J.P.Morgan Wealth Management
OPEN ACCOUNT

OPEN AN ACCOUNT:

Get up to$700 Unlimited commission-free** online trades
When you open and fund a J.P. Morgan Self-Directed Investing account1 (retirement or general) with qualifying new money2 by 10/12/2023.*Options contract and other fees may apply.
You must open an account from this page to receive the bonus offer.

Trade online with J.P. Morgan Wealth Management

Commission-free trades

Get unlimited commission-free online stock, ETF and options trades.

Thousands of Investments

Choose from a wide range of stocks, ETFs, fixed income, mutual funds, and options.

Powerful Tools

From our screeners to watchlists, we help make it easy to build diversified portfolios.

Intuitive Experience

Access our secure, easy-to-use trading experience online or through the Chase Mobile® app.

Here's how we like to reward investors

$50

when you transfer or
roll over $5,000-$24,999

$150

When you transfer or roll over Twenty-five thousand dollars to ninety-nine thousand nine hundred and ninety nine dollars

$325

When you transfer or roll over $100,000-$249,999

$700

When you transfer or
roll over $250,000 or more

Take 3 steps, collect your investment account bonus
  • 01

    Open

    Open a J.P. Morgan Self-Directed Investing account through this page by 10/12/2023.

      X
  • 02

    Transfer

    You have 45 days to fund your account with qualifying new money.2 Your bonus will be determined on day 45.

    What is "qualifying new money?"

    You can receive your bonus when you open and fund your account with $5,000 or more by moving cash, transferring securities, or rolling over existing retirement assets from another institution within 45 days of coupon enrollment date. Assets from J.P. Morgan Chase & Co. or its affiliates are not eligible. Maintain funds at 90 days from coupon enrollment.

    X
  • 03

    Earn

    Maintain your new funds at 90 days from enrollment and enjoy your bonus – we’ll add it directly into your account within 15 days.

      X

Choose an account and start investing today

General Investment

With this individual general investment, you get a flexible investing experience with no trade or balance minimums.

Traditional IRA

With this retirement account, your contributions may be tax‑deductible3, but you will likely have to pay taxes when you withdraw your money.

Roth IRA

With this retirement account, you may be able to contribute after‑tax dollars.4 Plus, you don’t have to pay federal tax on qualified distributions.5

HELP ME CHOOSE

Open your new account today

and earn up to $700 with qualifying activities.*

Not ready to invest on your own? J.P. Morgan Wealth Management has other online investing options, like J.P. Morgan Automated Investing. Learn more
By opening an account from the "Learn more" link, you will not be eligible for the offer outlined here.

IMPORTANT INFORMATION:

Offer eligibility and restrictions:

*Cash promotion is limited to one per customer and can only be applied to one new J.P. Morgan Self-Directed Investing account (General Investment, Traditional IRA, or Roth IRA). To enroll in the up to $700 offer, you must open an account through this page. This offer does not apply to J.P. Morgan Automated Investing or any account opened with a J.P. Morgan Advisor.

To receive the cash bonus:

  • 1) Customers must open and fund a new J.P. Morgan Self-Directed Investing account with new money of $5,000 or more by moving cash, transferring securities, or rolling over existing retirement assets from another institution. Assets from J.P. Morgan Chase & Co. or its affiliates are not eligible. New money must be transferred within 45 days of coupon enrollment date.

  • 2) At day 45 from coupon enrollment, the bonus tier will be determined in the following manner:

    New money inflows Cash Bonus
    $5,000 to $24,999 $50
    $25,000-$99,999 $150
    $100,000-$249,999 $325
    $250,000+ $700

  • 3) The new money balance must be maintained in the account at 90 days from the coupon enrollment (losses due to trading or market fluctuation will not be taken into account).

Cash bonus will be credited to the account within 15 days of these requirements being met.
You can only participate in one J.P. Morgan Self-Directed Investing new money bonus in a 12 month period from the last bonus coupon enrollment date. Coupon is good for one time use and only one bonus per account. Account types and other restrictions apply. Offer terms are subject to change and/or termination without advance notice. The value of the cash award may be considered income, and we may be required to send you, and file with the IRS, a Form 1099-MISC ("Miscellaneous Information"), or a Form 1042-S ("Foreign Person's U.S. Source Income Subject to Withholding") if applicable. You are responsible for any tax liability associated with the award. Please consult your own tax advisor if you have any questions about your personal tax situation.

DISCLOSURES:

**Commission-free online trades apply to trading in U.S. listed stocks, Exchange-Traded Funds (ETFs), and options. Option trades are subject to a $0.65 per-contract fee. Sales are subject to a regulatory transaction fee of between $0.01 and $0.03 per $1,000 of principal. There are costs associated with owning certain investments, including mutual funds and ETFs. Offer terms and pricing are subject to change and/or termination. Other fees and restrictions (including account types) apply. See online-investing pricing for terms and conditions.

  • 1 Options trading involves risk; is not suitable for all investors; and is subject to approval. Before buying and selling options, investors should understand all of their rights and obligations associated with trading options. For information about options trading, including the risks, please review the "Characteristics and Risks of Standardized Options."

  • 2 Transfer eligible cash and/or securities from an external account to your new J.P. Morgan Self-Directed Investing account.

  • 3 Deductibility may be limited if you (or your spouse, if you are married) are covered by a retirement plan at work and your income exceeds certain levels. Please refer to the IRS website for applicable limits: http://www.irs.gov/retirement-plans/ira-deduction-limits.

  • 4 You cannot deduct contributions to a Roth IRA. Your Roth IRA contribution may be limited based on your filing status and income. Please refer to the IRS website for applicable limits: http://www.irs.gov/retirement-plans/ira-deduction-limits.

  • 5 A “qualified distribution” is any payment or distribution from your Roth IRA that meets the following requirements:

    1) It is made after the 5-year period beginning with the first taxable year for which a contribution was made to a Roth IRA set up for your benefit, and

    2) The payment or distribution is: a) Made on or after the date you reach age 59½, b) Made because you are disabled (as described in IRS Publication 590-B), c) Made to a beneficiary or to your estate after your death, or d) One that meets the requirements listed for first home purchase (as described in IRS Publication 590-B) up to a $10,000 lifetime limit.

Investing involves market risk including possible loss of principal, and there is no guarantee that investment objectives will be achieved.

JPMorgan Chase & Co. and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your personal tax, legal and accounting advisors for advice before engaging in any transaction.

Asset allocation/diversification does not guarantee a profit or protect against a loss.

Chase Mobile® app is available for select mobile devices. Enroll in Chase OnlineSM or on the Chase Mobile® app. Message and data rates may apply.

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are all affiliated companies under the common controls of JPMorgan Chase & Co. Products are not available in all states.

INVESTMENT AND INSURANCE PRODUCTS ARE:
  • • NOT FDIC INSURED
  • • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
     
  • • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
     
  • • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

©2023 JPMorgan Chase & Co.

LC-SDI-Q3-700LP5K

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SUCCESS!

Check your email for your coupon code, then click
”Open an account” to take advantage of this offer.

What is “qualifying new money?”

You can receive your bonus when you open and fund your account with $5,000 or more by moving cash, transferring securities, or rolling over existing retirement assets from another institution within 45 days of coupon enrollment date. Assets from J.P. Morgan Chase & Co. or its affiliates are not eligible. Maintain funds at 90 days from coupon enrollment.

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