Financial planning tools
Open a J.P. Morgan WealthManager+ account and you get free access to a number of financial planning tools to help you with your investment decisions. You don't need to make an investment to use them.
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Financial health check
– this simple tool gives an overview of the state of your finances, taking into consideration your savings, level of debt, pension provisions and any other savings and investments you may have.
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Assess your attitude to risk
– a questionnaire that compiles vital information to help you evaluate your attitude to investment risk and make investment decisions that are right for your personal circumstances. You can save your risk profile for future reference.
- Create an investment strategy – a five-step process to help define, develop and execute your own investment strategy.
J.P. Morgan WealthManager+ is intended to help investors manage their wealth and make more informed investment decisions. However, it is not a substitute for investment advice, and J.P. Morgan Asset Management does not give advice.
You can access these tools for free, and without making an investment, by opening a WealthManager+ account today.
“How to...” videos
A preview of WealthManager+ and how to complete some of the most popular online tasks.