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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.

Have a specific topic or question in mind?View all FAQs

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.

How to buy stocks and ETFs using market orders

Invest in securities at the next available market price in 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 award-winning 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.

Retirement Planning Guide

Wherever you are in your retirement planning journey, our retirement guide can help you keep your goals in focus.

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.

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