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
|
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 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
|
Yes
|
Yes
|
|
Desktop Trading Platform
|
No
|
No
|
|
Desktop Platform (Mac)
|
No
|
No
|
|
Paper Trading
|
No
|
No
|
|
Watchlists - Total Fields
|
285
|
20
|
|
Charting - Indicators / Studies
|
105
|
36
|
|
Charting - Drawing Tools
|
23
|
10
|
|
Advanced Trading
|
|
|
Dive deeper: Best Stock Brokers for 2026, Best Paper Trading Apps & Platforms for 2026
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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)
|
Yes
|
Yes
|
|
Education (ETFs)
|
Yes
|
Yes
|
|
Education (Options)
|
Yes
|
Yes
|
|
Education (Mutual Funds)
|
Yes
|
Yes
|
|
Education (Fixed Income)
|
Yes
|
Yes
|
|
Videos
|
Yes
|
Yes
|
|
Webinars
|
Yes
|
Yes
|
|
Education
|
|
|
Dive deeper: Best Stock Trading Platforms & Apps for Beginners in 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.
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
|
$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 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
|
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 and Apps for 2026
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
|
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
|
|
|
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
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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
|
$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
|
12.25%
|
|
|
Margin Rate $25,000 to $49,999.99
|
Varies
|
12%
|
|
|
Margin Rate $50,000 to $99,999.99
|
Varies
|
11.5%
|
|
|
Margin Rate $100,000 to $249,999.99
|
Varies
|
11.25%
|
|
|
Margin Rate $250,000 to $499,999.99
|
Varies
|
11.25%
|
|
|
Margin Rate $500,000 to $999,999.99
|
Varies
|
10.5%
|
|
|
Margin Rate Above $1,000,000
|
Varies
|
10%
|
|
|
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 Bonds)
|
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 |
|
|
Mobile Research - Market Movers
|
Yes
|
Yes
|
|
|
Stream Live TV
|
No
|
No
|
|
|
Videos on Demand
|
No
|
No
|
|
|
Stock Alerts
|
Yes
|
Yes
|
|
|
Option Chains Viewable
|
Yes
|
Yes
|
|
|
Watchlist (Real-time)
|
Yes
|
Yes
|
|
|
Watchlist (Streaming)
|
Yes
|
No
|
|
|
Mobile Watchlists - Create & Manage
|
Yes
|
Yes
|
|
|
Mobile Watchlists - 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
|
|
|
Watchlists - 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
|
No
|
|
|
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 Hot Keys
|
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 (Prospective Customers)
|
Yes
|
No
|
|
|
Phone Support (Current Customers)
|
Yes
|
Yes
|
|
|
Email Support
|
No
|
Yes
|
|
|
Live Chat (Prospective Customers)
|
Yes
|
No
|
|
|
Live Chat (Current Customers)
|
Yes
|
No
|
|
|
24/7 Support
|
Yes
|
Yes
|
|
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