Brokerage bonus
J.P. Morgan Self-Directed Investing · Brokerage or IRA
Ends 2027-01-21
The terms
| Bonus | $50 at $5,000 · $150 at $25,000 · $325 at $100,000 · $1,000 at $250,000 |
|---|---|
| Accounts | Taxable or IRA |
| Money must stay | Fund within 45 days, maintain to day 90 |
| Paid as | Cash |
| Ends | 2027-01-21 |
How to actually get it
- Open a new J.P. Morgan Self-Directed Investing account.
- Add $5,000+ in qualifying new money from outside JPMorganChase within 45 days.
- Keep it there for 90 days from enrollment (market losses don't count against you).
- Bonus credited within 15 days of meeting the requirements.
Catches
- One bonus per customer per year.
| Early-closure fee | Not stated on the offer page. Keep the account open until the bonus posts. |
|---|---|
| ChexSystems / credit pull | Not stated by the broker. |
| Taxes | J.P. Morgan says it may send Form 1099-MISC. |
From https://www.chase.com/personal/investments/online-investing/offers, checked 2026-10-24. Confirm on the broker's page before you open.
In their own words
Open a J.P. Morgan Self-Directed Investing account through this page by 01/21/2027. ... You have 45 days to fund your account with qualifying new money (cash, transferring securities or rolling over existing retirement assets). ... $5,000–$24,999 earns you $50; $25,000–$99,999 earns you $150; $100,000–$249,999 earns you $325; $250,000 or more earns you $1,000. Maintain your new funds at 90 days from enrollment.
Quoted from https://www.chase.com/personal/investments/online-investing/offers, checked 2026-10-24.
See the offer at J.P. Morgan Self-Directed InvestingBattle math
| Deposit | You keep | % of deposit | Annualized (ref.) |
|---|---|---|---|
| $1,000 | — | — | — |
| $5,000 | +$50 | 1.00% | 4.06% |
| $25,000 | +$150 | 0.60% | 2.43% |
| $100,000 | +$325 | 0.33% | 1.32% |
| $250,000 | +$1,000 | 0.40% | 1.62% |
How we rank brokerage bonuses: by the dollars you keep, which is the bonus the broker pays for your deposit. The grey annualized figure is shown for reference only. Market gains or losses are not included, because they're yours either way. Stock bonuses are counted at the dollar value the broker states. Matches paid in installments are counted over the full payout period. Ties go to the shorter time your money must stay.
Investing involves risk, including loss of principal. Brokerage accounts are not FDIC insured. Bonuses only require that your money stays in the account; you can usually hold it as cash or a money-market fund. Bonuses are generally taxable. No crypto offers are listed.