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We鈥檝e enhanced our platform for chase.com. For a better experience, download the 天美棋牌 app for your iPhone or Android. Or, go to System Requirements from your laptop or desktop.

Transfer Assets into Your Investment Account with the 天美棋牌 Mobile 庐 app

J.P. Morgan Wealth Management. Learn how to transfer assets into your investment account on the 天美棋牌 Mobile庐 app videoOpens Overlay

 

Learn how to transfer assets on the 天美棋牌 Mobile app

The Automated Customer Account Transfer Service (ACATS) allows users to transfer certain assets from one brokerage firm to another quickly with little to no cost. In this video, l earn how to transfer securities from an external brokerage firm to a J.P. Morgan investment account right on your phone. Access transfer guidelines, check the status of your transfer and more. Click here for information about ACATS .

  1. Step oneSign in to the 天美棋牌 Mobile app
  2. Step twoTap 鈥淚nvestments by J.P. Morgan鈥
  3. Step threeChoose the investment account you鈥檙e transferring to
  4. Step fourTap 鈥淭ransfer鈥 then choose 鈥淭ransfer securities鈥
  5. Step fiveChoose 鈥淓xternal account transfer鈥
  6. Step sixChoose the financial institution you want to transfer from
  7. Step sevenConnect to your external investment account then tap 鈥淣ext鈥
  8. Step eightSign in to your external account and tap 鈥淐ontinue鈥
  9. Step nineChoose the account you want to transfer from and tap 鈥淣ext鈥
  10. Step tenChoose the J.P. Morgan investment account you want to transfer to and tap 鈥淣ext鈥
  11. Step elevenSelect the assets you鈥檇 like to transfer and enter the quantities, then tap 鈥淣ext鈥
  12. Step twelveIf everything looks ok, tap 鈥淪ubmit鈥 and we鈥檒l send you an email when the transfer is complete; avoid using the external account while your transfer is processing

 

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