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.

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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.

Chase IRA Bonus

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Updated on 7/2/2024.