Use the Guide
Browse the Guide
Portfolio Discussions
Dr. Kelly's Review
Use the Guide
Guide to Retirement
Discussions
Client Presentation
Headlines
Employment & the Fed
Navigating fiscal uncertainty
European Markets
U.S. Recovery
Headlines
Employment & the Fed
Navigating fiscal uncertainty
European Markets
U.S. Recovery
Featured Topics
Fixed Income
U.S. Equities
Income Opportunities
Global Growth
Looking for other topics? Visit the Library
Choose a Shortcut

Account Services

Account Types Account Services Account Setup

The following services are just some of the benefits you receive with your J.P. Morgan account.

Dividend reinvestment

Check the appropriate box on your J.P. Morgan investment application. You may elect to reinvest any dividends and capital gains your Fund pays in additional shares.

Systematic investment plan

Once your account has been established with a minimum initial investment of $1000, you may use this service to invest in Class A or Class B shares of J.P. Morgan for as little as $25 per fund.

Exchange privilege

You're free to exchange shares in one Fund for another of the same class without a charge. Refer to the Fund prospectus for more information. For a prospectus, call 1-800-480-4111.

Convenient withdrawal options

You may redeem your shares at their current net asset value on any business day by mail or by telephone, as described in the Funds' prospectus.

Shareholder reports

Twice a year you will receive reports that give you a complete list of your Fund's investments and discuss progress, portfolio strategy and the portfolio manager's investment outlook.

Account statements

All transactions are reported to you promptly in easy-to-read statements, providing details on all purchases, redemptions and distributions. If you have more than one account, J.P. Morgan will summarize all account information on one convenient, consolidated statement.

Telephone Services

We provide around-the-clock access to your accounts for balances, prices and transactions.

Service When You Want It.