{"slug":"jpmorgan-self-directed-investing-sign-up-bonus","category":"brokerage","institutionSlug":"jpmorgan","product":"Self-Directed Investing","title":"J.P. Morgan Self-Directed Investing: up to $1,000","bonus":"up to $1,000","unit":"cash","amount":1000,"reqShort":"$5,000+ new money in 45 days, tiered to $250,000","expiresOn":"2026-10-21","status":"live","verifiedOn":"2026-07-20","reports":1,"openIssues":0,"states":null,"referralGated":false,"hardPull":false,"chex":null,"fee":"No account fee","keep":"Maintain qualifying balance 90 days after opening","posts":"Within 15 days of meeting conditions","yieldNote":"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.","applyDomain":"chase.com","applyUrl":"https://www.chase.com/personal/investments/offers","summary":"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.","reqSteps":["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."],"finePrint":["Tiers: $5,000 to $24,999 earns $50, $25,000 to $99,999 earns $150, $100,000 to $249,999 earns $325, and $250,000 or more earns $1,000.","The full $1,000 requires $250,000 in new money, so most people land on a lower tier.","You must open the account by 10/21/2026 and fund it within 45 days.","Funds must stay 90 days from enrollment; market losses do not count against the requirement.","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."],"tiers":[{"threshold":"$5,000 to $24,999","reward":"$50"},{"threshold":"$25,000 to $99,999","reward":"$150"},{"threshold":"$100,000 to $249,999","reward":"$325"},{"threshold":"$250,000 or more","reward":"$1,000"}],"reqUsd":5000,"listedOn":"2026-07-11","memberReports":[{"topic":"Structure","text":"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."}],"history":[{"when":"2023-2026","amount":"up to $700-$1,000","note":"standing offer, tiers drift"}],"ruleIds":[],"sources":[{"label":"chase.com Self-Directed offer","url":"https://www.chase.com/personal/investments/offers","checkedOn":"2026-07-11"},{"label":"chase.com investment offers page","url":"https://www.chase.com/personal/investments/offers","checkedOn":"2026-07-20"}],"needsVerification":false}