Frequently asked questions
Get answers to your most common questions.
Securities transfers
We’ve made it simple to transfer securities and/or cash from an external financial institution to your J.P. Morgan investment account and between eligible investment accounts you hold with us.
Please note that you may only be able to transfer assets online between the same types of accounts with the same account holder (for example, from John Smith's Traditional IRA to John Smith's Traditional IRA).
You can transfer your investments at chase.com or in the Chase Mobile® app.
We may require an account statement from your external firm for certain transfers. We’ll let you know if we need this once you get started.
The following securities cannot be transferred online into a J.P. Morgan investment account:
- Annuities
- Caveat emptor and expert market securities
- Life insurance
- Futures
- Short security positions
- Physically held securities
- Cryptocurrencies
- Foreign currencies
- Securities sold exclusively by your prior firm
If you try to transfer any of these, we may have to cancel the entire transfer request. Additional restrictions may apply. If you need help, you can call us at 1-800-392-5749, Monday-Friday from 8 AM to 9 PM and Saturday from 9 AM to 5 PM ET.
Transfers between J.P. Morgan investment accounts take 1-2 business days.
It will take about 3 to 5 business days to complete the transfer of your account if it’s between ACAT-eligible institutions. For non-ACAT institutions, transfers can take between 7 to 20 business days once all paperwork has been received. We'll notify you by email when the status of your transfer changes. Please note that the ACAT (Automated Customer Account Transfer) service is a system that facilitates the transfer of securities from one investment account at a financial institution to another financial institution. Learn more about ACATs.
No, we don’t charge a fee for incoming account transfers. However, the institution that you’re moving assets out of may charge a fee, so you should check with them before scheduling a transfer.
Learn about different ways to fund your account.
Transfer cash and investments quickly and securely with J.P. Morgan
Transfer funds between your investment and banking accounts, or bring in external assets like IRAs and other securities—all with just a few clicks.