J.P. Morgan
Self-Directed Investing Bonus
Up to
$1,000
bonus value
Up to $1,000 when you open and fund a J.P. Morgan Self-Directed Investing account. $50 for $5K+, $150 for $25K+, $325 for $100K+, $1,000 for $250K+.
Bonus Tiers
| Deposit / Requirement | Bonus |
|---|---|
| $5,000+ | $50 |
| $25,000+ | $150 |
| $100,000+ | $325 |
| $250,000+ | $1,000 |
Requirements
Open J.P. Morgan Self-Directed account
Individual, joint, traditional IRA, or Roth IRA
Fund with new money within 45 days
Money from non-Chase/non-J.P. Morgan accounts
Maintain funds for 90 days
Market fluctuations not counted against requirement
Details
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Terms & Conditions
New J.P. Morgan Self-Directed Investing customers only. Must fund account with new money within 45 days and maintain for 90 days. Tiered bonus: $50 for $5K+, $150 for $25K+, $325 for $100K+, $1,000 for $250K+. Losses due to trading or market fluctuation not counted. One bonus per customer per 12-month period. Bonus credited within 15 days of meeting requirements. Bonus reported on Form 1099. Expires 7/21/2026.
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Based on $5,000 deposit for 3 months