• Define your investment objective: Are you aiming to fund your children’s education, build a retirement fund, grow your capital or preserve your existing wealth?
  
• Assess your investment time horizon: How much time do you have to achieve your investment goals
• Evaluate your investment experience: Are you new or experienced in mutual fund or stock investments?

Open a MORGAN DIRECT account online.

Important Information

+Please read the Personal Data Privacy Statement, in connection with your provision of personal data or information to JPMorgan Funds (Asia) Limited. 

Notes

• Applicable to personal account application only. For joint and corporate account application, please make an appointment with our Direct Sales Team by email.
• Account opening can be done online as quickly as one business day, as long as you meet the eligibility criteria, and have submitted all required documents with correct information provided, and you may start investing on the next business day. (However, due to bank processing time, some applications may take longer).

Once you've established your objectives, time frame and level of experience, select a portfolio of funds that aligns with your investment needs. 

• Diversification¹ can help mitigate risk by allocating your investments across various markets or asset classes.
• Consider mixing money, bond, and equity funds to align with your time frame and risk tolerance level.
• Understand your risk appetite and review the risk ratings of the funds when building your portfolio.

¹ Diversification does not guarantee investment returns and does not eliminate the risk of loss.

In addition to lump-sum subscription from HK$5,000, you could invest regularly through eScheduler monthly investment from HK$1,000.

Browse the MORGAN DIRECT Demo how to place a Buy or eScheduler Buy order.

After placing your lump sum investment or setting up your eScheduler, remember to regularly review your investment portfolio and risk level, rebalance as needed, by logging in J.P. Morgan DIRECT Investment Platform.

Access Client Self Service Center for useful fund and online trading information whenever and wherever you need it. You can also contact our Client Services team for further assistance.