A standing tiered transfer bonus from Chase's brokerage arm: deposit or transfer new-to-JPM money or securities within 45 days, hold the balance 90 days, and the day-45 balance sets your tier up to $1,000 at $250,000. The catch that matters: money from Chase or J.P. Morgan accounts does not count. It has to come from outside.
What you get at each tier
| Bring this | You get |
|---|---|
| $5,000 to $24,999 | $50 |
| $25,000 to $99,999 | $150 |
| $100,000 to $249,999 | $325 |
| $250,000 or more | $1,000 |
Eligibility
How to get the J.P. Morgan Self-Directed Investing bonus
- Enroll via the official offer page, then open the Self-Directed account.
- Move $5,000+ in new money or securities within 45 days (external sources only; Chase accounts don't count).
- Your day-45 balance sets the tier; maintain it for 90 days from opening.
- Bonus pays within 15 days of meeting conditions.
The fine print that matters
- Applies to general investment, traditional IRA, Roth IRA, and trust accounts.
- In-kind securities transfers qualify and avoid realizing gains. That's usually the right move.
- Bonus is taxable; expect a 1099.
The yield math
Top tier: $1,000 on $250,000 held ~135 days ≈ 1.1% annualized on top of returns. The $5,000 entry tier pays $50. Do the math per tier before moving money.
Verification and reports
Confirmed against chase.com on Jul 11, 2026. Based on 1 field report. Status Limited reports is computed from those reports, never hand-set.
Tiering, 45-day funding window, 90-day hold, and the Chase-sourced-funds exclusion confirmed via Forbes Advisor and The Ways to Wealth on 7/7/26.
Spot something new or wrong? Send a tip. Corrections ship and are credited in the changelog.
Offer history
| 2023-2026 | up to $700-$1,000 | standing offer, tiers drift |
Sources: chase.com Self-Directed offer (checked Jul 11, 2026)