Help
Common Questions
How do I view my account information or make transactions online?
By accessing Shareholder Account Access, where numerous options are available to help manage your account(s) online quickly and easily. Here is a brief list of them: view account balances, transaction histories and your statements. Please refer to our Shareholder Account Access FAQs for more assistance.
Have questions?
Take a look at our Website FAQ area, where many common questions have already been answered. You may just find what you are looking for here.
Do you have specific questions about the browser or the security?
In Browser and Security FAQ, you will find answers to your questions about what browsers the site supports and how we secure your information.
Need to find out the meaning of specific investment terms?
In Glossary of Investment Terms, there are definitions of common industry terminology that you may be looking for. This is a valuable resource especially if you're new to investing.
If you are having problems downloading PDF documents on the site, please go to the Download Help page.
Have questions?
Financial Professionals can call our Advisor Service Center to speak to a J.P. Morgan representative:
1-800-338-4345
Direct Shareholders and all other inquiries should call Shareholder Services to speak to a representative:
1-800-480-4111