Range of investments
When choosing between Merrill Edge and J.P. Morgan Self-Directed Investing, the decision ultimately hinges on specific investment options. Merrill Edge scores higher with a 4.5-star rating for its range of investments, ranked at #7 by StockBrokers.com. Meanwhile, J.P. Morgan Self-Directed Investing follows closely with a 4-star rating and a ranking of #9. Both brokers offer a comprehensive suite of investment options, though Merrill Edge scratches ahead slightly in the overall evaluation.
Users will find that both Merrill Edge and J.P. Morgan Self-Directed Investing provide essential services like stock, margin, and options trading. Additionally, both platforms support mutual funds and allow trading of OTC stocks, providing a stable foundation for diverse investment portfolios. Notably, Merrill Edge and J.P. Morgan do not support forex, futures, or crypto trading, with both brokers offering zero cryptocurrencies. While fractional shares trading is available at J.P. Morgan Self-Directed Investing, it's not an option with Merrill Edge.
Both Merrill Edge and J.P. Morgan Self-Directed Investing accommodate investors looking to plan for retirement, offering traditional and Roth IRA accounts. They also provide advisor services, catering to users who seek professional guidance. The choice between the two banks down largely to the nuances of each platform’s offerings and personal investment strategy preferences.
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 2025, Best Futures Trading Platforms for 2025: A Beginner-Friendly Guide to an Advanced Market
Trading platforms and tools
Merrill Edge and J.P. Morgan Self-Directed Investing both provide compelling browser-based trading platforms, but they cater to distinct trader needs with their tools and features. Merrill Edge shines with advanced charting capabilities and customization options, offering 105 technical indicators, the ability to adjust orders directly on a stock chart, and features like customized chart profiles and automated technical analysis. In contrast, J.P. Morgan Self-Directed Investing provides fewer charting features and customization options, focusing instead on offering essential tools for casual investors. This distinction is reflected in their ratings, with Merrill Edge earning a 4-star rating while J.P. Morgan Self-Directed Investing receives 2.5 stars. Among 14 brokers evaluated by StockBrokers.com, Merrill Edge ranks at #6, whereas J.P. Morgan Self-Directed Investing ranks at #13 for trading platforms and tools.
For those who prioritize comprehensive watch list management and chart interactivity, Merrill Edge stands out with its impressive 285-column options for watch lists, far surpassing J.P. Morgan Self-Directed Investing's 20 columns. Merrill Edge also supports more in-depth charting features, including the ability to display historical trades and add notes to charts—capabilities that are notably absent from J.P. Morgan Self-Directed Investing. While both platforms allow users to display corporate events on charts, Merrill Edge gives traders the ability to set custom date ranges and save multiple chart profiles, features that enhance the overall user experience.
The differences extend to chart study customizations. Merrill Edge provides more fields for customizing Simple Moving Average studies, offering eight compared to J.P. Morgan Self-Directed Investing's three. While J.P. Morgan Self-Directed Investing allows for the creation of custom studies, it lacks other advanced chart tools and the extensive drawing tools available on Merrill Edge. Ultimately, users seeking advanced functionality and detailed charting options may find Merrill Edge to be a preferable choice, while J.P. Morgan Self-Directed Investing serves as a more straightforward solution for users who require basic trading features without the need for extensive chart manipulation.
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
|
Watch Lists - Total Fields
info
|
285
|
20
|
Charting - Indicators / Studies
info
|
105
|
36
|
Charting - Drawing Tools
info
|
23
|
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
Both Merrill Edge and J.P. Morgan Self-Directed Investing provide a comprehensive suite of educational resources, making them strong contenders for beginner investors seeking to expand their knowledge. Each platform covers a wide array of investment topics, including stocks, ETFs, options, mutual funds, and bonds. They both feature educational videos and webinars, allowing users to learn at their own pace and preference. However, Merrill Edge distinguishes itself by offering educational quizzes to test users' understanding, a feature J.P. Morgan Self-Directed Investing lacks. Neither platform provides paper trading or the ability to track learning progress, which might be a consideration for those seeking these specific educational tools.
In terms of quality recognition, Merrill Edge enjoys a slightly higher ranking from StockBrokers.com, coming in at #5, compared to J.P. Morgan Self-Directed Investing's #6 ranking out of 14 brokers for their educational offerings. Despite this, both platforms boast an impressive rating of 4.5 out of 5 stars for education, highlighting their commitment to investor education. For beginners looking for a solid introduction to investing, either broker offers valuable resources, with Merrill Edge offering a slight advantage for those interested in interactive quizzes.
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
|
Paper Trading
info
|
No
|
No
|
Videos
info
|
Yes
|
Yes
|
Webinars
info
|
Yes
|
Yes
|
Education
|
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2025
Stock trading apps
When choosing between Merrill Edge and J.P. Morgan Self-Directed Investing for stock trading via mobile apps, Merrill Edge often emerges as the slightly superior option. Merrill Edge boasts a rating of 4.5 stars and ranks 6th among 14 brokers as per StockBrokers.com, whereas J.P. Morgan Self-Directed Investing holds a 4-star rating and is ranked 12th. Both platforms provide iPhone and Android apps, but they lack Apple Watch support. Both platforms offer essential features like mobile options trading and stock alerts, yet Merrill Edge stands out for its streaming quotes feature — something J.P. Morgan Self-Directed Investing doesn't offer.
In terms of trading features, Merrill Edge allows users to engage in mobile after-hours stock trading and offers rich chart functionalities like the ability to view in landscape mode, multiple time frames, and stock comparisons within its app. J.P. Morgan Self-Directed Investing also supports multiple time frames and provides chart viewing in landscape mode but falls short in offering stock comparisons. While both apps support the creation of custom watch lists, J.P. Morgan allows further customization of watch list columns, an option not available with Merrill Edge.
For those interested in technical analysis, Merrill Edge provides 34 technical studies within its mobile app, while J.P. Morgan slightly edges it out by offering 36 studies. Neither platform offers streaming live TV or videos on demand, so if your preference is extensive video resources, these apps might leave you wanting. Overall, the choice boils down to specific needs: Merrill Edge users benefit from superior rankings and streaming quotes, whereas J.P. Morgan Self-Directed Investing offers a little more in terms of technical studies and watch list customization options.
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 2025
Fees
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
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 2025
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 for 2025
Market Research
When it comes to market research, Merrill Edge leads the way compared to J.P. Morgan Self-Directed Investing. Merrill Edge is rated 5 stars for its research capabilities, offering extensive resources across various investment types like stocks, ETFs, mutual funds, pink sheets, OTCBB, and bonds. Additionally, it provides environmental, social, and governance (ESG) research and downloadable PDF reports on stocks, ETFs, and mutual funds. Meanwhile, J.P. Morgan Self-Directed Investing, rated 4 stars, does not offer ESG information or downloadable research reports for ETFs and mutual funds. As a result, Merrill Edge is ranked #5 by StockBrokers.com for market research, ahead of J.P. Morgan's #7 rank.
Both Merrill Edge and J.P. Morgan Self-Directed Investing offer a comprehensive suite of research capabilities in essential market areas. Investors can delve into the specifics of stocks, ETFs, mutual funds, pink sheets, OTCBB, and bonds with both brokers, ensuring they have access to crucial financial insights and portfolio tools. However, only Merrill Edge offers ESG research, which can be a decisive factor for socially-conscious investors.
In terms of tools for trade ideas, both Merrill Edge and J.P. Morgan Self-Directed Investing provide stock, ETF, mutual fund, and bond screeners. They also allow investors to visualize their portfolio allocation by asset class, which helps in making informed financial decisions. However, while neither platform currently taps into social media sentiment data for stock research, Merrill Edge might reach a broader audience due to its additional value offerings, such as the ESG research and expanded availability of downloadable PDF reports.
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 2025
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 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.
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 2025
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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 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
|
13.25%
|
|
Margin Rate $25,000 to $49,999.99 info
|
Varies
info
|
13%
|
|
Margin Rate $50,000 to $99,999.99 info
|
Varies
info
|
12.5%
|
|
Margin Rate $100,000 to $249,999.99 info
|
Varies
info
|
12.25%
|
|
Margin Rate $250,000 to $499,999.99 info
|
Varies
info
|
12.25%
|
|
Margin Rate $500,000 to $999,999.99 info
|
Varies
info
|
11.5%
|
|
Margin Rate Above $1,000,000 info
|
Varies
info
|
11%
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) 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 |
|
Market Movers (Top Gainers) 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
|
|
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
|
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
|
|
Watch Lists - 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
|
Yes
|
|
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 Hotkeys 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 (Prospect Customers) info
|
Yes
|
No
|
|
Phone Support (Current Customers) info
|
Yes
|
Yes
|
|
Email Support info
|
No
|
Yes
|
|
Live Chat (Prospect Customers) info
|
Yes
|
No
|
|
Live Chat (Current Customers) info
|
Yes
|
No
|
|
24/7 Support info
|
Yes
|
Yes
|
|
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