Merrill
Verified terms
- Requirement
- Deposit $200,000 within 45 days · +1 more
- Expiration
- No end date stated
Verified termsApply by Jan 21, 2027
J.P. Morgan
Self-Directed Investing
Brokerage account
$1,000
Cash bonus
Tracking is free: SuperChurn keeps every requirement and deadline for this bonus in one place. No bank login needed.
How to earn it
All 2 are required
Deposit $250,000 within 45 days
Bring in $250,000+ in new money ($5,000 earns $50; $25,000 $150; $100,000 $325)
Deposit · Within 45 days of account opening
Terms: “open and fund a new J.P. Morgan Self-Directed Investing account with qualifying new money within 45 days of offer enrollment date”
Maintain $250,000 for 90 days
Keep the new money in the account for 90 days
Maintain balance · Within 90 days of account opening
Terms: “The new money balance must be maintained in the account for 90 days from the offer enrollment”
Who can get this bonus
- Once per customer“One bonus per customer (first Self-Directed Investing account), and one new-money bonus per 12 months.”
From J.P. Morgan’s offer terms · checked Oct 13, 2026. Eligibility is the bank’s decision; confirm with it before you apply.
Fees and keeping the account open
- Monthly fee
- Not stated
- Keep the account open
- Not stated
- Keep the new money in the account for 90 days from offer enrollment (trading losses don't count against you).
- When the bonus posts
- About 105 days after the requirements are met
- Credited within 15 days after the 90-day holding period.
- Taxes
- Usually reported on a 1099-MISC.
Offer terms
Open a new J.P. Morgan Self-Directed Investing account (General Investment, Traditional IRA or Roth IRA) through J.P. Morgan's offer page by Jan 21, 2027. Within 45 days of enrollment, bring in qualifying new money from outside JPMorgan Chase (cash, securities transferred in kind, or retirement rollovers). The tier is set on day 45: $5,000–$24,999 earns $50; $25,000–$99,999 earns $150; $100,000–$249,999 earns $325; $250,000 or more earns $1,000. Keep the new money in the account for 90 days from enrollment (market or trading losses aren't held against you). Credited within 15 days of meeting the requirements; the account must not be closed or restricted. One bonus per customer, and one new-money bonus in any 12 months. May be reported on Form 1099-MISC.
Source and verification
Verified Oct 13
Checked against the source below. Terms can change, so confirm with the issuer before applying. How we check offers
- Last verified
- Oct 13, 2026
- Source
- Official issuer terms
- Terms effective from
- Oct 13, 2026
- Last day to apply
- Jan 21, 2027
View official issuer terms (opens the issuer's site in a new tab)
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