J.P. Morgan Wealth Management vs Fidelity
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J.P. Morgan Wealth Management | Fidelity | |
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J.P. Morgan Self-Directed Investing - Get Up to $700 - | Commission-Free Trading - Online Stock, ETF and Option Trades - | |
Benefits and Features | ||
Stock Trading | ||
Options Trading | ||
Annual Fee | ||
Cryptocurrency Trading | ||
Mutual Fund Trading | ||
Inactivity Fee | ||
Maintenance Fee | ||
Banking | ||
Mobile App | ||
CreditDonkey® Reviews | ||
Savings | ||
Fees | ||
Mobile App | ||
Customer Service | ||
Pros & Cons | Pros:
| |
Bottom Line | Cash management account with a decent APY... | |
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Blank fields may indicate the information is not available, not applicable, or not known to CreditDonkey. Please visit the product website for details. J.P. Morgan Wealth Management: INVESTMENT AND INSURANCE PRODUCTS ARE: NOT A DEPOSIT • NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE Fidelity: Pricing information from published website as of 05/02/2024. |
J.P. Morgan Self-Directed Investing - Get Up to $700
- Get up to $700 when you open and fund a J.P. Morgan Self-Directed Investing account with qualifying new money.
- $700 when you fund with $250,000 or more
- $325 when you fund with $100,000-$249,999
- $150 when you fund with $25,000-$99,999
- $50 when you fund with $5,000-$24,999
- Get unlimited commission-free online stock, ETF, fixed income, and options trades when you open an account.
- $0 Online Commission trades
- Choose an account that's right for you: General Investing, Traditional IRA or Roth IRA.
- Access our secure, easy-to-use trading experience online or through the Chase Mobile® app.
- Our powerful tools and resources are built to help you take control of your investments.
INVESTMENT AND INSURANCE PRODUCTS ARE:
J.P. Morgan Personal Advisors
- Connect with a J.P. Morgan team member to schedule a free financial planning session. Call 833-930-4515 or fill out our contact form and we'll be in touch.
- Work with a team of fiduciary advisors who will create a personalized financial plan, match you to expert built portfolios and provide ongoing advice via video or phone.
- Get matched to expert-built portfolios, and receive ongoing advice and annual check-ins to ensure your plan is on track.
- Our team of advisors act as fiduciaries so you can be confident that any advisor you work with has your best interest at heart.
- Manage all of your banking, investing and borrowing, and conveniently transfer money online and on the Chase Mobile® app.
- Once we understand your financial picture, risk tolerance and time horizon, we'll recommend a professionally designed investment portfolio that meets your needs and automatically rebalances as the market shifts.
- Partner with an advisor to build a personalized financial plan based on what's important to you—whether that's paying off debt, opening a business or saving for a big purchase.
INVESTMENT AND INSURANCE PRODUCTS ARE: