J.P.Morgan Wealth Management Get Started

Online investing that fits your goals

Here are two ways to get started.

J.P. Morgan Self-Directed Investing

Trade on your own.

With J.P. Morgan Self-Directed Investing, make unlimited $0 online trades1 securely through the Chase Mobile® app or at Chase.com.

  • $0 commissions1
  • $0 minimum investment

Open an account

J.P. Morgan Automated Investing

Invest with our robo-advisor.

With J.P. Morgan Automated Investing, you get professionally designed, low-cost portfolios, dynamically adjusted with our technology.

  • With an annual advisory fee of only 0.35%, you could pay as little as 15¢/month3
  • $500 minimum investment2
  • Select fund fees are returned to you

Open an account

Compare our products.

Account Types

Minimum Investment

Investment Products

Pricing

J.P. Morgan Self‑Directed Investing

Build your portfolio on your terms with unlimited $0 online trades.

General Investment, Retirement Account (Traditional IRA, Roth IRA)

$0

Stocks, ETFs, Options, Mutual Funds & Fixed Income

Unlimited $0 commissions 1 for online stocks, ETFs, mutual funds, and options 4 trades. Options contract and other fees may apply. For more detailed information around our fees and commissions, see our PDF.

Get started

J.P. Morgan Automated Investing

Get matched to an expertly designed portfolio that automatically adjusts and rebalances as needed.

General Investment, Retirement Account (Traditional IRA, Roth IRA)

$500

Built with a mix of JP Morgan ETFs

0.35% advisory fee. Select fund fees are returned to you. For full details, see our disclosures.

Get started

Compare our JP Morgan account types.

J.P. Morgan Self-Directed Investing

Build and manage your own portfolio.

J.P. Morgan Automated Investing

Get a robo-advisor built and managed by our team of specialists.

Account Types

General Investment, Traditional IRA, Roth IRA1 4

General Investment, Traditional IRA, Roth IRA

Minimum Investment

$0

$500

Investment Products

Stocks, ETFs, Options, Mutual Funds & Fixed Income

Built with a mix of JP Morgan ETFs

Pricing

Unlimited $0 commissions for online stocks, ETFs, mutual funds, and options trades. Options contract and other fees may apply. For full details, see our disclosure.

0.35% advisory fee. For full details, see our disclosures

Learn from our expertise.

Browse the latest commentary, news, and education from JP Morgan specialists to help you make the most of your investments.

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Still have questions?

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If you have questions about your J.P. Morgan Self-Directed Investing account, please call us at 1-800-392-5749, Monday-Friday 8 AM – 9 PM and Saturday 9 AM – 5 PM ET.

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Learn more about our firm and investment professionals at Finra Brokercheck.

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