J.P.Morgan Wealth Management Get Started

Self-Directed Investing by J.P. Morgan

Unlimited free trades.

Open a Self-Directed Investing account and get unlimited commission-free1 online stocks, mutual funds, ETFs and options2 — all with a $0 minimum to start. Options contract and other fees may apply.

Commission Schedule

For additional information about Self-Directed Investing commissions, find more details here.

U.S. Listed Stocks and Exchange-Traded Funds3

Online

$0.00/trade1

representative-assisted

$25.00/trade

Options4

Online

$0/trade

+ $0.65/contract

representative-assisted

$25/trade

+ $0.65/contract

$0/exercise or assignment (either early or automatic)

Mutual Funds5

Online

$0/transaction

representative-assisted

$20/transaction

See prospectus for details. Short-term redemption fees may apply.

U.S. Treasury Bills, Notes and Bonds6

(Including Auctions and Secondary)

Online

$0

representative-assisted

$20

New Issues7

Corporate bonds, municipal bonds, government agency bonds, brokered CDs

Online

$0 (selling concession included in price)

representative-assisted

$0 (selling concession included in price)

Secondary Market8

Corporate bonds, municipal bonds, government agency bonds, brokered CDs

Online

$10/trade + $1/bond over 10 bonds ($250 maximum)

representative-assisted

$30/trade + $1/bond over 10 bonds ($270 maximum)

Account Fees

For additional information about Self-Directed Investing account fees, find more details here.

Brokerage account transfer $75 – applies when any securities are transferred out of the account

Retirement brokerage account termination $75 – applies when all assets are distributed or transferred out of the account

Wire transfer $25 – this fee does not apply to internal wire transfers

Legal transfers $25 per certificate. Does not apply to Managed Accounts.

Late Payment/Cash Due Interest JPMS Base Lending Rate + 2.5%

Foreign security surcharge and transfer Charged as incurred from agent banks. Does not apply to Managed Accounts.

Overnight/Express mail $10 per item

Check returns $12 per check

Safekeeping $10 per position, per month. Does not apply to Managed Accounts.

Stop payment $30 per item

Pre-payment advance before trade settles Margin interest

Alternative investment fees $250 per investment per year. Does not apply to Managed Accounts.

Compare account types.

Want to see all the details? Read our full plan comparison.

Individual taxable account

General Investment

This is a standard individual or joint investment account.

Consider this if...

You want the flexibility to invest as much as you want — and withdraw your money at any time.

$0 Minimum

Start here

Retirement account

Traditional IRA

You can contribute funds that may be tax-deductible9, and plan to pay taxes on your withdrawals in retirement.

Consider this if...

You think your tax rate will be lower once you reach retirement.

$0 Minimum

Start here

Retirement account

Roth IRA

If eligible, contribute after-tax dollars10 now, and get tax-free withdrawals on qualified distributions11 later.

Consider this if...

You think your tax rate will be the same or higher once you reach retirement.

$0 Minimum

Start here

You can fund your account in a number of ways.

Still have questions?

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You can open a J.P. Morgan Self-Directed Investing account and start trading with as little as $1. Apply now.

To open a J.P. Morgan Automated Investing account, you need to deposit at least $500 so we can create a diversified portfolio that fits your goals. Apply now.

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

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