GET READYFund your account to get started
We have 4 easy ways you can 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
Move your investments from another financial institution with our simple online tool.
Chase QuickDeposit℠
Deposit checks directly in your general investment account or IRA, right from your phone, in the Chase Mobile® app.
START INVESTINGPlace your first trade to get invested
It’s important to make sure your money is working toward your goals.
Our insights can help you invest with more confidence
Market overview
Take a deep dive in the markets with today’s news, market movers and events, as well as pre-market, midday and market close briefings.
J.P. Morgan Research
Take advantage of J.P. Morgan’s world-class research, stock ratings and price targets to back up your investments with our expertise.
MANAGE YOUR PORTFOLIOManage your investments to stay on track
Keep an eye on your investments and set up your portfolio to help you reach your goals.
Finish setting up your portfolio and stay invested
Schedule transfers
Reach your goals with recurring automatic transfers—from your checking or savings accounts to your investing account.
Watchlists
Create custom watchlists to keep track of potential opportunities and view J.P. Morgan’s price target, rating and upside/downside potential.
Review your beneficiaries
Make sure you know who may be designated to receive the benefits from your investment assets.
Have you invested in an IRA?
A 401(k) may not be enough to help you reach your financial milestones. Contributing to a J.P. Morgan IRA can help bring you closer to your retirement goals.
Traditional IRA
A Traditional IRA is an individual retirement account that allows potentially tax-deductible contributions and tax-deferred earnings, if any, that can help you save for your retirement.
Roth IRA
A Roth IRA is an individual retirement account to which you contribute after-tax dollars. While there are no deductions for contributions, your earnings, if any, are tax-deferred and may be tax-free upon withdrawal if certain conditions are met.
Not sure if you’re on track to retire?
Run your numbers with our calculators to see how your current plan is working toward your goals.
401(k)/403(b) calculator
Use this calculator to see what your retirement savings may look like when you retire.
IRA calculator
Use this calculator to compare a Traditional and Roth IRA to a general investment account to see how your money can potentially grow over time.
Traditional to Roth IRA conversion
Use this calculator to see the potential future value of your Traditional IRA in comparison to a Roth IRA.
Sharpen your knowledge with the latest news and market commentary
Tap into the latest news and subscribe for market commentary and analysis from J.P. Morgan specialists to help you plan your investment strategy and learn about opportunities.
