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Digital capabilities designed for every investor

Whether you’re new to investing or have a wealth of experience, we make it easier to manage your finances with digital tools to help support you as your needs evolve over time.

See our tools

Streamline your investing experience

Banking and investing in one place

Get a 360 view of all your J.P. Morgan investments and Chase banking and credit card accounts, and make instant transfers between them, in the Chase Mobile® app.

QuickDeposit℠ from your phone

Enjoy the fast and secure way to deposit checks directly in your general investment account or IRA, right in the Chase Mobile® app.

Easy portfolio transfers

Easily transfer your portfolio from your current brokerage firm by using our step-by-step digital tool.

Trusted expertise

Make informed investment decisions with access to stock research, ratings and price targets from our Global Equity Research Team.

See your full financial picture

Our award-winning 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.

Explore tools that can help you invest with more confidence

Watchlists

Use watchlists to track the performance of your favorite stocks and view J.P. Morgan’s price target, rating and upside/downside potential.

Watchlists

Use watchlists to track the performance of your favorite stocks and view J.P. Morgan’s price target, rating and upside/downside potential.

Investment screeners

Search for prospective investments with stock, mutual fund and ETF screeners that help you find investments which fit your criteria.

Investment screeners

Search for prospective investments with stock, mutual fund and ETF screeners that help you find investments which fit your criteria.

Retirement Calculators

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

Retirement Calculators

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

SELF-DIRECTED INVESTING

Investing, simplified from beginning to end

Discover our latest features that help make it easier to invest on your own—from our redesigned trade ticket and improved screeners to ways to track portfolio performance and so much more.

Here’s how we can work together

Whether you want to invest on your own or find an advisor to guide you, we offer a range of services to support you throughout your journey.

INVEST ON YOUR OWN J.P. Morgan
Self-Directed Investing

Build your investment portfolio on your own with unlimited $0 commission online trades.

INVEST ON YOUR OWN J.P. Morgan
Self-Directed Investing

Build your investment portfolio on your own with unlimited $0 commission online trades.

WORK WITH OUR TEAM OF ADVISORS J.P. Morgan
Personal Advisors

Work with a team of fiduciary advisors who will create a personalized financial plan, match you to expert-built portfolios and provide ongoing advice remotely.

WORK WITH OUR TEAM OF ADVISORS J.P. Morgan
Personal Advisors

Work with a team of fiduciary advisors who will create a personalized financial plan, match you to expert-built portfolios and provide ongoing advice remotely.

WORK ONE-ON-ONE WITH AN ADVISOR J.P. Morgan
Private Client Advisor

Work 1:1 with a dedicated advisor in your local community to create a personalized financial strategy and build a custom investment portfolio.

WORK ONE-ON-ONE WITH AN ADVISOR J.P. Morgan
Private Client Advisor

Work 1:1 with a dedicated advisor in your local community to create a personalized financial strategy and build a custom investment portfolio.