Written by StockBrokers.com
In this head to head comparison of Merrill Edge 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 Merrill Edge and J.P. Morgan Self-Directed Investing, both platforms offer a comprehensive array of investment options, making them competitive choices for online brokerage services. Merrill Edge edges slightly ahead in the overall range of investments, earning a 4.5-star rating and ranking seventh out of 15 brokers according to StockBrokers.com. Meanwhile, J.P. Morgan Self-Directed Investing isn't far behind with a 4-star rating and a ninth-place ranking, showcasing its strong investment offerings.
Both Merrill Edge and J.P. Morgan Self-Directed Investing provide stock, margin, options, mutual funds, and OTC stocks trading. One notable difference between the two is fractional shares trading—J.P. Morgan Self-Directed Investing offers this option, giving investors the flexibility to purchase smaller portions of stocks, while Merrill Edge does not. On the other hand, neither broker provides forex, futures, or crypto trading, which might be a consideration for investors looking for exposure to these areas.
In terms of retirement accounts and advisory services, both Merrill Edge and J.P. Morgan Self-Directed Investing offer traditional and Roth IRA accounts, as well as access to advisor services. These features make both platforms suitable for users interested in long-term financial planning and seeking professional guidance. Overall, the choice between the two may hinge on specific needs such as fractional share availability or personal preference regarding the subtle differences in their investment range and ratings.
| Feature |
Merrill Edge
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Stock Trading | Yes | Yes |
| Margin Trading | Yes | Yes |
| Fractional Shares | No | Yes |
| OTC Stocks | Yes | Yes |
| Mutual Funds | Yes | Yes |
| Options Trading | Yes | Yes |
| Futures Trading | No | No |
| Crypto Trading | No | No |
| Crypto Trading - Total Coins | 0 | 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
Merrill Edge and J.P. Morgan Self-Directed Investing each provide online trading platforms, but Merrill Edge generally excels with a higher rating of 4 stars compared to J.P. Morgan’s 2.5 stars. Ranked 6th out of 15 brokers by StockBrokers.com for its trading platforms and tools, Merrill Edge outshines J.P. Morgan Self-Directed Investing, which holds the 13th spot. This comprehensive evaluation primarily highlights Merrill Edge's superior charting capabilities and customization options, which cater to traders seeking more insight and flexibility in their trading experience.
Both Merrill Edge and J.P. Morgan Self-Directed Investing offer browser-based trading platforms but lack downloadable software options for Windows and Mac users. Merrill Edge distinguishes itself with its advanced charting features, including 105 technical indicators and 23 drawing tools, while J.P. Morgan offers 36 indicators and 10 drawing tools. Additionally, Merrill Edge allows users to adjust open orders directly on stock charts, add notes, and employ index overlays, offering a more interactive charting experience.
While paper trading and a trading journal are not available on either platform, Merrill Edge's interface provides several valuable functions not found in J.P. Morgan's offerings. Merrill Edge's watch lists feature 285 customizable fields, a broad comparison to J.P. Morgan’s 20 fields. Moreover, Merrill Edge allows for displaying historical trades, corporate events, and automated technical analysis on charts, with the ability to set custom date ranges and save multiple chart profiles, making it particularly appealing for chart-focused traders. In contrast, J.P. Morgan excels in allowing the creation of custom studies, adding a modest edge for users seeking this specific functionality.
| Feature |
Merrill Edge
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Web Trading Platform | Yes | Yes |
| Desktop Trading Platform | No | No |
| Desktop Platform (Mac) | No | No |
| Paper Trading | No | No |
| Watch Lists - Total Fields | 285 | 20 |
| Charting - Indicators / Studies | 105 | 36 |
| Charting - Drawing Tools | 23 | 10 |
| Platforms & Tools |
|
|
Dive deeper: Best Online Brokerage Accounts for 2025, Best Paper Trading Platforms for 2025
Schwab Trading Powered by Ameritrade™.
Get up to $1K on new brokerage account*
Both Merrill Edge and J.P. Morgan Self-Directed Investing offer a wide range of educational resources to help beginners and experienced investors alike. They provide comprehensive learning materials on stocks, ETFs, options, mutual funds, and bonds. Both platforms include educational videos and host webinars to further enhance user understanding. While neither offers paper trading or a system to track learning progress, Merrill Edge sets itself apart by providing educational quizzes, which can be a fun and interactive way for users to test their knowledge.
Despite having similar offerings and the same 4.5-star education rating, Merrill Edge holds a slight edge over J.P. Morgan Self-Directed Investing when rated among other brokers, coming in at number five compared to J.P. Morgan's seven. This subtle difference highlights Merrill Edge's dedication to investor education, making it a slightly more appealing option for those who consider comprehensive learning resources a priority in their investing journey.
| Feature |
Merrill Edge
|
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 | No | No |
| Videos | Yes | Yes |
| Webinars | Yes | Yes |
| Education |
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2025
When comparing the mobile stock trading capabilities of Merrill Edge and J.P. Morgan Self-Directed Investing, Merrill Edge stands out with a higher rating of 4.5 stars and a noteworthy ranking of #6 out of 15 brokers on StockBrokers.com. In contrast, J.P. Morgan Self-Directed Investing holds a 4-star rating and is ranked #12. This indicates that while both platforms offer robust features, Merrill Edge provides a slightly more refined mobile trading experience, making it the preferable choice for many investors.
Both Merrill Edge and J.P. Morgan Self-Directed Investing provide essential mobile app functionality for iPhone and Android devices, supporting mobile options trading and the creation of custom watch lists. Each platform also supports viewing charts in landscape mode with multiple time frames. However, Merrill Edge takes an edge by offering mobile after-hours stock trading and streaming quotes, features absent from J.P. Morgan’s app. On the other hand, J.P. Morgan allows customization of watch list columns, which Merrill Edge does not.
While neither broker offers an Apple Watch app, streaming live TV, or videos on demand through their apps, both provide stock alerts to keep users informed. For technical analysis enthusiasts, J.P. Morgan provides 36 technical studies, slightly more than Merrill Edge’s 34. Yet, Merrill Edge offers the unique ability to display stock comparisons directly on charts, a feature J.P. Morgan lacks. These differences might guide users towards the platform that best suits their specific needs and preferences in mobile trading.
| Feature |
Merrill Edge
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| iPhone App | Yes | Yes |
| Android App | Yes | Yes |
| Apple Watch App | No | No |
| Stock Alerts | Yes | Yes |
| Charting - After-Hours | No | No |
| Charting - Technical Studies | 34 | 36 |
| Mobile Trading Apps |
|
|
Dive deeper: Best Stock Trading Apps for 2025
When it comes to choosing between Merrill Edge and J.P. Morgan Self-Directed Investing, both platforms offer competitive pricing, but there are key differences that could influence your choice. Both brokers require no minimum deposit and charge $0 for regular stock trades, making them equally accessible for new investors. However, Merrill Edge has an edge with no fees for account transfers (ACAT) and lower IRA closure costs. Meanwhile, J.P. Morgan Self-Directed Investing imposes a $75 fee for full account transfers and IRA closures, which could be a deciding factor for budget-conscious investors.
Examining options trading fees, both Merrill Edge and J.P. Morgan charge a $0.65 fee per options contract, which keeps them on par in this category. Furthermore, neither platform charges fees for options exercises or assignments, making options trading cost-effective for active traders on either platform. However, potential margin borrowers may find a stark contrast in charges; J.P. Morgan Self-Directed Investing provides explicit rates, starting at 13.25% for balances under $25,000 and decreasing with higher balances, while Merrill Edge's rates vary, potentially allowing more flexible negotiating terms based on individual financial circumstances.
Both Merrill Edge and J.P. Morgan Self-Directed Investing offer free IRA setup and no annual fees, which is great for those looking to save for retirement without additional costs. However, the variance in closing fees and added costs for transferring full accounts at J.P. Morgan could mean extra expenses down the line. For users who prioritize low fees on transfers and closures, Merrill Edge presents a strong case, whereas those who value consistent and transparent margin interest rates might lean towards J.P. Morgan Self-Directed Investing.
| Feature |
Merrill Edge
|
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 | $49.95 | $75.00 |
Dive deeper: Best Free Trading Platforms for 2025
When it comes to day trading, Merrill Edge and J.P. Morgan Self-Directed Investing cater to different needs. Merrill Edge stands out with several features tailored for more active traders. For instance, it offers streaming time and sales for stocks, and provides level 2 quotes, allowing traders to gain deeper insights into market changes. Additionally, Merrill Edge allows for basic strategy backtesting, enabling traders to experiment with different strategies using historical data before applying them in the live market.
In contrast, J.P. Morgan Self-Directed Investing lacks the same level of day trading capabilities. Without features like streaming time and sales for stocks, level 2 quotes, or any backtesting options, it may not be the first choice for those who focus heavily on day trading. Neither platform supports direct market routing, trading hotkeys, or advanced strategy backtesting, which could limit highly technical strategies that some day traders prefer. Understanding these differences can help potential traders decide which platform best suits their approach to trading.
| Feature |
Merrill Edge
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Streaming Time & Sales | Yes | No |
| Streaming TV | No | No |
| Direct Market Routing - Stocks | No | No |
| Level 2 Quotes - Stocks | Yes | No |
| Trade Ideas - Backtesting | Yes | No |
| Trade Ideas - Backtesting Adv | No | No |
| Short Locator | No | No |
Dive deeper: Best Day Trading Platforms for 2025
When it comes to market research capabilities, Merrill Edge stands out as a more comprehensive option compared to J.P. Morgan Self-Directed Investing. Both platforms provide essential research for stocks, ETFs, mutual funds, and bonds, offering investors a solid foundation for making informed decisions. However, Merrill Edge takes a lead with additional features like downloadable PDF reports for ETFs and mutual funds and a higher number of stock research reports. StockBrokers.com ranks Merrill Edge at #5, while J.P. Morgan sits at #7, recognizing the distinct edge Merrill Edge offers in this area.
Merrill Edge enhances its market research offerings with tools like the ability to view portfolio allocation by asset class, ensuring investors have a clearer picture of their investments. It also provides ESG (Environmental, Social, and Governance) research, an increasingly sought-after feature for environmentally conscious investors. While both platforms offer screeners for stocks, ETFs, mutual funds, and bonds, Merrill Edge gains an advantage with its 5-star rating against J.P. Morgan's 4 stars, reflecting a stronger overall research experience.
J.P. Morgan Self-Directed Investing, while offering substantial research capabilities, lacks some of the extra features found in Merrill Edge, such as downloadable reports for ETFs and mutual funds and ESG research. Both platforms forego using social media sentiment data for stock research, but investors seeking a richer selection of downloadable research materials may find Merrill Edge to be a superior choice. Overall, Merrill Edge provides a more comprehensive suite of market research tools that make it a preferred choice for investors looking to delve deeper into their financial analysis.
| Feature |
Merrill Edge
|
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 Merrill Edge and J.P. Morgan Self-Directed Investing in terms of banking capabilities, both platforms provide a comprehensive suite of financial services. Customers can enjoy the convenience of having checking and savings accounts with either option. Additionally, both Merrill Edge and J.P. Morgan Self-Directed Investing offer debit cards, making day-to-day transactions seamless. For those interested in credit opportunities, both brokers offer credit cards, allowing for flexible financing options. Homebuyers will find mortgage loans available through each platform as well, providing diverse solutions for purchasing a home. Furthermore, both Merrill Edge and J.P. Morgan Self-Directed Investing offer Certificates of Deposit (CDs), allowing customers to benefit from fixed interest rates over a set period. In summary, both brokerages stand out by offering integrated banking services that cater to a variety of financial needs.
| Feature |
Merrill Edge
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Checking Accounts | Yes | Yes |
| Savings Accounts | Yes | Yes |
| Debit Cards | Yes | Yes |
| Credit Cards | Yes | Yes |
| Mortgage Loans | Yes | 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 Merrill Edge is better than J.P. Morgan Self-Directed Investing. Merrill Edge finished with an overall score of 92.7%, while J.P. Morgan Self-Directed Investing finished with a score of 85.4%.
Merrill Edge and its parent, Bank of America, make for a well-rounded offering, with $0 trades, robust research, reliable customer service; and its Stock Stories and Fund Stories are an industry standout. There are some gaps in investment offerings, including crypto and futures.
Neither Merrill Edge nor J.P. Morgan Self-Directed Investing offers crypto trading, as both platforms provide access to 0 coins for cryptocurrency transactions.
Dive deeper: Best Online Brokers for Crypto Trading in 2025
Both Merrill Edge and J.P. Morgan Self-Directed Investing provide traditional and Roth IRA accounts with no annual fees, but Merrill Edge offers a lower IRA account closure fee at $49.95 compared to J.P. Morgan's $75.00, making it a more cost-effective option for investors planning to close their accounts.
Dive deeper: Best IRA Accounts for 2025
Select Brokers
↓×Compare
0 of 5| Overall Rating | Merrill Edge | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Overall |
|
| |
| Range of Investments |
|
| |
| Platforms & Tools |
|
| |
| Mobile Trading Apps |
|
| |
| Research |
|
| |
| Customer Service |
| N/A | |
| Education |
|
| |
| Ease Of Use |
|
| |
| Winner | check_circle | ||
| Review | Merrill Edge Review | J.P. Morgan Self-Directed Investing Review |
| Broker Screenshots | Merrill Edge | 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 | Merrill Edge | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Minimum Deposit | $0.00 | $0.00 | |
| Stock Trades | $0.00 | $0.00 | |
| Penny Stock Fees (OTC) | N/A | $0.00 | |
| Mutual Fund Trade Fee | Varies | $0 | |
| Options (Per Contract) | $0.65 | $0.65 | |
| Futures (Per Contract) | (Not offered) | (Not offered) | |
| Broker Assisted Trade Fee | $29.95 | Varies |
| Margin Rates | Merrill Edge | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Margin Rate Under $25,000 | Varies | 13.25% | |
| Margin Rate $25,000 to $49,999.99 | Varies | 13% | |
| Margin Rate $50,000 to $99,999.99 | Varies | 12.5% | |
| Margin Rate $100,000 to $249,999.99 | Varies | 12.25% | |
| Margin Rate $250,000 to $499,999.99 | Varies | 12.25% | |
| Margin Rate $500,000 to $999,999.99 | Varies | 11.5% | |
| Margin Rate Above $1,000,000 | Varies | 11% |
| Account Fees | Merrill Edge | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| IRA Annual Fee | $0.00 | $0.00 | |
| IRA Closure Fee | $49.95 | $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 | Merrill Edge | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Stock Trading | Yes | Yes | |
| Margin Trading | Yes | Yes | |
| Fractional Shares | No | Yes | |
| OTC Stocks | Yes | Yes | |
| Options Trading | Yes | Yes | |
| Complex Options Max Legs | 4 | 1 | |
| Futures Trading | No | No | |
| Forex Trading | No | No | |
| Crypto Trading | No | No | |
| Crypto Trading - Total Coins | 0 | 0 | |
| Mutual Funds (No Load) | 2952 | 3500 | |
| Mutual Funds (Total) | 3466 | 3500 | |
| Bonds (US Treasury) | Yes | Yes | |
| Bonds (Corporate) | Yes | Yes | |
| Bonds (Municipal) | Yes | Yes | |
| Traditional IRAs | Yes | Yes | |
| Roth IRAs | Yes | Yes | |
| Advisor Services | Yes | Yes | |
| International Countries (Stocks) | 0 | 0 |
| Order Types | Merrill Edge | 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 | No | No | |
| Order Type - OTO | No | No | |
| Order Type - Broker Assisted | Yes | Yes |
| Beginners | Merrill Edge | 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 | No | No | |
| Videos | Yes | Yes | |
| Webinars | Yes | Yes | |
| Webinars (Archived) | Yes | No | |
| Progress Tracking | No | No | |
| Interactive Learning - Quizzes | Yes | No |
| Stock Trading Apps | Merrill Edge | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| iPhone App | Yes | Yes | |
| Android App | Yes | Yes | |
| Apple Watch App | No | 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 | No | No |
| Stock App Features | Merrill Edge | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Market Movers (Top Gainers) | Yes | Yes | |
| Stream Live TV | No | No | |
| Videos on Demand | No | 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 | No | Yes |
| Stock App Charting | Merrill Edge | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Charting - After-Hours | No | No | |
| Charting - Can Turn Horizontally | Yes | Yes | |
| Charting - Multiple Time Frames | Yes | Yes | |
| Charting - Technical Studies | 34 | 36 | |
| Charting - Study Customizations | Yes | Yes | |
| Charting - Stock Comparisons | Yes | No |
| Trading Platforms | Merrill Edge | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Active Trading Platform | Merrill Edge Market Pro | No | |
| Desktop Trading Platform | No | No | |
| Desktop Platform (Mac) | No | No | |
| Web Trading Platform | Yes | Yes | |
| Paper Trading | No | No | |
| Trade Journal | No | No | |
| Watch Lists - Total Fields | 285 | 20 |
| Stock Chart Features | Merrill Edge | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Charting - Adjust Trades on Chart | Yes | No | |
| Charting - Indicators / Studies | 105 | 36 | |
| Charting - Drawing Tools | 23 | 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 | 8 | 3 | |
| Charting - Custom Studies | No | Yes |
| Day Trading | Merrill Edge | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Streaming Time & Sales | Yes | No | |
| Streaming TV | No | No | |
| Direct Market Routing - Stocks | No | No | |
| Ladder Trading | No | No | |
| Trade Hotkeys | No | No | |
| Level 2 Quotes - Stocks | Yes | No | |
| Trade Ideas - Backtesting | Yes | No | |
| Trade Ideas - Backtesting Adv | No | No | |
| Short Locator | No | No | |
| Order Liquidity Rebates | No | No |
| Research Overview | Merrill Edge | 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 | Merrill Edge | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Stock Research - PDF Reports | 3 | 2 | |
| Stock Research - Earnings | Yes | Yes | |
| Stock Research - Insiders | Yes | No | |
| Stock Research - Social | No | No | |
| Stock Research - News | Yes | Yes | |
| Stock Research - ESG | Yes | No | |
| Stock Research - SEC Filings | Yes | No |
| ETF Research | Merrill Edge | 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 | Merrill Edge | 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 | Merrill Edge | 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 | 68 | 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 | No | 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 | Merrill Edge | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Bank (Member FDIC) | Yes | Yes | |
| Checking Accounts | Yes | Yes | |
| Savings Accounts | Yes | Yes | |
| Credit Cards | Yes | Yes | |
| Debit Cards | Yes | Yes | |
| Mortgage Loans | Yes | Yes |
| Customer Service | Merrill Edge | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Phone Support (Prospect Customers) | Yes | No | |
| Phone Support (Current Customers) | Yes | Yes | |
| Email Support | No | Yes | |
| Live Chat (Prospect Customers) | Yes | No | |
| Live Chat (Current Customers) | Yes | No | |
| 24/7 Support | Yes | Yes |
| Overall | Merrill Edge | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Overall |
|
| |
| Range of Investments |
|
| |
| Platforms & Tools |
|
| |
| Mobile Trading Apps |
|
| |
| Research |
|
| |
| Education |
|
| |
| Ease Of Use |
|
| |
| Winner | check_circle | ||
| Review | Merrill Edge Review | J.P. Morgan Self-Directed Investing Review |
Charles Schwab
Interactive Brokers
Fidelity
E*TRADE
Merrill Edge
TradeStation
tastytrade
eToro