J.P. Morgan Wealth Plan Named #1 New Tool among Online Brokers
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J.P. Morgan Wealth Plan Named #1 New Tool among Online Brokers

24 January 2024
3 min.
J.P. Morgan Wealth Plan Named #1 New Tool among Online Brokers

Wealth Plan recognized by StockBrokers.com for bringing planning to J.P. Morgan Self-Directed Investing customers
J.P. Morgan Wealth Management’s Wealth Plan was named the #1 New Tool in StockBrokers.com’s 2024 Annual Awards, which recognize the best online brokerage and trading platforms. Wealth Plan is a free digital money coach that helps Chase customers, including those who invest on their own with J.P. Morgan Self-Directed Investing, plan, save and invest for their goals, all in one place.

J.P. Morgan was also named Best-in-Class in Bank Brokerages by StockBrokers.com for the third consecutive year. This category recognizes online brokerages that also offer excellent banking services.

Self-Directed Investing customers can use Wealth Plan on the Chase Mobile app or Chase.com to get a full view of their finances, including accounts outside of Chase, and set goals and get personalized step-by-step guidance to help reach them. They can also see how changes to spending or saving today could impact their financial future.

J.D. Power recently named J.P. Morgan Wealth Management the #1 Digital Experience for Wealth Management Self-Directed Investor Satisfaction.

“Planning is crucial for everyone, and even more for those who invest on their own as they need to keep their emotions in check,” said Sam Palmer, Head of Product and Experience at J.P. Morgan Wealth Management. “Having a digital money coach like Wealth Plan empowers our self-directed customers to feel more confident in the financial decisions they make.”

J.P. Morgan earned its highest marks from StockBrokers.com for Commissions & Fees, Ease of Use and Education. The Know, J.P. Morgan Wealth Management’s content hub, offers clients nearly 1,500 articles and videos online and on the Chase Mobile app. J.P. Morgan specialists share insights on investing, retirement, planning and markets to help readers navigate their financial lives, whether they’re considering starting to invest or are seasoned investors with complex planning needs. Clients can also access J.P. Morgan’s industry-leading research, according to Institutional Investor for the past four years, from the app.

J.P. Morgan Self-Directed Investing customers get unlimited $0 commission online trades and access to thousands of investments on the Chase Mobile app. New J.P. Morgan Self-Directed Investing clients can earn up to $700 when they open and fund an account with qualifying money.

“We’re investing in strengthening Self-Directed Investing, and Wealth Plan is a key feature for our customers,” said Paul Vienick, Head of Online Investing at J.P. Morgan Wealth Management. “Wealth Plan brings planning capabilities to self-directed customers who otherwise might not have a plan. It also highlights the seamless experience that our customers who also bank or borrow with Chase have on the Chase Mobile app.”

Wealth Plan launched in December 2022 and has received five awards since March 2023. Most recently, it won a Real Simple 2023 Smart Money Award in the Financial Literacy Category. Wealth Plan was also named Best Personal Finance Product in the 2023 FinTech Breakthrough Awards, and Best Digital Initiative and Best Use of Technology in Wealth Management in the 2023 Banking Tech USA Awards.

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Head of Digital Wealth Planning & Advice
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