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SomebodyInGNV
SomebodyInGNV (@guest_2078763)
June 16, 2025 12:46

I got the $700 bonus for self-directed investment and closed the IRA in early June. (See note immediately below.)

Now I’m getting unsolicited offers of $700 for a 90-day hold on $250K in a Personal Advisors account. What are the chances an advisor will actually talk to me and open a new account? Of course, they probably want me to buy high-fee mutual funds, which I’m unwilling to do.

$700 for $250K isn’t a great deal, especially considering their desire to sell high fee funds.

SomebodyInGNV
SomebodyInGNV (@guest_2073240)
June 6, 2025 07:47

I just did a full account transfer from Chase to Fidelity, to close my Chase IRA for which I got the $700 bonus. Because I’m closing the Chase account the sentence below does not adversely affect me, but I found it interesting. Had I done a full transfer of a single asset but intended to keep the account open, it interpret this to mean the account would be locked.

‘Since this was a full securities transfer, there will be a 6-month trading restriction on your account.”

ef]ijwp
ef]ijwp (@guest_2049957)
April 25, 2025 15:08

Does not exist online. If you are already a Chase customer, you will be asked for 6-factor authentication. Sign in: Username,password. Must Call for a code. Which will be supplied over phone. Site then makes you call in for another code to verify. Which requires IT support then. Then back to retail banking for another code. Then they hung up.

Voyager
Voyager (@guest_2049343)
April 24, 2025 14:27

Can you do a Chase Private Client offer, with a brokerage account AND a Chase Self-directed offer at the same time? Obviously, you’d have to meet funding requirements separately.
Not sure if it’d be old, but the Out Verdict section on this page indicates Keep in mind you can do this bonus and still do a Chase checking & Savings bonus as well, but doing this bonus prevents you from doing the Chase Private Client or Sapphire Checking bonus. If considering this bonus you have several options:”

SomebodyInGNV
SomebodyInGNV (@guest_2044261)
April 15, 2025 11:59

Deal extended to 7/22/25. Upper limit of bonus is $700 for >= $250K.

Yawgoog
Yawgoog (@guest_2036159)
April 1, 2025 22:49

Email targeted to Sapphire card holders offers these tiers:

$5,000 – $24,999 $50
$25,000 – $99,999 $150
$100,000 – $249,999 $325
$250,000 or more $1,000

Retired
Retired (@guest_2041967)
April 10, 2025 13:35

Is there a link or promo code for that?

Celia 🔗
Celia 🔗 (@guest_2041993)
April 10, 2025 14:01

I don’t think it’s just for Sapphire holders. I don’t have a Sapphire and it’s my Just For You offers.

Anom
Anom (@guest_2030044)
March 24, 2025 13:04

Does opening an account and moving money internally from chase checking/savings count, or it’s only net-new to Chase/JP Morgan?

Yawgoog
Yawgoog (@guest_2036161)
April 1, 2025 22:50

Must be net-new: “Assets from J.P. Morgan Chase & Co. or its affiliates are not eligible.”

Ben
Ben (@guest_2026681)
March 19, 2025 16:34

JP Morgan Chase Self-Directed Investing $700 Bonus

  • 12/6/24 – Account opened online
  • 12/9/24 – Initiated full Roth IRA transfer from Merrill Edge
  • 12/13/24 – Assets posted to Chase
  • 1/5/25 – Requested reimbursement of Merrill transfer fee
  • 1/6/25 – Received noticed that request was received and submitted for approval
  • 1/10/25 – Reimbursement approved and posted
  • 3/18/25 – $700 posted
wilsonhammer
wilsonhammer (@guest_2021512)
March 12, 2025 16:48

opened and funded in early Dec. $700 bonus paid out yesterday. thanks doc!

Mark
Mark (@guest_2010081)
February 22, 2025 13:31

“you can only participate in one J.P. Morgan Self-Directed Investing new money bonus in a 12 month period from the last bonus coupon enrollment date.: Is the coupon enrollment date the date you open your account?

wilsonhammer
wilsonhammer (@guest_2021510)
March 12, 2025 16:47

ya