Refer friends and family and earn up to
Earn up to

$ 500
Earn $50 when a friend or family member opens and funds a new J.P. Morgan Self-Directed Investing account (General Investment only) – up to $500 per year.
Enter your information to invite friends and family – and to track your cash bonuses.

Enter your information

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Enter the following:

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See how simple it is

It's easy to refer friends and family. Read the steps below to see how you and the friends you refer can get rewarded. For complete terms and conditions, review the "Important Information" section at the bottom of the page.

  1. 01
    Invite your friends and family
    Give your friends the opportunity to invest with J.P. Morgan Wealth Management. Start by entering your information in the form above and we'll provide a link to share.
  2. 02
    Get $50 for anyone you refer
    who opens and funds a new J.P. Morgan Self-Directed General Investment account with a minimum of $200 of new cash or securities (up to 10 referral bonuses per calendar year).
  3. 03
    Your referral gets rewarded too
    Give your friends the opportunity to earn a bonus too when they complete qualifying activities.
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