Range of investments
Interactive Brokers and J.P. Morgan Self-Directed Investing both offer compelling investment options for those looking to trade stocks, mutual funds, and engage in options trading. However, Interactive Brokers leads with a broader range of investment opportunities, achieving a 5-star rating for the variety of its offerings and being ranked #1 by StockBrokers.com. In contrast, J.P. Morgan Self-Directed Investing still performs well with a 4-star rating, but it ranks at #9, primarily due to its more limited scope in areas like forex, futures, and cryptocurrency trading.
For investors interested in more specialized assets, Interactive Brokers provides forex, futures, and the option to trade a small selection of cryptocurrencies, offering four coins in total. J.P. Morgan Self-Directed Investing currently lacks these options, making it less versatile for those interested in trading beyond traditional stocks and mutual funds. Both platforms allow for fractional shares trading and support margin trading, accommodating a wide range of investor strategies.
When it comes to retirement accounts, both Interactive Brokers and J.P. Morgan Self-Directed Investing offer traditional and Roth IRAs, making them suitable for long-term retirement planning. The key difference is that J.P. Morgan Self-Directed Investing includes advisor services, offering additional support that might be beneficial for newer investors or those seeking professional guidance. Ultimately, while each platform presents a well-rounded selection of investment tools, Interactive Brokers stands out for those seeking the most extensive array of investment opportunities.
Feature |
Interactive Brokers
|
J.P. Morgan Self-Directed Investing
|
Stock Trading
info
|
Yes
|
Yes
|
Margin Trading
info
|
Yes
|
Yes
info |
Fractional Shares
info
|
Yes
|
Yes
|
OTC Stocks
info
|
Yes
|
Yes
|
Mutual Funds
info
|
Yes
|
Yes
|
Options Trading
info
|
Yes
|
Yes
|
Futures Trading
info
|
Yes
|
No
|
Crypto Trading
info
|
Yes
info |
No
|
Crypto Trading - Total Coins
info
|
4
info |
0
|
Range of Investments
|
|
|
Dive deeper: Best Options Trading Platforms for 2025, Best Futures Trading Platforms for 2025
Trading platforms and tools
When evaluating online brokers based on their trading platforms and tools, Interactive Brokers clearly stands out ahead of J.P. Morgan Self-Directed Investing. Interactive Brokers, rated five stars, holds the second position among 18 brokers reviewed by StockBrokers.com, showcasing its outstanding platform features. In contrast, J.P. Morgan Self-Directed Investing, rated 2.5 stars, ranks 13th in the same review. This stark difference in ratings and rankings highlights the more advanced capabilities and tools offered by Interactive Brokers.
For trading platforms, Interactive Brokers provides users with Windows and Mac desktop downloadable platforms, in addition to a browser-based option. This flexibility caters to diverse user preferences. On the other hand, J.P. Morgan Self-Directed Investing only offers a browser-based platform. Interactive Brokers also excels in offering features like paper trading and trading journals, which are absent in the JP Morgan offering. In the realm of technical analysis, Interactive Brokers surpasses with 155 technical indicators and 85 drawing tools, compared to J.P. Morgan's 36 indicators and 10 drawing tools. Interactive Brokers also supports extensive customization options on charts, such as historical trades visualization and custom date ranges, enhancing a trader's analytical experience.
When it comes to adjusting trades on stock charts, Interactive Brokers users enjoy capabilities such as modifying open orders directly on charts and adding notes, functionalities that J.P. Morgan Self-Directed Investing does not support. While both platforms allow index overlays and the visualization of corporate events on charts, Interactive Brokers outshines with features like automated technical analysis and multiple chart profile saving. Yet, J.P. Morgan supports the creation of custom studies, a feature missing in Interactive Brokers. Despite this, the overall breadth and depth of tools offered by Interactive Brokers provide a superior trading experience, tailored to the needs of investors seeking comprehensive analytical abilities.
Feature |
Interactive Brokers
|
J.P. Morgan Self-Directed Investing
|
Web Trading Platform
info
|
Yes
|
Yes
|
Desktop Trading Platform
info
|
Yes
|
No
|
Desktop Platform (Mac)
info
|
Yes
|
No
|
Paper Trading
info
|
Yes
|
No
|
Watch Lists - Total Fields
info
|
659
|
20
|
Charting - Indicators / Studies
info
|
155
|
36
|
Charting - Drawing Tools
info
|
85
|
10
|
Platforms & Tools
|
|
|
Dive deeper: Best Stock Brokers & Trading Platforms for 2025, Best Paper Trading Platforms for 2025
Open and fund & get up to $1,000.
Beginners and education
When it comes to educating beginner investors, Interactive Brokers and J.P. Morgan Self-Directed Investing both provide a wide array of educational resources. Both platforms cover stock, ETF, options, mutual funds, and bonds education, accompanied by informative videos and webinars. However, Interactive Brokers offers a more interactive approach with paper trading and educational quizzes, enabling users to apply what they learn in a risk-free environment. Additionally, Interactive Brokers allows users to track their learning progress, offering a personalized educational journey that can be particularly beneficial for those new to investing.
Interactive Brokers is highly regarded for its educational offerings, earning a 5-star rating and a #3 ranking out of 18 brokers on StockBrokers.com. Meanwhile, J.P. Morgan Self-Directed Investing is also well-rated, with a 4.5-star rating and holds the #7 spot. While both platforms deliver comprehensive investor education, the ability to engage in paper trading and track progress at Interactive Brokers gives it an edge for beginners seeking a more hands-on learning experience.
Feature |
Interactive Brokers
|
J.P. Morgan Self-Directed Investing
|
Education (Stocks)
info
|
Yes
|
Yes
|
Education (ETFs)
info
|
Yes
|
Yes
|
Education (Options)
info
|
Yes
|
Yes
|
Education (Mutual Funds)
info
|
Yes
|
Yes
|
Education (Bonds)
info
|
Yes
|
Yes
|
Paper Trading
info
|
Yes
|
No
|
Videos
info
|
Yes
|
Yes
|
Webinars
info
|
Yes
|
Yes
|
Education
|
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2025
Stock trading apps
Interactive Brokers and J.P. Morgan Self-Directed Investing both offer stock trading apps, but they cater to different user needs. Interactive Brokers stands out with a five-star rating and ranks second among stock trading apps, as ranked by StockBrokers.com out of 18 brokers. In contrast, J.P. Morgan Self-Directed Investing, with a four-star rating and a rank of twelfth, provides a solid experience but lacks some advanced features found in Interactive Brokers.
When it comes to mobile app capabilities, both brokers offer apps for iPhone and Android devices, with Interactive Brokers adding an Apple Watch app to its offering. Interactive Brokers provides mobile after-hours trading, options trading, streaming quotes, and live TV—all features that set it apart as a more comprehensive platform. J.P. Morgan Self-Directed Investing does support options trading but lacks streaming quotes, live TV, and after-hours charting.
Chart functionality also differs significantly between the two. Interactive Brokers supports 97 technical studies and offers landscape chart viewing, multiple time frames, and customizable watch lists. J.P. Morgan Self-Directed Investing, while allowing landscape mode and multiple time-frame viewing, offers only 36 technical studies. Both allow custom watch list column customization, but neither provides chart-based stock comparisons. Overall, the features and breadth of tools make Interactive Brokers the more versatile choice for serious traders.
Dive deeper: Best Stock Trading Apps for 2025
Fees
When comparing Interactive Brokers and J.P. Morgan Self-Directed Investing, both providers offer competitive features, but there are notable differences in their fee structures. Both platforms require no minimum deposit, charge nothing for regular stock trades, and have identical costs of $0.65 per options contract. However, Interactive Brokers generally offers more favorable terms, especially with its lower margin rates and no fees for IRA closure or full account transfers. Meanwhile, J.P. Morgan Self-Directed Investing imposes higher margin rates and charges for IRA closures and full account transfers, making it potentially more expensive for some users.
Interactive Brokers stands out with its lower interest rates on margin balances, setting a fixed rate of 7.33% for amounts below $100,000. In contrast, J.P. Morgan Self-Directed Investing's margin rates are significantly higher, ranging from 12.5% to 13.25%. This difference could result in substantial savings for those who leverage their investment accounts for borrowing. Furthermore, Interactive Brokers does not charge for IRA closure or full account transfers, giving it an edge over J.P. Morgan, which charges $75 for each of these services.
Both platforms have their advantages, but Interactive Brokers may appeal more to cost-conscious investors due to its lower margin rates and absence of certain fees. While both provide free stock trades and equal options trading costs, the lower margin costs and fee-free account management aspects make Interactive Brokers a potentially better choice for those looking to minimize expenses. Each investor will need to weigh these factors based on their personal investment strategy and needs.
Feature |
Interactive Brokers
|
J.P. Morgan Self-Directed Investing
|
Minimum Deposit
info
|
$0.00
|
$0.00
|
Stock Trades
info
|
$0.00
|
$0.00
|
Options (Per Contract)
info
|
$0.65
|
$0.65
|
Options Exercise Fee
info
|
$0.00
|
$0.00
|
Options Assignment Fee
info
|
$0.00
|
$0.00
|
IRA Annual Fee
info
|
$0.00
|
$0.00
|
IRA Closure Fee
info
|
$0.00
|
$75.00
|
Dive deeper: Best Free Trading Platforms for 2025
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
info
|
Yes
|
No
|
Streaming TV
info
|
Yes
|
No
|
Direct Market Routing - Stocks
info
|
Yes
|
No
|
Level 2 Quotes - Stocks
info
|
Yes
|
No
|
Trade Ideas - Backtesting
info
|
Yes
|
No
|
Trade Ideas - Backtesting Adv
info
|
Yes
|
No
|
Short Locator
info
|
Yes
|
No
|
Dive deeper: Best Day Trading Platforms for 2025
Market Research
When it comes to market research capabilities, Interactive Brokers outperforms J.P. Morgan Self-Directed Investing. Interactive Brokers is rated with an impressive five stars for its research features, positioning it fourth out of 18 brokers according to StockBrokers.com. In comparison, J.P. Morgan Self-Directed Investing, while still a strong contender with a four-star rating, ranks seventh. Interactive Brokers offers a wider variety of research tools, making it the preferred choice for users seeking comprehensive market analysis.
Both Interactive Brokers and J.P. Morgan Self-Directed Investing provide extensive research options for stocks, ETFs, mutual funds, bonds, and even Pink Sheets/OTCBB. They also offer screeners for generating trade ideas across these asset classes, and both platforms allow investors to view their portfolio allocation by asset class. However, Interactive Brokers distinguishes itself by offering 15 downloadable PDF research reports for stocks compared to J.P. Morgan's two. Moreover, Interactive Brokers provides downloadable research reports for ETFs and mutual funds, a feature not available with J.P. Morgan.
Another significant advantage of Interactive Brokers is its use of social media sentiment data for stock research and its ESG (Environmental, Social, and Governance) research offerings, neither of which are available through J.P. Morgan Self-Directed Investing. These additional tools equip Interactive Brokers users with a broader perspective on market trends and ethical investment choices. Consequently, for those prioritizing comprehensive market research, Interactive Brokers holds a decisive edge over J.P. Morgan Self-Directed Investing.
Feature |
Interactive Brokers
|
J.P. Morgan Self-Directed Investing
|
Research - Stocks
info
|
Yes
|
Yes
|
Screener - Stocks
info
|
Yes
|
Yes
|
Research - ETFs
info
|
Yes
|
Yes
|
Screener - ETFs
info
|
Yes
|
Yes
|
Research - Mutual Funds
info
|
Yes
|
Yes
|
Screener - Mutual Funds
info
|
Yes
|
Yes
|
Research - Bonds
info
|
Yes
|
Yes
|
Screener - Bonds
info
|
Yes
|
Yes
|
Research
|
|
|
Banking
When comparing the banking services of Interactive Brokers and J.P. Morgan Self-Directed Investing, it's clear that J.P. Morgan offers a more comprehensive suite of options. J.P. Morgan Self-Directed Investing provides essential banking features such as checking and savings accounts, along with debit and credit cards, significantly enhancing its appeal for users seeking integrated financial services. Additionally, J.P. Morgan offers mortgage loans, giving customers more options for managing their finances and planning for the future. On the other hand, Interactive Brokers lacks these banking features, although both platforms offer certificates of deposit (CDs). This makes J.P. Morgan Self-Directed Investing a better choice for those looking to combine investing with traditional banking services.
Dive deeper: Best Bank Accounts for Trading Stocks for 2025
Winner
After opening live accounts and testing 18 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 96.9%, while J.P. Morgan Self-Directed Investing finished with a score of 85.4%.
Interactive Brokers is a go-to choice for professionals because of its institutional-grade desktop trading platform, high-quality trade executions and rock-bottom margin rates.
FAQs
Can you trade cryptocurrency with Interactive Brokers or J.P. Morgan Self-Directed Investing?
Interactive Brokers offers crypto trading with a selection of 4 coins, while J.P. Morgan Self-Directed Investing currently does not provide any cryptocurrency trading options.
Dive deeper: Best Online Brokers for Crypto Trading in 2025
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 2025
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Broker Screenshots
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
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
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
Minimum Deposit info
|
$0.00
|
$0.00
|
|
Stock Trades info
|
$0.00
|
$0.00
|
|
Penny Stock Fees (OTC) info
|
$0.01
|
$0.00
|
|
Mutual Fund Trade Fee info
|
$14.95
info
|
$0
|
|
Options (Per Contract) info
|
$0.65
|
$0.65
|
|
Futures (Per Contract) info
|
$0.85
|
(Not offered)
|
|
Broker Assisted Trade Fee info
|
Varies
|
Varies
|
|
Margin Rates
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
Margin Rate Under $25,000 info
|
7.33%
info
|
13.25%
|
|
Margin Rate $25,000 to $49,999.99 info
|
7.33%
info
|
13%
|
|
Margin Rate $50,000 to $99,999.99 info
|
7.33%
info
|
12.5%
|
|
Margin Rate $100,000 to $249,999.99 info
|
7.33%
info
|
12.25%
|
|
Margin Rate $250,000 to $499,999.99 info
|
7.33%
info
|
12.25%
|
|
Margin Rate $500,000 to $999,999.99 info
|
7.33%
info
|
11.5%
|
|
Margin Rate Above $1,000,000 info
|
7.33%
info
|
11%
info
|
|
Account Fees
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
IRA Annual Fee info
|
$0.00
|
$0.00
|
|
IRA Closure Fee info
|
$0.00
|
$75.00
|
|
Account Transfer Out (Partial) info
|
$0.00
|
$0.00
|
|
Account Transfer Out (Full) info
|
$0.00
|
$75.00
|
|
Options Exercise Fee info
|
$0.00
|
$0.00
|
|
Options Assignment Fee info
|
$0.00
|
$0.00
|
|
Investment Options
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
Stock Trading info
|
Yes
|
Yes
|
|
Margin Trading info
|
Yes
|
Yes
info
|
|
Fractional Shares info
|
Yes
|
Yes
|
|
OTC Stocks info
|
Yes
|
Yes
|
|
Options Trading info
|
Yes
|
Yes
|
|
Complex Options Max Legs info
|
6
|
1
|
|
Futures Trading info
|
Yes
|
No
|
|
Forex Trading info
|
Yes
|
No
|
|
Crypto Trading info
|
Yes
info
|
No
|
|
Crypto Trading - Total Coins info
|
4
info
|
0
|
|
Mutual Funds (No Load) info
|
10988
|
3500
|
|
Mutual Funds (Total) info
|
11456
|
3500
|
|
Bonds (US Treasury) info
|
Yes
|
Yes
|
|
Bonds (Corporate) info
|
Yes
|
Yes
|
|
Bonds (Municipal) info
|
Yes
|
Yes
|
|
Traditional IRAs info
|
Yes
|
Yes
|
|
Roth IRAs info
|
Yes
|
Yes
|
|
Advisor Services info
|
No
|
Yes
|
|
International Countries (Stocks) info
|
34
|
0
|
|
Order Types
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
Order Type - Market info
|
Yes
|
Yes
|
|
Order Type - Limit info
|
Yes
|
Yes
|
|
Order Type - After Hours info
|
Yes
|
No
|
|
Order Type - Stop info
|
Yes
|
Yes
|
|
Order Type - Trailing Stop info
|
Yes
|
No
|
|
Order Type - OCO info
|
Yes
|
No
|
|
Order Type - OTO info
|
Yes
|
No
|
|
Order Type - Broker Assisted info
|
Yes
|
Yes
|
|
Beginners
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
Education (Stocks) info
|
Yes
|
Yes
|
|
Education (ETFs) info
|
Yes
|
Yes
|
|
Education (Options) info
|
Yes
|
Yes
|
|
Education (Mutual Funds) info
|
Yes
|
Yes
|
|
Education (Bonds) info
|
Yes
|
Yes
|
|
Education (Retirement) info
|
Yes
|
Yes
|
|
Retirement Calculator info
|
Yes
|
Yes
|
|
Investor Dictionary info
|
Yes
|
No
|
|
Paper Trading info
|
Yes
|
No
|
|
Videos info
|
Yes
|
Yes
|
|
Webinars info
|
Yes
|
Yes
|
|
Webinars (Archived) info
|
Yes
|
No
|
|
Progress Tracking info
|
Yes
|
No
|
|
Interactive Learning - Quizzes info
|
Yes
|
No
|
|
Stock Trading Apps
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
iPhone App info
|
Yes
|
Yes
|
|
Android App info
|
Yes
|
Yes
|
|
Apple Watch App info
|
Yes
|
No
|
|
Trading - Stocks info
|
Yes
|
Yes
|
|
Trading - After-Hours info
|
Yes
|
No
|
|
Trading - Simple Options info
|
Yes
|
Yes
|
|
Trading - Complex Options info
|
Yes
|
No
|
|
Order Ticket RT Quotes info
|
Yes
|
Yes
|
|
Order Ticket SRT Quotes info
|
Yes
|
No
|
|
Stock App Features
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
Market Movers (Top Gainers) info
|
Yes
|
Yes
|
|
Stream Live TV info
|
Yes
|
No
|
|
Videos on Demand info
|
Yes
|
No
|
|
Stock Alerts info
|
Yes
|
Yes
|
|
Option Chains Viewable info
|
Yes
|
Yes
|
|
Watch List (Real-time) info
|
Yes
|
Yes
|
|
Watch List (Streaming) info
|
Yes
|
No
|
|
Watch Lists - Create & Manage info
|
Yes
|
Yes
|
|
Watch Lists - Column Customization info
|
Yes
|
Yes
|
|
Stock App Charting
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
Charting - After-Hours info
|
Yes
|
No
|
|
Charting - Can Turn Horizontally info
|
Yes
|
Yes
|
|
Charting - Multiple Time Frames info
|
Yes
|
Yes
|
|
Charting - Technical Studies info
|
97
|
36
|
|
Charting - Study Customizations info
|
Yes
|
Yes
|
|
Charting - Stock Comparisons info
|
No
|
No
|
|
Trading Platforms
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
Active Trading Platform info
|
Trader Workstation (TWS)
|
No
|
|
Desktop Trading Platform info
|
Yes
|
No
|
|
Desktop Platform (Mac) info
|
Yes
|
No
|
|
Web Trading Platform info
|
Yes
|
Yes
|
|
Paper Trading info
|
Yes
|
No
|
|
Trade Journal info
|
Yes
|
No
|
|
Watch Lists - Total Fields info
|
659
|
20
|
|
Stock Chart Features
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
Charting - Adjust Trades on Chart info
|
Yes
|
No
|
|
Charting - Indicators / Studies info
|
155
|
36
|
|
Charting - Drawing Tools info
|
85
|
10
|
|
Charting - Notes info
|
Yes
|
No
|
|
Charting - Index Overlays info
|
Yes
|
Yes
|
|
Charting - Historical Trades info
|
Yes
|
No
|
|
Charting - Corporate Events info
|
Yes
|
Yes
|
|
Charting - Custom Date Range info
|
Yes
|
No
|
|
Charting - Custom Time Bars info
|
Yes
|
No
|
|
Charting - Automated Analysis info
|
Yes
|
No
|
|
Charting - Save Profiles info
|
Yes
|
No
|
|
Trade Ideas - Technical Analysis info
|
Yes
|
No
|
|
Charting - Study Customizations info
|
6
|
3
|
|
Charting - Custom Studies info
|
No
|
Yes
|
|
Day Trading
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
Streaming Time & Sales info
|
Yes
|
No
|
|
Streaming TV info
|
Yes
|
No
|
|
Direct Market Routing - Stocks info
|
Yes
|
No
|
|
Ladder Trading info
|
Yes
|
No
|
|
Trade Hotkeys info
|
Yes
|
No
|
|
Level 2 Quotes - Stocks info
|
Yes
|
No
|
|
Trade Ideas - Backtesting info
|
Yes
|
No
|
|
Trade Ideas - Backtesting Adv info
|
Yes
|
No
|
|
Short Locator info
|
Yes
|
No
|
|
Order Liquidity Rebates info
|
Yes
|
No
|
|
Research Overview
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
Research - Stocks info
|
Yes
|
Yes
|
|
Research - ETFs info
|
Yes
|
Yes
|
|
Research - Mutual Funds info
|
Yes
|
Yes
|
|
Research - Pink Sheets / OTCBB info
|
Yes
|
Yes
|
|
Research - Bonds info
|
Yes
|
Yes
|
|
Screener - Stocks info
|
Yes
|
Yes
|
|
Screener - ETFs info
|
Yes
|
Yes
|
|
Screener - Mutual Funds info
|
Yes
|
Yes
|
|
Screener - Bonds info
|
Yes
|
Yes
|
|
Misc - Portfolio Allocation info
|
Yes
|
Yes
|
|
Stock Research
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
Stock Research - PDF Reports info
|
15
info
|
2
|
|
Stock Research - Earnings info
|
Yes
|
Yes
|
|
Stock Research - Insiders info
|
Yes
|
No
|
|
Stock Research - Social info
|
Yes
|
No
|
|
Stock Research - News info
|
Yes
|
Yes
|
|
Stock Research - ESG info
|
Yes
|
No
|
|
Stock Research - SEC Filings info
|
Yes
|
No
|
|
ETF Research
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
ETFs - Strategy Overview info
|
Yes
|
Yes
|
|
ETF Fund Facts - Inception Date info
|
Yes
|
Yes
|
|
ETF Fund Facts - Expense Ratio info
|
Yes
|
Yes
|
|
ETF Fund Facts - Net Assets info
|
Yes
|
Yes
|
|
ETF Fund Facts - Total Holdings info
|
Yes
|
Yes
|
|
ETFs - Top 10 Holdings info
|
Yes
|
Yes
|
|
ETFs - Sector Exposure info
|
Yes
|
Yes
|
|
ETFs - Risk Analysis info
|
Yes
|
No
|
|
ETFs - Ratings info
|
Yes
|
Yes
|
|
ETFs - Morningstar StyleMap info
|
Yes
|
Yes
|
|
ETFs - PDF Reports info
|
Yes
|
No
|
|
Mutual Fund Research
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
Mutual Funds - Strategy Overview info
|
Yes
|
Yes
|
|
Mutual Funds - Performance Chart info
|
Yes
|
Yes
|
|
Mutual Funds - Performance Analysis info
|
Yes
|
Yes
|
|
Mutual Funds - Prospectus info
|
Yes
|
No
|
|
Mutual Funds - 3rd Party Ratings info
|
Yes
|
Yes
|
|
Mutual Funds - Fees Breakdown info
|
Yes
|
Yes
|
|
Mutual Funds - Top 10 Holdings info
|
Yes
|
Yes
|
|
Mutual Funds - Asset Allocation info
|
Yes
|
Yes
|
|
Mutual Funds - Sector Allocation info
|
Yes
|
Yes
|
|
Mutual Funds - Country Allocation info
|
Yes
|
Yes
|
|
Mutual Funds - StyleMap info
|
Yes
|
Yes
|
|
Options Trading
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
Option Chains - Basic View info
|
Yes
|
Yes
|
|
Option Chains - Strategy View info
|
Yes
|
No
|
|
Option Chains - Streaming info
|
Yes
|
No
|
|
Option Chains - Total Columns info
|
40
|
6
|
|
Option Chains - Greeks info
|
5
|
0
|
|
Option Chains - Quick Analysis info
|
Yes
|
No
|
|
Option Analysis - P&L Charts info
|
Yes
|
No
|
|
Option Probability Analysis info
|
Yes
|
No
|
|
Option Probability Analysis Adv info
|
Yes
|
No
|
|
Option Positions - Greeks info
|
Yes
|
No
|
|
Option Positions - Greeks Streaming info
|
Yes
|
No
|
|
Option Positions - Adv Analysis info
|
Yes
|
No
|
|
Option Positions - Rolling info
|
Yes
|
No
|
|
Option Positions - Grouping info
|
Yes
|
No
|
|
Banking
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
Bank (Member FDIC) info
|
No
|
Yes
|
|
Checking Accounts info
|
No
|
Yes
|
|
Savings Accounts info
|
No
|
Yes
|
|
Credit Cards info
|
No
|
Yes
|
|
Debit Cards info
|
No
|
Yes
|
|
Mortgage Loans info
|
No
|
Yes
|
|
Customer Service
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
Phone Support (Prospect Customers) info
|
Yes
|
No
|
|
Phone Support (Current Customers) info
|
Yes
|
Yes
|
|
Email Support info
|
Yes
|
Yes
|
|
Live Chat (Prospect Customers) info
|
No
|
No
|
|
Live Chat (Current Customers) info
|
Yes
|
No
|
|
24/7 Support info
|
No
|
Yes
|
|
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