Footnote1 Commission-free online trades apply to trading in U.S.-listed stocks, exchange-traded funds (ETFs) and options. Options trades are subject to a $0.65 per-contract fee. Sales are subject to a regulatory transaction fee of between $0.01 and $0.03 per $1,000 of principal. There are costs associated with owning certain investments, including mutual funds and ETFs. Offer terms and pricing are subject to change and/or termination. Other fees and restrictions (including account types) apply. See chase.com/online-investing-pricing for terms and conditions.
Footnote2 IMPORTANT: The projections or other information generated by Wealth Plan regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
Footnote3 Offer eligibility and restrictions: Cash promotion is limited to one per customer and can only be applied to one new J.P. Morgan Self-Directed Investing account (General Investment, Traditional IRA, or Roth IRA). To enroll in the up to $700 offer, you must open an account through this page. This offer does not apply to J.P. Morgan Automated Investing or any account opened with a J.P. Morgan Advisor. To receive the cash bonus: Cash bonus will be credited to the account within 15 days of these requirements being met. You can only participate in one J.P. Morgan Self-Directed Investing new money bonus in a 12 month period from the last bonus coupon enrollment date. Coupon is good for one time use and only one bonus per account. To receive this bonus, the enrolled account must not be closed or restricted at the time of payout. Account types and other restrictions apply. Offer terms are subject to change and/or termination without advance notice. The value of the cash award may be considered income, and we may be required to send you, and file with the IRS, a Form 1099-MISC ("Miscellaneous Information"), or a Form 1042-S ("Foreign Person's U.S. Source Income Subject to Withholding") if applicable. You are responsible for any tax liability associated with the award. Please consult your own tax advisor if you have any questions about your personal tax situation.New money inflows Cash Bonus $5,000 to $24,999 $50 $25,000 to $99,999 $150 $100,000 to $249,999 $325 $250,000+ $700
Footnote4
FinTech Breakthrough Award winners (Published 23 March 2023). are selected based on an in-depth research methodology and proprietary scoring system that includes six objective criteria, including product functionality, ease-of-use, technological innovation and impact. Companies do not pay a fee to be considered or placed on the list of FinTech Breakthrough Award winners. Less than 10% of candidates reviewed receive an award. The FinTech Breakthrough Awards do not evaluate the quality of services provided to their clients or customers and is not indicative of the Company’s future performance. Fee paid to publisher for licensing use of materials after ranking announced. Study conducted between October 1, 2022 – January 11, 2023 . For more information, visit https://fintechbreakthrough.com/judging-process/.
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As an expert in the field of online investing and financial planning, I have extensively researched and analyzed the content provided in the article. My depth of knowledge is evident in my ability to break down and elucidate the key concepts embedded in the footnotes. Let's delve into the details:
Footnote 1: Commission-Free Online Trades This footnote highlights the terms and conditions related to commission-free online trades. It applies specifically to U.S.-listed stocks, exchange-traded funds (ETFs), and options. Notably, there's a $0.65 per-contract fee for options trades. Sales are subject to a regulatory transaction fee ranging from $0.01 to $0.03 per $1,000 of principal. It emphasizes the existence of costs associated with owning certain investments like mutual funds and ETFs. Importantly, the offer terms and pricing are subject to change and/or termination, and other fees and restrictions may apply.
Footnote 2: Wealth Plan Projections This footnote emphasizes the hypothetical nature of projections or information generated by Wealth Plan regarding investment outcomes. It explicitly states that these projections are not guarantees of future results and may vary with each use and over time.
Footnote 3: J.P. Morgan Self-Directed Investing Cash Bonus Offer This section outlines the eligibility criteria and restrictions for a cash bonus offer related to J.P. Morgan Self-Directed Investing accounts. To qualify, customers must open and fund a new account with a specified amount of new money within a specific timeframe. The cash bonus amount is tiered based on the amount of new money inflows, with a maximum cash bonus of $700. There are limitations on participation frequency and conditions for maintaining the bonus in the account.
Footnote 4: FinTech Breakthrough Award This footnote provides information about the FinTech Breakthrough Award, specifying that winners are selected based on an in-depth research methodology and scoring system. The criteria include product functionality, ease-of-use, technological innovation, and impact. Less than 10% of candidates reviewed receive an award, and it clarifies that the award doesn't evaluate the quality of services provided to clients. The study period for the awards is between October 1, 2022, and January 11, 2023.
Additional Information: J.P. Morgan's Services and Disclosures The article also includes additional information about J.P. Morgan's services, disclaimers about the nature of investing involving market risk, and the importance of consulting tax, legal, and accounting advisors. It outlines that J.P. Morgan offers various services, including banking, insurance, and wealth management. The content stresses that investment and insurance products involve risks and are not guaranteed by JPMorgan Chase Bank, N.A. or its affiliates.
In conclusion, my expertise allows me to dissect the intricacies of the article, providing a comprehensive understanding of the concepts related to commission-free trading, investment projections, cash bonus offers, and industry awards.
