Range of investments
Choosing between Interactive Brokers and J.P. Morgan Self-Directed Investing largely depends on the specific needs of the investor. Interactive Brokers excels with a broad range of investment options, including crypto and futures trading, giving it a well-deserved 5-star rating and ranking it #1 in Range of Investments by StockBrokers.com. On the other hand, J.P. Morgan Self-Directed Investing offers a more limited selection, especially in the absence of forex, futures, and crypto trading options, leading to a 4-star rating and a #9 ranking.
Both platforms provide essential services for standard stock, margin, and options trading, alongside fractional shares and mutual funds, making them suitable for various trading strategies. Traditional and Roth IRA accounts are available through both brokers, allowing investors to plan for retirement. However, where J.P. Morgan sets itself apart is in its advisory services, catering to those who might seek guided investment assistance rather than a purely self-directed approach.
For those interested in more specialized trading like forex, futures, or cryptocurrency, Interactive Brokers clearly stands out with its broader array of opportunities, including 11 different cryptocurrencies. In contrast, J.P. Morgan Self-Directed Investing may appeal to investors who prioritize traditional investment types and appreciate the added support of advisory services. Ultimately, the ideal choice will vary based on personal investment goals and desired level of trading engagement.
Feature |
Interactive Brokers
|
J.P. Morgan Self-Directed Investing
|
Stock Trading
info
|
Yes
|
Yes
|
Account Feature - Margin Trading
info
|
Yes
|
Yes
info |
Fractional Shares (Stocks)
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
|
11
info |
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
Trading platforms and tools
When comparing the trading platforms and tools of Interactive Brokers and J.P. Morgan Self-Directed Investing, it's clear that Interactive Brokers offers a more comprehensive suite of features. It ranks #2 out of 14 brokers according to StockBrokers.com, boasting a perfect 5-star rating for its trading platforms and tools. In contrast, J.P. Morgan Self-Directed Investing holds a 2.5-star rating and stands at #13 in the same ranking, indicating fewer options and capabilities for traders who require advanced features.
Interactive Brokers excels with its extensive offerings, including both Windows and Mac downloadable trading platforms, as well as a browser-based option. It provides paper trading, a trading journal, and an impressive array of 155 technical indicators and 85 drawing tools for charting. With features like the ability to adjust open orders directly on a stock chart and add notes to charts, traders have more flexibility and control. Additionally, its watch list functionality is significantly more detailed, allowing 659 fields for customization compared to just 20 with J.P. Morgan.
On the other hand, J.P. Morgan Self-Directed Investing is more limited in its offerings. While it shares a browser-based platform feature and the ability to display corporate events on charts with Interactive Brokers, it lacks critical elements such as downloadable platforms, paper trading, and various charting tools. Despite allowing the creation of custom studies for charts, it provides far fewer technical indicators and drawing tools than Interactive Brokers. These constraints make it less suitable for traders who need a dynamic and versatile trading environment.
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 Online Brokers & Trading Platforms for 2025, Best Paper Trading Apps & Platforms for 2025
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Beginners and education
When it comes to education for beginner and intermediate investors, both Interactive Brokers and J.P. Morgan Self-Directed Investing offer a comprehensive range of resources. They provide education across stocks, ETFs, options, mutual funds, and bonds, along with engaging educational videos and insightful webinars. However, Interactive Brokers takes it a step further by offering paper trading and interactive quizzes, helping users put their newfound knowledge to the test in a risk-free environment. Additionally, Interactive Brokers allows users to track their learning progress, a feature not available with J.P. Morgan Self-Directed Investing.
In terms of rankings, Interactive Brokers earned a 5-star rating for its educational offerings, placing it at the third spot among fourteen major brokers according to StockBrokers.com. Meanwhile, J.P. Morgan Self-Directed Investing isn't far behind with a commendable 4.5-star rating, earning it a sixth-place ranking. While both platforms are strong choices for educational resources, Interactive Brokers might be more appealing to those looking for a more interactive 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 (Fixed Income)
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
Bottom line: Interactive Brokers offers a more capable stock trading app than J.P. Morgan Self-Directed Investing. Both cover the essentials—iPhone and Android apps, mobile options trading, price alerts, and customizable watch lists—but Interactive Brokers layers on Apple Watch support, streaming market data and video, richer charting, and after-hours tools. Reflecting that gap, StockBrokers.com rates Interactive Brokers 5 stars and ranks it #2 of 14, while J.P. Morgan Self-Directed Investing earns 4 stars and ranks #12.
App availability is strong on both sides with iPhone and Android, but only Interactive Brokers adds an Apple Watch app. Interactive Brokers supports mobile after-hours trading; J.P. Morgan’s mobile after-hours availability wasn’t specified by the source. Both apps handle mobile options trading and offer stock alerts and custom watch lists (including customizable columns). For market data and media, Interactive Brokers provides streaming quotes, live TV, and videos on demand; J.P. Morgan does not offer these streaming features.
Charting is a clear differentiator. Interactive Brokers supports after-hours charting, while J.P. Morgan does not. Both apps allow landscape charts and multiple time frames, but Interactive Brokers includes 97 technical studies versus J.P. Morgan’s 36. You can also compare multiple stocks on a single chart with Interactive Brokers, a feature J.P. Morgan lacks. Traders who rely on deeper technical analysis and real-time data are likely to favor Interactive Brokers’ mobile app experience.
Dive deeper: Best Stock Trading Apps for 2025
Fees
Bottom line: Interactive Brokers is the more cost-friendly choice for anyone who may use margin or expects to move or close accounts. Both brokers offer $0 account minimums, $0 stock trades, and $0.65 per options contract, but Interactive Brokers stands out with far lower margin rates and no fees for full ACAT transfers or IRA closures. J.P. Morgan Self-Directed Investing suits simple, commission-free stock and options trading, yet its higher borrowing costs and some exit fees can add up.
Everyday trading costs are basically a tie. Interactive Brokers and J.P. Morgan Self-Directed Investing both have a $0 minimum deposit, $0 commissions for regular stock trades, and charge $0.65 per options contract. Options exercise and assignment are $0 at both. IRA annual fees are also $0 at both brokers.
The biggest gap is borrowing and account changes. Interactive Brokers’ margin rate is 6.83% for balances under $25,000, $25,000–$49,999, and $50,000–$99,999. J.P. Morgan Self-Directed Investing is higher at 13.25%, 13%, and 12.5% for those same tiers. For transfers and closures, partial ACATs are $0 at both, but full ACAT transfers are $0 at Interactive Brokers versus $75 at J.P. Morgan. IRA closure is $0 at Interactive Brokers and $75 at J.P. Morgan.
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
info |
$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 - Equities
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 of 2025 for Beginners and Active Traders
Market Research
Bottom line: Interactive Brokers delivers a deeper, more feature-rich market research experience than J.P. Morgan Self-Directed Investing. Interactive Brokers earns 5 stars and ranks #4 out of 14 brokers for research at StockBrokers.com, while J.P. Morgan Self-Directed Investing earns 4 stars and ranks #7. If you want extensive data, more downloadable reports, and advanced extras like social media sentiment and ESG research, Interactive Brokers is the stronger pick. J.P. Morgan works well for straightforward research across major asset classes with helpful screeners and allocation views.
Interactive Brokers supports research for stocks, ETFs, mutual funds, bonds, and Pink Sheets/OTCBB, plus a portfolio allocation view by asset class. It adds social media sentiment and ESG research, and offers 17 downloadable PDF research reports for stocks, along with downloadable reports for ETFs and mutual funds. Trade idea tools are broad, with screeners for stocks, ETFs, mutual funds, and bonds—ideal for investors who want deeper analysis and more ways to compare investments.
J.P. Morgan Self-Directed Investing also covers research for stocks, ETFs, mutual funds, bonds, and Pink Sheets/OTCBB, and lets you view allocation by asset class. It includes screeners across stocks, ETFs, mutual funds, and bonds, making it easy to surface trade ideas. However, it provides only 2 downloadable stock PDF reports and does not offer PDF reports for ETFs or mutual funds, and it lacks both social media sentiment data and ESG research—key areas where Interactive Brokers pulls ahead.
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 - Fixed Income
info
|
Yes
|
Yes
|
Screener - Fixed Income
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 Brokerage Checking Accounts for 2025
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 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 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
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 |
|
Broker 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
info
|
$0.65
|
|
Futures (Per Contract) info
|
$0.85
info
|
(Not offered)
|
|
Broker Assisted Trade Fee info
|
Varies
info
|
Varies
|
|
Margin Rates
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
Margin Rate Under $25,000 info
|
6.83%
info
|
13.25%
|
|
Margin Rate $25,000 to $49,999.99 info
|
6.83%
info
|
13%
|
|
Margin Rate $50,000 to $99,999.99 info
|
6.83%
info
|
12.5%
|
|
Margin Rate $100,000 to $249,999.99 info
|
6.83%
info
|
12.25%
|
|
Margin Rate $250,000 to $499,999.99 info
|
6.83%
info
|
12.25%
|
|
Margin Rate $500,000 to $999,999.99 info
|
6.83%
info
|
11.5%
|
|
Margin Rate Above $1,000,000 info
|
6.83%
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
|
|
Account Feature - Margin Trading info
|
Yes
|
Yes
info
|
|
Fractional Shares (Stocks) 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
|
11
info
|
0
|
|
Fixed Income (Treasurys) info
|
Yes
|
Yes
|
|
Fixed Income (Corporate Bonds) info
|
Yes
|
Yes
|
|
Fixed Income (Municipal Bonds) info
|
Yes
|
Yes
|
|
Traditional IRAs info
|
Yes
|
Yes
|
|
Roth IRAs info
|
Yes
|
Yes
|
|
Advisor Services info
|
No
|
Yes
|
|
International Countries (Stocks) info
|
36
|
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 (Fixed Income) 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
|
|
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
|
Yes
|
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 - 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 - Equities info
|
Yes
|
No
|
|
Ladder Trading info
|
Yes
|
No
|
|
Trade Hot Keys 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 - Fixed Income info
|
Yes
|
Yes
|
|
Screener - Stocks info
|
Yes
|
Yes
|
|
Screener - ETFs info
|
Yes
|
Yes
|
|
Screener - Mutual Funds info
|
Yes
|
Yes
|
|
Screener - Fixed Income info
|
Yes
|
Yes
|
|
Portfolio Asset Allocation info
|
Yes
|
Yes
|
|
Stock Research
|
Interactive Brokers |
J.P. Morgan Self-Directed Investing |
|
Stock Research - PDF Reports info
|
17
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 - Investment Objective info
|
Yes
|
Yes
|
|
ETF Fund Facts - Inception Date info
|
Yes
|
Yes
|
|
ETF Fund Facts - Expense Ratio info
|
Yes
|
Yes
|
|
ETF Fund Facts - Total 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 - Investment Objective 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 - Total Greeks info
|
5
|
0
|
|
Option Analysis - P&L Charts 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 (Prospective Customers) info
|
Yes
|
No
|
|
Phone Support (Current Customers) info
|
Yes
|
Yes
|
|
Email Support info
|
Yes
|
Yes
|
|
Live Chat (Prospective Customers) info
|
No
|
No
|
|
Live Chat (Current Customers) info
|
Yes
|
No
|
|
24/7 Support info
|
Yes
|
Yes
|
|
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