Having a plan can pay off. Sign into Wealth Plan to create yours.
Plan for the future you with J.P. Morgan Wealth Plan℠, a free digital money coach available in the Chase Mobile® app or at chase.com.
Not a Chase or J.P. Morgan customer? Open an account.
Plan, budget, save and invest—all in one place
360° view of your finances
Wealth Plan helps you track your money automatically every day, so you can stay on top of your financial life.
Real-time goal tracking
Prioritize your goals and adjust them as your needs change so you can map out a plan to reach them.
Step-by-step guidance
Get personalized tips about your next best step for everything from budgeting to retirement planning.
Advice, when you need it
Wealth Plan makes it easy to schedule a meeting with an advisor and collaborate on your plans right in the Chase Mobile® app.
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 you prioritize your future. 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 advisor
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
Build your investment portfolio on your own with unlimited $0 online commission trades. Footnote 1Opens overlay
Invest on your own
Build your investment portfolio on your own with unlimited $0 online commission trades. Footnote 1Opens overlay
Invest with our advisors
Work 1:1 with a J.P. Morgan advisor to receive tailored guidance and build a financial strategy based on what’s important to you.
Invest with our advisors
Work 1:1 with a J.P. Morgan advisor to receive tailored guidance and build a financial strategy based on what’s important to you.
Do more with our award-winning digital experience
Smart Money Award for Financial Literacy
Wealth Plan was awarded one of Real Simple’s 2023 Smart Money Awards for the “financial literacy” category.
Best Digital Initiative and Best use of Technology
Wealth Plan received the Best Digital Initiative and Best Use of Technology in Wealth Management in the 2023 Banking Tech USA Awards.
#1 New Tool
Wealth Plan was named the #1 New Tool in StockBrokers.com’s 2024 Annual Awards, which recognize the best online brokerage and trading platforms.
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.
