Keep an eye on all your wealth—in one place

Animation showing how to link an external account in J.P. Morgan Online. User sees a representation of the main accounts overview screen in J.P. Morgan Online. They see a representational version of the overview by chart with no corresponding numbers. The pie chart shows “Investment Accounts” “Credit Accounts” and “Bank Accounts” in that order of chart allotment. 1/10 of the pie chart is “Bank Accounts”, 2/10 is “Credit Accounts” and 7/10 of the chart is “Investment Accounts”. The user scrolls down to “external accounts”. The user selects “Add an account”. The next screen initiates the steps to link an account, and the heading reads “Link an external account”. It provides the option to search for the financial institution by name in a search bar, or select the institution from a representational list of placeholder logos. The screen shows logos for AmeriTrade, Bank of America, Capital One, Vanguard, Amex, Citi, Robinhood, Empower, TD Bank, Fidelity NetBenefits, Wells Fargo, and Fidelity. The user selects the Fidelity logo and selects “Next”. The next screen shows a login experience for Fidelity. It reads “Sign in to Fidelity Investments” and has a place to enter the username and password. The user enters their username and password for this bank. The user has the option to select “Cancel” or “Next” below this. They select “Next”. The next screen shows that they have chosen to link their checking account with a value of $50,000. The user selects “Next”. The user is taken to a confirmation screen indicating that they have added one Fidelity Investment account. The user has the option to select to “add another” external account or to be “done”. The user selects “Done”. The next screen shows the external accounts section of the overview screen again, now with the fidelity checking account listed in this section. It shows it has a $50,000 value.