J.P.Morgan Wealth Management Get Started

J.P. Morgan Automated Investing Pricing

Get started investing for less

Open a J.P. Morgan Automated Investing account with as little as $5006 and pay an advisory fee starting at 15¢ a month.1

Move the slider to estimate your advisory fee. For full details, see our disclosures (PDF).

0dollars per month

Your annual advisory fee1 (0.35%)

You can fund your account in a number of ways.

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.

$500 Minimum

Start here

Retirement account

Traditional IRA

You can contribute funds that may be tax-deductible2, 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.

$500 Minimum

Start Here

Retirement account

Roth IRA

If eligible, contribute after-tax dollars3 now, and get tax-free withdrawals on qualified distributions4 later.

Consider this if...

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

$500 Minimum

Start Here

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.

To learn more about J. P. Morgan's investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS (PDF) and Guide to Investment Services and Brokerage Products.

JPMorgan Chase and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

Chase Mobile® app is available for select mobile devices. Enroll in Chase Online℠ or on the Chase Mobile® app. Message and data rates may apply.

Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Past performance is not a guarantee of future results.

Asset allocation/diversification does not guarantee a profit or protect against a loss.

Please review the JPMS and JPMIM disclosure brochures for additional important information regarding this program and its conflicts of interest

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

INVESTMENT AND INSURANCE PRODUCTS ARE: