Existing customers will receive a $50 bonus deposited to their account for each person they recommend who opens a Self-Directed Investing account through the refer-a-friend link. Existing customers can receive up to a total of a $500 credit in their account a year for the referrals. New clients will have the opportunity to earn up to $625 credited to their account when they open a J.P. Morgan Self-Directed Investing account.
“Growing your wealth on your own is such an empowering experience. When you reach that personal milestone, you want to share your story with your friends and network,” said Paul Vienick, Head of Online Investing at J.P. Morgan Wealth Management. “Investors who use the award-winning Chase app to trade are increasingly happier with their experience as we expand the tools we offer, and we want our clients to share that. There’s no better endorsement than one from someone you know and trust.”
With J.P. Morgan Self-Directed Investing, clients can choose from thousands of stocks, mutual funds and options1 to make unlimited commission-free trades online or through the Chase app. Clients can take advantage of personalized market news as well as portfolio builders and watchlists to help choose investments that fit their priorities right from their mobile device. They can take charge of their finances all in one place and easily move cash from a Chase checking or savings account to invest. As part of a solid global financial institution, clients also have access to top-ranked J.P. Morgan research to make informed investment decisions on their terms to help them build wealth over time.
New customers can receive $125 for Self-Directed Investing accounts funded with $25,000, $300 for accounts with at least $100,000 and a $625 reward for accounts funded with $250,000 or more. Funds must come from a non-Chase or non-J.P. Morgan account. New customers can redeem the offer through this link.
J.P. Morgan Online Investing, launched in 2018, is a secure and reliable platform able to weather volatile markets and provide investors an easy-to-use trading experience. The firm continues to heavily invest in technology, research and products to better serve and protect clients.
Self-directed investing is becoming more popular with customers who are increasingly engaging with their banks via mobile apps and digitally supported tools. You can read more about this trend in: The rise of self-directed investing.