J.P. MORGAN SELF-DIRECTED INVESTING Enjoy priority service and unlock exclusive banking benefits
Enjoy priority service as a Self-Directed Investing client and discover the exclusive banking benefits and mortgage discounts available with your qualifying balances across Chase and J.P. Morgan.
Call us today to learn more.
Priority service for your investing needs
Available to Self-Directed Investing clients with qualifying balances of $750,000 or more across JPMorgan Chase.
As a Self-Directed Investing client, discuss your account needs directly with a team of our highly experienced specialists who can support with trading, account assistance and more:
- Guidance on navigating online investing features and opening new accounts, like Trusts and IRAs
- Seamless transfers of your investments from other institutions
- Access to waived account and transaction fees
- Referrals to additional services and benefits, like our Retirement Desk for 401(k) rollover support
Available Monday-Friday from 8 AM to 9 PM ET and Saturday from 8:30 AM to 5 PM ET.
Unlock exclusive benefits with Chase
Your Self-Directed Investing balances count toward even more benefits when you sign up or apply for these offerings.
Get more from a personalized relationship with Chase Private Client
Open a Chase Private Client Checking℠ account to unlock benefits like waived monthly service fees and one-on-one access to a dedicated J.P. Morgan Advisor.
- No ATM fees, exclusive rates and priority service from your dedicated Chase Private Client Banker and team of specialists.,
- Waived monthly service fee with a qualifying balance across your deposit and investment accounts.
- Get one-on-one access to a dedicated advisor who knows you and your family to create a personalized financial strategy and build a custom investment portfolio.
- Eligibility to receive a 0.25% rate discount when you apply for financing online with Chase Auto.
Requires opening a Chase Private Client Checking℠ account.
Continue building your investment portfolio
We have a variety of ways you can continue to contribute to your J.P. Morgan Self-Directed Investing account.
Move cash
Move cash instantly from a Chase checking or savings account to your J.P. Morgan Wealth Management account—as often as you want.
Transfer investments
Consolidate your investments by transferring external investment accounts to your J.P. Morgan Wealth Management account. We’ll even help you transfer.
Roll over your 401(k)
Our Retirement Desk can help you roll over your 401(k) or other employer-sponsored retirement account to J.P. Morgan Wealth Management.
Experience best-in-class investing
#1 in Digital Experience for Wealth Management among Self-Directed Investors — 3 years in a row
Best in Class in Bank Brokerage & Retirement accounts by StockBrokers.com 2025 Annual Awards
Take the next step to enjoy your benefits
Our team of highly experienced specialists are ready to assist your online investing needs. They’ll even refer you to additional benefits and services you can access, like our Retirement Desk, to support your financial goals.
We’re available Monday through Friday, 8:00 AM to 9:00 PM and Saturday 8:30 AM to 5:00 PM ET.
