Brokerage Account

Chase

J.P. Morgan Self-Directed Investing up to $1,000 transfer bonus

$1,000bonus

Required Deposit

$5,000

Time to Complete

45 days

Requirements

Required Deposit: $5,000

Deposit required to qualify for bonus

Bonus Timeline

Bonus Posts Within15 days after meeting requirements
Keep Account Open90 days minimum

Fine Print

Credit PullUnknown
ChexSystemsDoes not pull Chex
Early Warning ServicesPulls EWS — Unknown
Accepts CC FundingYes
Household LimitOne You Invest/Chase Private Client Checking/Sapphire Checking new money bonus per customer in a 12 month period
New Customers OnlyYes — no account in last 12 months

Details

Open a new J.P. Morgan Self-Directed Investing account (general investment, Traditional IRA, Roth IRA, or trust) through the promo page by 04/21/2026 and fund it with qualifying new money within 45 days. Receive a tiered cash bonus based on the amount transferred or rolled over: $50 for $5,000–$24,999, $150 for $25,000–$99,999, $325 for $100,000–$249,999, and $1,000 for $250,000 or more. Maintain the new funds for 90 days from enrollment; the bonus is determined on day 45 and paid within 15 days after the 90‑day maintenance requirement is met. Limited to one You Invest/Chase Private Client Checking/Sapphire Checking new money bonus per customer in a 12‑month period.

Availability

Nationwide

Last updated: March 3, 2026