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Bob
Bob

Bonus has increased. You can now get up to $625. New Promo expires 4/07/22.
$125 for $25,000+
$300 for $100,000+
$625 for $250,000+
Must maintain funds for 90 days.
https://account.chase.com/consumer/investing/KC37942?jp_cmp=rb/979360/aff/3_146/na&CODE=OAeF4LPMj4E-fMwqXwdDmENunIsn3nKWHQ&MSC=OAeF4LPMj4E-fMwqXwdDmENunIsn3nKWHQ

upstate
upstate

$200 posted in two, $100 transactions to my Self-Directed account on November 9. I completely forgot about the bonus. I deposited $95,000 since August 15, which should have qualified me for only $100.

calwatch

Same, got $200 for adding $25k more to my account. I bought more shares in the ETF I was in and transferred the remainder out to my checking account. It’s possible that the bonus might have been calculated on total amount, since I have to have 75k+ to qualify for Sapphire Checking with the free safe deposit box. Thank you JP Morgan.

upstate
upstate

One of the $100 bonus payments was reversed yesterday.

Calwatch
Calwatch

Same. So no bank error in my favor.

calwatch

Well the 90 days are up, did anyone get their bonus?

Tae Kim
Tae Kim

It’s asking for a coupon code, what is it?

qmc
qmc

Hmm, this is an interesting one, but it would lock you out of a CPC, another sapphire checking, or youinvest bonus for 12 months… which we haven’t been seeing lately.

“You can only participate in one Chase Private Client, Chase Sapphire Checking or J.P. Morgan Self-Directed Investing bonus offer in a 12-month period from the last bonus enrollment date”

Ted
Ted

YouInvest (JPMSD) screwed up a reverse stock split today. Really dumb with balances. I wouldn’t recommend the product.

TB
TB

Ford stock? Stock splits usually take 1-2 days to settle anyway

dan
dan

Is it for GE stock? you probably need to wait for at least a few days to show it properly. It happened in my accounts with other brokerages before with other reserve or regular stock split too.

OST

is there any sort of SUB for this account for new members?

Dennis
Dennis

Does a YouInvest account count as JP Morgan Self Directed investing account?

Chuck

IIRC it’s the same thing, new name

Dan
Dan

Does chase checking account count as J.P. Morgan Securities LLC or its affiliate? I mean, can I just transfer the money from my checking account to self directed invest?

Also, is this under the 12-month period restriction? If yes, why don’t I just open a chase Sapphire checking account when there is a bonus offer of it, or close my self directed invest, and open it again some time?

Gerald
Gerald

I wouldn’t risk transferring the money directly from a Chase account. Move it to a non-Chase account and then move it from there.

Calwatch
Calwatch

If you read the terms carefully the amount of time the investments need to be with JPM could be as short as 45 days. Certainly there’s no harm in waiting to the end of the coupon period to make your deposit.

Gerald
Gerald

That effectively doubles the APY to 3.2% for a $25K investment. Best return is if you have the cash and were planning to invest it anyway. The fees for transferring in securities would probably eat up most of the bonus.

Calwatch
Calwatch

Also, the one harm might be your ACATS takes too long and thus puts you outside the 45 day window.