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If you enjoy earning bonus cash from brokerage account promotion, you should pay attention to the J.P. Morgan Self-Directed Investing (INVESTMENT AND INSURANCE PRODUCTS ARE: NOT A DEPOSIT • NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE) offer that lets you get up to $625 with a qualifying deposit. Here is a closer look at how you can earn free money and what services this investment platform offer.

J.P. Morgan Self-Directed
J.P. Morgan Singapore. Photo credit: J.P. Morgan

How to Get the J.P. Morgan Self-Directed Bonus

Get up to $625 when you open and fund a J.P. Morgan Self-Directed Investing account with qualifying new money. You can get:

  • $625 when you fund with $250,000 or more
  • $300 when you fund with $100,000-$249,999
  • $125 when you fund with $25,000-$99,999

This offer expires on 01/19/2023.

Here is a step-by-step guide to helping you earn your bonus cash.

Open a Qualifying Account

This offer is available to you when you open a J.P. Morgan Self-Directed Investing account and fund it with new money.

A qualifying self-directed account includes:

  • General investment (taxable brokerage)
  • Traditional IRA
  • Roth IRA

A J.P. Morgan Automated Investing or a J.P. Morgan Advisor account is ineligible.

If you’re comfortable self-managing your portfolio, this bonus can be worth pursuing.

Make a Qualifying Deposit

After opening a qualifying self-directed account, you must make a qualifying deposit. Admittedly, this promotion is best for experienced investors due to the relatively high redemption minimum. But this minimum deposit is lower than other promotions for this brokerage.

Your deposit amount determines the size of your bonus:

  • $625: Deposit $250,000 or more
  • $300: $100,000 to $249,999
  • $125: $25,000 to $99,999

You can also expect to maintain this balance for at least 90 days to receive your bonus. Trading losses and typical market volatility don’t penalize you. However, you cannot withdraw the balance during the qualification period.

Sadly, there isn’t a bonus if you deposit less than $25,000, but you can open an account with $0 if you still want to use this online brokerage.

You may still be eligible for a checking account promotion if you want a relatively easy way to scoop up some free money with your spare cash.

Related: The Best Limited-Time Credit Card Offers

J.P. Morgan Self-Directed Investing Features

In addition to getting up to $625 bonus cash, you can also enjoy these investing perks:

  • $0 trading commissions for stocks, ETFs, and options ($0.65 per options contract)
  • No-load mutual funds ($0 trading commissions online, $20 for phone-assisted trades)
  • Portfolio Builder tool can help you build a customized asset allocation ($2,500 minimum balance is necessary)
  • Stock and fund screeners
  • Access to J.P. Morgan Research and market analysis

These tools can make it easier to research potential investments if you like to hold individual stocks and sector ETFs.

If you’re an existing J.P. Morgan customer, you can easily view your portfolio along with your banking and credit card accounts on the same web platform. The Mobile app also displays your various accounts in one place.


A J.P. Morgan Self-Directed Investing account can help you invest for near-term goals or through a tax-advantaged account retirement. Opening an account and making a qualifying deposit can help make your investment experience more rewarding.

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