JPMorgan unveils new features on J.P. Morgan Self-Directed Investing platform
J.P. Morgan revealed a wave of new features including a cutting-edge fixed income experience on the J.P. Morgan Self-Directed Investing platform.
The enhancements make it easier for investors to explore and invest in corporate bonds, Treasuries and more.
By simply logging into the Chase mobile app or Chase.com, investors can now access user-friendly tools that simplify the process of finding and trading fixed income products.
The new features and enhancements include:
- Yield Comparison Table: Investors can quickly see and compare yields across fixed income products and filter them by preferred timeframe.
- Customizable Screeners: New filter options help investors find Treasuries, corporate bonds, municipal bonds and brokered CDs that match their criteria with just a few clicks. The screeners can also be saved to use in the future.
- Streamlined Trade Ticket: Trade faster and more efficiently with fewer steps and a quick view of yields. Investors can also see the smallest and largest number of bonds they can buy at a specific price. Contextual guides are especially helpful for those new to fixed income.
“Fixed income investments are a key part of a diversified portfolio, helping to balance stock market volatility and providing consistent income through regular interest payments,” said Paul Vienick, Head of Online Investing at J.P. Morgan Wealth Management. “We have built an easy-to-navigate experience for fixed income that will feel familiar to stock investors. But what really sets us apart is that we are offering it both on desktop and on the Chase mobile app.”
Clients considering retirement account rollover options can also connect with J.P. Morgan’s retirement desk, which gives them access to a retirement specialist that can answer in-depth questions and walk them through the process of a rollover or funding a retirement brokerage account.
“We are thrilled about the future and the continuous improvements we are making to empower our clients,” said Andrea Finan, Head of J.P. Morgan Self-Directed Investing. “These new features are just the beginning. We encourage clients to watch this space as we continue to innovate and elevate the investing experience.”