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3. Place a Trade Using a Limit Order on the Chase Mobile® app

Place a Trade Using a Limit Order on the Chase Mobile® appVideo

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Player Id: bb60d070-b695-4c55-9162-a421ad370a53

Video ADA Text: Place a Trade Using a Limit Order on the Chase Mobile® app video

Transcript Browser Title: Video transcript: Place a Trade Using a Limit Order on the Chase Mobile® app

Description:

English

Video Id: 6335276816112

Audio Description Video Id: 6335276416112

Length (seconds): 132

Transcript: <p>Cheerful music plays.</p> <h2>On screen:</h2> <p>This video opens with a lightbulb icon and text over white:</p> <h2>On screen:</h2> <p>'Helpful Tips.'</p> <h2>On screen:</h2> <p>The background turns blue and becomes the screen of a smart phone. The phone displays the Chase hexagonal logo, and moves aside for a title:</p> <h2>On screen:</h2> <p><strong>'J.P. Morgan Self-Directed Investing.</strong> Buy stocks and ETFs using limit orders on the Chase Mobile (registered trademark) app.'</p> <h2>Note:</h2> <p>A disclaimer reads:</p> <h2>On screen:</h2> <p>Investment and insurance products:</p> <ul> <li>NOT A DEPOSIT</li> <li>NOT FDIC INSURED</li> <li>NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY</li> <li>NO BANK GUARANTEE</li> <li>MAY LOSE VALUE</li> </ul> <h2>On screen:</h2> <p>The phone shifts to the right side, displaying the login screen of the Chase Mobile app.</p> <h2>On screen:</h2> <p>Accompanying text reads: '<strong>Sign in</strong> to your Chase Mobile app.'</p> <h2>On screen:</h2> <p>A green dot-shaped cursor clicks into the first field and enters 'username123.' A hidden password is typed in, and the cursor clicks 'Sign in.' The home screen appears, and text continues:</p> <h2>On screen:</h2> <p>'Tap <strong>Investments</strong>, then tap <strong>Trade</strong>.'</p> <h2>Note:</h2> <p>A disclaimer reads:</p> <h2>On screen:</h2> <p>'The images presented are for illustrative purposes only and do not represent an actual client account.'</p> <h2>On screen:</h2> <p>In a menu bar along the bottom of the phone screen, the cursor dot clicks 'Investments,' then moves up to an upper-screen menu and taps 'Trade.' A pop-up menu lists investment accounts.</p> <h2>On screen:</h2> <p>Text continues: Tap <strong>Stocks &amp; ETFs</strong>.'</p> <h2>On screen:</h2> <p>The cursor dot taps, and two accounts appear under a prompt: 'Choose an account.'</p> <h2>On screen:</h2> <p>Text instructs: 'Pick the account you want to use.'</p> <h2>On screen:</h2> <p>The green cursor selects an account labeled 'Self-Directed,' and a list shows the account's three stock and ETF positions.</p> <h2>On screen:</h2> <p>Text reads: 'The stocks or ETFs you own are listed here. You can buy more or search for a new one.'</p> <h2>On screen:</h2> <p>At top of the list, a search bar is highlighted. Then the cursor dot taps one of the existing stocks. Three actions appear: 'Buy, Sell, or Sell All.'</p> <h2>On screen:</h2> <p>The text instructs: 'Tap <strong>Buy</strong>.'</p> <h2>On screen:</h2> <p>The cursor taps, and the text continues:</p> <h2>On screen:</h2> <p>'Tap <strong>Limit order</strong> to invest in securities at a specified price or better.'</p> <h2>Note:</h2> <p>And in small print:</p> <h2>On screen:</h2> <p>'Limit orders are not guaranteed to execute.'</p> <h2>On screen:</h2> <p>The cursor dot taps Limit Order,' and text instructs:</p> <h2>On screen:</h2> <p>'Tap the symbol for details, including the bid and ask price.'</p> <h2>On screen:</h2> <p>The cursor taps a symbol labeled A-E-P-Y and details about Atrium Systems pop-up. The bid price is highlighted on the pop-up and text reads:</p> <h2>On screen:</h2> <p>'The <strong>bid</strong> price is the highest price a buyer is willing to pay for the security.'</p> <h2>On screen:</h2> <p>The <strong>ask</strong> price is highlighted next, and text continues:</p> <h2>On screen:</h2> <p>'The ask price is the lowest price a seller is willing to sell the security for.'</p> <h2>On screen:</h2> <p>The cursor closes the information pop-up.</p> <h2>On screen:</h2> <p>Text reads: 'You can also tap your account for details, including cash available to trade.'</p> <h2>On screen:</h2> <p>The cursor dot taps the account in the center of the screen, and a pop-up window lists 'Cash available to trade.' A link labeled 'Choose a different account' is highlighted at the bottom, and text reads:</p> <h2>On screen:</h2> <p>'If you have multiple accounts, you can change the account you use for your order.'</p> <h2>On screen:</h2> <p>The cursor dot closes the account information.</p> <h2>On screen:</h2> <p>Text reads: 'Put in the highest price per share you're willing to pay.'</p> <h2>On screen:</h2> <p>The cursor enters $95.48, and text continues:</p> <h2>On screen:</h2> <p>'You can find the last price right below the symbol.'</p> <h2>On screen:</h2> <p>The cursor highlights the amount, $95.50.</p> <h2>On screen:</h2> <p>Text instructs: 'Tap <strong>Next</strong>.'</p> <h2>On screen:</h2> <p>The cursor taps, and more text reads:</p> <h2>On screen:</h2> <p>'Put in the number of shares you want to buy by picking a pre-set number or use the keypad to type in the amount.'</p> <h2>On screen:</h2> <p>Pre-set amounts of 10, 20, and 50 are highlighted. The cursor dot taps 3 on the keypad, and text instructs:</p> <h2>On screen:</h2> <p>'Tap <strong>Next</strong>.'</p> <h2>On screen:</h2> <p>The cursor taps, and text continues,</p> <h2>On screen:</h2> <p>'Then set your time in force.'</p> <h2>On screen:</h2> <p>Two options appear: '<strong>Day</strong>' and 'Good 'til canceled.' The cursor highlights the first option and text reads:</p> <h2>On screen:</h2> <p>'If you choose Day, your order has until market close to execute.'</p> <h2>On screen:</h2> <p>Then the cursor highlights the second option and more text reads:</p> <h2>On screen:</h2> <p>'If you choose <strong>Good 'til canceled</strong>, your order has 365 days to go through.' Text continues: 'Tap <strong>Show all</strong> for more time in force options.'</p> <h2>On screen:</h2> <p>The cursor taps, and three more options include 'On open,' 'On close,' or 'Immediate or cancel.' The cursor selects 'Day' and text continues:</p> <h2>On screen:</h2> <p>'Review and confirm your order.'</p> <h2>On screen:</h2> <p>A 'Preview' screen lists order details, including the estimated total value of $286.44.</p> <h2>On screen:</h2> <p>Text instructs: 'Tap <strong>Place order</strong>.'</p> <h2>On screen:</h2> <p>The cursor taps, and a progress wheel says 'Placing order,' then, 'Receiving order status.'</p> <h2>On screen:</h2> <p>Text reads: 'Your order status displays in real-time.'</p> <h2>On screen:</h2> <p>A confirmation screen appears reading: 'Buy 3 shares of A-E-P-Y at a max. price of $95.48.'</p> <h2>On screen:</h2> <p>Text reads: 'From here, you can check your order status, start a new trade or tap Close.'</p> <h2>On screen:</h2> <p>The cursor highlights the options for 'Start a new trade' and 'Order status' at the bottom, and text continues:</p> <h2>On screen:</h2> <p>'You can tap Order status to modify or cancel open orders.'</p> <h2>On screen:</h2> <p>The cursor moves to the top right corner to close out of the confirmation screen and return to the 'Investments by J.P.Morgan' home screen. The Chase logo appears on the smart phone screen, and it moves aside to make room for more text:</p> <h2>On screen:</h2> <p>'There's so much more you can do! We'll teach you how at chase.com/HowTo.'</p> <h2>On screen:</h2> <p>A closing logo appears over white: 'J.P.Morgan Wealth Management.'</p> <h2>Note:</h2> <p>A disclaimer reads:</p> <h2>On screen:</h2> <p>'This video is provided for informational purposes only and actual experience may vary. The information contained herein is as of the date of this publication and J.P.Morgan does not undertake any obligation to update such information. This video does not constitute advice by or on behalf of J.P.Morgan, and nothing in this video should be construed as legal, regulatory, tax, accounting, investment or other advice.</p> <p>Chase Mobile (register trademark) app is available for select mobile devices. Enroll in Chase Online (service mark) or on the Chase Mobile (register trademark) app. Message and data rates may apply.</p> <p>Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved.</p> <p>J.P.Morgan Wealth Management is a business of JPMorgan Chase &amp; Co., which offers investment products and services through <strong>J.P.Morgan Securities LLC</strong> (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 affiliated companies under the common control of JPMorgan Chase &amp; Co. Products not available in all states.</p> <p>Copyright {{copyrightCurrentYear}} JPMorgan Chase &amp; Co.</p>

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