Morgan Direct Demo
New to J.P. Morgan DIRECT Investment Platform
STEP 1
Enter Master Account No.
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STEP 2
Click "ACTIVATE YOUR ACCOUNT" button.
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STEP 3
Enter your MasterAccount Number and click "Continue" – the first One-Time Passcode (OTP) will be sent to your registered email address.
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STEP 4
Enter the first OTP and click "Continue".
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Remarks:
- Please do not forward or disclose your One-Time Passcode (OTP) to others. Delivery of your OTP is subject to network conditions and the service quality of your service provider. If you have not received it within 30 seconds, please re-submit the request.
- For joint accounts, the OTP will be sent to the first applicant. For corporate accounts, the OTP will be sent to the delegated person.
STEP 5
Select your preferred channel for receiving the second OTP via dropdown selection. Press “Continue” to proceed. The OTP will be sent to you selected delivery channel.
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STEP 6
Enter the second OTP and click “Continue”.
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Remarks:
- The voice message will be sent from an overseas number.
- If you have not received the One Time Passcode within 30 seconds, you can request to send another One Time Passcode request.
STEP 7
Follow the instructions to set your Login Password and press “Continue”.
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STEP 8
Return to the Login page by pressing “Log in” in the confirmation page – you can now log in with your new password.
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Remarks:
- Please do not reveal your login information to anyone.
- We strongly recommend you change your password every 90 days. If you suspect any unusual activities, please change your password immediately and email J.P. Morgan Funds Investor Services at investor.services@jpmorgan.com.
STEP 9
You can create a Login Username anytime. Simply press “My Account” > “Create the Login Username” after logging in to eTrading.
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General Login
STEP 1
Enter your Username or MasterAccount Number. Press “Next” to proceed.
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STEP 2
Enter your Login Password. Press “Continue” to proceed.
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Mobile View
STEP 3
Select your preferred channel for receiving the One-Time Passcode (OTP) via drop down menu. Press “Continue” to proceed. The OTP will be sent to you selected delivery channel.
Desktop View
Mobile View
Remarks:
- The voice message will be sent from an overseas number.
- Please do not forward or disclose your One-Time Passcode (OTP) to others. Delivery of your OTP is subject to network conditions and the service quality of your service provider.
- For joint accounts, the OTP will be sent to the first applicant. For corporate accounts, the OTP will be sent to the delegated person.
STEP 4
Enter the OTP. Press “Log in” to proceed and login to eTrading.
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Reset Password
STEP 1
Enter Username or Master Account No.
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STEP 2
Press "Forgot Password?" to proceed.
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STEP 3
Enter your Username or MasterAccount Number and press “Continue” – the first One-Time Passcode (OTP) will be sent to your registered email address.
Desktop View
Mobile View
STEP 4
Enter the first OTP and click “Continue”
Desktop View
Mobile View
Remarks:
- Please do not forward or disclose your One-Time Passcode (OTP) to others. Delivery of your OTP is subject to network conditions and the service quality of your service provider.
- If you have not received it within 30 seconds, please re-submit the request.
- For joint accounts, the OTP will be sent to the first applicant. For corporate accounts, the OTP will be sent to the delegated person.
STEP 5
Select your preferred channel for receiving the One-Time Passcode (OTP) via drop down menu. Press “Continue” to proceed. The OTP will be sent to you selected delivery channel.
Desktop View
Mobile View
Remarks:
- The voice message will be sent from an overseas number.
- Please do not forward or disclose your One-Time Passcode (OTP) to others. Delivery of your OTP is subject to network conditions and the service quality of your service provider.
- For joint accounts, the OTP will be sent to the first applicant. For corporate accounts, the OTP will be sent to the delegated person.
STEP 6
Enter the second OTP and press “Continue”
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Mobile View
STEP 7
Follow the instructions to set your Login Password and press “Continue”.
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Mobile View
STEP 8
Return to the Login page by pressing “Log in” in the confirmation page – you can now log in with your new password after 1 minute.
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Mobile View
