Range of investments
For investors who want the widest range of choices, Interactive Brokers stands out over J.P. Morgan Self-Directed Investing. Both brokers offer stocks, margin trading, fractional shares, OTC stocks, mutual funds, options, traditional IRA accounts, and Roth IRA accounts. But Interactive Brokers goes further with forex, futures, and crypto trading, while J.P. Morgan Self-Directed Investing does not offer those markets. Interactive Brokers also supports 20 crypto coins, compared with none at J.P. Morgan Self-Directed Investing. In industry rankings, Interactive Brokers is rated 5 stars for Range of Investments and ranks #1 out of 14 brokers, while J.P. Morgan Self-Directed Investing is rated 3.5 stars and ranks #13.
Interactive Brokers gives self-directed investors access to more asset types in one account, making it a stronger fit for people who want to trade beyond basic stock and fund investing. Its lineup includes stocks, options, mutual funds, OTC stocks, margin, fractional shares, forex, futures, and crypto. That broader selection can be useful for active traders and more experienced investors who want more flexibility.
J.P. Morgan Self-Directed Investing covers the main essentials for many everyday investors, including stocks, options, mutual funds, OTC stocks, margin, fractional shares, and retirement accounts. It also offers advisor services, which Interactive Brokers does not. For investors who want a simpler setup with access to guidance, that may be a helpful difference, but for account investment options alone, Interactive Brokers has the clear edge.
|
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
|
20
|
0
|
|
Range of Investments
|
|
|
Dive deeper: Best Options Trading Platforms & Brokers 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 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
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 Trading Platforms for Beginners in 2026
Stock trading apps
Overall, Interactive Brokers comes out ahead for stock trading apps, with a 5-star rating and a #2 ranking out of 14 brokers from StockBrokers.com. J.P. Morgan Self-Directed Investing still covers the basics well, including iPhone and Android apps, mobile options trading, stock alerts, custom watch lists, and charting tools, but it trails Interactive Brokers in several key mobile features that active traders may want.
Both brokers offer iPhone and Android apps, so you can trade on either platform from your phone. They also both support mobile options trading, stock alerts, custom watch lists, customizable watch list columns, landscape chart view, and multiple time frames on charts. That makes each app useful for everyday investing and monitoring stocks while on the go.
Where Interactive Brokers pulls farther ahead is in deeper mobile trading tools. It offers an Apple Watch app, mobile after-hours stock trading, streaming quotes, live TV, videos on demand, after-hours charting, and the ability to show stock comparisons on charts. It also includes 100 technical studies in its mobile charting tools, compared with 36 at J.P. Morgan Self-Directed Investing, which helps explain why Interactive Brokers earns the stronger app score and ranking.
Dive deeper: Best Stock Trading Apps of 2026
Fees
Overall, Interactive Brokers and J.P. Morgan Self-Directed Investing both keep several core investing costs low, with $0 minimum deposits, $0 stock trades, $0 IRA annual fees, and no charges for options exercises or assignments. They also each charge $0.65 per options contract, so the two brokers are tied on many of the basic account fees and trading costs most investors care about.
The biggest difference shows up with margin borrowing and account transfer charges. Interactive Brokers charges 6.38% for margin balances under $100,000 across the listed tiers, while J.P. Morgan Self-Directed Investing is higher at 12.25% for balances below $25,000, 12% for $25,000 to $49,999, and 11.5% for $50,000 to $99,999. For transfers, both brokers charge $0 for partial ACAT transfers, but J.P. Morgan Self-Directed Investing charges $75 for a full transfer out, while Interactive Brokers charges nothing.
One more key difference is IRA closure fees. Interactive Brokers does not charge a fee to close an IRA, while J.P. Morgan Self-Directed Investing charges $75. If you are focused on low account fees and other charges, Interactive Brokers comes out ahead overall, especially for margin users and anyone who may need to close or transfer an account later.
|
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 Stock Trading Platforms and Commission-Free Apps 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
For market research, Interactive Brokers has a slight edge over J.P. Morgan Self-Directed Investing. Both brokers give investors research on stocks, ETFs, mutual funds, pink sheets/OTCBB, and bonds, and both include tools like screeners and portfolio allocation views by asset class. But Interactive Brokers goes further with stock research that uses social media sentiment data, ESG research, and more downloadable PDF reports, which may appeal to investors who want a wider set of ideas and deeper analysis.
Interactive Brokers offers 7 downloadable stock research PDFs, compared with 2 at J.P. Morgan Self-Directed Investing. It also provides downloadable PDF research for ETFs and mutual funds, while J.P. Morgan Self-Directed Investing does not. On top of that, Interactive Brokers includes social sentiment and ESG data, two areas that can help investors look beyond basic company facts and better understand how a stock may fit their goals.
That difference shows up in outside ratings as well. Interactive Brokers earns 4.5 out of 5 stars for market research and ranks #5 out of 14 brokers at StockBrokers.com, while J.P. Morgan Self-Directed Investing scores 4 out of 5 stars and ranks #7. If you want a broader research experience, Interactive Brokers is the stronger pick, though J.P. Morgan Self-Directed Investing still covers the core research tools most investors use.
|
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 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 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 offers crypto trading with access to 20 coins, while J.P. Morgan Self-Directed Investing does not currently support crypto trading. For investors seeking a broader range of digital asset options, Interactive Brokers has the clear advantage.
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
More trading guides
Popular broker reviews
navigate_before
navigate_next
|
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)
|
$0.005
|
$0.000
|
|
|
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
|
6.38%
|
12.25%
|
|
|
Margin Rate $25,000 to $49,999.99
|
6.38%
|
12%
|
|
|
Margin Rate $50,000 to $99,999.99
|
6.38%
|
11.5%
|
|
|
Margin Rate $100,000 to $249,999.99
|
6.38%
|
11.25%
|
|
|
Margin Rate $250,000 to $499,999.99
|
6.38%
|
11.25%
|
|
|
Margin Rate $500,000 to $999,999.99
|
6.38%
|
10.5%
|
|
|
Margin Rate Above $1,000,000
|
6.38%
|
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
|
20
|
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)
|
40
|
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
|
100
|
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 |
|
|
Stock Research - PDF Reports
|
7
|
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
|
Interactive Brokers |
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
|
Interactive Brokers |
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
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
|
Option Chains - Total Greeks
|
4
|
0
|
|
|
Option Analysis - P&L Charts
|
Yes
|
No
|
|
|
Banking
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
|
Bank (Member FDIC)
|
No
|
Yes
|
|
|
Checking Accounts
|
No
|
Yes
|
|
|
Savings Accounts
|
No
|
Yes
|
|
|
Credit Cards
|
Yes
|
Yes
|
|
|
Debit Cards
|
No
|
Yes
|
|
|
Mortgage Loans
|
No
|
Yes
|
|
|
Customer Service
|
Interactive Brokers |
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)
|
No
|
No
|
|
|
Live Chat (Current Customers)
|
Yes
|
No
|
|
|
24/7 Support
|
Yes
|
Yes
|
|
arrow_upward