CLIENT RESOURCE CENTER Make the most of your investment account with our digital tools

Explore our tools, resources and market insights to take full advantage of your J.P. Morgan Wealth Management account.

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Transfer money

Watch how you can easily set up one-time or repeating transfers of money between accounts.

Chase QuickDeposit℠

Deposit checks directly in your general investment account or IRA, right from your phone, in the Chase Mobile^® app.

Designate or Update a Beneficiary

Designate or update one or more beneficiaries to inherit the assets from your individual investment account on the Chase Mobile^® app.

Resources to help you navigate every opportunity

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Meet Wealth Plan

J.P. Morgan Wealth Plan^® makes it easier to set and track your financial goals and offers personalized insights to guide you, every step of the way.

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Retirement calculators

Our retirement tools can help you run the numbers and see how your choices can affect your goals.

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Retirement guides

It’s always the right time to plan for retirement. Our guides can help you keep your goals in focus.

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