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Submitted URL: https://wealthplan.jpmorgan/
Effective URL: https://www.chase.com/personal/investments/wealth-plan
Submission: On March 09 via api from US — Scanned from US
Effective URL: https://www.chase.com/personal/investments/wealth-plan
Submission: On March 09 via api from US — Scanned from US
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PLEASE TURN ON JAVASCRIPT IN YOUR BROWSER
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Ways to Invest
HAVING A PLAN PAYS OFF. CREATE YOURS WITH WEALTH PLAN.
Plan for the future you using J.P. Morgan Wealth Plan℠, a free digital money
coach available in the Chase Mobile® app or at chase.com.
Interested in tips on how to build a personalized plan for your financial
future? Watch our webcast, Opens overlay.
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J.P. Morgan Wealth Plan Goals
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Sign into Wealth Plan
Open an account
GET STARTED IN 3 EASY STEPS
01 IDENTIFY, SET AND PRIORITIZE GOALS
Whether it’s owning a home, setting up a college fund or saving for retirement,
create and prioritize your goals so you can build a plan to reach them on your
own or with a J.P. Morgan advisor.
02 EVALUATE YOUR FINANCIAL HEALTH
Understand where your money is. Safely and securely link your accounts—even
those outside Chase—to get a 360 view of your finances.
03 BUILD AN EMERGENCY FUND
Life comes with twists and turns. Stay prepared for the unexpected by setting up
or checking in on your emergency fund.
Sign into Wealth Plan
LEARN HOW TO MAKE YOUR MONEY WORK FOR YOU
7 WAYS TO GET BETTER WITH YOUR FINANCES
Building financial habits is the same as many other skills: Practice makes
perfect. If you aren’t invested (no pun intended) in handling your finances
yet, we can help.
Read article, about 7 ways to get better with your finances
7 WAYS TO GET BETTER WITH YOUR FINANCES
Building financial habits is the same as many other skills: Practice makes
perfect. If you aren’t invested (no pun intended) in handling your finances
yet, we can help.
Read article, about 7 ways to get better with your finances
WOMEN INVESTING FOR THEIR FUTURE
Women may view investing differently than men. Read how women are taking more
leadership roles in managing their family’s finances and some tips to help them
reach their goals.
Read article, about Women investing for their future
WOMEN INVESTING FOR THEIR FUTURE
Women may view investing differently than men. Read how women are taking more
leadership roles in managing their family’s finances and some tips to help them
reach their goals.
Read article, about Women investing for their future
HERE'S HOW WEALTH PLAN CAN HELP YOU PREPARE FOR THE FUTURE
FOCUS YOUR EFFORTS
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With a complete overview of your finances, Wealth Plan can help prioritize your
future. Whether you're saving for a major purchase, paying for college or
planning to retire, Wealth Plan helps you create a game plan to reach your
goals.
BREAK DOWN MILESTONES INCH BY INCH
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As you put your plan into action, Wealth Plan suggests the steps to help keep
you moving forward and dynamically updates your dashboard in real time—so you
know where you stand.
MAKE DECISIONS WITH MORE CONFIDENCE
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Wealth Plan lets you go beyond just setting your financial goals—explore "what
if" scenarios with our goal simulator and see how different choices could affect
your financial future.
IMPORTANT: The projections or other information generated by Wealth Plan
regarding the likelihood of various investment outcomes are hypothetical in
nature, do not reflect actual investment results and are not guarantees of
future results. Results may vary with each use and over time.
COLLABORATE WITH YOUR ADVISORS
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Wealth Plan is part of a collaborative suite of tools that you and a J.P. Morgan
Advisor can use to track your progress, adjust your financial strategy and
create a plan—you can even schedule a meeting right in the Chase Mobile® app or
at chase.com.
DON’T HAVE AN ACCOUNT YET?
Open an account today to get access to Wealth Plan,
J.P. Morgan Research, custom watchlists, investment screeners and much more.
INVEST ON YOUR OWN J.P. MORGAN
SELF-DIRECTED INVESTING
Build your investment portfolio on your own with unlimited $0 commission online
trades. Footnote 1Opens overlay
Open an account
Learn about Self-Directed Investing
INVEST ON YOUR OWN J.P. MORGAN
SELF-DIRECTED INVESTING
Build your investment portfolio on your own with unlimited $0 commission online
trades. Footnote 1Opens overlay
Open an account
Learn about Self-Directed Investing
WORK WITH OUR TEAM OF ADVISORS J.P. MORGAN
PERSONAL ADVISORS
Work with a team of fiduciary advisors who will create a personalized financial
plan, match you to expert-built portfolios and provide ongoing advice remotely.
Connect now, for Personal Advisors
Learn about Personal Advisors
WORK WITH OUR TEAM OF ADVISORS J.P. MORGAN
PERSONAL ADVISORS
Work with a team of fiduciary advisors who will create a personalized financial
plan, match you to expert-built portfolios and provide ongoing advice remotely.
Connect now, for Personal Advisors
Learn about Personal Advisors
WORK ONE-ON-ONE WITH AN ADVISOR J.P. MORGAN
PRIVATE CLIENT ADVISOR
Work 1:1 with a dedicated advisor in your local community to create a
personalized financial strategy and build a custom investment portfolio.
Connect now, for Private Client Advisors
Learn about Private Client Advisor
WORK ONE-ON-ONE WITH AN ADVISOR J.P. MORGAN
PRIVATE CLIENT ADVISOR
Work 1:1 with a dedicated advisor in your local community to create a
personalized financial strategy and build a custom investment portfolio.
Connect now, for Private Client Advisors
Learn about Private Client Advisor
Compare ways to invest
DO MORE WITH OUR AWARD-WINNING DIGITAL EXPERIENCE
REAL SIMPLE 2023 SMART MONEY AWARD FOR FINANCIAL LITERACY FOOTNOTE 2OPENS
OVERLAY
J.P. Morgan Wealth Plan was awarded one of Real Simple’s 2023 Smart Money Awards
for the “financial literacy” category.
REAL SIMPLE 2023 SMART MONEY AWARD FOR FINANCIAL LITERACY FOOTNOTE 2OPENS
OVERLAY
J.P. Morgan Wealth Plan was awarded one of Real Simple’s 2023 Smart Money Awards
for the “financial literacy” category.
J.P. MORGAN WEALTH PLAN NAMED ‘BEST PERSONAL FINANCE PRODUCT’ FOOTNOTE 3OPENS
OVERLAY
Wealth Plan from J.P. Morgan Wealth Management was awarded the “Best Personal
Finance Product” of 2023, by FinTech Breakthrough.
Sign in to access
J.P. MORGAN WEALTH PLAN NAMED ‘BEST PERSONAL FINANCE PRODUCT’ FOOTNOTE 3OPENS
OVERLAY
Wealth Plan from J.P. Morgan Wealth Management was awarded the “Best Personal
Finance Product” of 2023, by FinTech Breakthrough.
Sign in to access
FREQUENTLY ASKED QUESTIONS
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WHAT ARE THE FEES ASSOCIATED WITH USING WEALTH PLAN?
Wealth Plan is free Footnote 4Opens overlay for Chase customers.
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WILL WEALTH PLAN PROVIDE FINANCIAL GUIDANCE OR INVESTMENT RECOMMENDATIONS?
No, Wealth Plan does not provide specific investment guidance or
recommendations. Schedule time to speak with a J.P. Morgan Advisor for
personalized guidance.
--------------------------------------------------------------------------------
WHAT IS WEALTH PLAN?
Wealth Plan is a new digital money coach with a suite of tools that allows all
Chase customers to 1) get a full picture of their financial situation at Chase
and other financial institutions 2) prioritize and track their financial goals,
with the ability to establish a relationship with a J.P Morgan Advisor and 3)
get insights on their financial situation and goals.
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WHERE CAN I FIND WEALTH PLAN?
Wealth Plan is available on the “Plan & track” tab in the Chase Mobile® app and
Chase.com.
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WHAT ARE THE KEY FEATURES OF WEALTH PLAN?
Wealth Plan offers a suite of tools for Chase customers including linking
external accounts for a full picture of their finances, spending summary, net
worth, net income and spend, financial goals, budget and the ability to connect
with a J.P. Morgan Advisor.
--------------------------------------------------------------------------------
WHO CAN I SPEAK WITH TO LEARN MORE ABOUT WEALTH PLAN?
You can schedule a meeting with a J.P. Morgan Advisor directly in the Chase
Mobile® app or visit your local Chase branch.
--------------------------------------------------------------------------------
HOW DO I ADD MY EXTERNAL ACCOUNTS TO WEALTH PLAN?
You can link your non-Chase bank accounts manually or automatically in Wealth
Plan. Simply click on "Link external accounts" on the “Plan & track” tab, search
for your financial institution and log in using your credentials or click the
"Manually link an account" to add the balance of your non-Chase account without
logging in.
--------------------------------------------------------------------------------
DO I NEED TO HAVE AN ADVISOR TO ACCESS WEALTH PLAN?
No, Wealth Plan is available to all Chase customers with or without a J.P.
Morgan Advisor relationship.
--------------------------------------------------------------------------------
SHARPEN YOUR KNOWLEDGE WITH THE LATEST NEWS AND MARKET COMMENTARY
--------------------------------------------------------------------------------
Tap into the latest news and subscribe for market commentary and analysis from
J.P. Morgan specialists to help you plan your investment strategy and learn
about opportunities.
SubscribeRead the latest, news and market commentary
READY TO GET STARTED?
Access our Wealth Plan experience anywhere, anytime in the Chase Mobile® app.
Don't have an account? Open one today.
Sign in to access
Open an account
Footnote1
Commission-free online trades apply to trading in U.S.-listed stocks,
exchange-traded funds (ETFs) and options. Options trades are subject to a $0.65
per-contract fee. Sales are subject to a regulatory transaction fee of between
$0.01 and $0.03 per $1,000 of principal. There are costs associated with owning
certain investments, including mutual funds and ETFs. Offer terms and pricing
are subject to change and/or termination. Other fees and restrictions (including
account types) apply. See chase.com/online-investing-pricing for terms and
conditions.
Footnote2
Real Simple’s Smart Money Awards winners (Published 14 August 2023) are selected
by a panel of judges who evaluated the nominations based on innovation and
relevance to Real Simple readers. Fee paid to publisher for licensing use of
materials after awards announced. Study conducted between March 2023-June 2023.
For more information, visit the link, Opens overlay.
Footnote3
FinTech Breakthrough Award winners (Published 23 March 2023). are selected based
on an in-depth research methodology and proprietary scoring system that includes
six objective criteria, including product functionality, ease-of-use,
technological innovation and impact. Companies do not pay a fee to be considered
or placed on the list of FinTech Breakthrough Award winners. Less than 10% of
candidates reviewed receive an award. The FinTech Breakthrough Awards do not
evaluate the quality of services provided to their clients or customers and is
not indicative of the Company’s future performance. Fee paid to publisher for
licensing use of materials after ranking announced. Study conducted between
October 1, 2022 – January 11, 2023 . For more information, visit
https://fintechbreakthrough.com/judging-process/, Opens overlay.
Footnote4
The Chase Mobile® app is available to customers with a current J.P. Morgan or
Chase relationship. Certain restrictions apply.
LEARN MORE, Opens overlay ABOUT OUR FIRM AND INVESTMENT PROFESSIONALS AT FINRA
BROKERCHECK.
To learn more about J. P. Morgan’s investment business, including our accounts,
products and services, as well as our relationship with you, please review
our J.P. Morgan Securities LLC Form CRS (PDF) and Guide to Investment Services
and Brokerage Products.
Images on the page are hypothetical and for informational purposes only. Screen
images are simulated.
Investing involves market risk, including possible loss of principal, and there
is no guarantee that investment objectives will be achieved. Past performance is
not a guarantee of future results.
JPMorgan Chase and its affiliates do not provide tax, legal or accounting
advice. This material has been prepared for informational purposes only, and is
not intended to provide, and should not be relied on for tax, legal or
accounting advice. You should consult your personal tax, legal and accounting
advisors for advice before engaging in any transaction.
Asset allocation/diversification does not guarantee a profit or protect against
a loss.
Bank deposit accounts, such as checking and savings, may be subject to approval,
credit card and home lending products are offered by JP Morgan Chase Bank N.A.
Member FDIC.
Chase Mobile® app is available for select mobile devices. Enroll in Chase
Online℠ or on the Chase Mobile® app. Message and data rates may apply.
J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which
offers investment products and services through J.P. Morgan Securities LLC
(JPMS), a registered broker-dealer and investment adviser, member FINRA, opens
overlay and SIPC, opens overlay. Insurance products are made available through
Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business
as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other
services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB
are affiliated companies under the common control of JPMorgan Chase & Co.
Products not available in all states.
INVESTMENT AND INSURANCE PRODUCTS ARE:
* NOT FDIC INSURED
* NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
* NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK,
N.A. OR ANY OF ITS AFFILIATES
* SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT
INVESTED
PLANNING AND INVESTMENTS
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Whether you choose to work with an advisor and develop a financial strategy or
invest online, J.P. Morgan offers insights, expertise and tools to help you
reach your goals.
J.P. MORGAN PRIVATE CLIENT ADVISOR
--------------------------------------------------------------------------------
A J.P.Morgan Private Client Advisor works with you to understand you and your
family’s goals to help create a customized strategy to help you plan for
tomorrow, today.
J.P. MORGAN ONLINE INVESTING
--------------------------------------------------------------------------------
Easily research, trade and manage your investments online all conveniently on
chase.com and on the Chase Mobile® app. J.P Morgan online investing is the easy,
smart and low-cost way to invest online. Check here for the latest J.P.Morgan
online investing offers, promotions, and coupons.
J.P. MORGAN PERSONAL ADVISORS
--------------------------------------------------------------------------------
Work with a team of fiduciary advisors who will create a personalized financial
plan, match you to expert-built portfolios and provide ongoing advice via video
or phone.
RETIREMENT PLANNING
--------------------------------------------------------------------------------
Whether you prefer to independently manage your retirement planning or work with
an advisor to create a personalized strategy, we can help. Rollover your account
from your previous employer and compare the benefits of Brokerage, Traditional
IRA and Roth IRA accounts to decide which is right for you.
EDUCATION PLANNING
--------------------------------------------------------------------------------
Funding for education can come from any combination of options and a J.P. Morgan
Advisor can help you understand the benefits and disadvantages of each one.
Compare between 529 Plans, custodial accounts, financial aid and other education
options to help meet your goals.
CHASE PRIVATE CLIENT
--------------------------------------------------------------------------------
Get more from a personalized relationship with a dedicated banker to manage your
everyday banking needs. Plus, you'll have access to a J.P. Morgan Private Client
Advisor who will help develop a personalized investment strategy to meet your
evolving needs. Contact your nearest branch and let us help you reach your
goals.
THE KNOW
--------------------------------------------------------------------------------
Get relevant tips and viewpoints to help you make smart investment decisions,
powered by the expertise of J.P.Morgan.
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