J.P.Morgan Wealth Management
OPEN ACCOUNT

OPEN AN ACCOUNT:

Get up to $700 Unlimited commission-free1 online trades
When you open and fund a J.P. Morgan Self-Directed Investing account (retirement or general) with qualifying new money2 by 01/23/2025.* Options contract and other fees may apply.
You must open an account from this page to receive the bonus offer.

Get commission-free online trades

Fractional shares

Invest in S&P 500 and Nasdaq 100 stocks, along with ETFs3, in any amount from $5.

Holistic view

See your banking and investing all in one place on the Chase website and Chase Mobile® app.

Thousands of investments

Choose from a wide range of stocks, ETFs, options, mutual funds, money market funds, treasuries & other fixed income.

Powerful tools

From alerts to screeners, we make it easy to build diversified portfolios.

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 01/23/2025.

      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

This is a standard individual or joint investment account. You get the flexibility to withdraw your money at any time, without the tax benefits of an IRA.

Traditional IRA

Your contributions may be tax-deductible.4 Your earnings, if any, are tax-deferred and will be included in your taxable income at the time of withdrawal.

Roth IRA

Your contributions are not tax-deductible.5 Your earnings, if any, are tax-deferred and may be withdrawn tax-free if certain conditions are met.

HELP ME CHOOSE

Open your new account today

and earn up to $700 with qualifying activities.*

Not ready to invest on your own? Explore our other investment options at chase.com/investments
By opening an account from the above 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 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. To receive this bonus, the enrolled account must not be closed or restricted at the time of payout. 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:

  • 1 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.

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

  • 3 For a complete list of securities eligible for Fractional Shares trading, please see our Fractional Shares Eligibility List.

  • 4 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.

  • 5 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.

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

©2024 JPMorgan Chase & Co.

LC-SDI-Q424-700LP5K

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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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