How to invest
Investing can be daunting so we have put together this simple checklist to take you through the process.
Getting started checklist
- Investments explained
Understand the types if investments we offer, calculate projected returns on investments to your pension and get explanations on investment terms.
- Choose a product
We offer different products to invest in, including the tax efficient ISA and SIPP, and direct investment in the Investment Account. Here you will learn about the products and why to invest with J.P. Morgan.
- Choose an investment
Having learnt about the investments we offer, here you can find out about our featured and best selling funds and trusts, learn about investing for income and review each of our funds in detail.
- Essential information
Before investing you should be aware of the risks and how much it will cost.
- Invest now
You can invest with us online, by post or by phone whichever suits your needs best.
Invest now
If you want to invest in a J.P. Morgan ISA, J.P. Morgan SIPP, J.P. Morgan investment Account you can apply online, by post or by phone.
Online
Log in or register here to open a new J.P. Morgan WealthManager+ Invest onlineAccount. Once registered you will be emailed a username and password.
Phone
Call our UK-based Investor Services Team on 0800 731 1111 from 9.00am to 5.30pm Monday to Friday.
Calls may be recorded and monitored for training and security purposes.
Suitability
You should, of course, only consider investments that are right for you. If you are in any doubt about the suitability of an investment, please speak to an independent financial adviser - find an IFA at unbiased.co.uk
“How to...” videos
A preview of WealthManager+ and how to complete some of the most popular online tasks.
Please remember that the value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.
Past performance is not a guide to the future.