Chase Brokerage and IRA Investment Accounts Review and Fees

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Learn more about the different types of accounts, services and account set up. Also check out information on the Fund's advisor, J. Morgan Investment Management Inc. You may purchase shares of any of the J. You may establish an Individual Retirement Account direct with J. Contact your financial advisor or call J. Morgan Funds at for more information.

Check the appropriate box on your J. You may elect to reinvest any dividends and capital gains your Fund pays chase brokerage account trading additional shares. You're free to exchange shares in one Fund for another of the same class without a charge.

Refer to the Fund prospectus for more information. For a prospectus, call You may redeem your shares at their current net asset value on any business day by mail or by telephone, as described in the Funds' prospectus. Twice a year you will receive reports that give you a complete list of your Fund's investments and discuss progress, portfolio strategy chase brokerage account trading the portfolio manager's investment outlook.

All transactions are reported to you promptly in easy-to-read statements, providing details on all purchases, redemptions and distributions. If you have more than one account, J. Morgan will summarize all account information on one convenient, consolidated statement. First, request a prospectus from J. Morgan Funds by dialing or e-mail us chase brokerage account trading support.

The prospectus contains more complete information, including management fees and expenses. Read the prospectus carefully before you invest. Simply fill out the account application and enclose it with your chase brokerage account trading in the postage-paid envelope. For chase brokerage account trading specific information on the different ways to purchase Fund shares, please consult the prospectus. Please call or e-mail us. Our representatives chase brokerage account trading be more than happy to answer any questions you might have.

Most investors cannot buy shares directly from the Fund and will buy and sell shares in secondary market transactions through brokers. Shares are listed and traded on an exchange and can be bought and sold throughout the trading day like other publicly traded shares. There is no minimum dollar investment but the minimum share purchase is 1 full share. Although generally purchased and sold in "round lots" of Shares, brokerage firms typically chase brokerage account trading investors to purchase or sell shares in smaller "odd lots," at no per-share price differential.

Please check with your financial advisor for details on your specific situation. When buying or selling shares through your financial advisor or broker, you will likely incur customary brokerage commissions and charges - there are some brokerage firms that offer commission-free trades for ETFs. Please check with your financial advisor about your specific situation.

Additionally, the ETFs will have their own expenses and other charges that are listed in the prospectus. Investors should carefully consider the investment objectives and risks as well as charges and expenses of the ETF before investing.

The prospectus contains this and other information and should be read carefully before investing. Morgan offers a variety of accounts to meet your specific needs. Regular investment account In most cases, you may open a J. Tax-sheltered chase brokerage account trading plans You may purchase shares of any of the J.

The following services are just some of the benefits you receive with your Chase brokerage account trading. Dividend reinvestment Check the appropriate box on your J. Exchange privilege You're free to exchange shares in one Fund for another of chase brokerage account trading same class without a charge.

Convenient withdrawal options You may redeem your shares at their current net asset value on any business day by mail or by telephone, as described in the Funds' prospectus. Shareholder reports Twice a year you will receive reports that give you a complete list chase brokerage account trading your Fund's investments and discuss progress, portfolio strategy and the portfolio manager's investment outlook.

Account statements All transactions are reported to you promptly in easy-to-read statements, providing details on all purchases, redemptions and distributions. Telephone Services We provide around-the-clock access to your accounts for balances, prices and transactions. Service When You Want It. Along with the prospectus, we'll send you an new account kit, which includes: A brochure about the specific type of fund in which you expressed interest, including the Fund's investment strategy and the types of financial objectives for which the Fund is appropriate, A Fund fact chase brokerage account trading which highlights Fund performance and the largest investment holdings of the Fund, An account application, and, A postage-paid reply envelope.

Buying and selling shares Most investors cannot buy shares directly from the Fund and will buy and sell shares in secondary market transactions through brokers. Minimum Investments There is no minimum dollar investment but the minimum share purchase is 1 full share. Fees and Charges When buying or selling shares through your financial advisor or broker, you will likely incur customary brokerage commissions and charges - there are some brokerage firms that offer commission-free trades for ETFs.

How to obtain a prospectus Investors should carefully consider the investment objectives and risks as well as charges and expenses of the ETF before investing. Please contact your financial advisor for more information.

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We aim to keep our charges competitive and easy to understand. Here we outline the charges you will pay in your J. We charge an Annual Account Charge for holding J. Morgan Investment Trusts within your J. This is a fixed rate charge and it is 0. If a transaction charge applies, it is taken directly from the lump sum or regular contribution reducing the amount available to invest. In addition to our charges, purchases of J. Morgan investment trusts are subject to UK Stamp Duty of 0.

We will not charge a brokerage fee when you buy a J. Morgan Investment Trust as part of a switch within a product; or if you make regular contributions or dividend reinvestments into a J. Morgan Account fees and charges. There is no annual account charge on the J. Further information on paying charges is available in the following document: Transaction charges If a transaction charge applies, it is taken directly from the lump sum or regular contribution reducing the amount available to invest.

How to invest Find out how to invest with J. Fund fees and charges Information for fund fees and charges is included in their factsheets and KIIDs. You can find these by searching for a fund in the Fund Explorer:. Morgan investment trusts via a regular savings plan. UK stamp duty of 0. No charges will apply to buying the OEIC investment. Uk stamp duty of 0.