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Napkin Getting StartedVideo

Account Id: 4394098893001

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

Video ADA Text: Napkin Finance: Getting Started video

Transcript Browser Title: Video transcript: Napkin Finance: Getting Started video

Description: Investing can seem intimidating, but today anyone can start with just a few dollars.

English

Video Id: 6273998392001

Audio Description Video Id: 6274001352001

Length (seconds): 118

Transcript: <h2>Note:</h2> <p>This video uses text and infographics, presented as napkin sketches, to illustrate and reinforce spoken content.</p> <p>Legal disclosures appear.</p> <h2>On Screen:</h2> <p>Investment and insurance products:</p> <ul> <li>Not a deposit</li> <li>Not FDIC insured</li> <li>Not insured by any federal government agency.</li> <li>No bank guarantee</li> <li>May lose value</li> </ul> <h2>Note:</h2> <p>Upbeat music plays.</p> <h2>On Screen:</h2> <p>J.P. Morgan Wealth Management logo.</p> <h2>On Screen:</h2> <p>Getting Started.</p> <h2>Narrator:</h2> <p>Getting started on your investing journey.</p> <h2>On Screen:</h2> <p>Getting Started on your Investment Journey with Online Investingby J.P. Morgan.</p> <h2>Narrator:</h2> <p>If you’re thinking about starting to invest today, you are in luck. Because new digital platforms have put investment knowledge and tools at your fingertips. With J.P. Morgan Wealth Management, opening an investing account online and getting on your way to achieving your goals is easier than ever.</p> <h2>On Screen:</h2> <p>A drawing appears of a mobile device, displaying a screen labeled &quot; Online Investingby JPMorgan.&quot; A sign reading: &quot;Start,&quot; marks the beginning of a highway road map.</p> <h2>Narrator:</h2> <p>You can trade online with a J.P. Morgan Self-Directed Investing account, or invest with our robo advisor using a J.P. Morgan Automated Investing account. Here are the steps to help you get started on your investing journey.</p> <h2>On Screen:</h2> <p>Access on the Chase Mobile app.</p> <h2>Narrator:</h2> <p>Once you’ve opened an account, the first step is to fund your account. You can easily fund with cash, transfer your securities or roll-over retirement investments.</p> <h2>On Screen:</h2> <p>A drawing appears of paper currency.</p> <h2>On Screen:</h2> <p>Fund Your Account.</p> <h2>Narrator:</h2> <p>You don’t need a large sum of money to start investing. In fact, you can begin with just a few dollars. The most important thing is to get started as early as you can, so your money has more time to grow.</p> <h2>On Screen:</h2> <p>Infographics and text appear on the mobile device's screen, listing</p> <h2>On Screen:</h2> <p>Easy. Smart. Value.</p> <h2>Narrator:</h2> <p>Once you've funded your account, you can customize your portfolio. You can buy individual stocks, bonds, mutual funds or ETFs. Or you can buy a mixture of investments to create a diversified portfolio.</p> <h2>On Screen:</h2> <p>Know Your Options.</p> <h2>On Screen:</h2> <p>A drawing shows a highway stretching around a list (with infographics) reading:</p> <ul> <li>Individual Stocks and Bonds;</li> <li>Mutual Funds or ETFs;</li> <li>Diversified Portfolios.</li> </ul> <h2>On Screen:</h2> <p>Customize your portfolio.</p> <h2>Narrator:</h2> <p>J.P. Morgan Self-Directed Investing has tools to help you make smarter choices. You can search specific investments using screeners, track different companies with a Watchlist, and diversify your portfolio with Portfolio Builder.</p> <h2>On Screen:</h2> <p>The highway winds around another list of infographics and text, reading:</p> <ul> <li>Research and Insights;</li> <li>Screeners;</li> <li>Watch-List;</li> <li>Portfolio Builder.</li> </ul> <h2>On Screen:</h2> <p>Know your tools.</p> <h2>Narrator:</h2> <p>Once you’re on your way, don’t forget to periodically review your investments and rebalance as needed.</p> <h2>On Screen:</h2> <p>Keep going.</p> <h2>Narrator:</h2> <p>Consider setting up recurring contributions through a systematic investment program so that you can continue to add to your account and help your portfolio grow.</p> <h2>On Screen:</h2> <p>The highway curves around a final list of infographics and text, reading:</p> <ul> <li>Set Up Recurring Contributions:</li> <li>Rebalance and Review.</li> </ul> <h2>Narrator:</h2> <p>So let’s go. Fund your account today and get started on your investing journey.</p> <h2>On Screen:</h2> <p>The highway reaches its destination - a sign reading: LET'S GO.</p> <h2>On Screen:</h2> <p>Powered by Napkin Finance.</p> <h2>On Screen:</h2> <p>J.P. Morgan Wealth Management logo.</p> <h2>Note:</h2> <p>Legal disclosures appear.</p> <h2>On Screen:</h2> <p>Chase Mobile^® app is available for select mobile devices. Enroll in Chase Online^℠ or on the Chase Mobile app. Message and data rates may apply.</p> <p>In using Portfolio Builder, be aware that J.P. Morgan is not analyzing your investment portfolio, your individual circumstances, or considering or recommending what you should buy, hold, or sell in your account. Access to this tool requires a minimum account balance.</p> <p><strong>IMPORTANT: The projections or other information generated by Portfolio Builder regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Portfolio Builder results may vary with each use and over time.</strong></p> <p>Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved.</p> <p>Asset allocation/diversification does not guarantee a profit or protect against a loss.</p> <p>Systematic investing is a strategy that involves continuous investing in a security regardless of fluctuating price levels. Care should be taken to ensure you can continue purchases through periods of low price levels.</p> <p>Asset allocation/diversification does not guarantee a profit or protect against a loss.</p> <p>In general, the bond market is volatile and bond prices rise when interest rates fall and vice versa. Longer term securities are more prone to price fluctuation than shorter term securities. Any fixed income security sold or redeemed prior to maturity may be subject to substantial gain or loss. Dependable income is subject to the credit risk of the issuer of the bond. If an issuer defaults no future income payments will be made.</p> <p>The price of equity securities may rise or fall due to changes in the broad market or changes in a company's financial condition, sometimes rapidly or unpredictably. Equity securities are subject to &quot;stock market risk&quot; meaning that stock prices in general may decline over short or extended periods of time.</p> <p>When investing in mutual funds or exchange-traded and index funds, please consider the investment objectives, risks, charges, and expenses associated with the funds before investing. You may obtain a fund’s prospectus by contacting your investment professional or visiting the fund company’s website. The prospectus contains this and other information, which should be carefully read before investing.</p> <p>There may be a potential tax implication with a rebalancing strategy. Please consult your tax advisor before implementing such a strategy.</p> <p>J.P. Morgan Chase and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational purposes only and is not intended to provide and should not be relied on for tax, legal, or accounting advice. You should consult your own tax, legal, or accounting advisors before engaging in any transaction.</p> <p>This video and its content have been developed for J.P. Morgan Securities LLC clients and prospects, is for informational and educational purposes only, and is designed to provide general market commentary and information relating to certain services offered by J.P. Morgan Securities LLC, an affiliate of JPMorgan Chase &amp; Co.</p> <p>Opinions expressed herein are those of the author and may differ from those of other J.P. Morgan employees and affiliates. The information in no way constitutes J.P. Morgan research and should not be trusted as such. Further, the views expressed herein may differ from that contained in J.P. Morgan research reports.</p> <p>The information and views expressed are not intended to provide specific advice or recommendations for any individual. You should carefully consider your needs and objectives before making any decisions. For specific guidance on how this information should be applied to your situation, you should consult your Advisor.</p> <p>J.P. Morgan Wealth Management is a business of J.P.Morgan Chase &amp; Co., which offers investment products through <strong>J.P. Morgan Securities LLC</strong> (JPMS) a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities 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 J.P. Morgan Chase Bank, N.A. (JPMCB). JPMS, CIA, and JPMCB, are affiliated companies under the common control of JPMorgan Chase &amp; Co.</p> <p>Products not available in all states.</p> <p>Copyright {{copyrightCurrentYear}} JPMorgan Chase &amp; Co.</p>

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