Transfer Assets into Your Investment AccountVideo
Account Id: 4394098893001
Player Id: bb60d070-b695-4c55-9162-a421ad370a53
Video ADA Text: Transfer Assets into Your Investment Account video
Transcript Browser Title: Video transcript: Transfer Assets into Your Investment Account
Description:
English
Video Id: 6359686630112
Audio Description Video Id: 6359684966112
Length (seconds): 167
Transcript: <h2>Note:</h2> <p>This video uses text and a mobile device displaying the Chase Mobile app to convey information.</p> <p>Cheerful music plays.</p> <h2>On screen:</h2> <p>An illustration of a lightbulb appears, with the opening text:</p> <h2>On screen:</h2> <p>'Helpful Tips.'</p> <h2>On screen:</h2> <p>A mobile device displays the word "Chase" and the Chase octagon symbol.</p> <h2>Note:</h2> <p>Legal disclosures:</p> <h2>On screen:</h2> <p>Investment and Insurance Products:</p> <ul> <li>Not a Deposit.</li> <li>Not FDIC Insured.</li> <li>Not Issued by Any Federal Government Agency.</li> <li>No Bank Guarantee.</li> <li>May Lose Value.</li> </ul> <h2>On screen:</h2> <p>Text appears:</p> <p>J.P. Morgan Wealth Management.</p> <p>Transfer assets into your investment account with the Chase Mobile (registered trademark) app.</p> <h2>On screen:</h2> <p>Now, the mobile device displays the Chase Mobile app's sign-in screen.</p> <h2>On screen:</h2> <p><strong>Sign in</strong> to the Chase Mobile app</p> <h2>On screen:</h2> <p>A cursor fills in a user name and password and then taps the "sign in" button. The Chase Mobile app home screen dashboard appears, displaying clickable information about different accounts, including:</p> <ul> <li>Bank Accounts;</li> <li>Credit Cards;</li> <li>Investments by J.P. Morgan;</li> <li>(and) External accounts.</li> </ul> <p>At the bottom of the screen are five buttons marked:</p> <ul> <li>Accounts:</li> <li>Pay & Transfer;</li> <li>Plan & Track;</li> <li>Benefits & Travel;</li> <li>(and) More.</li> </ul> <h2>Note:</h2> <p>Small print text reads:</p> <h2>On screen:</h2> <p>"The images presented are for illustrative purposes only and do not represent an actual client account."</p> <h2>Note:</h2> <p>Normal text reads:</p> <h2>On screen:</h2> <p>Tap <strong>"Investments by J.P. Morgan."</strong></p> <h2>On screen:</h2> <p>The cursor taps Tap "Investments by J.P. Morgan" and then a tile appears, showing three different investment accounts.</p> <h2>On screen:</h2> <p>Choose the investment account you're transferring to.</p> <h2>On screen:</h2> <p>The cursor taps the accounts tile and then a screen appears displaying information about that investment account. The screen displays "Markets" information and shows buttons marked:</p> <ul> <li>Explore;</li> <li>Trade;</li> <li>Transfer;</li> <li>(and) More.</li> </ul> <h2>On screen:</h2> <p>Tap <strong>"Transfer."</strong></p> <h2>On screen:</h2> <p>The cursor taps the button marked "Transfer" and then a screen appears labeled "Transfer. Investment Accounts." The screen displays menu buttons marked:</p> <ul> <li>Transfer money;</li> <li>Transfer securities;</li> <li>Roll over to an IRA;</li> <li>Money transfer activity;</li> <li>(and) Securities transfer activity.</li> </ul> <h2>On screen:</h2> <p>Then choose <strong>"Transfer securities."</strong></p> <h2>On screen:</h2> <p>The cursor taps that button and then a screen appears labeled "Transfers and funding." The screen displays menu buttons marked:</p> <ul> <li>External account transfer;</li> <li>J.P. Morgan account transfer;</li> <li>Cash transfer;</li> <li>(and) Check deposit.</li> </ul> <h2>On screen:</h2> <p>Choose <strong>"External account transfer."</strong></p> <h2>On screen:</h2> <p>The cursor taps that button and then a screen appears labeled "Link an external account." The screen displays a list of different external financial institutions.</p> <h2>On screen:</h2> <p>Choose the financial institution that you want to transfer from.</p> <h2>On screen:</h2> <p>The cursor taps on the name of a financial institution and then a screen appears labeled "Choose how you want to transfer." The screen displays two option buttons marked "Connect to your external investment account" and "Manually enter your account details." Also, a button marked "Next."</p> <h2>On screen:</h2> <p>Choose to sign in to the external account or enter your details manually.</p> <h2>Note:</h2> <p>Small print text reads:</p> <h2>On screen:</h2> <p>"Depending on the firm you choose, you may have to enter your account details manually to make the transfer."</p> <h2>On screen:</h2> <p>The cursor selects the option: "Connect to your external investment account."</p> <h2>On screen:</h2> <p>Tap <strong>"Next."</strong></p> <h2>On screen:</h2> <p>The cursor taps the button marked "Next" and then a screen appears labeled "Sign in to your account." The screen displays:</p> <ul> <li>a fillable field marked "username";</li> <li>a fillable field marked "password";</li> <li>(and) a button marked "continue."</li> </ul> <h2>On screen:</h2> <p>Sign in and tap <strong>"Continue."</strong></p> <h2>On screen:</h2> <p>The cursor fills in a user name and password and then taps the "Continue" button. A Transfer Securities screen labeled "Choose your accounts" appears. The screen displays a list of different external investment accounts and a button marked "Next."</p> <h2>On screen:</h2> <p>Choose the account you want to transfer from. You can check here if you don't see you don't see your account.</p> <h2>On screen:</h2> <p>The cursor hovers over clickable text reading "Don't see all of your accounts?" which is above the button marked "Next." The cursor selects an account.</p> <h2>On screen:</h2> <p>When you're done, tap <strong>"Next."</strong></p> <h2>On screen:</h2> <p>The cursor taps on the button marked "Next" and then a screen appears with tiles labeled "Transfer from" and "Transfer to." The "Transfer from" tile displays the selected account. The "Transfer to" tile displays a list of three J.P. Morgan accounts.</p> <h2>On screen:</h2> <p>Choose the J.P. Morgan investment account you want to transfer to. Tap <strong>"Next."</strong></p> <h2>On screen:</h2> <p>The cursor selects an account and then taps the "Next" button (at the bottom of the screen). A screen appears labeled "Choose the assets you want to transfer." It displays tiles marked "Cash" and "Securities."</p> <h2>On screen:</h2> <p>You can review the transfer guidelines here.</p> <h2>On screen:</h2> <p>The cursor taps on clickable text reading "Transfer guidelines" (toward the top of the screen) and then text appears regarding transfer details. The cursor taps the clickable text again, and then the text transfer details disappear.</p> <h2>On screen:</h2> <p>Select the assets you'd like to transfer and enter the quantities.</p> <h2>On screen:</h2> <p>The cursor fills out that information in the tiles marked "Cash" and "Securities."</p> <h2>On screen:</h2> <p>You can also review the list of ineligible positions.</p> <h2>On screen:</h2> <p>Clickable text reading "Show list" is highlighted at the bottom right of the "Securities" tile.</p> <h2>On screen:</h2> <p>When you're done, tap <strong>"Next."</strong></p> <h2>On screen:</h2> <p>The cursor taps a button marked "Next" at the bottom of the screen. A confirmation screen labeled "Review Transfer" appears.</p> <h2>On screen:</h2> <p>If everything looks OK, tap <strong>"Submit."</strong></p> <h2>On screen:</h2> <p>The cursor swipes upwards, scrolling down to a button marked Submit. The cursor taps that button. A verification screen appears, reading: "We've received your request - Transfer Initiated."</p> <h2>On screen:</h2> <p>Your transfer request is on the way!</p> <h2>On screen:</h2> <p>The cursor swipes upwards, scrolling down to a the bottom of the verification page, which displays a button marked "Exit."</p> <h2>On screen:</h2> <p>Please avoid using the external account while your transfer is processing. Most transfers are completed in 3 to 5 business days. We'll send you an email when it's complete.</p> <h2>On screen:</h2> <p>The cursor taps the "Exit" button, and then the home screen dashboard appears.</p> <h2>On screen:</h2> <p>To check the status of your transfer, go back to your J.P. Morgan investment account.</p> <h2>On screen:</h2> <p>The cursor taps on that account and then a screen appears displaying information about that investment account. It also displays buttons, including one marked "Transfer."</p> <h2>On screen:</h2> <p>Tap <strong>"Transfer."</strong></p> <h2>On screen:</h2> <p>The cursor taps the button marked "Transfer" and then a screen appears labeled "Transfer." The screen displays different menu buttons, including one marked "Securities transfer activity."</p> <h2>On screen:</h2> <p>Then choose <strong>"Securities transfer activity."</strong></p> <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>The word "Chase" and the Chase octagon symbol appears on the mobile device.</p> <h2>Logo:</h2> <p>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, in-vestment or other advice.</p> <p>Chase Mobile app is available for select mobile devices. Enroll in Chase Online (service mark) or on the Chase Mobile 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. J.P. Morgan Wealth Management is a business of J.P. Morgan Chase and Co., which offers investment products and services through <strong>J.P. Morgan Securities LLC</strong> (JPMS), a registered broker-dealer and investment adviser, member of 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 cus-tody 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.</p> <p>Copyright {{copyrightCurrentYear}} JPMorgan Chase & Co.</p>
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