How to link external accounts
See your J.P. Morgan accounts—and all of your external financial accounts—in one place. Improve visibility, increase control and (optionally) share access with advisors to improve planning capabilities.
Here’s how to get started:
- Sign in to JPMorganOnline.com
- Scroll down to “External accounts”
- Select “Link an account”
- Select your financial institution
- Optional: if you do not see your institution in the list, you can enter it yourself
- Select the link at the bottom of the list that reads, “Don't see your institution? Fill in the account info yourself.”
- Fill in an optional account nickname, account type and account value
- Select “Next” and “Done”
- Optional: if you do not see your institution in the list, you can enter it yourself
- Select “Next”
- Fill in your sign-in details
- Confirm the account you want to link
- Select “Next”
- Select “Done”
- Repeat for any additional financial institutions
- Note: your accounts will be visible to advisors by default. You can adjust this at any time in by choosing Security & privacy > External accounts > and adjusting the toggle “Share this information with my J.P. Morgan Team.” to turn the feature off or on.
- Sign in to JPMorganOnline.com
- Scroll down to “External accounts”
- Select “Link an account”
- Select your financial institution
- Optional: if you do not see your institution in the list, you can enter it yourself
- Select the link at the bottom of the list that reads, “Don't see your institution? Fill in the account info yourself.”
- Fill in an optional account nickname, account type and account value
- Select “Next” and “Done”
- Optional: if you do not see your institution in the list, you can enter it yourself
- Select “Next”
- Fill in your sign-in details
- Confirm the account you want to link
- Select “Next”
- Select “Done”
- Repeat for any additional financial institutions
- Note: your accounts will be visible to advisors by default. You can adjust this at any time in by choosing Security & privacy > External accounts > and adjusting the toggle “Share this information with my J.P. Morgan Team.” to turn the feature off or on.
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Frequently Asked Questions
You can aggregate a range of account types from over 14,000 U.S.-based institutions. Eligible account types include:
- Investment Accounts
- Retirement Accounts (IRA, 401(k), etc.)
- Checking, Savings, CDs
- Credit Cards
- Loans (Mortgages, Student, Auto, HELOC, etc.)
- Education and Health Savings (529 Plans, HSAs, etc.)
- Annuities, Life Insurance
If you cannot find your external institution on the list, you may manually enter the account details to add those accounts.
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Feature availability - and the steps to access features - may vary based on profile or account type, client segment, device and/or eligibility requirements.
