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Online Brokerage Comparison Tool

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February 23, 2023

Use the online brokerage comparison tool to compare over 150 different account features and fees across Ally Invest, Charles Schwab, J.P. Morgan Self-Directed, eToro, E*TRADE, Fidelity, Firstrade, Interactive Brokers, Merrill Edge, Robinhood, SoFi Invest, tastyworks, TD Ameritrade, TradeStation, Tradier, Vanguard, and Webull. Compare trading commissions, account fees, trading platforms and tools, stock research functionality, mobile stock apps, beginner investor education, and current special offers.

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Overall RatingJ.P. Morgan Self-Directed Investing
Overall 4/5 Stars
Commissions & Fees 4.5/5 Stars
Investment Options 4/5 Stars
Platforms & Tools 3/5 Stars
Mobile Trading Apps 4/5 Stars
Research 3.5/5 Stars
Customer Service N/A
Education 4.5/5 Stars
Ease Of Use 4.5/5 Stars
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Review J.P. Morgan Self-Directed Investing Review
Trading FeesJ.P. Morgan Self-Directed Investing
Minimum Deposit $0.00
Stock Trades $0.00
Penny Stock Fees (OTC) $0.00
Mutual Fund Trade Fee $0
Options (Base Fee) $0.00
Options (Per Contract) $0.65
Futures (Per Contract) N/A
Broker Assisted Trade Fee Varies
Margin RatesJ.P. Morgan Self-Directed Investing
Margin Rate Under $25,000 11.00%
Margin Rate $25,000 to $49,999.99 10.75%
Margin Rate $50,000 to $99,999.99 10.25%
Margin Rate $100,000 to $249,999.99 10.00%
Margin Rate $250,000 to $499,999.99 10.00%
Margin Rate $500,000 to $999,999.99 9.25%
Margin Rate Above $1,000,000 8.75%
Account FeesJ.P. Morgan Self-Directed Investing
IRA Annual Fee $0.00
IRA Closure Fee $75.00
Account Transfer Out (Partial) $0.00
Account Transfer Out (Full) $75.00
Options Exercise Fee $0.00
Options Assignment Fee $0.00
Investment OptionsJ.P. Morgan Self-Directed Investing
Stock Trading Yes
Margin Trading Yes
Fractional Shares No
OTC Stocks Yes
Options Trading Yes
Complex Options Max Legs 1
Futures Trading No
Forex Trading No
Crypto Trading No
Crypto Trading - Total Coins 0
Mutual Funds (No Load) 3500
Mutual Funds (Total) 3500
Bonds (US Treasury) Yes
Bonds (Corporate) Yes
Bonds (Municipal) Yes
Advisor Services Yes
International Countries (Stocks) 0
Order TypesJ.P. Morgan Self-Directed Investing
Order Type - Market Yes
Order Type - Limit Yes
Order Type - After Hours No
Order Type - Stop Yes
Order Type - Trailing Stop No
Order Type - OCO No
Order Type - OTO No
Order Type - Broker Assisted Yes
BeginnersJ.P. Morgan Self-Directed Investing
Education (Stocks) Yes
Education (ETFs) Yes
Education (Options) Yes
Education (Mutual Funds) Yes
Education (Bonds) Yes
Education (Retirement) Yes
Retirement Calculator Yes
Investor Dictionary No
Paper Trading No
Videos Yes
Webinars Yes
Webinars (Archived) No
Progress Tracking No
Interactive Learning - Quizzes No
Stock Trading AppsJ.P. Morgan Self-Directed Investing
iPhone App Yes
Android App Yes
Apple Watch App No
Trading - Stocks Yes
Trading - After-Hours No
Trading - Simple Options Yes
Trading - Complex Options No
Order Ticket RT Quotes Yes
Order Ticket SRT Quotes No
Stock App FeaturesJ.P. Morgan Self-Directed Investing
Market Movers (Top Gainers) Yes
Stream Live TV No
Videos on Demand No
Stock Alerts No
Option Chains Viewable Yes
Watch List (Real-time) Yes
Watch List (Streaming) No
Watch Lists - Create & Manage Yes
Watch Lists - Column Customization No
Watch Lists - Total Fields 4
Stock App ChartingJ.P. Morgan Self-Directed Investing
Charting - After-Hours No
Charting - Can Turn Horizontally No
Charting - Multiple Time Frames Yes
Charting - Technical Studies 35
Charting - Study Customizations No
Charting - Stock Comparisons No
Trading PlatformsJ.P. Morgan Self-Directed Investing
Active Trading Platform N/A
Desktop Trading Platform No
Desktop Platform (Mac) No
Web Trading Platform Yes
Paper Trading No
Trade Journal No
Watch Lists - Total Fields 4
Stock Chart FeaturesJ.P. Morgan Self-Directed Investing
Charting - Adjust Trades on Chart No
Charting - Indicators / Studies 36
Charting - Drawing Tools 10
Charting - Notes No
Charting - Index Overlays Yes
Charting - Historical Trades No
Charting - Corporate Events Yes
Charting - Custom Date Range No
Charting - Custom Time Bars No
Charting - Automated Analysis No
Charting - Save Profiles No
Trade Ideas - Technical Analysis No
Charting - Study Customizations 3
Charting - Custom Studies No
Day TradingJ.P. Morgan Self-Directed Investing
Streaming Time & Sales No
Streaming TV No
Direct Market Routing - Stocks No
Ladder Trading No
Trade Hot Keys No
Level 2 Quotes - Stocks No
Trade Ideas - Backtesting No
Trade Ideas - Backtesting Adv No
Short Locator No
Order Liquidity Rebates No
Research OverviewJ.P. Morgan Self-Directed Investing
Research - Stocks Yes
Research - ETFs Yes
Research - Mutual Funds Yes
Research - Pink Sheets / OTCBB Yes
Research - Bonds No
Screener - Stocks Yes
Screener - ETFs Yes
Screener - Mutual Funds Yes
Screener - Bonds Yes
Misc - Portfolio Allocation Yes
Stock ResearchJ.P. Morgan Self-Directed Investing
Stock Research - PDF Reports 2
Stock Research - Earnings Yes
Stock Research - Insiders No
Stock Research - Social No
Stock Research - News Yes
Stock Research - ESG No
Stock Research - SEC Filings No
ETF ResearchJ.P. Morgan Self-Directed Investing
ETFs - Strategy Overview Yes
ETF Fund Facts - Inception Date Yes
ETF Fund Facts - Expense Ratio Yes
ETF Fund Facts - Net Assets Yes
ETF Fund Facts - Total Holdings Yes
ETFs - Top 10 Holdings Yes
ETFs - Sector Exposure Yes
ETFs - Risk Analysis No
ETFs - Ratings Yes
ETFs - Morningstar StyleMap Yes
ETFs - PDF Reports No
Mutual Fund ResearchJ.P. Morgan Self-Directed Investing
Mutual Funds - Strategy Overview Yes
Mutual Funds - Performance Chart Yes
Mutual Funds - Performance Analysis Yes
Mutual Funds - Prospectus No
Mutual Funds - 3rd Party Ratings Yes
Mutual Funds - Fees Breakdown Yes
Mutual Funds - Top 10 Holdings Yes
Mutual Funds - Asset Allocation Yes
Mutual Funds - Sector Allocation Yes
Mutual Funds - Country Allocation Yes
Mutual Funds - StyleMap Yes
Options TradingJ.P. Morgan Self-Directed Investing
Option Chains - Basic View Yes
Option Chains - Strategy View No
Option Chains - Streaming No
Option Chains - Total Columns 6
Option Chains - Greeks 0
Option Chains - Quick Analysis No
Option Analysis - P&L Charts No
Option Probability Analysis No
Option Probability Analysis Adv No
Option Positions - Greeks No
Option Positions - Greeks Streaming No
Option Positions - Adv Analysis No
Option Positions - Rolling No
Option Positions - Grouping No
BankingJ.P. Morgan Self-Directed Investing
Bank (Member FDIC) Yes
Checking Accounts Yes
Savings Accounts Yes
Credit Cards Yes
Debit Cards Yes
Mortgage Loans Yes
Customer ServiceJ.P. Morgan Self-Directed Investing
Phone Support (Prospect Customers) No
Phone Support (Current Customers) Yes
Email Support Yes
Live Chat (Prospect Customers) No
Live Chat (Current Customers) No
24/7 Support Yes
OverallJ.P. Morgan Self-Directed Investing
Overall 4/5 Stars
Commissions & Fees 4.5/5 Stars
Investment Options 4/5 Stars
Platforms & Tools 3/5 Stars
Mobile Trading Apps 4/5 Stars
Research 3.5/5 Stars
Education 4.5/5 Stars
Ease Of Use 4.5/5 Stars
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Review J.P. Morgan Self-Directed Investing Review
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