J.P. Morgan revealed a wave of new features on the J.P. Morgan Self-Directed Investing platform, aimed to ease investing in corporate bonds, Treasuries and more.
By logging into the Chase mobile app or Chase.com, investors can access user-friendly tools that simplify the process of finding and trading fixed income products. The new features include:
- Yield Comparison Table: Investors can quickly see and compare yields across fixed income products and filter them by preferred timeframe.
- Customizable Screeners: New filter options help investors find Treasuries, corporate bonds, municipal bonds and brokered CDs that match their criteria with just a few clicks. The screeners can also be saved to use in the future.
- Streamlined Trade Ticket: Trade faster and more efficiently with fewer steps and a quick view of yields. Investors can also see the smallest and largest number of bonds they can buy at a specific price. Contextual guides are especially helpful for those new to fixed income.
“Fixed income investments are a key part of a diversified portfolio, helping to balance stock market volatility and providing consistent income through regular interest payments,” said Paul Vienick, head of Online Investing at J.P. Morgan Wealth Management. “We have built an easy-to-navigate experience for fixed income that will feel familiar to stock investors. But what really sets us apart is that we are offering it both on desktop and on the Chase mobile app.”
In the past year, the firm has introduced fractional shares for over 3,000 stocks and ETFs, tools to compare portfolio performance against major indices, ideas to help clients identify investing opportunities, trust accounts and new investment choices, including margin trading and leveraged, inverse and volatility ETFs.
Clients considering retirement account rollover options can also connect with J.P. Morgan’s retirement desk, which gives them access to a retirement specialist that can answer in-depth questions and walk them through the process of a rollover or funding a retirement brokerage account.
“We are thrilled about the future and the continuous improvements we are making to empower our clients,” said Andrea Finan, Head of J.P. Morgan Self-Directed Investing. “These new features are just the beginning. We encourage clients to watch this space as we continue to innovate and elevate the investing experience.”
The platform has been recognized as a leader in the industry. J.P. Morgan Wealth Management received the highest score in the 2022 U.S. Wealth Management Digital Experience Study and the Self-Directed Investors segment of the J.D. Power 2023 & 2024 studies of customers’ overall satisfaction with wealth management websites and mobile apps.
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