Chase IRA Promotion

Chase IRA Promotion For $700 in 2024

JP Morgan Chase IRA promotions, special offers for opening a new ROTH, Sep, Simple, Rollover, or Traditional IRA investing account.

Chase IRA Promotion

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Webull Promotion

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Robinhood Promotion

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JP Morgan Chase Promo Details

If you are thinking about opening a new investment account, Chase might be a good brokerage to consider. J.P. Morgan is offering a cash bonus of up to $700 for new accounts. The bonus goes to investors opening and funding one of three types of self-directed Investment accounts. If a $700 J.P. Morgan account opening bonus sounds good to you, keep reading. We’ve put together all the most important details for you.

Chase IRA Promotions

J.P. Morgan’s cash offer can be activated by opening a new investment account, and funding it with new money.

There are three deposit tiers, each with its own bonus amount. You will receive:

$50 for a deposit of $10,000-$24,999,
$150 for a deposit of at least $25,000,
$325 for a deposit of at least $100,000, or
$700 for a deposit of at least $250,000.

Now could be a great time to transfer your investment or retirement account over to J.P. Morgan. The broker offers a long list of helpful investment resources that are designed to keep investors in the know. Chase also empowers investors to take control of their financial future by utilizing the self-directed investment tools.

Chase IRA Promotion Terms

The $700 Bonus Offer from J.P. Morgan is available until January 31, 2024, though we suspect that the promotion will be extended beyond that date.

Funds must be deposited into the new Chase brokerage account within the first 45 days of the account.

New funds should remain in the Chase brokerage account for at least 90 days.

Once the 90-day minimum has been reached, the investment account is credited with the bonus cash within 15 days.

New accounts must be opened from the J.P. Morgan Wealth Management Bonus Page (Not through any other channel). Here is the link: Get $0 stock commissions at J.P. Morgan.

A J.P. Morgan promotion coupon can be sent via email if you need more time.

You cannot take advantage of the new account bonus at JPM if you have already used a similar bonus from a Chase checking account or from a Chase Sapphire credit card account.

Steps to Collect Your Chase IRA Bonus

You can collect your J.P. Morgan cash bonus in three simple steps.

The first step is to navigate to the new account selection screen using the bonus offer link (above). Selecting the account type that you would like to open begins the application process.

Either as an included step in the account opening process or after the account is open, you will need to fund your new brokerage account. Chase accepts ACAT transfers, IRA rollovers, Wires, Checks, and ACH.

It is good to note here that the value of the deposit can be represented as cash and assets. As long as the new account value totals the qualifying amount, you will receive your bonus. Also important to note here, is that funds must be ‘new money,’ essentially coming from outside the Chase and J.P. Morgan sphere.

With a newly established and funded investment account at Chase, the only thing left to do is wait for 90 days for your cash bonus to be deposited.

Qualifying Account Types

There are three different eligible accounts that you can open to trigger the cash bonus. You can open a self-directed investment account, a traditional IRA, and a Roth IRA.

The Self-Directed Investment account is a margin or cash account that gives you direct access to the financial markets. You can use this account to place trades on thousands of securities at J.P. Morgan. There are no balance minimums to keep up with and the broker doesn’t impose any account activity rules.

The Traditional and Roth IRA accounts can also be used for trading and self-directed investing, but are focused on retirement fund management. Your choice between the two will largely depend on your desire to pay tax on our contributions now or sometime in the future.

Tastytrade vs Chase Introduction

Both Tastytrade and JP Morgan have zero commissions on stocks and ETFs. Does that mean you should just flip a coin and choose either one? Our research may change your perception of these two.


Broker Fees Stock/ETF
Mutual Fund
Annual IRA
TastyTrade $0 na $1.00 per contract ($10 max, $0 to sell) $0 $0
Chase $0 $0 $0.65 per contract $0 $0


Broker Review Cost Investment Products Trading Tools Customer Service Research Overall Rating


Tastytrade: Get $250 for each trader you refer with this referral link.

JP Morgan: Get $0 stock commissions at J.P. Morgan.

Category #1: Assets that Can Be Traded

If you choose Tastytrade, you’ll have access to these financial vehicles:

- US-listed stocks
- Options (both equity and index)
- Futures contracts (including options on futures)
- Closed-end funds
- Cryptocurrencies
- ETFs

JP Morgan doesn’t offer trading in futures and cryptocurrencies, so obviously you won’t be trading options on futures, either. But JP Morgan does have mutual funds and fixed-income products, which are missing in action at Tastytrade.

Winner: Pretty even overall

Category #2: Investment Education

JP Morgan clients get a large section on the firm’s website devoted to financial education. During our snooping, we found both articles and videos on topics such as:

- Is the optimism around COVID vaccine priced in?
- Third quarter earnings preview: better, but still bad

Security profiles at JP Morgan have press releases, analyst ratings, price targets, and estimated future earnings.

Tastytrade provides only scant information on security profiles. They have none of the details just mentioned on JP Morgan equity profiles. What Tastytrade does have is tastytrade, an educational company with its own video network. Besides a live stream during market hours, it produces many on-demand videos that Tastytrade customers have access to.

Winner: JP Morgan

Category #3: Computer-based Software

Once you’re finished with your investment research, it’s time to place a trade. To accomplish this task, JP Morgan offers a simple website without much fanfare. Charting does have several tools, and the order ticket has multiple trade types.

Chase vs tasty

Tastytrade has a browser-based platform and a desktop program, neither of which are available at JP Morgan. Combined, these two platforms offer more trading power than JP Morgan’s simple website. For example, there is:

tasty works

- A graphical trading system
- Full-screen charting on the desktop platform
- Bracket orders
- tastycharts, which is dual-charting

Winner: Tastytrade

Category #4: Mobile Platforms

For mobile trading, JP Morgan offers an app that functions on both Apple and Android phones and tablets. Because this is the same app that Chase Bank has, it’s a little surprising that there’s not a smartwatch app as well. tasty doesn’t have one, either.

JP Morgan vs Tastytrade

On tasty’s app, you will find the same graphical trade ticket mentioned above. But you won’t find decent charting.

tasty works

On JP Morgan’s app, you will find charts with graphing tools. You’ll also get mobile check deposit, which isn’t available on tasty’s app.

Winner: Tastytrade

Category #5: Option Tools

On tasty’s software platforms, there are nine option spreads installed. You simply need to click on a label, such as butterfly or jade lizard, and the software populates a trade ticket. If you want to change a strike price afterwards, it’s very easy—just drag and drop a contract in curve trading mode. And of course, it’s also possible to trade single calls and puts if you wish.

JP Morgan offers only calls and puts. Because the broker doesn’t have margin accounts, multi-leg strategies are off the table. Also missing are Greek values, which Tastytrade customers get for free.

Winner: Tastytrade

Category #6: Day and Swing Trading

Shorting. You won’t be able to use a short locate tool at either broker in this investigation.

Extended Hours. JP Morgan only provides trading during regular market hours. tasty has pre-market and after-hours trading.

Level II Quotes. Not available with tasty or JP Morgan.

Margin. It is possible to trade with borrowed funds at Tastytrade. Surprisingly, JP Morgan doesn’t offer margin accounts.

Winner: Tastytrade

Category #7: Miscellaneous Services

Dividend Reinvestment Program: You can set up periodic dividend reinvesting with either brokerage firm, and neither charges anything for the service.

IRAs: You can open a retirement account at either firm. Tastytrade charges $60 to close an IRA, while JP Morgan clients have to pay $75.

Winner: Tastytrade

Our Recommendations

Small Accounts: You won’t have to worry about account minimums or fees at either broker-dealer.

Stock/ETF Trading: Tastytrade does have the better software.

Beginners: Both firms are pretty even in the realm of investment education. The one issue that would cause us to lean towards Tastytrade is an online chat feature that JP Morgan doesn’t have.

Long-Term Investors and Retirement Savers: We suggest JP Morgan for its target-date mutual funds that are available to self-directed customers.


Tastytrade: Get $250 for each trader you refer with this referral link.

JP Morgan: Get $0 stock commissions at J.P. Morgan.

Chase vs Tastytrade Verdict

This was an overall close contest. The one area where JP Morgan is head and shoulders above its rival is in managed account services. Futures, cryptocurrencies, stock, and options traders should stay with Tastytrade.

Chase IRA Bonus

Get $0 stock commissions at J.P. Morgan.

Open Chase Account
Updated on 3/16/2024.