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We’ve enhanced our platform for chase.com. For a better experience, download the Chase app for your iPhone or Android. Or, go to System Requirements from your laptop or desktop.

Account Maintenance FAQs

Manage your account

Frequently asked questions

Account Maintenance

Going paperless makes it simple to stay organized and keep your information secure. You can enroll at chase.com or in the Chase Mobile® app. Once you sign up, we’ll stop sending you paper statements; instead, you’ll get email notifications when your statement is available online.

 

Keep in mind: It can take up to 2 months to stop receiving paper statements.

 

To enroll at chase.com:

  1. On your Accounts page, open your profile (at top right) by clicking “Profile & Settings”.
  2. Under “Account Settings," click “Customize Settings” and choose “Paperless” and check the box next to the accounts you want to go paperless.

 

To enroll in the app: 

  1. Open your profile (at top right) and choose “Settings.”
  2. Under “Account Settings," choose “Paperless” and check the box next to the accounts you want to go paperless.

You can change your address for J.P. Morgan Wealth Management accounts at chase.com or in the Chase Mobile® app.

 

At chase.com: 

  1. On your Accounts page, open your profile (at top right) by clicking “Profile & Settings”
  2. Under “Personal details”, click “Update Info”
  3. Choose “Address” and make your changes.

 

In the Chase Mobile® app: 

  1. Open your profile (at top right) and choose “Settings.”
  2. Under “Personal Details” Choose “Address” and make your changes.

A beneficiary inherits an account’s assets in the event of the account holder’s death. For IRAs, you can designate one or more beneficiaries. For non-retirement accounts, you can use the “Transfer on Death” process to add one or more beneficiaries.

 

You can choose multiple beneficiaries for each investment account. There are 3 types of beneficiaries:

 

  • An individual is a specific person who would receive the assets in your account.
  • An entity is an organization that would receive the assets in your account.
  • A trust that you’ve named in your will or in a trust agreement may receive the assets in your accounts.

You can update your dividend and capital gains elections at chase.com or in the Chase Mobile® app.

 

At chase.com: 

  1. On your Accounts page, open your profile (at top right) by clicking “Profile & Settings”
  2. Under “Investments," choose “Automatic reinvestment”

 

In the Chase Mobile® app:

  1. Open your profile (at top right) and click “Settings”
  2. Under “Investments," choose “Automatic reinvestment.”

 

Keep in mind: changes you make at the account level will only apply to future purchases and won’t carry over to your existing positions, so please don’t forget to update your settings for your existing securities. To see your individual holdings, choose “Show positions.” We’ll apply any changes made after the record date to the next dividend period.

It’s easy to update your contact information at chase.com or in the Chase Mobile® app.

 

At chase.com: 

  1. On your Accounts page, open your profile (at top right) by clicking “Profile & Settings”
  2. Under “Personal details”, click “Update Info”
  3. Under “Personal details,” choose the information you want to edit and then make your changes.

 

In the Chase Mobile® app:

  1. Open your profile (at top right) and choose “Settings”
  2. Under “Personal details," choose the information you want to edit and then make your changes.

You can edit, delete or add beneficiaries and Transfer on Death designations (for non-retirement accounts) at chase.com or in the Chase Mobile® app.

 

At Chase.com

  1. On your Accounts page, open your profile (at top right) by clicking “Profile & Settings”
  2. Under “Investments," choose “Beneficiaries” and make your changes.

 

On the mobile app:

  • Open your profile (at top right) and click “Settings”
  • Under “Investments," choose “Beneficiaries”

A Trusted Contact Person (TCP) is someone you authorize us to contact if we have questions about your health status or current contact information. We may also contact your TCP about fraud or financial exploitation in connection with any of your accounts. A Trusted Contact Person is not a beneficiary and can’t make decisions about your account.

You can edit, delete or add a Trusted Contact Person (TCP) at chase.com or in the Chase Mobile® app.

 

At chase.com: 

  1. On your Accounts page, open your profile (at top right) by clicking “Profile & Settings”
  2. Under “Investments," choose “Trusted Contact Person” and make your changes.

 

In the Chase Mobile® app:

  1. Open your profile (at top right) and click “Settings”
  2. Under “Investments," choose “Trusted Contact Person” and make your changes.

A Trusted Contact Person (TCP) is someone you authorize us to contact if we have any questions about your health status or current contact information. We may also contact your TCP about potential fraud or financial exploitation in connection with any of your accounts. A TCP can’t make decisions about your account and doesn’t have any ownership interest. 

 

A beneficiary is an individual, entity or trust that inherits your assets in case of your death but doesn’t have any involvement with your account while you’re alive.

You can nickname your investment accounts to make them easier to remember and organize.

 

At Chase.com:

  1. On your Accounts page, open your profile (at top right) by clicking “Profile & Settings”.
  2. Under “Accounts Settings," click “Customize Settings.”
  3. Under  “Account Settings, choose, “Nickname Accounts”  You can give any of your accounts a nickname up to 20 characters long.

 

In the mobile app:

  • Open your profile (at top right) and click “Settings”
  • Under “Account Settings” choose “ Nickname accounts”
  • You can give any of your accounts a nickname up to 20 characters long.

To complete your account closure request, your account must have a zero balance.

 

Once your account is at a zero balance, you can close your account by either calling the Client Service Center or by sending a secure message.

 

I want to send a secure message:

  1. Sign in to your Chase account and choose "Secure messages" from the Main menu.
  2. Choose "New message", then "I have a question about one of my accounts", then your account, then "Other Inquiry".
  3. Please include the last four digits of your account number and, to better improve the quality of our services, please provide us the reason you are requesting to close this account.
  4. Send a message

 

I want to call:

Client Service Center can be reached at 1-800-392-5749. They are available Monday- Friday 8:00 a.m. - 9:00 p.m. ET & Saturday 9:00 a.m. - 5:00 p.m. ET.