J.P. Morgan Launches New Features on Self-Directed Investing Platform

J.P. Morgan has unveiled enhancements to its J.P. Morgan Self-Directed Investing platform, focusing particularly on the fixed income experience. These new features aim to simplify the exploration and investment process for corporate bonds, Treasuries, and other fixed-income products.

Users can access these tools through the Chase mobile app or by visiting Chase.com. The initiative seeks to provide user-friendly interfaces that make it easier for investors to find and trade fixed-income products more efficiently.

New Features Overview

The newly launched features include a Yield Comparison Table, allowing investors to quickly compare yields across different fixed income products based on their preferred timeframe. Customisable Screeners offer additional filter options tailored to specific investment preferences such as Treasuries, corporate bonds, municipal bonds, and brokered CDs.

A Streamlined Trade Ticket has also been introduced to make the trading process more efficient with fewer steps involved. This tool provides a quick view of yields and offers guidance on the smallest and largest quantities that can be purchased at specific prices, which is particularly useful for new fixed income investors.

For those considering retirement account rollovers, J.P. Morgan’s retirement desk now offers direct access to specialists who can answer detailed questions and walk clients through the entire process of a rollover or funding a retirement brokerage account.