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Account Setup

Account Types Account Services Account Setup

First, request a prospectus from J.P. Morgan Funds by dialing 1-800-480-4111 or e-mail us at support. The prospectus contains more complete information, including management fees and expenses. Read the prospectus carefully before you invest.

Along with the prospectus, we'll send you an new account kit, which includes:

  • A brochure about the specific type of fund in which you expressed interest, including the Fund's investment strategy and the types of financial objectives for which the Fund is appropriate,
  • A Fund fact sheet which highlights Fund performance and the largest investment holdings of the Fund,
  • An account application, and,
  • A postage-paid reply envelope.

Simply fill out the account application and enclose it with your check in the postage-paid envelope. It's that easy!

For more specific information on the different ways to purchase Fund shares, please consult the prospectus.

Questions? Issues? Please call or e-mail us. Our representatives will be more than happy to answer any questions you might have.