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:
- Sign in to JPMorganOnline.com
- Select the “person” icon on the top right to access "Profile & settings"
- Select "Account settings"
- Select “Manage custom groups”
- Select “Create new group”
- Name your group
- Select the accounts to be included in the group
- Select “Save changes”
- Optional: You can set a group to always appear in your accounts overview by choosing "Make default"
- Repeat for additional groups
- You can now view your custom groups on the accounts overview screen by default or by selecting the dropdown next to “Showing”
- Sign in to JPMorganOnline.com
- Select the “person” icon on the top right to access "Profile & settings"
- Select "Account settings"
- Select “Default sort order”
- Select “Account Name (A-Z)” to alphabetize
- Or select “Account Value” to sort by account amounts
- Select “Save”
- Sign in to the J.P. Morgan Mobile app
- Tap “All accounts” at the top of the screen
- Tap “Create groups”
- Tap “Create new group”
- Name your group
- Select the accounts to be included in the group
- Tap “Save changes”
- Optional: You can set a group to always appear in your accounts overview by choosing "Make default"
- Repeat for additional groups
- You can now view your custom groups on the accounts overview screen by default or by selecting the “All Accounts” dropdown on the top
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.
