Self-Directed Investing

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 Oct 21, 2026. 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.