Conducting business

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.

How to contact us
Using the Global Cash Portal
Opening an account
Opening an additional account
Making changes to your account
Trading deadlines and minimum investments
Placing a purchase or redemption
Wiring federal funds
Placing a warning call
Setting up multiple wiring instructions
Receiving monthly statements
Receiving account confirmations
Getting dividend payouts

For a convenient desktop reference on opening accounts, trading and other daily transactions with J.P. Morgan, download our Operations Services Guide.



Opinions and estimates offered constitute our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. We believe the information provided here is reliable, but do not warrant its accuracy or completeness. This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. References to future returns are not promises or even estimates of actual returns a client portfolio may achieve. Any forecasts contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation.

This site is intended for U.S. institutional investors only.

Contact Global Liquidity help desk at 1-800-766-7722 for a fund prospectus. Investors should carefully consider the investment objectives and risks, as well as charges and expenses, of the mutual fund before investing. The prospectus contains this and other information about the mutual fund. Read the prospectus carefully before investing.

Total return assumes reinvestment of dividends. Performance may reflect the waiver of a portion of the fund's advisory or administrative fees for certain periods since the inception date. If fees had not been waived, performance would have been less favorable.

J.P. Morgan Asset Management is the marketing name for the asset management businesses of JPMorgan Chase & Co. Those businesses include, but are not limited to, J.P. Morgan Investment Management Inc., Security Capital Research & Management Incorporated and J.P. Morgan Alternative Asset Management, Inc.

J.P. Morgan Funds are distributed by JPMorgan Distribution Services, Inc. Affiliates of JPMorgan Chase & Co. receive fees for providing various services to the Funds. JPMorgan Distribution Services, Inc, member FINRA/SIPC, www.finra.org.


NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE