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Having a plan pays off. Create yours with Wealth Plan.

Plan for the future you using J.P. Morgan Wealth Plan℠, a free digital money coach available in the Chase Mobile® app or at chase.com.

Interested in tips on how to build a personalized plan for your financial future? Watch our webcast.

Get started in 3 easy steps

01 Identify, set and prioritize goals

Whether it’s owning a home, setting up a college fund or saving for retirement, create and prioritize your goals so you can build a plan to reach them on your own or with a J.P. Morgan advisor.

02 Evaluate your financial health

Understand where your money is. Safely and securely link your accounts—even those outside Chase—to get a 360 view of your finances.

03 Build an emergency fund

Life comes with twists and turns. Stay prepared for the unexpected by setting up or checking in on your emergency fund.

Learn how to make your money work for you

7 ways to get better with your finances

Building financial habits is the same as many other skills: Practice makes perfect. If you aren’t invested  (no pun intended) in handling your finances yet, we can help.

7 ways to get better with your finances

Building financial habits is the same as many other skills: Practice makes perfect. If you aren’t invested  (no pun intended) in handling your finances yet, we can help.

Women investing for their future

Women may view investing differently than men. Read how women are taking more leadership roles in managing their family’s finances and some tips to help them reach their goals.

Women investing for their future

Women may view investing differently than men. Read how women are taking more leadership roles in managing their family’s finances and some tips to help them reach their goals.

Here's how Wealth Plan can help you prepare for the future

Focus your efforts

With a complete overview of your finances, Wealth Plan can help prioritize your future. Whether you're saving for a major purchase, paying for college or planning to retire, Wealth Plan helps you create a game plan to reach your goals.

Break down milestones inch by inch

As you put your plan into action, Wealth Plan suggests the steps to help keep you moving forward and dynamically updates your dashboard in real time—so you know where you stand.

Make decisions with more confidence

Wealth Plan lets you go beyond just setting your financial goals—explore "what if" scenarios with our goal simulator and see how different choices could affect your financial future.

 

IMPORTANT: The projections or other information generated by Wealth Plan regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.

Collaborate with your advisors

Wealth Plan is part of a collaborative suite of tools that you and a J.P. Morgan Advisor can use to track your progress, adjust your financial strategy and create a plan—you can even schedule a meeting right in the Chase Mobile® app or at chase.com.

Don’t have an account yet?

Open an account today to get access to Wealth Plan,
J.P. Morgan Research, custom watchlists, investment screeners and much more.

INVEST ON YOUR OWN J.P. Morgan
Self-Directed Investing

Build your investment portfolio on your own with unlimited $0 commission online trades.

INVEST ON YOUR OWN J.P. Morgan
Self-Directed Investing

Build your investment portfolio on your own with unlimited $0 commission online trades.

WORK WITH OUR TEAM OF ADVISORS J.P. Morgan
Personal Advisors

Work with a team of fiduciary advisors who will create a personalized financial plan, match you to expert-built portfolios and provide ongoing advice remotely.

WORK WITH OUR TEAM OF ADVISORS J.P. Morgan
Personal Advisors

Work with a team of fiduciary advisors who will create a personalized financial plan, match you to expert-built portfolios and provide ongoing advice remotely.

WORK ONE-ON-ONE WITH AN ADVISOR J.P. Morgan
Private Client Advisor

Work 1:1 with a dedicated advisor in your local community to create a personalized financial strategy and build a custom investment portfolio.

WORK ONE-ON-ONE WITH AN ADVISOR J.P. Morgan
Private Client Advisor

Work 1:1 with a dedicated advisor in your local community to create a personalized financial strategy and build a custom investment portfolio.

Do more with our award-winning digital experience

Real Simple 2023 Smart Money Award for Financial Literacy

J.P. Morgan Wealth Plan was awarded one of Real Simple’s 2023 Smart Money Awards for the “financial literacy” category.

Real Simple 2023 Smart Money Award for Financial Literacy

J.P. Morgan Wealth Plan was awarded one of Real Simple’s 2023 Smart Money Awards for the “financial literacy” category.

J.P. Morgan Wealth Plan named ‘Best Personal Finance Product’

Wealth Plan from J.P. Morgan Wealth Management was awarded the “Best Personal Finance Product” of 2023, by FinTech Breakthrough.

J.P. Morgan Wealth Plan named ‘Best Personal Finance Product’

Wealth Plan from J.P. Morgan Wealth Management was awarded the “Best Personal Finance Product” of 2023, by FinTech Breakthrough.

Frequently Asked Questions

Wealth Plan is free for Chase customers.

No, Wealth Plan does not provide specific investment guidance or recommendations. Schedule time to speak with a J.P. Morgan Advisor for personalized guidance.

Wealth Plan is a new digital money coach with a suite of tools that allows all Chase customers to 1) get a full picture of their financial situation at Chase and other financial institutions 2) prioritize and track their financial goals, with the ability to establish a relationship with a J.P Morgan Advisor and 3) get insights on their financial situation and goals.

Wealth Plan is available on the “Plan & track” tab in the Chase Mobile® app and Chase.com.

Wealth Plan offers a suite of tools for Chase customers including linking external accounts for a full picture of their finances, spending summary, net worth, net income and spend, financial goals, budget and the ability to connect with a J.P. Morgan Advisor.

You can schedule a meeting with a J.P. Morgan Advisor directly in the Chase Mobile® app or visit your local Chase branch.

You can link your non-Chase bank accounts manually or automatically in Wealth Plan. Simply click on "Link external accounts" on the “Plan & track” tab, search for your financial institution and log in using your credentials or click the "Manually link an account" to add the balance of your non-Chase account without logging in.

No, Wealth Plan is available to all Chase customers with or without a J.P. Morgan Advisor relationship.

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.

Ready to get started?

Access our Wealth Plan experience anywhere, anytime in the Chase Mobile® app. Don't have an account? Open one today.

Open an account to access our Wealth Plan experience