Designate or update a beneficiary with your mobile device or online account

Designate or update a beneficiary on your individual investment account

Designate or update one or more beneficiaries to inherit the assets from your individual investment account (such as a brokerage or retirement account). It’s easy to do with your mobile device or online account, and you can change them at any time. Click here to learn more about beneficiaries for your J.P. Morgan Wealth Management accounts.

1. Sign in to your Chase Mobile^® app or chase.com
2. Tap the “Profile & Settings” icon
3. Choose “Settings” and tap “Investments”; on a desktop device, you’ll find the “Investments” tab on the left
4. Choose “Beneficiaries”
5. Choose the account you want to update
6. Tap “Edit”
7. To update an existing beneficiary, tap “Edit” or “Remove”, make your changes and tap “Save and continue”; to add a new beneficiary, tap “Add beneficiary”
8. Choose a “Designation” and a “Beneficiary type”
9. Fill out the required fields and tap “Save and continue”
10. Confirm the beneficiary address format and tap “Save”
11. If you designate more than one beneficiary, make sure the overall Percentage (%) adds up to 100%; tap “Next”
12. Tap “Next” if everything looks good; tap the back arrow to make any changes
13. Read the disclosures, check the box to agree to the terms and conditions, then tap “Confirm”
14. Review the beneficiary information and tap “Close”
15. We'll send a confirmation to your primary email address on file; you’ll receive an annual reminder to review your beneficiary information and ensure it is up-to-date