Step-by-step guidance to help you reach your goals
Introducing J.P. Morgan Wealth Plan℠—your digital money coach that can help you make smarter decisions as you take the next step toward your financial future.
If you have a Chase or J.P. Morgan account with us, simply sign in and access Wealth Plan anytime through the “Plan & track” tab in the Chase Mobile® app or at chase.com. Don’t have an account? Open one today.
Plan, budget, save and invest—all in one place
360° view of your finances
See a full picture of your savings, spending, financial goals and external accounts—all in one dashboard.
Real-time goal tracking
Set, track and adjust your goals and see how changes today may impact your money tomorrow.
Help when you need it
Get the step-by-step guidance you need, focused on your priorities, like planning for a vacation or retirement, and everything in between.
Create the plan for the future you want
Focus your efforts
With a complete overview of your finances, Wealth Plan can help to 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 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 on the Chase Mobile® app or on 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
#1 in Customer Satisfaction with Wealth Management Digital Experiences
J.P. Morgan Wealth Management ranked highest in Customer Satisfaction with Wealth Management Digital Experiences in the J.D. Power 2022 U.S. Wealth Management Digital Experience Study.
#1 in Customer Satisfaction with Wealth Management Digital Experiences
J.P. Morgan Wealth Management ranked highest in Customer Satisfaction with Wealth Management Digital Experiences in the J.D. Power 2022 U.S. Wealth Management Digital Experience Study.
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.
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Ready to get started?
Access our Wealth Plan experience anywhere, anytime in the Chase Mobile® app. Don't have an account? Open one today.
