Transfer Assets into Your Investment Account with the Chase Mobile ® app
Learn how to transfer assets on the Chase Mobile® app
The Automated Customer Account Transfer Service (ACATS) allows users to transfer certain assets from one brokerage firm to another quickly with little to no cost. In this video, l earn how to transfer securities from an external brokerage firm to a J.P. Morgan investment account right on your phone. Access transfer guidelines, check the status of your transfer and more. Click here for information about ACATS .
- Sign in to the Chase Mobile® app
- Tap “Investments by J.P. Morgan”
- Choose the investment account you’re transferring to
- Tap “Transfer” then choose “Transfer securities”
- Choose “External account transfer”
- Choose the financial institution you want to transfer from
- Connect to your external investment account then tap “Next”
- Sign in to your external account and tap “Continue”
- Choose the account you want to transfer from and tap “Next”
- Choose the J.P. Morgan investment account you want to transfer to and tap “Next”
- Select the assets you’d like to transfer and enter the quantities, then tap “Next”
- If everything looks ok, tap “Submit” and we’ll send you an email when the transfer is complete; avoid using the external account while your transfer is processing
Do more with the Chase Mobile® app
Scan the QR code to download the app to experience convenience and security on the go.