How to transfer money

Set up one-time or repeating transfers between your accounts – even to and from your external banking accounts – with J.P. Morgan Online and the J.P Morgan Mobile® App.1

Here’s how to get started:

  • Sign in to JPMorganOnline.com
  • Select "Pay & transfer"
  • Select “Transfer money”
  • Read and agree to the terms and conditions, if prompted
    • Optional: To transfer to an external account - select “External accounts” then “Link external account” and follow prompts to add an external account if desired
  • Choose the accounts you want to transfer from and to
  • Enter the amount
    • Optional: Select the toggle next to “Set up repeating transfers” if you’d like to schedule repeating transfers
    • If selected, fill in the frequency, send on date, duration, and “First transfer date”
  • Select “Next”, review your details, and confirm

  • Sign in to the J.P. Morgan Mobile app
  • Tap "Pay & transfer"
  • Tap "Transfer"
    • If displayed, select between “Account transfers” or “Brokerage transfers”
      • Select “Brokerage transfers” for transfers related to investment accounts and “Account transfers” for other transfer types
  • Enter the amount
  • Choose the accounts you want to transfer from and to
    • Optional: For external transfers - under “Transfer from” select “Add an external account” and follow prompts
    • Optional: Select the toggle next to “Repeat transfer” to set up repeating transfers
      • If selected, fill in the frequency, transfer on date, duration, and “Next transfer” date (the date of the first transfer)
  • Enter the transfer date, and add an optional memo if desired
  • Tap "Transfer", review your details, and confirm

References

1.

You can download a 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.

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