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How to link external accounts

See your J.P. Morgan accounts—and all of your external financial accounts—in one place. Improve visibility, increase control and (optionally) share access with your J.P. Morgan team to improve planning capabilities. You can link your external financial accounts through J.P. Morgan OnlineSM or the J.P. Morgan Mobile® app.1

Here’s how to get started:

  • Sign in to JPMorganOnline.com
  • Scroll down to “External accounts”
  • Select “Link an account”
  • Read the terms and conditions
  • Select the box indicating “I have read and accept the terms and conditions above”
  • Select “Link external accounts”
  • Select or search for your financial institution
    • Optional: If you do not see your institution in the list, you can add the account details yourself
      • Select the link at the bottom of the list that reads, “Don't see your institution? Fill in the account info yourself”
      • Select your account type from the dropdown
      • Search for and select the name of the institution, or select “Other” in this section if you are unable to locate your institution
      • Enter the account value, and the date of that account value. You can optionally also provide an account number
      • Select “Next” and then either “Done” or “Add another”
  • Fill in your sign-in details
  • Select “Next”
  • If you wish to link another account, select “Link another” otherwise select “Done”
  • Your linked external accounts will now be visible on the main “Overview” screen by selecting “Accounts” at the top, “Overview” and scrolling down to “External accounts”
  • Note: You can adjust which accounts you have linked as well as which accounts are visible to your J.P. Morgan team at any time. To do so, select “Accounts” at the top, then “Overview,” scroll down and locate “External accounts,” select the three dots (…) and select “Settings”

  • Sign in to the J.P. Morgan Mobile app
  • Scroll down to and tap “Link external accounts”
  • Read the terms and conditions
  • Tap the box indicating “I have read and accept the terms and conditions above”
  • Tap “Link external accounts”
  • Tap or search for your financial institution
    • Optional: If you do not see your institution in the list, you can add the account details yourself
      • Tap the link at the bottom of the list that reads, “Don't see your institution? Fill in the account info yourself” 
      • Choose your account type from the dropdown
      • Search for and tap the name of the institution, or tap “Other” in this section if you are unable to locate your institution
      • Enter the account value, and the date of that account value. You can optionally also provide an account number
      • Tap “Next” and then either “Done” or “Add another”
  • Fill in your sign-in details
  • Tap “Next”
  • If you wish to link another account, tap “Link another” otherwise tap “Done”
  • You will now be able to view your linked external accounts by visiting the main “Accounts” screen, tapping “External Accounts” and tapping “Total assets”
  • Note: You can adjust which accounts you have linked as well as which accounts are visible to your J.P. Morgan team at any time. To do so, locate “External Accounts” on the “Accounts” screen, tap into External Account, tap “Settings” and make changes as desired

Frequently asked questions

You can aggregate a range of account types from thousands of U.S.-based institutions. Eligible account types include:

  • Investment Accounts
  • Retirement Accounts (IRA, 401(k), etc.)
  • Checking, Savings, CDs
  • Credit Cards
  • Loans (Mortgages, Student, Auto, HELOC, etc.)
  • Education and Health Savings (529 Plans, HSAs, etc.)
  • Annuities, Life Insurance

It typically takes just a few minutes to link each external financial institution. Occasionally, some accounts or institutions may require an overnight refresh to finalize the connection.

Data for the majority of linked accounts will be refreshed automatically, and these automatic refreshes occur on a nightly basis. If you link an account and the connection is not automatically refreshed, locate “External accounts” on the overview screen, select the three dots (…), select “Settings" and select "Refresh linked accounts." You can also delete the external connection and re-add it to see refreshed balances.

Yes. You decide which accounts you want to see. In addition, you can delete a linked connection at any time.

You can access aggregation via JPMorganOnline.com on your desktop or mobile browser — or on the J.P. Morgan Mobile app on your phone or tablet.

We use advanced technology with automatic data encryption and multi-factor authentication to help keep your information safe.

Please see the steps above under “Link your external financial accounts” starting with “Optional: If you do not see your institution in the list, you can enter it yourself.”

References

1.

You can download the J.P. Morgan Mobile® app from the App Store or Google Play. App Store is a trademark of Apple Inc., registered in the United States and other countries. Android and Google Play are trademarks of Google Inc. Use of these trademarks is subject to Google Permissions. J.P. Morgan Mobile® app is available for select mobile devices. Message and data rates may apply.

Feature availability—and the steps to access features—may vary based on profile or account type, client segment, device and/or eligibility requirements.

LEARN MORE ABOUT OUR FIRM AND INVESTMENT PROFESSIONALS AT FINRA BROKERCHECK.

To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS (PDF) and Guide to Investment Services and Brokerage Products.

This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation.

This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA, and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.

Please read additional Important Information in conjunction with these pages.

INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED