Here’s how we can work together
Invest on your own
Build your investment portfolio on your own with unlimited $0 commission online trades. Footnote 1Opens overlay
Invest on your own
Build your investment portfolio on your own with unlimited $0 commission online trades. Footnote 1Opens overlay
Invest with our advisors
Work 1:1 with a J.P. Morgan advisor to receive tailored guidance and build a financial strategy based on what’s important to you.
Invest with our advisors
Work 1:1 with a J.P. Morgan advisor to receive tailored guidance and build a financial strategy based on what’s important to you.
Why invest with us?
Trusted guidance
Get access to market research and the collective expertise of our specialists, backed by the strength and security of a global investing leader.
Human connection
Partner with experienced advisors and get ongoing guidance via phone, video, or in-person at your local Chase branch or J.P. Morgan office.
Invest your way
Whether you’re new to investing or have years of experience, we offer a range of services to support you as your financial needs evolve over time.
All-in-one access
Manage, move, and transfer funds between your J.P. Morgan investment and Chase banking accounts in the Chase Mobile® app or at chase.com.
Earn up to $1,000 when you open and fund an online investing account
Get rewarded when you open and fund a J.P. Morgan Self-Directed Investing account by transferring cash or investments from an eligible external account - including rolling over a 401(k) or other retirement account.
Offer expires 10/21/2026.
Financial planning that’s built around you
It’s simple to get started.
Meet Wealth Plan
J.P. Morgan Wealth Plan® makes it easy to set and track your financial goals and offers personalized insights to guide you, every step of the way.
Frequently asked questions
J.P. Morgan Wealth Management offers different accounts depending on whether you choose to invest on your own or with an advisor.
For Self-Directed Investing, J.P. Morgan Wealth Management offers brokerage accounts, including general investment accounts, Traditional and Roth Individual Retirement Accounts (IRAs) and trusts.
When investing with Advisor Services, J.P. Morgan offers financial advice in addition to brokerage accounts. For more information on these accounts and strategies, speak with an advisor or specialist.
Self-Directed Investing account applications will be reviewed within one business day. We’ll send you an email when your account is open or if further action is required.
For advised accounts, our advisors will take you through the account opening process at a pace that's right for you. This process can take anywhere from one to three meetings.
You’ll need your Social Security or Tax Identification Number, employer’s name and mailing address (if applicable) and an identification document such as a driver’s license or state ID.
With J.P. Morgan Self-Directed Investing, you get unlimited commission-free online trading in U.S.-listed stocks, exchange-traded funds (ETFs) and options. Options trades are subject to a $0.65 per-contract fee. Other fees and charges may apply, including but not limited to fees intended to offset fees charged by certain regulatory bodies. There are costs associated with owning certain investments, including mutual funds and ETFs.
Advisor fees are based on the services and products you choose. We’ll make sure you have a clear understanding of these fees up front. You can learn more by speaking with an advisor.
You can open a J.P. Morgan Self-Directed Investing account with no minimum investment. Advised clients generally have $25,000 or more in investable assets.