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Chase IRA Promotion For $1,000
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Chase IRA Promotion
J.P. 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 $1,000 for new accounts. The bonus goes to investors
opening and funding a J.P. Morgan Self-Directed Investing account with qualifying new money. If a $1,000 J.P. Morgan
account opening bonus sounds good to you, keep reading. We’ve put together all the most important details for you.
J.P. Morgan’s cash offer can be activated by opening a new investment account and funding it with qualifying new money.
There are four deposit tiers, each with its own bonus amount. You will receive:
$50 for a deposit of $5,000–$24,999,
$150 for a deposit of $25,000–$99,999,
$325 for a deposit of $100,000–$249,999, or
$1,000 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 gives investors the ability to take control of their financial future by using its self-directed investing tools.
Chase IRA Promotion Terms
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 from enrollment.
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).
The offer works with a coupon code that is applied when you begin the application from the offer page.
You cannot take advantage of more than one J.P. Morgan Self-Directed Investing new money bonus in a 12-month period.
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 transfers of cash, securities, or retirement assets from outside institutions.
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 J.P. Morgan Chase 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 different eligible account types that you can open with J.P. Morgan Self-Directed Investing, including a general investment account, a traditional IRA, and a Roth IRA. Chase also offers self-directed trust accounts.
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 whether you prefer tax treatment now or later.
Updated on 4/22/2026.
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