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Chase IRA Promotion For $700 in 2025
JP Morgan Chase IRA promotions,
special offers for opening a new ROTH, Sep, Simple, Rollover, or Traditional IRA investing account.
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Chase IRA Promotion
JP Morgan Chase Promo Details
If you are considering 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 is available to investors
opening and funding one of three types of self-directed investment accounts. If a $700 J.P. Morgan
account opening bonus sounds appealing, keep reading. We’ve provided all the important details for you.
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 offering a different 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 to J.P. Morgan. The broker offers a long list of helpful investment resources to keep investors informed. Chase also allows investors to take control of their financial future by using self-directed investment tools.
Chase IRA Promotion Terms
The $700 bonus offer from J.P. Morgan is available until January 31, 2025, although it’s likely 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 opening the account.
New funds should remain in the Chase brokerage account for at least 90 days.
After the 90-day period, the investment account will be 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).
A J.P. Morgan promotion coupon can be sent via email if you need more time.
You cannot claim the new account bonus at JPM if you have already used a similar bonus from a Chase checking account or a Chase Sapphire credit card account.
Steps to Collect Your Chase IRA Bonus
You can collect your J.P. Morgan cash bonus in three easy steps.
The first step is to navigate to the new account selection page using the bonus offer link
(above). Selecting the account type that you wish to open will start the application process.
Whether included during the account opening process or completed afterward, you will need to fund your new brokerage account. Chase accepts ACAT transfers, IRA rollovers, wires, checks, and ACH deposits.
It’s important to note that the value of the deposit can be in both cash and assets. As long as the new account balance meets the required deposit amount, you will receive your bonus. Also, funds must be ‘new money,’ meaning they must come from outside the Chase and J.P. Morgan systems.
With a newly opened 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 qualify for the cash bonus. You can open a self-directed investment account, a traditional IRA, or 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 maintain, 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 they focus on retirement fund management. Your choice between the two will depend mainly on whether you prefer to pay taxes on contributions now or later.
Updated on 11/1/2025.
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