J.P. Morgan WealthManager+
for Advisers
As an adviser you now have the opportunity to access and view your clients’ J.P. Morgan WealthManager+ account details online, including valuation statements, investment performance, transfers and transactions.
J.P. Morgan WealthManager+ is the online service from J.P. Morgan Asset Management that provides investors with a simple way to manage their investments in a secure online environment.
Who is eligible for this service?
As an adviser you can access this service if your client holds a J.P. Morgan WealthManager+ account and they have identified you as their adviser.
How do you register for access?
Follow these simple steps to register and gain access to J.P. Morgan WealthManager+
| 1. | Legal information Read the Terms of Use |
| 2. | Apply Complete the application form |
| 3. | Gain group or network authorisation approval If the firm named on the application form is not the FSA regulated entity, you will also need to gain their approval by having them complete the authorisation form Complete the authorisation form |
| 4. | Return the completed form(s) Return form(s) to J.P. Morgan Asset Management Freepost NAT17428 London EC2B 2BR |
| 5. | Receive access for service Once your form(s) have been received you will be emailed a username and sent your temporary password by post to access the service. |
Getting started
On receipt of your username and password you can now log in to J.P. Morgan WealthManager+ and search for any client that holds a J.P. Morgan WealthManager+ account that has been linked to your agency record.
Client search
To search for your client’s account you will need one of the following:
- J.P. Morgan WealthManager+ account number
- Account name
- Postcode
- Classic account number
How to change user details
To amend changes to your or a member of your network user details, please complete the amendment form.
Download the amendment formIf at any stage you need to terminate your or a member of your network’s user access to this online service, please contact the Investor Services team on 0800 727 770 between 9:00am and 5:30pm Monday to Friday.
Log inAccess and view your clients’ accounts online
Need help?
Call our UK-based Investor Services Team 0800 727 770
From 9.00am to 5.30pm Monday to Friday