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TOOLS AND RESOURCES Resources to guide you on your investing journey

Explore next steps, tools, guides, and videos to help you make the most of your J.P. Morgan Wealth Management account.

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Next steps to help you get started

Fund and transfer

Trade and invest

Manage your account

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How-to videos to help get you up to speed

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How to transfer money into your account

Set up one time or repeating transfers between your Chase accounts.

How to deposit checks on the Chase Mobile® app

Take a picture and deposit checks directly into your investment accounts.

Open a Self-Directed Investing account

Learn how to open a J.P. Morgan Self-Directed Investing account right on your phone using the Chase Mobile® app.

Tools and guides to help you stay on track

Wealth Plan – your free digital money coach

Set and track your financial goals and get personalized insights to guide you with our J.P. Morgan Wealth Plan® tool.

Retirement calculators

From 401(k) planners to IRA calculators, our calculators can help you run the numbers, compare tax implications and much more.

College Planning Guide

Wherever you are on your path toward saving for school, our college planning guide can help you find direction for your next move.

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.

See ways to invest

Sharpen your knowledge

Guide to money market funds and accounts

Money market accounts and funds generally offer investors higher interest rates than savings accounts. Learn about the difference between them, including insurance and potential returns.

 

3 minute read

FDIC Insurance: How it works and what types of accounts it covers

The FDIC, or Federal Deposit Insurance Corporation, is an entity that insures bank deposits up to $250,000 in the event of a bank’s failure.

 

 

2 minute read

What is a Roth IRA and what are its benefits?

A Roth IRA is a retirement account into which you may be able to make after-tax, non-deductible contributions and then potentially take qualified distributions tax-free. 

 

2 minute read

LEARN MORE ABOUT OUR FIRM AND INVESTMENT PROFESSIONALS AT FINRA BROKERCHECK.

To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS (PDF) and Guide to Investment Services and Brokerage Products.

Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. Past performance is not a guarantee of future results.

JPMorgan Chase and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your personal tax, legal and accounting advisors for advice before engaging in any transaction.

Asset allocation/diversification does not guarantee a profit or protect against a loss.

Bank deposit accounts, such as checking and savings, may be subject to approval. Deposit products and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.

Chase Mobile® app is available for select mobile devices. Enroll in Chase Online℠ or on the Chase Mobile® app. Message and data rates may apply.

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

INVESTMENT AND INSURANCE PRODUCTS ARE:

  • NOT FDIC INSURED
  • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
  • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
  • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
J.P. Morgan Wealth Management logo, links to Investments

Planning and investments

Whether you choose to work with an advisor and develop a financial strategy or invest online, J.P. Morgan offers insights, expertise and tools to help you reach your goals.

Invest with our advisors

Work 1:1 with a J.P. Morgan Advisor virtually or in your Chase branch to build a personalized financial strategy based on what’s important to you, starting with a minimum investment of $25,000.

J.P. Morgan online investing

Easily fund, research, trade and manage your investments online all conveniently in the Chase Mobile® app or at chase.com. J.P. Morgan online investing is the easy, smart and low-cost way to invest online. Check here for the latest J.P. Morgan online investing features, offers, promotions and coupons.

Investment tools & resources

Our calculators are here to help you analyze your numbers and ensure you're on the path to meeting your financial goals.

Retirement planning

Planning for retirement can start at any point in your life. Whether you prefer to independently manage your retirement planning or work with an advisor to create a personalized strategy, we can help. Roll over your 401(k) from your previous employer and compare the benefits of General Investment, Traditional IRA and Roth IRA accounts to decide which is right for you.

Education planning

Funding for education can come from any combination of options and a J.P. Morgan Advisor can help you understand the benefits and disadvantages of each one. Compare among 529 Plans, custodial accounts, financial aid and other education options to help meet your college planning goals.

Wealth Plan

When planning for your future, J.P. Morgan Wealth Plan can help focus your efforts on achieving your financial goals. Through Wealth Plan, you can connect with an advisor to help you create a plan, adjust your financial strategy, and track your progress. 

Investing insights

Stay in The Know by exploring articles and videos on market trends, research and financial planning.

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