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.
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 | Yes | Yes |
| Account Feature - Margin Trading | Yes | Yes |
| Fractional Shares (Stocks) | Yes | Yes |
| OTC Stocks | Yes | Yes |
| Mutual Funds | Yes | Yes |
| Options Trading | Yes | Yes |
| Futures Trading | Yes | No |
| Crypto Trading | Yes | No |
| Crypto Trading - Total Coins | 11 | 0 |
| Range of Investments |
|
|
Dive deeper: Best Options Trading Platforms for 2025, Best Futures Trading Platforms for 2025: A Beginner-Friendly Guide to an Advanced Market
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 | 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 Brokers & Trading Platforms for 2025, Best Paper Trading Apps & Platforms for 2025
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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) | Yes | Yes |
| Education (ETFs) | Yes | Yes |
| Education (Options) | Yes | Yes |
| Education (Mutual Funds) | Yes | Yes |
| Education (Fixed Income) | Yes | Yes |
| Paper Trading | Yes | No |
| Videos | Yes | Yes |
| Webinars | Yes | Yes |
| Education |
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2025
When considering stock trading apps, Interactive Brokers stands out as a top choice for its comprehensive range of features and flexibility. With a 5-star rating for its trading app, it ranks #2 out of 14 brokers according to StockBrokers.com. J.P. Morgan Self-Directed Investing, although a solid option with a 4-star rating, ranks considerably lower at #12. This discrepancy highlights the significant differences in offerings and performance between the two platforms.
Interactive Brokers excels in its mobile app capabilities, providing users apps for iPhone, Android, and even an Apple Watch—a feature J.P. Morgan Self-Directed Investing lacks. For those interested in extended market activities, Interactive Brokers supports mobile after-hours stock trading and charting, a service not provided by J.P. Morgan. Additionally, Interactive Brokers offers streaming quotes, live TV, and videos on demand, enhancing the real-time trading experience. These features are absent from J.P. Morgan's app, which primarily focuses on basic mobile stock and options trading.
Both platforms allow users to create custom watch lists and customize watch list columns, with access to multiple time frames in charting. However, where Interactive Brokers offers 97 technical studies for its charting capabilities, J.P. Morgan Self-Directed Investing provides only 36. While neither platform supports the ability to display stock comparisons directly on charts, the array of interactive features on Interactive Brokers caters more adeptly to active traders who leverage detailed analytics and market insights on-the-go.
| 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 |
|
|
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 - 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 for 2025
When comparing the market research capabilities of Interactive Brokers and J.P. Morgan Self-Directed Investing, Interactive Brokers clearly stands out as the stronger choice. Rated 5 stars against J.P. Morgan's 4 stars, Interactive Brokers offers a comprehensive selection of research tools and resources, positioning it as the fourth-ranked broker for market research by StockBrokers.com, compared to J.P. Morgan’s seventh rank. This emphasis on quality and breadth makes Interactive Brokers an attractive option for investors seeking in-depth market insights.
Both platforms provide robust research on stocks, ETFs, mutual funds, Pink Sheets/OTCBB, and bonds, offering investors detailed information for making informed decisions. They also provide tools to analyze portfolio allocation by asset class. However, Interactive Brokers surpasses J.P. Morgan in additional offerings such as stock research using social media sentiment data and ESG (Environmental, Social, and Governance) research, which J.P. Morgan does not provide. Furthermore, Interactive Brokers offers a superior number of downloadable PDF research reports, with 15 available for stocks against J.P. Morgan’s 2, and extends this offering to include ETFs and mutual funds, unlike J.P. Morgan.
Screening tools are another area of interest where both brokers provide comprehensive screeners for stocks, ETFs, mutual funds, and bonds, catering to those looking for trade ideas. However, the diversified research reports and the inclusion of unique research offerings like social media sentiment and ESG factors make Interactive Brokers particularly appealing for those prioritizing in-depth, varied research data. These elements contribute to its higher ranking and make it a compelling choice for serious investors seeking thorough market analysis.
| 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 |
|
|
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 |
| Brokerage CDs | Yes | Yes |
Dive deeper: Best Brokerage Checking Accounts for 2025
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.
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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| Winner | check_circle | ||
| 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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| Broker Gallery (click to expand) |
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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 | |
| Account Feature - Margin Trading | Yes | Yes | |
| Fractional Shares (Stocks) | Yes | Yes | |
| OTC Stocks | Yes | Yes | |
| Options Trading | Yes | Yes | |
| Complex Options Max Legs | 6 | 1 | |
| Futures Trading | Yes | No | |
| Forex Trading | Yes | No | |
| Crypto Trading | Yes | No | |
| Crypto Trading - Total Coins | 11 | 0 | |
| Fixed Income (Treasurys) | Yes | Yes | |
| Fixed Income (Corporate Bonds) | Yes | Yes | |
| Fixed Income (Municipal Bonds) | Yes | Yes | |
| Traditional IRAs | Yes | Yes | |
| Roth IRAs | Yes | Yes | |
| Advisor Services | No | Yes | |
| International Countries (Stocks) | 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 (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 | |
|---|---|---|---|
| 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 - 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 - 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 | 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 - 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 | 5 | 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 | 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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| Winner | check_circle | ||
| Review | Interactive Brokers Review | J.P. Morgan Self-Directed Investing Review |
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