Do you want an J.P. Morgan Self-Directed Investing account?
Do you want to get up to $700? You’re in luck!
All you have to do is enroll in a new promotion, meet a few conditions, and count your new money!
|up to $25,000||Learn more|
|up to 12 free stocks||Learn more|
|16 Free Stocks||Learn more|
|free stock (valued $5 - $200)||Learn more|
|Up to $500 cash||Learn more|
|up to $700||Learn more|
Table of Contents
J.P. Morgan Self-Directed Investing Account – up to $700
This bonus is super simple, just enroll in the bonus offer and then open an account by 7/13/2023.
Then, transfer cash or securities from an external account to your J.P. Morgan Self-Direct Investing account within 45 days.
Keep the cash or assets in the account for 90 days and you’ll get the bonus within 15 days.
The amount of your bonus is based on the amount of assets you transfer in:
|Deposit Amount||Bonus Amount|
|$5,000 – $24,999||$50|
|$25,000 to $99,999||$150|
|$100,000 to $249,999||$325|
|$250,000 or more||$700|
INVESTMENT AND INSURANCE PRODUCTS ARE: NOT A DEPOSIT – NOT FDIC INSURED – NO BANK GUARANTEE – MAY LOSE VALUE
Who is Eligible for this Bonus?
You must be a new J.P. Morgan Self-Directed Investing account holder.
Also, you can only participate in one Chase Private Client, Chase Sapphire Checking or J.P. Morgan Self-Directed Investing bonus offer in a 12-month period. The 12-month period is based on the last bonus enrollment date.
Otherwise, the cash or assets must have to come from another institution.
How Does This Bonus Compare?
This one is similar to your typical brokerage bonus and as far as brokerage bonuses go, it’s on par with others.
The best comparison is Ally Invest which offers a bonus based on how much you transfer in within 60 days of opening your account:
|Deposit or Transfer|
|$10,000 – $24,999||$100|
|$25,000 – $99,999||$250|
|$100,000 – $249,999||$300|
|$250,000 – $499,999||$600|
|$500,000 – $999,999||$1,200|
|$1,000,000 – $1,999,999||$2,000|
|$2,000,000 or more||$3,000|
This is on top of an ACAT fee reimbursement (the fee you pay when you transfer assets from one brokerage to another, without selling them and triggering capital gains tax) of up to $150.
As you can see, if you transfer over $250,000 in assets to Ally Invest then you get $600. J.P. Morgan will give you $625. Plus you’d be on the hook for ACAT fees, which can be pricey depending on the originating brokerage firm.