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 10/21/2026. Transfer or roll over at least $5,000 in qualifying cash, securities or retirement assets from another institution within 45 days of offer enrollment. Assets from JPMorgan Chase & Co. or its affiliates are ineligible. The bonus tier is determined on day 45 from enrollment. Maintain the new-money balance for 90 days from enrollment; losses due to trading or market fluctuations are disregarded. The bonus is credited within 15 days after these requirements are met.

The Fine Print

Monthly Fees: None
IRA Accounts: Yes
Account Type: Brokerage Account
Expiration Date: 10/21/2026
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.

Online investing transfer fees BROKERAGE ACCOUNT TRANSFER AND TERMINATION $75 – applies when all assets are transferred out of the account RETIREMENT ACCOUNT TRANSFER AND TERMINATION Footnote 8 Opens overlay $75 – applies when all assets are distributed or transferred out of the account WIRE TRANSFER $25 per wire - this fee does not apply to internal wire transfer Footnote 8 The retirement account termination fee will not be applied if the assets are moving to another internal investment account or annuity.