Keep an eye on all your wealth—in one place

Imagine seeing your entire financial life in one consolidated view. It’s easy, now that you can securely link all your external accounts with us in just a few minutes. Once you do, you’ll get a more complete view of your wealth and a smart new way to collaborate with your J.P. Morgan team.

 

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Enjoy these benefits

       

Connect

Securely link your bank accounts, investments, 401(k)s, mortgages, credit cards and more from over 14,000 institutions. We use advanced technology with automatic data encryption and multi-factor authentication to help keep your information safe.

Control

Receive regularly updated account balances, transactions and positions for all your accounts in one centralized place.

Collaborate

Share your data from other financial institutions for better informed, more insightful planning with your trusted J.P. Morgan team.

 

GETTING STARTED IS EASY

After logging into J.P. Morgan Online or on the J.P. Morgan Mobile® App:

 

1

Go to
ACCOUNTS OVERVIEW

 

2

Locate last tile on page
EXTERNAL ACCOUNTS

 

3

To begin linking, click
ADD AN ACCOUNT