Why the J.P. Morgan Investment Account?
The J.P. Morgan Investment Account gives you access to a wide range of investments through
J.P. Morgan WealthManager+.
Choice – freedom to invest where you want
- Our comprehensive range of investment options gives you the independence and resources to build up a diverse portfolio – and many ways to maximise your investment potential.
- You can select from our own range of investment trusts and managed funds (including OEIC funds and SICAVs).
- If you invest online through WealthManager+, you can also invest in FTSE All-Share equities, exchange traded funds and bonds, and enjoy wide access to funds from other leading UK fund managers through the online service.
Learn more about our full investment range available on WealthManager+
Control – manage your investments in ways that suit you
- Maintain direct control over your investments: see your holdings at a glance, save time and get more freedom to organise your wealth.
- Invest with a lump sum or regularly: monthly, quarterly, half-yearly or yearly.
- The minimum investment is £500 per investment, with regular contributions of £50 per investment and £100 minimum for top-ups.
- You can open several investment accounts, and name them as you wish, e.g. "Investment Account – School Fees".
- Transfer certificated holdings into an Investment Account with ease.
- Unlike an Individual Savings Account (ISA), you can open a joint Investment Account and they can also be set up on behalf of children. There may be tax implications if you want to open a J.P. Morgan Investment Account for a child.
- There is no maximum annual contribution for an Investment Account, so you can continue to invest even if you have used up your tax-efficient allowances available through the
J.P. Morgan Individual Savings Account (ISA) and Self Invested Personal Pension (SIPP).
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.
Competitive fees, with clear and transparent charging
There is a single account fee for investments made on J.P. Morgan WealthManager+, where the more you invest, the lower the fee. The level of charges will vary depending on which investment you choose, and the products you hold in your J.P. Morgan WealthManager+ account.
Find out more about the fees and charges of our Investment Account
Essential information
Before investing you should take the time to read all the relevant legal information and make yourself aware of the investment risks involved.
Find out more
Access more than just J.P. Morgan investments
Investing online with WealthManager+ gives you access to over 20 other leading UK fund managers’ investments.
Download a list of all the fund managers and investments available
Related content
J.P. Morgan Investment Account at a glancePlease 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.