Range of investments
Bottom line: Both Merrill Edge and J.P. Morgan Self-Directed Investing cover the core investment needs, but Merrill Edge earns the higher marks for breadth. StockBrokers.com rates Merrill Edge 4 stars for Range of Investments and ranks it #7 of 14 brokers, while J.P. Morgan Self-Directed Investing scores 3.5 stars and ranks #13. If you want fractional shares, J.P. Morgan has the edge; if overall selection matters more, Merrill Edge gets the nod.
Both brokers offer stock trading, OTC stocks, mutual funds, options, and margin trading. Neither supports forex, futures, or crypto trading (each offers zero coins). The key difference in what you can buy is fractional shares: J.P. Morgan Self-Directed Investing offers them; Merrill Edge does not.
For account types, each platform supports traditional and Roth IRAs, and both provide access to advisor services. That makes either a practical choice for long-term investing and planning, with the decision likely coming down to whether you value fractional shares (J.P. Morgan) or the stronger third-party rating for overall investment range (Merrill Edge).
|
Feature |
Merrill Edge
|
J.P. Morgan Self-Directed Investing
|
|
Stock Trading
info
|
Yes
|
Yes
|
|
Account Feature - Margin Trading
info
|
Yes
|
Yes
info |
|
Fractional Shares (Stocks)
info
|
No
|
Yes
|
|
OTC Stocks
info
|
Yes
|
Yes
|
|
Mutual Funds
info
|
Yes
|
Yes
|
|
Options Trading
info
|
Yes
|
Yes
|
|
Futures Trading
info
|
No
|
No
|
|
Crypto Trading
info
|
No
|
No
|
|
Crypto Trading - Total Coins
info
|
0
|
0
|
|
Range of Investments
|
|
|
Dive deeper: Best Options Trading Platforms for 2026, Best Futures Trading Platforms for 2026
Trading platforms and tools
Bottom line: Merrill Edge offers more capable trading tools than J.P. Morgan Self-Directed Investing. Merrill Edge is rated 3.5 out of 5 stars and ranks 7th out of 14 brokers for platforms and tools, while J.P. Morgan Self-Directed earns 1 star and ranks 13th. Both rely on a web platform with no desktop apps, but Merrill Edge delivers far greater depth for watchlists and charting, making it the better choice for investors who want more control and insight.
Platform access is similar: neither broker provides a downloadable platform for Windows or Mac, and both run in your browser. Neither offers paper trading or a built-in trading journal.
Tools are where the gap shows. Merrill Edge supports 285 watchlist columns versus 20 at J.P. Morgan. For charts, Merrill Edge offers 105 technical indicators and 23 drawing tools (J.P. Morgan: 36 and 10). Merrill lets you adjust open orders right on the chart, add notes, view your historical trades, set custom date ranges, save multiple chart profiles, and see automated chart patterns; J.P. Morgan does not support these features. Both can display corporate events on charts. Editing a simple moving average is also more flexible with Merrill (8 fields) than J.P. Morgan (3). Neither broker supports creating custom studies.
|
Feature |
Merrill Edge
|
J.P. Morgan Self-Directed Investing
|
|
Web Trading Platform
info
|
Yes
|
Yes
|
|
Desktop Trading Platform
info
|
No
|
No
|
|
Desktop Platform (Mac)
info
|
No
|
No
|
|
Paper Trading
info
|
No
|
No
|
|
Watchlists - Total Fields
info
|
285
|
20
|
|
Charting - Indicators / Studies
info
|
105
|
36
|
|
Charting - Drawing Tools
info
|
23
|
10
|
|
Advanced Trading
|
|
|
Dive deeper: Best Stock Brokers for 2026, Best Paper Trading Apps & Platforms for 2026
A full-featured account for investing
Get up to $1K on new brokerage account*
Beginners and education
Merrill Edge and J.P. Morgan Self-Directed Investing both offer beginner-friendly investor education across key topics, including stocks, ETFs, options, mutual funds, and bonds. Each broker provides educational videos and webinars to help you learn at your own pace. Neither platform includes paper trading or tools to track your learning progress. One difference: Merrill Edge adds interactive quizzes, while J.P. Morgan Self-Directed Investing does not.
For overall quality, both earn 4 out of 5 stars for education. In StockBrokers.com’s comparison of 14 brokers, J.P. Morgan Self-Directed Investing ranks #4 for education, edging out Merrill Edge at #6. Choose Merrill Edge if you value quizzes to check your understanding; pick J.P. Morgan Self-Directed Investing if you want a slightly higher-ranked education lineup. Either way, both are solid starting points for new investors.
|
Feature |
Merrill Edge
|
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
|
|
Videos
info
|
Yes
|
Yes
|
|
Webinars
info
|
Yes
|
Yes
|
|
Education
|
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2026
Stock trading apps
Merrill Edge and J.P. Morgan Self-Directed Investing both deliver capable stock trading apps for iPhone and Android, each earning 4 stars. In StockBrokers.com’s rankings, Merrill Edge places 9th out of 14 brokers, just ahead of J.P. Morgan at 10th. The standout differences: Merrill Edge includes streaming quotes and chart-to-chart stock comparisons, while J.P. Morgan lets you customize watch list columns and offers slightly more built-in technical studies. Neither broker provides an Apple Watch app.
Core mobile features are similar. Both apps support options trading, price alerts, and creating custom watch lists; neither offers streaming live TV or videos on demand. Merrill Edge supports mobile after-hours stock trading; the availability of mobile after-hours trading with J.P. Morgan Self-Directed Investing isn’t specified here. If real-time market data matters, Merrill Edge includes streaming quotes, whereas J.P. Morgan does not.
Charting is well equipped on both platforms: landscape mode and multiple time frames are available, and after-hours charting is not offered by either app. Merrill Edge provides 34 technical studies and lets you compare stocks directly on a chart. J.P. Morgan Self-Directed Investing lists 36 studies but does not support charted stock comparisons. Choose Merrill Edge if you value live quotes and comparison charts; pick J.P. Morgan if customizable watch list columns and a few extra studies are higher on your list.
|
Feature |
Merrill Edge
|
J.P. Morgan Self-Directed Investing
|
|
iPhone App
info
|
Yes
|
Yes
|
|
Android App
info
|
Yes
|
Yes
|
|
Apple Watch App
info
|
No
|
No
|
|
Stock Alerts
info
|
Yes
|
Yes
|
|
Charting - After-Hours
info
|
No
|
No
|
|
Charting - Technical Studies
info
|
34
|
36
|
|
Mobile Trading Apps
|
|
|
Dive deeper: Best Stock Trading Apps for 2026
Fees
Bottom line: Merrill Edge and J.P. Morgan Self-Directed Investing both keep trading costs low with $0 account minimums, $0 commissions for online stock trades, and a matching $0.65 per-options-contract fee. The biggest fee differences show up on transfers and IRA closures—Merrill Edge charges $0 for a full ACAT transfer and $49.95 to close an IRA, while J.P. Morgan charges $75 for a full ACAT and $75 to close an IRA. For margin, J.P. Morgan publishes set rates by balance, whereas Merrill Edge’s rates vary, so margin borrowers should compare current schedules before deciding.
Shared costs are straightforward: $0 to open an account at either broker, $0 for online stock trades, and $0.65 per options contract. Options exercise and assignment fees are $0 at both. Each offers $0 IRA annual fees and $0 for partial ACAT transfers. The standout differences: Merrill Edge’s full ACAT transfer costs $0 versus J.P. Morgan’s $75, and Merrill’s IRA closure is $49.95 versus J.P. Morgan’s $75.
Margin pricing differs in transparency: J.P. Morgan Self-Directed Investing lists 12.25% under $25,000, 12% for $25,000–$49,999, and 11.5% for $50,000–$99,999. Merrill Edge’s margin rates vary by tier and can change, so you’ll want to check Merrill’s current rate table if you plan to borrow.
|
Feature |
Merrill Edge
|
J.P. Morgan Self-Directed Investing
|
|
Minimum Deposit
info
|
$0.00
|
$0.00
|
|
Stock Trades
info
|
$0.00
|
$0.00
|
|
Options (Per Contract)
info
|
$0.65
|
$0.65
|
|
Options Exercise Fee
info
|
$0.00
|
$0.00
|
|
Options Assignment Fee
info
|
$0.00
|
$0.00
|
|
IRA Annual Fee
info
|
$0.00
|
$0.00
|
|
IRA Closure Fee
info
|
$49.95
|
$75.00
|
Dive deeper: Best Free Trading Platforms for 2026
Day Trading
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
info
|
Yes
|
No
|
|
Streaming TV
info
|
No
|
No
|
|
Direct Market Routing - Equities
info
|
No
|
No
|
|
Level 2 Quotes - Stocks
info
|
Yes
|
No
|
|
Trade Ideas - Backtesting
info
|
Yes
|
No
|
|
Trade Ideas - Backtesting Adv
info
|
No
|
No
|
|
Short Locator
info
|
No
|
No
|
Dive deeper: Best Day Trading Platforms of 2026 for Beginners and Active Traders
Market Research
Bottom line: for market research, Merrill Edge comes out ahead of J.P. Morgan Self-Directed Investing. Both brokers cover the core needs, but Merrill Edge adds more downloadable reports and ESG research, helping it earn 4.5 stars and a #4 ranking (out of 14) from StockBrokers.com, compared with J.P. Morgan Self-Directed Investing’s 4 stars and #7 ranking.
Each platform offers research for stocks, ETFs, mutual funds, bonds, and OTC/Pink listings, plus the ability to view your portfolio allocation by asset class. Neither broker includes social media sentiment data in stock research. Key differences: Merrill Edge provides ESG (Environmental, Social, and Governance) research, while J.P. Morgan Self-Directed Investing does not. Merrill Edge also gives you more downloadable reports—three stock PDF reports versus two at J.P. Morgan—and adds PDF reports for ETFs and mutual funds, which J.P. Morgan does not offer.
When it comes to finding trade ideas, both brokers supply screeners for stocks, ETFs, mutual funds, and bonds. The added depth of Merrill Edge’s research library and report coverage likely explains its higher score and ranking, making it the stronger pick for investors who value in-depth, downloadable analysis alongside standard research tools.
|
Feature |
Merrill Edge
|
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 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.
Dive deeper: Best Brokerage Checking Accounts for 2026
Winner
After opening live accounts and testing 14 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 81.9%, while J.P. Morgan Self-Directed Investing finished with a score of 67.5%.
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.
FAQs
Can you trade cryptocurrency with Merrill Edge or J.P. Morgan Self-Directed Investing?
Does Merrill Edge or J.P. Morgan Self-Directed Investing offer IRAs?
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 2026
Popular trading guides
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|
Broker Screenshots
|
Merrill Edge |
J.P. Morgan Self-Directed Investing |
|
|
Broker Gallery (click to expand) |
|
|
|
|
Trading Fees
|
Merrill Edge |
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
|
N/A
|
$0.00
|
|
|
Mutual Fund Trade Fee info
|
Varies
info
|
$0
|
|
|
Options (Per Contract) info
|
$0.65
|
$0.65
|
|
|
Futures (Per Contract) info
|
(Not offered)
|
(Not offered)
|
|
|
Broker Assisted Trade Fee info
|
$29.95
|
Varies
|
|
|
Margin Rates
|
Merrill Edge |
J.P. Morgan Self-Directed Investing |
|
|
Margin Rate Under $25,000 info
|
Varies
info
|
12.25%
|
|
|
Margin Rate $25,000 to $49,999.99 info
|
Varies
info
|
12%
|
|
|
Margin Rate $50,000 to $99,999.99 info
|
Varies
info
|
11.5%
|
|
|
Margin Rate $100,000 to $249,999.99 info
|
Varies
info
|
11.25%
|
|
|
Margin Rate $250,000 to $499,999.99 info
|
Varies
info
|
11.25%
|
|
|
Margin Rate $500,000 to $999,999.99 info
|
Varies
info
|
10.5%
|
|
|
Margin Rate Above $1,000,000 info
|
Varies
info
|
10%
info
|
|
|
Account Fees
|
Merrill Edge |
J.P. Morgan Self-Directed Investing |
|
|
IRA Annual Fee info
|
$0.00
|
$0.00
|
|
|
IRA Closure Fee info
|
$49.95
|
$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
|
Merrill Edge |
J.P. Morgan Self-Directed Investing |
|
|
Stock Trading info
|
Yes
|
Yes
|
|
|
Account Feature - Margin Trading info
|
Yes
|
Yes
info
|
|
|
Fractional Shares (Stocks) info
|
No
|
Yes
|
|
|
OTC Stocks info
|
Yes
|
Yes
|
|
|
Options Trading info
|
Yes
|
Yes
|
|
|
Complex Options Max Legs info
|
4
|
1
|
|
|
Futures Trading info
|
No
|
No
|
|
|
Forex Trading info
|
No
|
No
|
|
|
Crypto Trading info
|
No
|
No
|
|
|
Crypto Trading - Total Coins info
|
0
|
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
|
Yes
|
Yes
|
|
|
International Countries (Stocks) info
|
0
|
0
|
|
|
Order Types
|
Merrill Edge |
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
|
No
|
No
|
|
|
Order Type - OTO info
|
No
|
No
|
|
|
Order Type - Broker Assisted info
|
Yes
|
Yes
|
|
|
Beginners
|
Merrill Edge |
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
|
No
|
No
|
|
|
Videos info
|
Yes
|
Yes
|
|
|
Webinars info
|
Yes
|
Yes
|
|
|
Progress Tracking info
|
No
|
No
|
|
|
Interactive Learning - Quizzes info
|
Yes
|
No
|
|
|
Stock Trading Apps
|
Merrill Edge |
J.P. Morgan Self-Directed Investing |
|
|
iPhone App info
|
Yes
|
Yes
|
|
|
Android App info
|
Yes
|
Yes
|
|
|
Apple Watch App info
|
No
|
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
|
No
|
No
|
|
|
Stock App Features
|
Merrill Edge |
J.P. Morgan Self-Directed Investing |
|
|
Mobile Research - Market Movers info
|
Yes
|
Yes
|
|
|
Stream Live TV info
|
No
|
No
|
|
|
Videos on Demand info
|
No
|
No
|
|
|
Stock Alerts info
|
Yes
|
Yes
|
|
|
Option Chains Viewable info
|
Yes
|
Yes
|
|
|
Watchlist (Real-time) info
|
Yes
|
Yes
|
|
|
Watchlist (Streaming) info
|
Yes
|
No
|
|
|
Mobile Watchlists - Create & Manage info
|
Yes
|
Yes
|
|
|
Mobile Watchlists - Column Customization info
|
No
|
Yes
|
|
|
Stock App Charting
|
Merrill Edge |
J.P. Morgan Self-Directed Investing |
|
|
Charting - After-Hours info
|
No
|
No
|
|
|
Charting - Can Turn Horizontally info
|
Yes
|
Yes
|
|
|
Charting - Multiple Time Frames info
|
Yes
|
Yes
|
|
|
Charting - Technical Studies info
|
34
|
36
|
|
|
Charting - Study Customizations info
|
Yes
|
Yes
|
|
|
Charting - Stock Comparisons info
|
Yes
|
No
|
|
|
Trading Platforms
|
Merrill Edge |
J.P. Morgan Self-Directed Investing |
|
|
Active Trading Platform info
|
Merrill Edge Market Pro
|
No
|
|
|
Desktop Trading Platform info
|
No
|
No
|
|
|
Desktop Platform (Mac) info
|
No
|
No
|
|
|
Web Trading Platform info
|
Yes
|
Yes
|
|
|
Paper Trading info
|
No
|
No
|
|
|
Trade Journal info
|
No
|
No
|
|
|
Watchlists - Total Fields info
|
285
|
20
|
|
|
Stock Chart Features
|
Merrill Edge |
J.P. Morgan Self-Directed Investing |
|
|
Charting - Adjust Trades on Chart info
|
Yes
|
No
|
|
|
Charting - Indicators / Studies info
|
105
|
36
|
|
|
Charting - Drawing Tools info
|
23
|
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
|
8
|
3
|
|
|
Charting - Custom Studies info
|
No
|
No
|
|
|
Day Trading
|
Merrill Edge |
J.P. Morgan Self-Directed Investing |
|
|
Streaming Time & Sales info
|
Yes
|
No
|
|
|
Streaming TV info
|
No
|
No
|
|
|
Direct Market Routing - Equities info
|
No
|
No
|
|
|
Ladder Trading info
|
No
|
No
|
|
|
Trade Hot Keys info
|
No
|
No
|
|
|
Level 2 Quotes - Stocks info
|
Yes
|
No
|
|
|
Trade Ideas - Backtesting info
|
Yes
|
No
|
|
|
Trade Ideas - Backtesting Adv info
|
No
|
No
|
|
|
Short Locator info
|
No
|
No
|
|
|
Order Liquidity Rebates info
|
No
|
No
|
|
|
Research Overview
|
Merrill Edge |
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
|
Merrill Edge |
J.P. Morgan Self-Directed Investing |
|
|
Stock Research - PDF Reports info
|
3
|
2
|
|
|
Stock Research - Earnings info
|
Yes
|
Yes
|
|
|
Stock Research - Insiders info
|
Yes
|
No
|
|
|
Stock Research - Social info
|
No
|
No
|
|
|
Stock Research - News info
|
Yes
|
Yes
|
|
|
Stock Research - ESG info
|
Yes
|
No
|
|
|
Stock Research - SEC Filings info
|
Yes
|
No
|
|
|
ETF Research
|
Merrill Edge |
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
|
Merrill Edge |
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
|
Merrill Edge |
J.P. Morgan Self-Directed Investing |
|
|
Option Chains - Total Greeks info
|
5
|
0
|
|
|
Option Analysis - P&L Charts info
|
Yes
|
No
|
|
|
Banking
|
Merrill Edge |
J.P. Morgan Self-Directed Investing |
|
|
Bank (Member FDIC) info
|
Yes
|
Yes
|
|
|
Checking Accounts info
|
Yes
|
Yes
|
|
|
Savings Accounts info
|
Yes
|
Yes
|
|
|
Credit Cards info
|
Yes
|
Yes
|
|
|
Debit Cards info
|
Yes
|
Yes
|
|
|
Mortgage Loans info
|
Yes
|
Yes
|
|
|
Customer Service
|
Merrill Edge |
J.P. Morgan Self-Directed Investing |
|
|
Phone Support (Prospective Customers) info
|
Yes
|
No
|
|
|
Phone Support (Current Customers) info
|
Yes
|
Yes
|
|
|
Email Support info
|
No
|
Yes
|
|
|
Live Chat (Prospective Customers) info
|
Yes
|
No
|
|
|
Live Chat (Current Customers) info
|
Yes
|
No
|
|
|
24/7 Support info
|
Yes
|
Yes
|
|
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