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How to create custom groups or automatically sort your accounts

Group your accounts for increased visibility and added organization with J.P. Morgan Online℠ or the J.P. Morgan Mobile® app¹. You can also set your accounts to automatically sort alphabetically or by value.

Here’s how to get started:

Looking to learn how to use other digital capabilities?

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1You can download the J.P. Morgan Mobile® app from the App Store or Google Play. App Store is a trademark of Apple Inc., registered in the United States and other countries. Android and Google Play are trademarks of Google Inc. Use of these trademarks is subject to Google Permissions. J.P. Morgan Mobile® app is available for select mobile devices. Message and data rates may apply.

Feature availability - and the steps to access features - may vary based on profile or account type, client segment, device and/or eligibility requirements.

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JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

 

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