Range of investments
Bottom line: Both Interactive Brokers and J.P. Morgan Self-Directed Investing cover the core needs—stocks, ETFs, mutual funds, options, margin, fractional shares, and OTC stocks—but Interactive Brokers stands out for sheer market access. It adds forex, futures, and crypto trading (11 coins), earning 5 stars and the #1 spot out of 14 for Range of Investments from StockBrokers.com. J.P. Morgan Self-Directed Investing lacks forex, futures, and crypto, scoring 3.5 stars and ranking #13, though it does offer advisor services, which Interactive Brokers does not. Both support Traditional and Roth IRAs.
Similarities include stock trading, margin trading, fractional shares, OTC stocks, mutual funds, and options—available at both brokers. Where they differ is in specialty markets: Interactive Brokers offers forex and futures, while J.P. Morgan Self-Directed Investing does not. For digital assets, Interactive Brokers provides crypto trading in 11 coins; J.P. Morgan Self-Directed Investing offers none.
If you want the widest mix of asset classes in a single platform, Interactive Brokers is the stronger choice. If access to advisor services within a self-directed setup matters more, J.P. Morgan Self-Directed Investing may fit better. For retirement savers, both offer Traditional and Roth IRA accounts.
|
Feature |
Interactive Brokers
|
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
|
Yes
|
No
|
|
Crypto Trading
|
Yes
|
No
|
|
Crypto Trading - Total Coins
|
11
|
0
|
|
Range of Investments
|
|
|
Dive deeper: Best Options Trading Platforms for 2026, Best Futures Trading Platforms for 2026
Trading platforms and tools
Interactive Brokers clearly outclasses J.P. Morgan Self-Directed Investing for trading platforms and tools. IBKR earns 4.5/5 stars and ranks #2 of 14 at StockBrokers.com, while J.P. Morgan Self-Directed Investing scores 1/5 stars and ranks #13. In plain terms: if you want advanced platform access and deep charting for active trading, choose Interactive Brokers; if you only need very basic web trading, J.P. Morgan Self-Directed Investing may suffice.
Platform access and core tools show a wide gap. Interactive Brokers offers downloadable desktop platforms for both Windows and Mac, plus a browser-based platform; J.P. Morgan Self-Directed Investing offers only a browser-based platform. IBKR also includes paper trading and a built-in trading journal, which J.P. Morgan Self-Directed Investing lacks. Watchlists are far more flexible with Interactive Brokers (up to 659 data columns versus 20), and IBKR lets you adjust open orders directly on a stock chart, something J.P. Morgan Self-Directed Investing does not support.
Charting is another standout area for Interactive Brokers. IBKR provides 155 technical indicators and 85 drawing tools, compared with 36 indicators and 10 drawing tools at J.P. Morgan Self-Directed Investing. Interactive Brokers lets you add notes to charts, view historical trades, set custom date ranges, run automated chart pattern recognition, and save multiple chart profiles; J.P. Morgan Self-Directed Investing lacks all of those except showing corporate events (both brokers support that). Even simple study edits go further on IBKR (6 customization fields for an SMA vs. 3). Neither broker supports creating fully custom studies.
|
Feature |
Interactive Brokers
|
J.P. Morgan Self-Directed Investing
|
|
Web Trading Platform
|
Yes
|
Yes
|
|
Desktop Trading Platform
|
Yes
|
No
|
|
Desktop Platform (Mac)
|
Yes
|
No
|
|
Paper Trading
|
Yes
|
No
|
|
Watchlists - Total Fields
|
659
|
20
|
|
Charting - Indicators / Studies
|
155
|
36
|
|
Charting - Drawing Tools
|
85
|
10
|
|
Advanced Trading
|
|
|
Dive deeper: Best Stock Brokers for 2026, Best Paper Trading Apps & Platforms for 2026
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Beginners and education
Interactive Brokers and J.P. Morgan Self-Directed Investing both support beginner investors with broad education on stocks, ETFs, options, mutual funds, and bonds, plus educational videos and webinars. Each earns 4 out of 5 stars for education. In StockBrokers.com’s ranking of 14 brokers, Interactive Brokers places #3 while J.P. Morgan Self-Directed Investing places #4.
The key differences are hands-on practice and structured learning. Interactive Brokers offers paper trading to practice without risking money, along with quizzes and tools to track your learning progress. J.P. Morgan Self-Directed Investing does not include those features. If you want practice and progress tracking, Interactive Brokers has the edge; if you prefer straightforward topic coverage with videos and webinars, J.P. Morgan Self-Directed Investing fits the bill.
Dive deeper: Best Stock Trading Platforms & Apps for Beginners in 2026
Stock trading apps
Bottom line: Interactive Brokers offers the stronger stock trading app experience than J.P. Morgan Self-Directed Investing. Interactive Brokers earns 5 stars and ranks #2 out of 14 in StockBrokers.com’s app ratings, while J.P. Morgan scores 4 stars and ranks #10. Both handle everyday trading, but Interactive Brokers pulls ahead on streaming data, deeper charts, and extra viewing options, making it the better pick for active traders and investors who want more tools on the go.
App availability and core features: Both brokers offer iPhone and Android apps plus mobile options trading. Interactive Brokers also supports Apple Watch. Interactive Brokers enables mobile after-hours trading; J.P. Morgan’s after-hours availability on mobile is not confirmed. For market data, Interactive Brokers provides streaming quotes, while J.P. Morgan does not. Both apps support stock alerts, custom watch lists, and customizing watch list columns.
Charts and research on mobile: Interactive Brokers includes after-hours charting, streaming live TV, and video on demand; J.P. Morgan lacks these. Both apps let you rotate to landscape and view multiple time frames, but Interactive Brokers offers 97 technical studies versus J.P. Morgan’s 36. Interactive Brokers also lets you compare multiple stocks on one chart, a feature not available in J.P. Morgan’s app.
Dive deeper: Best Stock Trading Apps for 2026
Fees
Bottom line: Interactive Brokers vs. J.P. Morgan Self-Directed Investing comes down to margin interest and a few one-time fees. Both have $0 account minimums, $0 stock commissions, and the same $0.65 per options contract. But Interactive Brokers is much cheaper for margin borrowing and doesn’t charge for full ACAT transfers or IRA closures, while J.P. Morgan Self-Directed Investing charges $75 for each. If you plan to use margin or might move or close an account, Interactive Brokers is the lower-cost pick; if you only place stock or options trades, pricing is essentially the same.
Entry costs and trade pricing are a tie: each offers a $0.00 minimum deposit and $0.00 commissions for regular stock trades. Options contract fees are also identical at $0.65 per contract. Options exercise and assignment fees are $0.00 at both brokers.
The differences show up in borrowing and account maintenance. For margin, Interactive Brokers is 6.83% for balances below $25,000, 6.83% for $25,000–$49,999, and 6.83% for $50,000–$99,999; J.P. Morgan Self-Directed Investing is 12.25%, 12%, and 11.5% for those same tiers. IRA annual fees are $0.00 at both, but IRA closure is $0.00 at Interactive Brokers vs. $75.00 at J.P. Morgan Self-Directed Investing. ACAT transfers are $0.00 for partial at both, while full transfers cost $0.00 at Interactive Brokers and $75.00 at J.P. Morgan Self-Directed Investing.
|
Feature |
Interactive Brokers
|
J.P. Morgan Self-Directed Investing
|
|
Minimum Deposit
|
$0.00
|
$0.00
|
|
Stock Trades
|
$0.00
|
$0.00
|
|
Options (Per Contract)
|
$0.65
|
$0.65
|
|
Options Exercise Fee
|
$0.00
|
$0.00
|
|
Options Assignment Fee
|
$0.00
|
$0.00
|
|
IRA Annual Fee
|
$0.00
|
$0.00
|
|
IRA Closure Fee
|
$0.00
|
$75.00
|
Dive deeper: Best Free Trading Platforms for 2026
Day Trading
When it comes to day trading, Interactive Brokers sets itself apart from J.P. Morgan Self-Directed Investing with a suite of features designed for active traders. Interactive Brokers provides streaming time and sales data for stocks, ensuring that traders have immediate access to crucial information. Additionally, it offers streaming live TV, enabling traders to stay updated with the latest market news and trends. Advanced functionalities like direct market routing, ladder trading, and trading hotkeys for easy trade entries further enhance the trading experience. Level 2 quotes and both basic and advanced strategy backtesting tools make Interactive Brokers a comprehensive choice for those looking to employ sophisticated trading strategies.
In contrast, J.P. Morgan Self-Directed Investing lacks several key features for day traders. It does not offer streaming time and sales, live TV broadcasts, or the ability to directly route orders. Furthermore, trading tools such as ladder trading, trading hotkeys, and level 2 quotes are absent. This platform also falls short in providing both basic and advanced strategy backtesting options, and does not include a short locator tool for assessing real-time short sale availability. Moreover, traders looking to capitalize on order liquidity rebates will find this feature lacking. As a result, Interactive Brokers appears to offer a more tailored environment for day trading enthusiasts.
|
Feature |
Interactive Brokers
|
J.P. Morgan Self-Directed Investing
|
|
Streaming Time & Sales
|
Yes
|
No
|
|
Streaming TV
|
Yes
|
No
|
|
Direct Market Routing - Equities
|
Yes
|
No
|
|
Level 2 Quotes - Stocks
|
Yes
|
No
|
|
Trade Ideas - Backtesting
|
Yes
|
No
|
|
Trade Ideas - Backtesting Adv
|
Yes
|
No
|
|
Short Locator
|
Yes
|
No
|
Dive deeper: Best Day Trading Platforms and Apps for 2026
Market Research
Bottom line: both Interactive Brokers and J.P. Morgan Self-Directed Investing deliver broad market research, but Interactive Brokers pulls ahead with more depth and extras. It earns 4.5 stars and ranks #5 out of 14 for research, while J.P. Morgan Self-Directed Investing earns 4 stars and ranks #7. If you want more data and more downloadable reports, Interactive Brokers is the stronger pick; if you just need the basics done well, J.P. Morgan Self-Directed Investing fits the bill.
Each broker covers research for stocks, ETFs, mutual funds, bonds, and Pink Sheets/OTCBB, and both let you view portfolio allocation by asset class. They also include screeners for trade ideas across stocks, ETFs, mutual funds, and bonds. Where they differ is in report access: Interactive Brokers offers 17 downloadable PDF stock research reports and also provides PDF reports for ETFs and mutual funds; J.P. Morgan Self-Directed Investing offers 2 downloadable PDF stock research reports and does not provide PDFs for ETFs or mutual funds.
Interactive Brokers adds advanced angles like stock research using social media sentiment data and ESG (Environmental, Social, and Governance) research—features J.P. Morgan Self-Directed Investing does not include. If those extra lenses matter to you, Interactive Brokers is likely the better match; if you want core coverage with screeners and fundamental research, J.P. Morgan Self-Directed Investing will meet your needs.
|
Feature |
Interactive Brokers
|
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
When you compare the banking features of Interactive Brokers to J.P. Morgan Self-Directed Investing, the difference is clear: J.P. Morgan offers a fuller set of bank-like services, including checking and savings accounts, a debit card, credit cards, mortgage loans, and certificates of deposit (CDs). Interactive Brokers focuses more on investing and does not provide checking or savings accounts, a debit card, or mortgages, though it does offer a credit card and CDs. If you want everyday banking and investing under one roof, J.P. Morgan Self-Directed Investing is the stronger fit, while Interactive Brokers suits traders who only need select banking extras like a credit card and CDs.
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 Interactive Brokers is better than J.P. Morgan Self-Directed Investing. Interactive Brokers finished with an overall score of 90.6%, while J.P. Morgan Self-Directed Investing finished with a score of 67.5%.
Interactive Brokers is a go-to choice for professionals because of its institutional-grade desktop trading platform, high-quality trade executions and low margin rates.
FAQs
Can you trade cryptocurrency with Interactive Brokers or J.P. Morgan Self-Directed Investing?
Interactive Brokers stands out as a robust online broker, offering cryptocurrency trading with access to 11 different coins, while J.P. Morgan Self-Directed Investing does not currently provide any crypto trading options, making Interactive Brokers a preferable choice for investors interested in digital currencies.
Dive deeper: Best Online Brokers for Crypto Trading in 2026
Does Interactive Brokers or J.P. Morgan Self-Directed Investing offer IRAs?
Both Interactive Brokers and J.P. Morgan Self-Directed Investing offer traditional and Roth IRA accounts with zero annual fees; however, while Interactive Brokers does not charge a closure fee for 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
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
|
Broker Gallery (click to expand) |
|
|
|
|
Trading Fees
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
|
Minimum Deposit
|
$0.00
|
$0.00
|
|
|
Stock Trades
|
$0.00
|
$0.00
|
|
|
Penny Stock Fees (OTC)
|
$0.01
|
$0.00
|
|
|
Mutual Fund Trade Fee
|
$14.95
|
$0
|
|
|
Options (Per Contract)
|
$0.65
|
$0.65
|
|
|
Futures (Per Contract)
|
$0.85
|
(Not offered)
|
|
|
Broker Assisted Trade Fee
|
Varies
|
Varies
|
|
|
Margin Rates
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
|
Margin Rate Under $25,000
|
6.83%
|
12.25%
|
|
|
Margin Rate $25,000 to $49,999.99
|
6.83%
|
12%
|
|
|
Margin Rate $50,000 to $99,999.99
|
6.83%
|
11.5%
|
|
|
Margin Rate $100,000 to $249,999.99
|
6.83%
|
11.25%
|
|
|
Margin Rate $250,000 to $499,999.99
|
6.83%
|
11.25%
|
|
|
Margin Rate $500,000 to $999,999.99
|
6.83%
|
10.5%
|
|
|
Margin Rate Above $1,000,000
|
6.83%
|
10%
|
|
|
Account Fees
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
|
IRA Annual Fee
|
$0.00
|
$0.00
|
|
|
IRA Closure Fee
|
$0.00
|
$75.00
|
|
|
Account Transfer Out (Partial)
|
$0.00
|
$0.00
|
|
|
Account Transfer Out (Full)
|
$0.00
|
$75.00
|
|
|
Options Exercise Fee
|
$0.00
|
$0.00
|
|
|
Options Assignment Fee
|
$0.00
|
$0.00
|
|
|
Investment Options
|
Interactive Brokers |
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
|
6
|
1
|
|
|
Futures Trading
|
Yes
|
No
|
|
|
Forex Trading
|
Yes
|
No
|
|
|
Crypto Trading
|
Yes
|
No
|
|
|
Crypto Trading - Total Coins
|
11
|
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)
|
36
|
0
|
|
|
Order Types
|
Interactive Brokers |
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
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
|
Education (Stocks)
|
Yes
|
Yes
|
|
|
Education (ETFs)
|
Yes
|
Yes
|
|
|
Education (Options)
|
Yes
|
Yes
|
|
|
Education (Mutual Funds)
|
Yes
|
Yes
|
|
|
Education (Fixed Income)
|
Yes
|
Yes
|
|
|
Education (Retirement)
|
Yes
|
Yes
|
|
|
Retirement Calculator
|
Yes
|
Yes
|
|
|
Investor Dictionary
|
Yes
|
No
|
|
|
Paper Trading
|
Yes
|
No
|
|
|
Videos
|
Yes
|
Yes
|
|
|
Webinars
|
Yes
|
Yes
|
|
|
Progress Tracking
|
Yes
|
No
|
|
|
Interactive Learning - Quizzes
|
Yes
|
No
|
|
|
Stock Trading Apps
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
|
iPhone App
|
Yes
|
Yes
|
|
|
Android App
|
Yes
|
Yes
|
|
|
Apple Watch App
|
Yes
|
No
|
|
|
Trading - Stocks
|
Yes
|
Yes
|
|
|
Trading - After-Hours
|
Yes
|
No
|
|
|
Trading - Simple Options
|
Yes
|
Yes
|
|
|
Trading - Complex Options
|
Yes
|
No
|
|
|
Order Ticket RT Quotes
|
Yes
|
Yes
|
|
|
Order Ticket SRT Quotes
|
Yes
|
No
|
|
|
Stock App Features
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
|
Mobile Research - Market Movers
|
Yes
|
Yes
|
|
|
Stream Live TV
|
Yes
|
No
|
|
|
Videos on Demand
|
Yes
|
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
|
Interactive Brokers |
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
|
97
|
36
|
|
|
Charting - Study Customizations
|
Yes
|
Yes
|
|
|
Charting - Stock Comparisons
|
Yes
|
No
|
|
|
Trading Platforms
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
|
Active Trading Platform
|
IBKR Desktop and Trader Workstation (TWS)
|
No
|
|
|
Desktop Trading Platform
|
Yes
|
No
|
|
|
Desktop Platform (Mac)
|
Yes
|
No
|
|
|
Web Trading Platform
|
Yes
|
Yes
|
|
|
Paper Trading
|
Yes
|
No
|
|
|
Trade Journal
|
Yes
|
No
|
|
|
Watchlists - Total Fields
|
659
|
20
|
|
|
Stock Chart Features
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
|
Charting - Adjust Trades on Chart
|
Yes
|
No
|
|
|
Charting - Indicators / Studies
|
155
|
36
|
|
|
Charting - Drawing Tools
|
85
|
10
|
|
|
Charting - Notes
|
Yes
|
No
|
|
|
Charting - Historical Trades
|
Yes
|
No
|
|
|
Charting - Corporate Events
|
Yes
|
Yes
|
|
|
Charting - Custom Date Range
|
Yes
|
No
|
|
|
Charting - Custom Time Bars
|
Yes
|
No
|
|
|
Charting - Automated Analysis
|
Yes
|
No
|
|
|
Charting - Save Profiles
|
Yes
|
No
|
|
|
Trade Ideas - Technical Analysis
|
Yes
|
No
|
|
|
Charting - Study Customizations
|
6
|
3
|
|
|
Charting - Custom Studies
|
No
|
No
|
|
|
Day Trading
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
|
Streaming Time & Sales
|
Yes
|
No
|
|
|
Streaming TV
|
Yes
|
No
|
|
|
Direct Market Routing - Equities
|
Yes
|
No
|
|
|
Ladder Trading
|
Yes
|
No
|
|
|
Trade Hot Keys
|
Yes
|
No
|
|
|
Level 2 Quotes - Stocks
|
Yes
|
No
|
|
|
Trade Ideas - Backtesting
|
Yes
|
No
|
|
|
Trade Ideas - Backtesting Adv
|
Yes
|
No
|
|
|
Short Locator
|
Yes
|
No
|
|
|
Order Liquidity Rebates
|
Yes
|
No
|
|
|
Research Overview
|
Interactive Brokers |
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
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
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Stock Research - PDF Reports
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17
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2
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Stock Research - Earnings
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Yes
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Yes
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Stock Research - Insiders
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Yes
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No
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Stock Research - Social
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Yes
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No
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Stock Research - News
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Yes
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Yes
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Stock Research - ESG
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Yes
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No
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Stock Research - SEC Filings
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Yes
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No
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ETF Research
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Interactive Brokers |
J.P. Morgan Self-Directed Investing |
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ETFs - Investment Objective
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Yes
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Yes
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ETF Fund Facts - Inception Date
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Yes
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Yes
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ETF Fund Facts - Expense Ratio
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Yes
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Yes
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ETF Fund Facts - Total Assets
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Yes
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Yes
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ETF Fund Facts - Total Holdings
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Yes
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Yes
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ETFs - Top 10 Holdings
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Yes
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Yes
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ETFs - Sector Exposure
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Yes
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Yes
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ETFs - Risk Analysis
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Yes
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No
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ETFs - Ratings
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Yes
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Yes
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ETFs - Morningstar StyleMap
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Yes
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Yes
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ETFs - PDF Reports
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Yes
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No
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Mutual Fund Research
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Interactive Brokers |
J.P. Morgan Self-Directed Investing |
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Mutual Funds - Investment Objective
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Yes
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Yes
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Mutual Funds - Performance Chart
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Yes
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Yes
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Mutual Funds - Performance Analysis
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Yes
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Yes
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Mutual Funds - Prospectus
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Yes
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No
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Mutual Funds - 3rd Party Ratings
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Yes
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Yes
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Mutual Funds - Fees Breakdown
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Yes
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Yes
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Mutual Funds - Top 10 Holdings
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Yes
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Yes
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Mutual Funds - Asset Allocation
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Yes
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Yes
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Mutual Funds - Sector Allocation
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Yes
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Yes
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Mutual Funds - Country Allocation
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Yes
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Yes
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Mutual Funds - StyleMap
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Yes
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Yes
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Options Trading
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Interactive Brokers |
J.P. Morgan Self-Directed Investing |
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Option Chains - Total Greeks
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5
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0
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Option Analysis - P&L Charts
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Yes
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No
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Banking
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Interactive Brokers |
J.P. Morgan Self-Directed Investing |
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Bank (Member FDIC)
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No
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Yes
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Checking Accounts
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No
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Yes
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Savings Accounts
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No
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Yes
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Credit Cards
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Yes
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Yes
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Debit Cards
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No
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Yes
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Mortgage Loans
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No
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Yes
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Customer Service
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Interactive Brokers |
J.P. Morgan Self-Directed Investing |
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Phone Support (Prospective Customers)
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Yes
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No
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Phone Support (Current Customers)
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Yes
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Yes
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Email Support
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Yes
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Yes
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Live Chat (Prospective Customers)
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No
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No
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Live Chat (Current Customers)
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Yes
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No
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24/7 Support
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Yes
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Yes
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