J.P. Morgan ACCESS® for Investor Services

J.P. Morgan ACCESS ® is a powerful, fully integrated, browser-based platform that provides easy-to-use applications for all of your information, compliance and portfolio management needs. Find all of the tools you need - in one secure place - with instant access to view, customize and monitor extensive information on your portfolio and the markets, with the ability to initiate transactions.

View real-time cash and securities positions or snapshots of your portfolio allocation, concentration and valuation. View your favorite reports or search for transactions or holdings via quick queries on the Dashboard. Receive alerts on corporate actions events, market news and responses to your inquiries. Drill down into a complete set of analytics, market data, information reporting and transaction processing tools.

  • Sophisticated Security: Single sign-on to a comprehensive set of tools; patent-pending multilayered security protects privacy and authenticity of users, data and transactions.
  • Workflow Efficiency: Access high-level dashboard snapshots from multiple services, with drill down into detailed underlying information. Create multiple homepage dashboards based on different accounts and services to deliver what you want, when you need it.
  • Reports & Queries Center: Display all your favorite reports and run quick queries from a single location across data categories. View aggregated summary information and drill down into underlying data and tools for resolution.
  • Information & Research Center: View alerts and messages, monitor stock and index prices and review J.P. Morgan research, news flashes and headlines from one centralized portal.

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