PDF GETTING STARTED Fund Your Investment Account

GETTING STARTED

Fund Your Investment Account

Now that you've opened your You InvestSM account, use one of our easy, secure ways to fund it online. You can transfer cash and securities from a Chase account or other financial institution. MONEY TRANSFERS Set up a transfer from your Chase or non-Chase checking, savings or money market account. 1. Choose "Pay & transfer," then "Transfer money." 2. On the "Schedule transfer" page: Choose the accounts you're transferring the money from and into; then tell us how

much and when. To link a non-Chase account, choose "Add new external account" (in the "Transfer from" dropdown menu). Have your account and routing number information available--you can find these at the bottom of your checks. Your external financial institution may also ask you to verify your account. We've made it simple to contribute regularly in an effort to meet your goals: Set up repeating transfers--just toggle the switch to make deposits automatically.

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INVESTMENT AND INSURANCE PRODUCTS ARE: ? NOT FDIC INSURED ? NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ? NOT A DEPOSIT OR OTHER

OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES ? SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Other things you can do from here: 1. Set up transfers between your brokerage accounts (as long as they're like-titled). 2. See your completed and scheduled transfers: Choose "Transfer activity" and look under "Brokerage Transfers."

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ACCOUNT TRANSFERS Move all of your assets--cash and securities--from an

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external financial institution to your You Invest account by

setting up a full account transfer.

Have an electronic copy of your latest statement from your non-Chase account.

1. Choose "Pay & transfer," then "Transfer securities."

2. On the "Schedule transfer" page: Choose the account

you're moving the assets into; then tell us about the bank/

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brokerage and the account that you're transferring from.

3. Attach your statement. 4

4. Make sure everything looks OK, and confirm your transfer.

? Keep in mind: For some account transfer requests, we may ask you to print, sign and upload a transfer form.

You can always check on the status of an account transfer:

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1. Choose "Payment activity," then

2. "Brokerage Transfers: Securities transfers."

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You Invest is a business of J.P. Morgan Securities LLC offering self-directed brokerage (You Invest Trade) and investment advisory services (You Invest Portfolios).

JPMorgan Chase & Co., its affiliates, and employees do not provide tax, legal or accounting advice. Information presented on these webpages is not intended to provide, and should not be relied on for tax, legal and accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any financial transaction.

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

? 2019 JPMorgan Chase & Co.

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