How to designate or update a beneficiary on the Chase Mobile App

Designate or update a beneficiary on your individual investment account

Learn how to designate 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 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
2. Tap the “Profile & Settings” icon
3. Choose “Settings” and tap “Investments” Choose "Beneficiary center" then "Manage your beneficiaries"
4. Choose the account you want to update
5. To add a new beneficiary, tap “Add beneficiaries”
6. Fill out the required fields and tap “Next”
7. Confirm the beneficiary address format and tap “Save”
8. If you designate more than one beneficiary, make sure the total Percentage (%) adds up to 100%; tap “Next”
9. Tap “Next” if everything looks good; tap the back arrow to make any changes
10. Read the disclosures, check the box to agree to the terms and conditions, then tap “Next”
11. Review the beneficiary information and tap “Confirm”, then tap "Close"
12. 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
13.