Written by StockBrokers.com
In this head to head comparison of Interactive Brokers vs J.P. Morgan Self-Directed Investing, we will compare the trading platforms, mobile apps, range of investments, costs, market research, and more. Let's dive in.
When comparing Interactive Brokers and J.P. Morgan Self-Directed Investing, it's evident that both platforms offer a comprehensive suite of investment options. However, Interactive Brokers stands out with a wider range of offerings, particularly in forex, futures, and cryptocurrency trading. This broader selection earned Interactive Brokers a top ranking for the range of investments, making it a compelling choice for those seeking diverse trading opportunities. While J.P. Morgan provides strong investment options, including advisor services, Interactive Brokers is unmatched in its investment variety, boasting a five-star rating for its range of investments, compared to J.P. Morgan's four stars.
Both Interactive Brokers and J.P. Morgan Self-Directed Investing cater to stock and margin trading enthusiasts, offering services like fractional shares, OTC stocks, mutual funds, and options trading. These platforms ensure that investors can access a broad spectrum of financial instruments, not limited to traditional stocks and mutual funds. By offering such diverse trading options, both brokers give their users a wide canvas to paint their investment journey.
However, Interactive Brokers pulls ahead in the realm of specialized trading such as forex and futures, which J.P. Morgan does not offer. Additionally, Interactive Brokers provides crypto trading with 11 different coins available, while J.P. Morgan currently has no crypto trading options. Despite these differences, both brokers provide options for traditional and Roth IRA accounts, supporting long-term investment strategies. While J.P. Morgan includes advisor services to guide investors, Interactive Brokers appeals to those interested in maximal investment variety and independence. Overall, the decision largely depends on the specific needs and preferences of the investor.
| Feature |
Interactive Brokers
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Stock Trading | Yes | Yes |
| Margin Trading | Yes | Yes |
| Fractional Shares | Yes | Yes |
| OTC Stocks | Yes | Yes |
| Mutual Funds | Yes | Yes |
| Options Trading | Yes | Yes |
| Futures Trading | Yes | No |
| Crypto Trading | Yes | No |
| Crypto Trading - Total Coins | 11 | 0 |
| Range of Investments |
|
|
Dive deeper: Best Options Trading Platforms for 2025, Best Futures Trading Platforms for 2025: A Beginner-Friendly Guide to an Advanced Market
When it comes to trading platforms and tools, Interactive Brokers clearly takes the lead over J.P. Morgan Self-Directed Investing. With a 5-star rating, Interactive Brokers is ranked #2 out of 15 brokers by StockBrokers.com. In contrast, J.P. Morgan Self-Directed Investing, with a 2.5-star rating, is ranked #13, highlighting its limitations in comparison to its competitor.
Interactive Brokers offers both Windows and Mac desktop downloadable platforms, making it accessible for all users, whereas J.P. Morgan Self-Directed Investing lacks a desktop platform entirely. Both brokers provide browser-based platforms, but Interactive Brokers extends its offerings with additional features like paper trading and a trading journal, which J.P. Morgan Self-Directed Investing does not offer. Furthermore, Interactive Brokers supports an extensive 659 columns for watch lists, dwarfing J.P. Morgan's 20 available fields.
In terms of charting tools, Interactive Brokers again outperforms J.P. Morgan Self-Directed Investing by offering a wider range. With 155 technical indicators, 85 drawing tools, and the ability to add notes and adjust open orders directly on stock charts, Interactive Brokers provides traders with comprehensive analysis capabilities. While J.P. Morgan Self-Directed Investing allows users to create custom studies, Interactive Brokers still shines with features that include automated technical analysis, the ability to set custom date ranges, and save multiple chart profiles.
| 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 |
| Watch Lists - Total Fields | 659 | 20 |
| Charting - Indicators / Studies | 155 | 36 |
| Charting - Drawing Tools | 85 | 10 |
| Platforms & Tools |
|
|
Dive deeper: Best Online Brokerage Accounts for 2025, Best Paper Trading Platforms for 2025
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When it comes to educational offerings for those new to investing, both Interactive Brokers and J.P. Morgan Self-Directed Investing provide a wide range of resources. Interactive Brokers tops the list with comprehensive educational material that includes everything from stock, ETF, options, mutual funds, and bonds education to features like paper trading, webinars, and educational quizzes. They even allow users to track their learning progress, making it an appealing choice for beginners who want a well-rounded understanding of the market. J.P. Morgan Self-Directed Investing also provides education across various investment types and includes educational videos and webinars. However, it lacks hands-on tools like paper trading and educational quizzes, which might be crucial for an interactive learning experience.
When rated for education, Interactive Brokers received 5 stars, while J.P. Morgan Self-Directed Investing garnered a respectable 4.5 stars. According to StockBrokers.com, Interactive Brokers ranks as the third out of 15 brokers in educational offerings, reflecting its commitment to investor education. Meanwhile, J.P. Morgan Self-Directed Investing holds the seventh position, indicating solid but slightly less comprehensive educational support. For those prioritizing a high level of beginner education and interactive learning tools, Interactive Brokers may be the more suitable choice, whereas those comfortable with standard educational content may find J.P. Morgan Self-Directed Investing meets their needs.
| Feature |
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 (Bonds) | Yes | Yes |
| Paper Trading | Yes | No |
| Videos | Yes | Yes |
| Webinars | Yes | Yes |
| Education |
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2025
Interactive Brokers and J.P. Morgan Self-Directed Investing offer compelling stock trading apps, each with its own strengths and limitations. Interactive Brokers stands out with a 5-star rating, ranking #2 among 15 brokers, showcasing its comprehensive app capabilities. Conversely, J.P. Morgan Self-Directed Investing holds a respectable 4-star rating, coming in 12th place, indicating a solid but less feature-rich experience compared to its competitor. Both platforms provide iPhone and Android apps and support for mobile options trading, stock alerts, and customizable watch lists, making them appealing to a range of users.
Interactive Brokers distinguishes itself with additional features that appeal to active traders. It supports mobile after-hours stock trading and offers an Apple Watch app, enhancing flexibility and connectivity. The app provides streaming quotes, live TV, and on-demand videos, enriching the user's trading insights. With an impressive offering of 97 technical studies for charting, compared to J.P. Morgan's 36, Interactive Brokers caters to users who value in-depth charting tools and analytical options.
J.P. Morgan Self-Directed Investing, while lacking some of the advanced features, still provides strong fundamentals for typical trading needs. Users will find mobile apps equipped with options trading and custom watch list capabilities, although the absence of streaming quotes and live TV means less real-time data accessibility. For traders who focus more on essential functions without the need for extensive technical studies or additional media tools, J.P. Morgan remains a viable choice. Both platforms support viewing charts in landscape mode and multiple time frames, offering crucial visual flexibility for mobile trading.
| Feature |
Interactive Brokers
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| iPhone App | Yes | Yes |
| Android App | Yes | Yes |
| Apple Watch App | Yes | No |
| Stock Alerts | Yes | Yes |
| Charting - After-Hours | Yes | No |
| Charting - Technical Studies | 97 | 36 |
| Mobile Trading Apps |
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|
Dive deeper: Best Stock Trading Apps for 2025
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 | $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 2025
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 - Stocks | 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 for 2025
When evaluating Interactive Brokers and J.P. Morgan Self-Directed Investing for market research capabilities, Interactive Brokers stands out as the superior option. It offers more comprehensive resources in several key areas, including stock research using social media sentiment and ESG (Environmental, Social, and Governance) research, which J.P. Morgan lacks. Furthermore, Interactive Brokers provides more downloadable PDF research reports across different asset classes, making it a more attractive choice for investors seeking detailed information. This is reflected in its higher customer rating of 5 stars compared to J.P. Morgan's 4 stars and a higher ranking by StockBrokers.com.
Both Interactive Brokers and J.P. Morgan Self-Directed Investing offer market research services across various investment types, including stocks, ETFs, mutual funds, bonds, and even pink sheets/OTCBB research. Investors can also access portfolio allocation tools by asset class with both brokerages, enhancing their ability to manage and diversify their portfolios effectively. Furthermore, each platform includes a range of screeners for trade ideas, catering to the needs of diverse investment strategies.
Interactive Brokers goes a step further by providing access to additional insights such as social media sentiment data for stock research, a feature that J.P. Morgan does not offer. This can be particularly beneficial for investors looking to tap into modern data analytics for decision-making. While J.P. Morgan holds its ground with a respectable range of market research tools, including limited downloadable PDF reports, Interactive Brokers' broader availability of these documents improves accessibility to in-depth market analyses, making it a preferred choice for more comprehensive market research 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 - Bonds | Yes | Yes |
| Screener - Bonds | Yes | Yes |
| Research |
|
|
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.
| Feature |
Interactive Brokers
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Checking Accounts | No | Yes |
| Savings Accounts | No | Yes |
| Debit Cards | No | Yes |
| Credit Cards | No | Yes |
| Mortgage Loans | No | Yes |
| CDs | Yes | Yes |
Dive deeper: Best Bank Accounts for Trading Stocks for 2025
After opening live accounts and testing 15 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.
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 2025
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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0 of 5| Overall Rating | Interactive Brokers | J.P. Morgan Self-Directed Investing | |
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| Review | Interactive Brokers Review | J.P. Morgan Self-Directed Investing Review |
| Broker Screenshots | Interactive Brokers | J.P. Morgan Self-Directed Investing | |
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| 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 | 7.33% | 13.25% | |
| Margin Rate $25,000 to $49,999.99 | 7.33% | 13% | |
| Margin Rate $50,000 to $99,999.99 | 7.33% | 12.5% | |
| Margin Rate $100,000 to $249,999.99 | 7.33% | 12.25% | |
| Margin Rate $250,000 to $499,999.99 | 7.33% | 12.25% | |
| Margin Rate $500,000 to $999,999.99 | 7.33% | 11.5% | |
| Margin Rate Above $1,000,000 | 7.33% | 11% |
| 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 | |
| Margin Trading | Yes | Yes | |
| Fractional Shares | 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 | |
| Mutual Funds (No Load) | 10988 | 3500 | |
| Mutual Funds (Total) | 11456 | 3500 | |
| Bonds (US Treasury) | Yes | Yes | |
| Bonds (Corporate) | Yes | Yes | |
| Bonds (Municipal) | Yes | Yes | |
| Traditional IRAs | Yes | Yes | |
| Roth IRAs | Yes | Yes | |
| Advisor Services | No | Yes | |
| International Countries (Stocks) | 34 | 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 (Bonds) | Yes | Yes | |
| Education (Retirement) | Yes | Yes | |
| Retirement Calculator | Yes | Yes | |
| Investor Dictionary | Yes | No | |
| Paper Trading | Yes | No | |
| Videos | Yes | Yes | |
| Webinars | Yes | Yes | |
| Webinars (Archived) | Yes | No | |
| 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 | |
|---|---|---|---|
| Market Movers (Top Gainers) | Yes | Yes | |
| Stream Live TV | Yes | No | |
| Videos on Demand | Yes | No | |
| Stock Alerts | Yes | Yes | |
| Option Chains Viewable | Yes | Yes | |
| Watch List (Real-time) | Yes | Yes | |
| Watch List (Streaming) | Yes | No | |
| Watch Lists - Create & Manage | Yes | Yes | |
| Watch Lists - 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 | No | No |
| Trading Platforms | Interactive Brokers | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Active Trading Platform | 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 | |
| Watch Lists - 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 - Index Overlays | Yes | Yes | |
| 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 | Yes |
| Day Trading | Interactive Brokers | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Streaming Time & Sales | Yes | No | |
| Streaming TV | Yes | No | |
| Direct Market Routing - Stocks | Yes | No | |
| Ladder Trading | Yes | No | |
| Trade Hotkeys | 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 - Bonds | Yes | Yes | |
| Screener - Stocks | Yes | Yes | |
| Screener - ETFs | Yes | Yes | |
| Screener - Mutual Funds | Yes | Yes | |
| Screener - Bonds | Yes | Yes | |
| Misc - Portfolio Allocation | Yes | Yes |
| Stock Research | Interactive Brokers | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Stock Research - PDF Reports | 15 | 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 - Strategy Overview | Yes | Yes | |
| ETF Fund Facts - Inception Date | Yes | Yes | |
| ETF Fund Facts - Expense Ratio | Yes | Yes | |
| ETF Fund Facts - Net Assets | Yes | Yes | |
| ETF Fund Facts - Total Holdings | Yes | Yes | |
| ETFs - Top 10 Holdings | Yes | Yes | |
| ETFs - Sector Exposure | Yes | Yes | |
| ETFs - Risk Analysis | 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 - Strategy Overview | 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 - Basic View | Yes | Yes | |
| Option Chains - Strategy View | Yes | No | |
| Option Chains - Streaming | Yes | No | |
| Option Chains - Total Columns | 40 | 6 | |
| Option Chains - Greeks | 5 | 0 | |
| Option Chains - Quick Analysis | Yes | No | |
| Option Analysis - P&L Charts | Yes | No | |
| Option Probability Analysis | Yes | No | |
| Option Probability Analysis Adv | Yes | No | |
| Option Positions - Greeks | Yes | No | |
| Option Positions - Greeks Streaming | Yes | No | |
| Option Positions - Adv Analysis | Yes | No | |
| Option Positions - Rolling | Yes | No | |
| Option Positions - Grouping | 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 | No | Yes | |
| Debit Cards | No | Yes | |
| Mortgage Loans | No | Yes |
| Customer Service | Interactive Brokers | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Phone Support (Prospect Customers) | Yes | No | |
| Phone Support (Current Customers) | Yes | Yes | |
| Email Support | Yes | Yes | |
| Live Chat (Prospect Customers) | No | No | |
| Live Chat (Current Customers) | Yes | No | |
| 24/7 Support | No | Yes |
| Overall | Interactive Brokers | J.P. Morgan Self-Directed Investing | |
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| Review | Interactive Brokers Review | J.P. Morgan Self-Directed Investing Review |
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