firstrade does not offer.
In other areas, the two platforms are less different. Firstrade offers 8 drawing tools on charts, while J.P. Morgan offers 10, and both allow only limited chart customization overall. When editing an SMA study, Firstrade provides 6 fields compared with 3 at J.P. Morgan, giving Firstrade a little more room to fine-tune that indicator. Overall, Firstrade appears better suited to users who want more charting options and watch list detail, while J.P. Morgan offers a simpler experience with a few chart event features that some investors may find useful.
|
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 Brokerage Accounts and Online Stock Brokers for 2026, Best Paper Trading Apps and Simulators for 2026
Trade brilliantly with Schwab.
A full-featured account for investing
Get up to $1,500 on new brokerage account*
Claim 12 free shares at Webull!
Beginners and education
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 Trading Platforms for Beginners in 2026
Stock trading apps
Firstrade and J.P. Morgan Self-Directed Investing both earn 4 out of 5 stars for stock trading apps, but Firstrade comes out ahead overall thanks to stronger mobile trading tools. Firstrade also ranks higher with StockBrokers.com, landing at No. 8 out of 14 brokers compared with J.P. Morgan Self-Directed Investing at No. 10. If you want the more feature-rich app experience for active trading and charting, Firstrade is the better pick.
Both brokers offer iPhone and Android apps, plus mobile options trading, stock alerts, custom watch lists, and watch list column customization. Neither offers an Apple Watch app, live TV, or videos on demand. Firstrade and J.P. Morgan Self-Directed Investing also both support landscape chart view and multiple time frames for charting in the mobile app.
Firstrade has the edge in a few key areas that matter to stock traders on the go. It offers mobile after-hours stock trading, streaming quotes, after-hours charting, 102 technical studies, and the ability to compare stocks on charts. J.P. Morgan Self-Directed Investing does not offer streaming quotes, after-hours charting, or stock comparisons on charts, and its mobile charting includes 36 technical studies.
|
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
|
Yes
|
No
|
|
Charting - Technical Studies
|
102
|
36
|
|
Mobile Trading Apps
|
|
|
Dive deeper: Best Stock Trading Apps of 2026
Fees
Firstrade and J.P. Morgan Self-Directed Investing both keep many core investing costs low, with $0 minimum deposits, $0 stock trades, and $0 annual IRA fees. They also match on margin rates shown here, including 12.25% for balances below $25,000, 12% for balances from $25,000 to $49,999, and 11.5% for balances from $50,000 to $99,999. The main differences are in a few extra charges: Firstrade does not charge options contract fees, while J.P. Morgan Self-Directed Investing charges $0.65 per options contract. Firstrade also charges less for a full account transfer at $75 versus J.P. Morgan’s $75, but J.P. Morgan is cheaper for partial transfers at $0 compared with Firstrade’s $55. Overall, Firstrade may be the better pick for options traders, while J.P. Morgan Self-Directed Investing can be more appealing if you expect to do a partial transfer and want to avoid that fee.
Looking at options-related costs, both brokers charge $0 for options exercise and assignment fees, which helps keep trading expenses simple. That said, J.P. Morgan Self-Directed Investing’s $0.65 per-contract fee can add up if you trade options often, while Firstrade’s $0 contract fee may be easier on frequent traders. For everyday stock investing, there is no difference in commission since both offer $0 stock trades.
IRA holders may also want to note the closing fee difference. Firstrade charges $0 to close an IRA, while J.P. Morgan Self-Directed Investing charges $75. If you plan to keep your retirement account open long term, this may not matter much, but it is a meaningful cost to know about ahead of time. In short, both brokers are competitive on basic investing fees, but Firstrade stands out for options pricing and IRA closure costs, while J.P. Morgan Self-Directed Investing has the edge on partial transfer fees.
|
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 Stock Trading Platforms and Commission-Free Apps for 2026
Day Trading
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
Market Research
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
|
|
|
Banking
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.
Dive deeper: Best Brokerage Accounts with Checking: Top Bank Brokers
Winner
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.
FAQs
Can you trade cryptocurrency with Firstrade or J.P. Morgan Self-Directed Investing?
Does Firstrade or J.P. Morgan Self-Directed Investing offer IRAs?
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
Popular trading guides
More trading guides
Popular broker reviews
navigate_before
navigate_next
|
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)
|
$0.000
|
$0.000
|
|
|
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
|
12.25%
|
12.25%
|
|
|
Margin Rate $25,000 to $49,999.99
|
12.00%
|
12%
|
|
|
Margin Rate $50,000 to $99,999.99
|
11.50%
|
11.5%
|
|
|
Margin Rate $100,000 to $249,999.99
|
11.00%
|
11.25%
|
|
|
Margin Rate $250,000 to $499,999.99
|
10.75%
|
11.25%
|
|
|
Margin Rate $500,000 to $999,999.99
|
8.85%
|
10.5%
|
|
|
Margin Rate Above $1,000,000
|
8.25%
|
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
|
Yes
|
No
|
|
|
Charting - Can Turn Horizontally
|
Yes
|
Yes
|
|
|
Charting - Multiple Time Frames
|
Yes
|
Yes
|
|
|
Charting - Technical Studies
|
102
|
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
|
Yes
|
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
|
Yes
|
Yes
|
|
arrow_upward