J.P. Morgan Chase Offer

Bonus Details

Tiered bonus offer, with the best ratio being $50 for a $5000 transfer

Funding Amount	Cash Bonus
$5,000 – $24,999	$50
$25,000 – $99,999	$150
$100,000 – $249,999	$325
$250,000+	$1,000

How To Qualify

Open a new J.P. Morgan Self-Directed Investing account (General Investment, Traditional IRA or Roth IRA) through the offer page by 01/21/2027. Transfer or roll over at least $5,000 in cash, securities or retirement assets from another institution within 45 days of enrollment. Assets from JPMorgan Chase or its affiliates do not qualify. The bonus tier is determined on day 45. Maintain the new-money balance through day 90 from enrollment, ignoring trading losses and market fluctuations. The bonus is credited within 15 days after meeting these requirements.

The Fine Print

Monthly Fees: None
IRA Accounts: Yes
Account Type: Brokerage Account
Expiration Date: 1/21/2027
Additional Requirements: Limited to one promotion per customer, applicable only to the first eligible Self-Directed Investing account opened by the primary account holder. Only one Self-Directed Investing new-money bonus is permitted in a 12-month period measured from the last bonus offer enrollment date. Offer is single-use, with one bonus per account. UTMA and trust accounts and employees of JPMorgan Chase Bank, N.A. and its affiliates are ineligible. The enrolled account must not be closed or restricted at payout.
Availability: Nationwide

Monthly Fee Details

A $75 fee applies when all brokerage assets are transferred out or all retirement assets are distributed or transferred out. The retirement fee is waived when assets move to another internal investment account or annuity.

Official offer terms

Source wording for the promotion. View official source Recorded Invalid Date.

Open Open a J.P. Morgan Self-Directed Investing account through this page by 01/21/2027. Footnote 2 QUALIFYING NEW MONEY: Qualifying new money comes from moving cash, transferring securities (e.g., stocks, ETFs, mutual funds, fixed income and others), or rolling over existing retirement assets (e.g., IRA, 401(k)) from another institution within 45 days of offer enrollment. Assets from J.P. Morgan Chase & Co. or its affiliates are not eligible. HOW TO RECEIVE THE CASH BONUS: Customers must open and fund a new J.P. Morgan Self-Directed Investing account with qualifying new money within 45 days of offer enrollment date. At day 45 from offer enrollment, the bonus tier will be determined in the following manner: New money inflows Cash bonus $5,000 to $24,999 $50 $25,000 to $99,999 $150 $100,000 to $249,999 $325 $250,000 or more $1,000 The new money balance must be maintained in the account for 90 days from the offer enrollment (losses due to trading or market fluctuation will not be taken into account). Cash bonus will be credited to the account within 15 days of these requirements being met. OFFER ELIGIBILITY AND RESTRICTIONS: Cash promotion is limited to one per customer, applicable only to the first J.P. Morgan Self-Directed Investing account opened by the primary account holder (General Investment, Traditional IRA, or Roth IRA). To enroll in the up to $1,000 offer, you must open an account through this page. You can only participate in one J.P. Morgan Self-Directed Investing new money bonus in a 12-month period from the last bonus offer enrollment date. Offer is good for one time use and only one bonus per account. To receive the bonus the enrolled account must not be closed or restricted at the time of payout. UTMA accounts are not eligible for bonus offers. Trusts are not eligible for bonus offers.