J.P. MORGAN SELF-DIRECTED INVESTING Unlock priority service and exclusive banking benefits
As your balances grow across your accounts, you can get access to priority service for your online investing needs with J.P. Morgan, plus exclusive banking benefits and discounts. Experience the best of both worlds when you invest with J.P. Morgan and bank with Chase.
Don’t have a J.P. Morgan account? Open an account today.
Priority service for your online investing needs
Available to Self-Directed Investing clients with qualifying balances of $750,000 and more across J.P. Morgan and Chase.
Gain access to our dedicated team of experienced specialists who can provide priority service, 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
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 $35 monthly service fee with a qualifying balance of $150,000 or more 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.
It’s simple to grow your balances and unlock these perks
Fund your J.P. Morgan investment and Chase banking accounts to meet qualifying balance requirements and unlock access to these benefits.
Move cash
Move cash instantly between your Chase banking and J.P. Morgan Wealth Management accounts, plus enjoy seamless transfers from external banks to your banking and investing accounts.
Deposit checks
Deposit checks directly in your Chase banking or J.P. Morgan general investment account or IRA, right from the Chase Mobile® app.
Transfer investments
Consolidate your investments by transferring external investment accounts to your J.P. Morgan Wealth Management account. We’ll even help you transfer.
Take the next step by funding your accounts today
Unlock access to banking and investing benefits across J.P. Morgan and Chase when you reach qualifying balances across your accounts.
Have questions or want to learn more? Call us Monday through Friday from 8:00 AM to 9:00 PM ET and Saturday from 8:30 AM to 5:00 PM ET.
