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Funding your account with transfers and rollovers

Move cash, transfer investments and roll over retirement assets into your J.P. Morgan investment account. Don’t have an account yet? Get started.

fund your account

Deposit a check with Chase QuickDeposit in the Chase Mobile®app

Watch how you can deposit checks for 401(k) rollovers, IRA contributions and more in your investment accounts. 

 

Timeline

Funds are typically available within 1 business day.

 

Things to consider

  • Checks have a 7-business day hold period for trading and withdrawals.
  • If you’d like to make a contribution to your retirement account or make a rollover, tap “Deposit to investment account,” then “Deposit to Individual Retirement Account (IRA).”
  • Not all account and check types are supported. If you have questions about your deposit, please call the service center at 1-800-392-5749

Make the most of your investments with our tools and resources 

Track your goals in real time with Wealth Plan

J.P. Morgan Wealth Plan® makes it easy to put your plans into action with personalized insights to guide you. You can even schedule a meeting with your J.P. Morgan advisor to stay on track.  

Track your goals in real time with Wealth Plan

J.P. Morgan Wealth Plan® makes it easy to put your plans into action with personalized insights to guide you. You can even schedule a meeting with your J.P. Morgan advisor to stay on track.  

Manage your account and stay invested

We have the resources to help you reach your goals. Discover next steps, tools, guides and videos to help you make the most of your J.P. Morgan Wealth Management account.

Manage your account and stay invested

We have the resources to help you reach your goals. Discover next steps, tools, guides and videos to help you make the most of your J.P. Morgan Wealth Management account.

Don’t have a J.P. Morgan Wealth Management investment account?

Whether you want to invest on your own or get personalized advice from an advisor, we have the services to help support you as your needs evolve over time.