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Buy and Sell Fixed Income CDsVideo

Account Id: 4394098893001

Player Id: bb60d070-b695-4c55-9162-a421ad370a53

Video ADA Text: Buy and Sell Fixed Income CDs Video

Transcript Browser Title: Video Transcript: Buy and Sell Fixed Income CDs

Description:

English

Video Id: 6339975722112

Audio Description Video Id: 6339975900112

Length (seconds): 118

Transcript: <h2>Note:</h2> <p>Cheerful music plays.</p> <h2>On screen:</h2> <p>This video opens with a lightbulb icon and text over white:</p> <h2>On screen:</h2> <p>'Helpful Tips.'</p> <h2>On screen:</h2> <p>The background turns blue and becomes the screen of a laptop. The screen displays a title:</p> <h2>On screen:</h2> <p><strong>'J.P.Morgan Self-Directed Investing.</strong> How to buy and sell brokered CDs.'</p> <h2>Note:</h2> <p>A bold disclaimer reads:</p> <h2>On screen:</h2> <p><strong>'Investment and insurance products:</strong></p> <ul> <li><strong>Not a deposit</strong></li> <li><strong>Not FDIC insured</strong></li> <li><strong>Not insured by any federal government agency</strong></li> <li><strong>No bank guarantee</strong></li> <li><strong>May lose value.'</strong></li> </ul> <h2>On screen:</h2> <p>A desktop image of bridge appears beneath a Chase login window. Instructional text above the laptop reads:</p> <h2>On screen:</h2> <p>'<strong>Sign in</strong> to your account on a computer.'</p> <h2>On screen:</h2> <p>A circular green cursor clicks into the fields, typing in 'username123' and an encrypted password. It clicks 'Sign in,' and a dashboard appears.</p> <h2>On screen:</h2> <p>A note reads: 'The images presented are for illustrative purposes only and do not represent an actual client account.' Instructions continue: 'Choose '<strong>Trade</strong>,' then '<strong>Fixed Income</strong>.''</p> <h2>On screen:</h2> <p>The cursor finds the 'Trade' tab in a menu along the top of the screen, and chooses 'Fixed Income' from the resulting drop-down.</p> <h2>On screen:</h2> <p>Text continues: 'Helpful definitions and FAQs are available if you have questions.'</p> <h2>On screen:</h2> <p>The cursor clicks on a link beside an icon box with a question mark, and a sidebar appears with a menu. The cursor navigates to the Glossary, then the FAQs before closing the sidebar.</p> <h2>On screen:</h2> <p>Instructions continue: 'You can search by CUSIP number or issuer.''</p> <h2>On screen:</h2> <p>The screen highlights the search field on the upper right hand side.</p> <h2>On screen:</h2> <p>More text instructs: 'Or choose an asset type, like a '<strong>CD</strong>.''</p> <h2>On screen:</h2> <p>The cursor clicks on the 'CD' tab, and boxes for several fields appear.</p> <h2>On screen:</h2> <p>Text instructs: 'Set filters like maturity date, or filter by primary offering.'</p> <h2>On screen:</h2> <p>The screen highlights the Maturity Date options on the upper left side of the screen, then the Primary Offering dropdown on the lower left hand side. The cursor selects 'Only' from the 'Primary Offering' drop down menu, and instructions read:</p> <h2>On screen:</h2> <p>'Choose '<strong>See results</strong>.''</p> <h2>On screen:</h2> <p>The cursor clicks, and a new page opens listing the first 15 of the 194 bonds found.'</p> <h2>On screen:</h2> <p>Instructions continue: 'You can sort by maturity date, yield to worst, coupon and more.'</p> <h2>On screen:</h2> <p>The screen highlights the 'Sort by' drop down menu on the upper right hand side. The cursor scrolls down and chooses, 'Yield to worst, bid: high to low.'</p> <h2>On screen:</h2> <p>Instructions reads: 'Choose '<strong>Trade</strong>' to buy or sell.'</p> <h2>On screen:</h2> <p>The 'Trade' button is highlighted on the far right of the second list item.</p> <h2>On screen:</h2> <p>Text continues: 'Or pick a security for more information.'</p> <h2>On screen:</h2> <p>The cursor clicks the second security in the list and a sidebar appears with information.</p> <h2>On screen:</h2> <p>Text reads, 'You'll find details about the CD, including the call schedule.'</p> <h2>On screen:</h2> <p>The cursor scrolls down and clicks to expand the highlighted call schedule.</p> <h2>On screen:</h2> <p>Instructions continue: 'Choose '<strong>Trade</strong>' to proceed.'</p> <h2>On screen:</h2> <p>The cursor hits 'Trade,' and a new screen appears.</p> <h2>On screen:</h2> <p>More text instructs: 'Choose an account.'</p> <h2>On screen:</h2> <p>The cursor selects an account labeled 'Self-Directed' from a drop-down menu.</p> <h2>On screen:</h2> <p>Text continues, 'Then choose '<strong>Buy</strong>' or '<strong>Sell</strong>.''</p> <h2>On screen:</h2> <p>The cursor clicks 'Buy.'</p> <h2>On screen:</h2> <p>Instructions read: 'Put in a quantity and choose '<strong>Get price</strong>.''</p> <h2>On screen:</h2> <p>The cursor chooses a quantity of 10 as a reminder appears:</p> <h2>On screen:</h2> <p>'Note the minimum quantity and increment.'</p> <h2>On screen:</h2> <p>The cursor clicks, 'Get Price,' which populates a field to the left.</p> <h2>On screen:</h2> <p>Text reads, 'Review the estimated order value.'</p> <h2>On screen:</h2> <p>The cursor clicks the expansion icon on the right hand side, and the screen highlights information that includes amounts for Principal, Accrued Interest, and Commission.</p> <h2>On screen:</h2> <p>Instructions continue: 'Choose '<strong>Preview.''</strong></p> <h2>On screen:</h2> <p>The cursor clicks, and a screen with the order preview appears.</p> <h2>On screen:</h2> <p>A note reads: 'Fixed income orders are fill or kill, which means they fill completely or are canceled and cannot be modified once placed.' Text instructs: 'Review the order details and choose '<strong>Place Order</strong>.''</p> <h2>On screen:</h2> <p>The cursor does so, and a confirmation screen appears.</p> <h2>On screen:</h2> <p>Text reads: 'Your order is now submitted for review. You can check '<strong>Order Status</strong>' for execution details.'</p> <h2>On screen:</h2> <p>The screen highlights the 'Order Status' button at the bottom of the page. The screen turns blue, and text appears in the display:</p> <h2>On screen:</h2> <p>'There's so much more you can do! We'll teach you how at <strong>chase.com/HowTo</strong>.'</p> <h2>On screen:</h2> <p>A closing logo appears over white: 'J.P.Morgan, Wealth Management.'</p> <h2>Note:</h2> <p>Legal disclosures:</p> <h2>On screen:</h2> <p>This video is provided for informational purposes only and actual experience may vary. The information contained herein is as of the date of this publication and J.P.Morgan does not undertake any obligation to update such information. This video does not constitute advice by or on behalf of J.P.Morgan, and nothing in this video should be construed as legal, regulatory, tax, accounting, investment or other advice.</p> <p>Chase Mobile (register trademark) app is available for select mobile devices. Enroll in Chase Online (service mark) or on the Chase Mobile (register trademark) app. Message and data rates may apply.</p> <p>Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved.</p> <p>J.P.Morgan Wealth Management is a business of JPMorgan Chase &amp; Co., which offers investment products and services through <strong>J.P.Morgan Securities LLC</strong> (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 &amp; Co. Products not available in all states.</p> <p>Copyright {{copyrightCurrentYear}} JPMorgan Chase &amp; Co. </p>

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