J.P. Morgan Investment Account at a glance

Already used your ISA allowance? The J.P. Morgan Investment Account gives you the same wide investment choice as our ISA and our SIPP. With clear, competitive charges, low minimum investment levels and easy online management, it could be right for you.

J.P. Morgan Investment Account
Minimum lump sum investment £500
Minimum top up lump sum £100
Minimum regular savings £50 a month
Charges Free set up.
No initial charge for buying and selling.
J.P. Morgan Managed Funds.
Funds from other managers may incur an initial charge.
£10 brokerage fee per transaction.
Annual account fee from 0 – 0.5%.
Cash Interest We calculate the interest on cash held in your account daily, and pay it monthly. The current rate of interest is 0.35%.
Investment term Medium to long, depending on the underlying investment.
Investment choice Over 30 J.P. Morgan OEICs
Over 20 J.P. Morgan Investment Trusts
A range of FTSE equities
Minimum age 18 years - although you can open an account on behalf of a child.
Residency requirement UK

Apply for a J.P. Morgan Investment Account online

With a J.P. Morgan WealthManager+ account you can manage your Investment Account online 24/7.

How to open an Investment Account

Is an Investment Account right for you?

If you're not sure that an Investment Account is the right investment for you, speak to a financial adviser.

Find an independent adviser