Investment Account

J.P. Morgan WealthManager+ gives you a very wide range of investments for you to choose from for your J.P. Morgan Investment Account

  • You can select from our own range of investment trusts and managed funds (including OEIC funds and SICAVs)
  • You can also invest in managed funds, FTSE All-Share equities, exchange traded funds and bonds, and enjoy wide access to funds from other leading UK fund managers through the online service

Here are some quick facts about the J.P. Morgan WealthManager+ Investment Account:

  • The minimum investment is £500 per investment, with regular contributions of £50 per investment and £100 minimum for top-ups
  • You have to be 18 years of age or over to invest
  • Invest with a lump sum or regularly: monthly, quarterly, half-yearly or yearly
  • You can open several investment accounts, then optionally designate these accounts for your reference, e.g. Investment Account – School Fees
  • Transfer certificated holdings into the Investment Account with ease
  • You can open a joint Investment Account and they can also be designated for children, but there may be tax implications, so please refer to the Key Features and Terms and Conditions document

The J.P. Morgan Investment Account acts as a base from which you can invest directly in any investment within the J.P. Morgan WealthManager+ investment range, giving you maximum flexibility.

Download the Investment Account Overview

Download the Key Features and terms and Conditions