Doing Business With Us

Manage and access accounts
J.P. Morgan Global Liquidity is committed to helping you manage your short-term cash with greater convenience and efficiency.
This section provides all the operational information you need to speed up your transactions and work seamlessly with us.
Check the holiday calendar to verify that your fund is trading.


Doing business with us
Account Management
Helping you handle your transactions more efficiently is one of our most important services. In this section, you will find all the basic operational information you need to conduct business with us.
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How to contact us
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Opening an account
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Using the Global Cash Portal
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Opening an additional account
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Receiving monthly statements
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Account maintenance
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Audit request
Trades and Transfers
For a convenient desktop reference on opening accounts, trading and other queries with J.P. Morgan, download our Doing business with us.
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Trading deadlines and minimum investments
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Transacting in the fund
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Direct debit and drawdown requests
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Wiring funds
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Getting dividend payouts
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Placing a pre-advice phone call
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Straight through processing guide
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Redemption Batches

Global Cash Portal
As a client, you can streamline trading and access complete account details easily through our Global Cash Portal. Start managing your liquidity with more confidence and convenience than ever:
- Access your account information
- Execute trades online
- Download information to Excel
- Utilize dynamic holdings reports
- Receive email notifications

Documents
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JPM Liquidity E-Statement Request Form
Tax Reporting Self-Certification for Entity Investors
JPMorgan Liquidity Funds Application Form: Distributing Share Classes
JPMorgan Liquidity Funds Application Form - Accumulating Share Classes
Application Form for Institutional Investors - Managed Reserves
Transaction Form - Distributing Share Classes
Transaction Form - Accumulating Share Classes
Global Cash Portal Application and Authorization Form
Audit Season