J.P. Morgan Launches Digital Money Coach to Help Clients Make Smart Money Decisions
J.P. Morgan Wealth Plan™ is available for free to all Chase customers and allows them to plan, save and invest in one place
With Wealth Plan customers can:
- Get a full view of their finances including accounts outside of Chase
- Create and track goals in real time and get personalized step-by-step guidance on next steps
- See how changes to their spending or savings today could impact their financial future
-
Schedule a video meeting and work one-on-one with a
J.P. Morgan financial advisor
“Wealth Plan will be available for free to all customers inside the Chase app,” said
J.P. Morgan Wealth Management ranked #1 in Customer Satisfaction with Wealth Management Digital Channels in the
By clicking on the ‘Plan & Track’ tab on the Chase app and Chase.com, clients will be able to access several features to help inform their financial decisions:
- Income & spending shows earnings monthly, quarterly or annually, and compares them to a user’s spending categories
- Net worth offers a view of total assets and debt
- Goal simulator allows users to envision the future they want, and then set, review and modify those goals. Customers can virtually adjust their financial decisions to see how changes today may impact their tomorrow
Throughout the experience, Wealth Plan will give suggestions and offer educational content that can help users make progress towards their goals.
“Wealth Plan lets clients take control of their finances and interact with us however they choose, which increasingly is digitally,” said
While projections created by J.P. Morgan Wealth Plan are hypothetical and do not reflect future investment results, clients can see how they are tracking towards their objectives and how changes today can affect them. For more information about Wealth Plan by
J.P. Morgan Wealth Management offers a full spectrum of services and products for clients to plan and invest. They can invest digitally online, remotely over video or phone with an advisor, or in-person with an advisor in an office or local Chase branch.
Last month, J.P. Morgan Wealth Management launched
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