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Opening your account FAQs

Opening your account

Frequently asked questions

Getting started

J.P. Morgan Automated Investing provides you a portfolio designed and managed by J.P. Morgan. You’ll answer a few quick questions about your goals, time horizon and risk tolerance, and we’ll match you to a portfolio to help you meet those goals. You can start investing with just $500, and once you’ve funded your portfolio and set up recurring transfers, you can relax and we'll keep you on track. 

 

Learn more about what you can do with J.P. Morgan Automated Investing.

J.P. Morgan Self-Directed Investing brokerage account lets you trade stocks, bonds, mutual funds, exchange-traded funds (ETFs) and options online on your own. Learn more about what you can do with J.P. Morgan Self-Directed Investing.

Investments by J.P. Morgan offers two different ways to get invested. J.P. Morgan Self-Directed Investing is a brokerage account which gives you full control to manage your investments on your own, while J.P. Morgan Automated Investing is a managed account that gives you a portfolio aligned to you and your goals, managed by professionals at J.P. Morgan.

 

Both options offer retirement (traditional and Roth IRA) accounts and non-retirement accounts.

You can open a J.P. Morgan Self-Directed Investing account here.

 

You can open a J.P. Morgan Automated Investing account here.

To open a Investments by J.P. Morgan account, you need to be at least 18 years old and have a valid Social Security number and U.S. home address. We may also ask you for your valid driver's license or state-issued ID. Apply now.

You can open a Investments by J.P. Morgan account right now, even if you’re not already a Chase bank customer.

Investments by J.P. Morgan offers two different ways to get invested. J.P. Morgan Self-Directed Investing is a brokerage account which gives you full control to manage your investments on your own, while J.P. Morgan Automated Investing is a managed account that gives you a portfolio aligned to you and your goals, managed by professionals at J.P. Morgan.

 

Both options offer retirement (traditional and Roth IRA) accounts and non-retirement accounts.

With J.P. Morgan Self-Directed Investing, there's no minimum account balance to get started, and you get unlimited commission-free online stock, ETF and options trades. Options contract and other fees may apply. Get more info on pricing and fees here.

 

With J.P. Morgan Automated Investing, you can get started with as little as $500 and pay an advisory fee of 0.35%. All in, no hidden management fees.

J.P. Morgan Automated Investing charges 0.35% of the account balance per year. 

 

See more information about pricing here

You can open a J.P. Morgan Self-Directed Investing account and start trading with as little as $1. Apply now.

 

To open a J.P. Morgan Automated Investing account, you need to deposit at least $500 so we can create a diversified portfolio that fits your goals. Apply now.

We are not offering Joint Investments by J.P. Morgan accounts at this time.

We save your application for several days. To continue working on your application, open the menu in the top left corner of your Chase dashboard. Under ‘Explore Products’, choose ‘Application status’, then choose ‘See your pending investment account applications’ to see your Application Status page.

First, open the menu in the top left corner of your Chase dashboard. Under ‘Explore Products’, choose ‘Application status’, then choose ‘See your pending investment account applications’ to see your Application Status page. If your application isn't on the Application Status page and you haven’t received a submission email, then there may have been an error. If you need help, call us at 1-800-392-5749, Monday-Friday 8 AM – 9 PM and Saturday 9 AM – 5 PM ET, and tell us this code: NCSC-1014. 

An individual retirement account (IRA) is intended to hold assets for your retirement. 

 

There are 2 types of IRAs: traditional and Roth. They have different tax benefits and different rules.

 

Apply to open a J.P. Morgan Self-Directed Investing IRA here

Apply to open a J.P. Morgan Automated Investing IRA here

 

To open an IRA with a J.P. Morgan advisor, please go to your local Chase branch.

 

You can learn more about IRAs here (PDF).

Investments by J.P. Morgan accounts can only be opened as personal accounts.

 

You can open a Investments by J.P. Morgan account here

 

If you have questions, you can call us at 1-800-392-5749, Monday-Friday 8 AM – 9 PM and Saturday 9 AM – 5 PM ET.

We’ll review your application within 1 business day and will reach out if we have any questions. You’ll get an email letting you know when your account is open.

If you have questions about your J.P. Morgan Self-Directed Investing account, please call us at 1-800-392-5749, Monday-Friday 8 AM – 9 PM and Saturday 9 AM – 5 PM ET.

 

For questions about your J.P. Morgan Automated Investing account, please call us at 1-800-776-6061, Monday-Friday 8 AM – 9 PM and Saturday 9 AM – 5 PM ET.

You can learn more about J.P. Morgan investment products here.

 

To open a Investments by J.P. Morgan account online, apply here

 

You can also go to a Chase branch and speak with a J.P. Morgan advisor about our investment products.

 

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