Halifax vs J.P. Morgan Self-Directed Investing compared

Halifax
J.P. Morgan Self-Directed Investing

Halifax

Key score differences
We took 8 criteria of our comparison (fee, account opening, customer service, markets&product, research, trading platform, deposit&withdrawal) and listed the angles with the greatest difference here below.
  • Trading platform combined score0.8/5.0
  • Customer service score0.0/5.0
  • Deposit and withdrawal score3.8/5.0
Good to know
Recommended for
  • beginners 2.99/5
You can't open an account at Halifax

J.P. Morgan Self-Directed Investing

Key score differences
We took 8 criteria of our comparison (fee, account opening, customer service, markets&product, research, trading platform, deposit&withdrawal) and listed the angles with the greatest difference here below.
  • Trading platform combined score3.6/5.0
  • Customer service score2.3/5.0
  • Deposit and withdrawal score2.2/5.0
Good to know
Recommended for
  • beginners 3.98/5
  • equity 4.11/5
You can open an account at J.P. Morgan Self-Directed Investing
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Basic data of broker

Overall Score
4.4

Recommended for Beginners and long-term investors

Overall Score
4.8

Recommended for Beginners and buy-and-hold investors focusing on the US stock market

Country of origin

UK

Country of origin

USA

Fees

Fees score
4.0
Fees score
4.9
Fees summary

Low non-trading fees, but high trading fees.

Fees summary

Low trading and non-trading fees, low stock and ETF fees

Stock and ETF fees

Forex fees

Fund fees

Bond fees

Options fees

Futures fees

Crypto fees

CFD fees

Non-trading fees

Deposit and withdrawal

Deposit and withdrawal score
3.8
Deposit and withdrawal score
2.2
Number of base currencies

1

Number of base currencies

1

Deposit type

Withdrawal type

Account opening

Account opening score
4.0
Account opening score
5.0
Account opening fully online
Account opening fully online
Minimum deposit
*

$0

*
Minimum deposit
*

$0

*
Time to open account

1 day

Time to open account

1 day

Required documents

May require proof of residency at a UK address for the last 3 years, for trading of US investments a special W-8BEN form for tax purposes

Required documents

Proof of identity: SSN and national ID / passport / driver's license Proof of residency: bank statement / utility bill

Trading platform

Web platform score
2.8
Web platform score
2.9
Mobile platform score
-
Mobile platform score
3.9
Desktop platform score
-
Desktop platform score
-

Markets and products

Markets and products score
3.2
Markets and products score
2.1
Stocks
Stocks
Fractional shares
Fractional shares
ETFs
ETFs
Forex
Forex
Funds
Funds
*
*
Bonds
*
*
Bonds
Options
Options
Futures
Futures
Crypto
Crypto
CFDs
CFDs

Research, education

Research score
3.5
Research score
2.3
Charting quality

Mid-range

Charting quality

Poor

Education score
3.5
Education score
2.5
Demo account
Demo account

Customer service

Customer service score
0.0
Customer service score
2.3
Phone
Phone
Live chat
Live chat
Email
Email
24/7 availability
24/7 availability

Security

Investor protection amount

£85,000

Investor protection amount

$500,000 (securities up to $500,000, cash up to $250,000)

Banking background
Banking background
Listed on stock exchange
Listed on stock exchange
Foundation date

1996

Foundation date

1985

Country of regulation

UK

Country of regulation

USA

Halifax

For detailed information and hands-on experience, read our review of this broker.

J.P. Morgan Self-Directed Investing

For detailed information and hands-on experience, read our review of this broker.

Everything you find on BrokerChooser is based on reliable data and unbiased information. We combine our 10+ years finance experience with readers feedback. Read more about our methodology.

Halifax's service is on par with J.P. Morgan Self-Directed Investing's and a comparison of their fees shows that Halifax's fees are slightly higher than J.P. Morgan Self-Directed Investing's.

Account opening takes somewhat more effort at Halifax compared to J.P. Morgan Self-Directed Investing, deposit and withdrawal processes are more seamless at Halifax, while customer service quality is lower than J.P. Morgan Self-Directed Investing's.

Our experts rated the trading platform of Halifax as much less user-friendly than the platform of J.P. Morgan Self-Directed Investing, found that clients have access to slightly more markets and products with Halifax, while J.P. Morgan Self-Directed Investing provides less useful research and education.

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