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 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 | Yes | Yes |
| Account Feature - Margin Trading | Yes | Yes |
| Fractional Shares (Stocks) | 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 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 | 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 |
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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) | Yes | Yes |
| Education (ETFs) | Yes | Yes |
| Education (Options) | Yes | Yes |
| Education (Mutual Funds) | Yes | Yes |
| Education (Fixed Income) | Yes | Yes |
| Paper Trading | No | No |
| Videos | Yes | Yes |
| Webinars | Yes | Yes |
| Education |
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2025
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 | 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 |
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|
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 |
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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 - Equities | 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, 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 | 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 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 |
| Brokerage CDs | Yes | Yes |
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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.
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.
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| Review | Merrill Edge Review | J.P. Morgan Self-Directed Investing Review |
| Broker Screenshots | Merrill Edge | J.P. Morgan Self-Directed Investing | |
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| 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 | |
| Account Feature - Margin Trading | Yes | Yes | |
| Fractional Shares (Stocks) | 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 | |
| Fixed Income (Treasurys) | Yes | Yes | |
| Fixed Income (Corporate Bonds) | Yes | Yes | |
| Fixed Income (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 (Fixed Income) | Yes | Yes | |
| Education (Retirement) | Yes | Yes | |
| Retirement Calculator | Yes | Yes | |
| Investor Dictionary | Yes | No | |
| Paper Trading | No | No | |
| Videos | Yes | Yes | |
| Webinars | Yes | Yes | |
| 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 - 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 - Equities | 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 - 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 | 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 - 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 | Merrill Edge | 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 | Merrill Edge | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Option Chains - Total Greeks | 5 | 0 | |
| Option Analysis - P&L Charts | 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 | |
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| Winner | check_circle | ||
| Review | Merrill Edge Review | J.P. Morgan Self-Directed Investing Review |
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