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Designate or update a beneficiary with your mobile device or online account

J.P. Morgan Wealth Management. Designate or update one or more beneficiaries to inherit the assets from your individual investment account on the Chase Mobile® app videoOpens Overlay

 

Designate or update a beneficiary on your individual investment account

Designate or update one or more beneficiaries to inherit the assets from your individual investment account (such as a brokerage or retirement account). It’s easy to do with your mobile device or online account, and you can change them at any time. Click here to learn more about beneficiaries for your J.P. Morgan Wealth Management accounts.

  1. Step oneSign in to your Chase Mobile® app or chase.com
  2. Step two Tap the “Profile & Settings” icon
  3. Step three Choose “Settings” and tap “Investments”; on a desktop device, you’ll find the “Investments” tab on the left
  4. Step four Choose “Beneficiaries”
  5. Step five Choose the account you want to update
  6. Step six To add a new beneficiary, tap “Add beneficiaries”
  7. Step sevenFill out the required fields and tap “Next”
  8. Step eight Confirm the beneficiary address format and tap “Save”
  9. Step nineIf you designate more than one beneficiary, make sure the overall Percentage (%) adds up to 100%; tap “Next”
  10. Step tenTap “Next” if everything looks good; tap the back arrow to make any changes
  11. Step elevenRead the disclosures, check the box to agree to the terms and conditions, then tap “Next”
  12. Step twelveReview the beneficiary information and tap “Confirm”, then tap close
  13. Step thirteenWe'll send a confirmation to your primary email address on file; you’ll receive an annual reminder to review your beneficiary information and ensure it is up-to-date

 

Do more with the Chase Mobile® app

Scan the QR code to download the app to experience convenience and security on the go.