J.P. Morgan Wealth Management is now offering new customers up to $700 for a new Self-Directed Investing account. See the full details below!
J.P. Morgan Self-Directed Investing Bonus: Up To $700 Offer

How To Earn The Bonus:
- Open a J.P. Morgan Self-Directed Investing account.
- Within 45 days, fund your account with qualifying new money as follows:
- $5,000 – $24,999 = $50 bonus
- $25,000 – $99,999 = $150 bonus
- $100,000 – $249,999 = $325 bonus
- $250,000 = $700 bonus
- Your bonus amount will be determined on day 45.
- Maintain your new funds for 90 days (losses due to trading or market fluctuation will not be taken into account).
- Bonus will be received within 15 days after qualifications are met.
- NOTE: INVESTMENT AND INSURANCE PRODUCTS ARE: NOT A DEPOSIT • NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE
Offer Expires: July 13, 2023
- Update 4/11/2023: Offer has been extended through 7/13/2023. Get the details below.
- Update 1/13/2023: Offer has been extended and increased from a $625 to a $700 maximum bonus.
This is J.P. Morgan’s online investing product. You can trade stocks, exchange-traded funds (ETFs), fixed income products like bonds and CDs, and options.
There is no minimum amount required to open a J.P. Morgan Self-Directed account. You’ll get unlimited commission-free online stock, ETF, and options trades. Options contract and other fees may apply.
When you open a new account with J.P. Morgan Self-Directed Investing and fulfill a few requirements, you can earn a welcome bonus of up to $700. This offer is available nationwide and may be opened online.
This bonus is tier-based, so the more you deposit, the more you might be able to earn. J.P. Morgan has added a lower tier of $5,000 this time around, down from the prior $10,000 qualifying starting point to earn a bonus.
How To Earn The Bonus
- Get up to $700 when you open and fund a J.P. Morgan Self-Directed Investing account with qualifying new money.
- $700 when you fund with $250,000 or more
- $325 when you fund with $100,000-$249,999
- $150 when you fund with $25,000-$99,999
- $50 when you fund with $5,000-$24,999
- Get unlimited commission-free online stock, ETF, fixed income, and options trades when you open an account.
- $0 Online Commission trades
- Choose an account that’s right for you: General Investing, Traditional IRA or Roth IRA.
- Access our secure, easy-to-use trading experience online or through the Chase Mobile® app.
- Our powerful tools and resources are built to help you take control of your investments.
- NOTE: INVESTMENT AND INSURANCE PRODUCTS ARE: NOT A DEPOSIT • NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE
See the table below for the bonus tiers with this offer:
NEW MONEY FUNDED | BONUS AMOUNT |
---|---|
$5,000-$24,999 | $50 |
$25,000-$99,999 | $150 |
$100,000-$249,999 | $325 |
$250,000+ | $700 |
Additional Offer Details:
Cash promotion is limited to one per customer and can only be applied to one new J.P. Morgan Self-Directed Investing account (General Investment, Traditional IRA, or Roth IRA). To enroll in the up to $700 offer, you must open an account through this page. This offer does not apply to J.P. Morgan Automated Investing or any account opened with a J.P. Morgan Advisor.
>> SIGN UP WITH J.P. MORGAN TO EARN UP TO $700
Why Open A J.P. Morgan Self-Directed Investing Account?
Features:
- J.P. Morgan Wealth Management was ranked #1 in Customer Satisfaction with Wealth Management Digital Experiences in the J.D. Power 2022 U.S. Wealth Management Digital Experience Study
- Up to $700 bonus
- Commission-free online trades
- Chase app integration
- Trade stocks, ETFs, fixed income, options
- No minimum to open
J.P. Morgan Self-Directed Investing offers newcomers an easy-to-use platform. The following investing accounts are available to you:
- Individual Brokerage Account
- Joint Brokerage Account
- Roth IRA
- Traditional IRA
You’ll gain access to the secure, easy-to-use website and mobile app, where you can trade, buy and sell.
Existing Chase clients can easily monitor all of their Chase accounts at a glance, from checking to investing, thanks to the J.P. Morgan Self-Directed Investing account’s seamless integration into the Chase mobile app.
You’ll also get access to Chase’s helpful tools and resources, which will make investing simple and straightforward.
Overall, J.P. Morgan Self-Directed Investing offers people who want to buy and sell investments a comprehensive and economical solution.
READ MORE: CHASE PRIVATE CLIENT CUSTOMERS ARE EARNING BIG BONUSES WITH THIS OFFER
Bottom Line
This is a good, straightforward offer if you’re looking to open a new individual or joint brokerage account, or a Traditional or Roth IRA.
While the J.P. Morgan Self-Directing Investing product isn’t a great solution for active traders, it may be a good fit if you plan to buy and hold ETFs. For example, VOO, VTI, VXUS, or VT. This is especially true for current Chase banking customers, as everything is integrated for convenience.
Chase Sapphire℠ Checking customers can also benefit from having a linked J.P. Morgan Self-Directing Investing account, as balances will count towards the requirement for waiving the monthly fee.
Overall, this account best fits current Chase customers who want to keep investing simple and convenient.
>> GET THE J.P. MORGAN PROMOTION BEFORE IT EXPIRES
NOTE: INVESTMENT AND INSURANCE PRODUCTS ARE: NOT A DEPOSIT • NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE
See these offers from Chase:
- Best Chase Bonuses
- Chase Private Client Bonuses
- Chase Business Checking Bonuses
- Chase Total Checking® Bonuses
- Chase College Checking℠ Bonuses
- Chase Secure Banking℠ Bonuses
READ MORE: SEE THE BEST BANK BONUSES HERE AND THE BEST INVESTING BONUSES HERE.
Nobody mentions the fine print- safekeeping fee= $4 per position, per month. Unless you are just going to invest in a couple index funds, this fee is nuts. https://www.chase.com/content/dam/chase-ux/documents/personal/investments/youinvest_trade_fee_commish_schedule.pdf
Excellent point. The $4 per position per month safekeeping fee quickly negates the benefits of the Chase/JPM brokerage offer.