Managed Wealth Accounts

• Will my managed wealth accounts be transferred over to JPMorgan Chase?
  Yes. Your Wealth Manager will be reaching out to you to discuss and assist with this transfer. Until your wealth accounts have been transferred, you can continue to access them as usual through First Republic.
• How do I access my account information and documents for my First Republic investment account(s)?
  Access to your account information and documents will be available on the First Republic mobile app until September 12, 2024, and First Republic’s Banking Online platform until December 12, 2024. This information is also available on Pershing’s Online Brokerage site, NetXInvestor. We encourage you to register with NetXInvestor prior to December 12, 2024, to ensure ongoing access to your account information.
  
  For instructions on registering and accessing your account information on NetXInvestor, please visit our Help Guide.

Self-Directed Wealth Accounts

• Will my self-directed wealth accounts be transferred over to JPMorgan Chase?
  No, your self-directed accounts will not be automatically transferred to J.P. Morgan Chase. You should have received an email including information about investing options available through J.P. Morgan Wealth Management. For more information about investing options or to work with a dedicated advisor, call Chase at (833) 542-0991 or click here to visit their website.
• How do I access my account information and documents for my First Republic investment account(s)?
  Access to your account information and documents will be available on the First Republic mobile app until September 12, 2024, and First Republic’s Banking Online platform until December 12, 2024. This information is also available on Pershing’s Online Brokerage site, NetXInvestor. We encourage you to register with NetXInvestor prior to December 12, 2024, to ensure ongoing access to your account information.
  
  For instructions on registering and accessing your account information on NetXInvestor, please visit our Help Guide.
• How do I transfer funds to my existing J.P. Morgan account?
  You can follow the steps listed here, or if you need further assistance, please call (833) 542-0991.
• Will I be charged a fee to transfer my First Republic account assets?
  No, as long as those assets are transferred to an investment account at J.P. Morgan Wealth Management, you can contact your advisor(s) or call (800) 392-5749, Monday through Friday from 8 a.m. to 9 p.m. and Saturday 9 a.m. to 5 p.m. Eastern Time to request a fee reimbursement.
• After I transfer all of my assets, is there anything I need to do with my First Republic Securities Self-Directed account?
  No, as long as the account has a zero balance, we will automatically close your former account on your behalf.
• What happens if I don’t transfer my assets to another investment account?
  If any assets remain in the account after the program closure date, the account will no longer be managed and may be restricted to liquidations only after that date.
• What J.P. Morgan Wealth Management Self-Directed accounts types are available?
  You can choose from a general investment account or a Traditional or Roth IRA. Individual or joint account options are available. J.P. Morgan investment accounts are only available to U.S. residents.
• What If I have an entity account?
  We currently do not offer entity accounts for J.P. Morgan Self-Directed Investing accounts. Call your J.P. Morgan advisor or (833) 542-0991 to discuss other options for these account types at J.P. Morgan Wealth Management.
• What other investing options does J.P. Morgan Wealth Management offer?
  J.P. Morgan Personal Advisors offers personalized planning and advice through a team of advisors and digital tools to help keep your goals and portfolio aligned.¹ Features include:

  • A personalized financial plan tailored to your priorities and unique goals
  • Expert-built portfolios based on your risk tolerance and time horizon that will automatically rebalance as markets shift
  • A team of advisors available via video or phone, and annual check-ins to ensure your plan is on track

  Or, work one-on-one with a dedicated Private Client Advisor in your local community to create a financial strategy based on what’s important to you. Available features include:

  • Trusted expertise backed by J.P. Morgan’s market research and insights
  • Access to a range of managed, brokerage and insurance products to build your custom investment portfolio
  • Ongoing personalized financial advice on how your portfolio can adapt to the changes in the market, your life and your goals

  If you are unsure which option is right for you, please call (833) 542-0991, and an investment specialist can help. They are available Monday through Friday from 8 a.m. to 9 p.m. Eastern Time.

Eagle Invest Wealth Accounts

• Will my Eagle Invest wealth accounts be transferred over to JPMorgan Chase?
  No, your Eagle Invest accounts will not be automatically transferred to J.P. Morgan Chase. You should have received an email including information about investing options available through J.P. Morgan Wealth Management. For more information about investing options or to work with a dedicated advisor, call Chase at (833) 542-0991 or click here to visit their website.
• How do I access my account information and documents for my First Republic investment account(s)?
  Access to your account information and documents will be available on the First Republic mobile app until September 12, 2024, and First Republic’s Banking Online platform until December 12, 2024. This information is also available on Pershing’s Online Brokerage site, NetXInvestor. We encourage you to register with NetXInvestor prior to December 12, 2024, to ensure ongoing access to your account information.
  
  For instructions on registering and accessing your account information on NetXInvestor, please visit our Help Guide.
• How do I transfer funds to my existing J.P. Morgan account?
  You can follow the steps listed here, or if you need further assistance, please call (833) 542-0991.
• Will I be charged a fee to transfer my First Republic account assets?
  No, as long as those assets are transferred to an investment account at J.P. Morgan Wealth Management, you can contact your advisor(s) or call (800) 392-5749, Monday through Friday from 8 a.m. to 9 p.m. and Saturday 9 a.m. to 5 p.m. Eastern Time to request a fee reimbursement.
• After I transfer all of my assets, is there anything I need to do with my First Republic Eagle Invest account?
  No, as long as the account has a zero balance, we will automatically close your former account on your behalf.
• What happens if I don’t transfer my assets to another investment account?
  If any assets remain in the account after the program closure date, the account will no longer be managed and may be restricted to liquidations only after that date.
• What other investing options does J.P. Morgan Wealth Management offer?
  J.P. Morgan Self-Directed Investing lets you build a portfolio on your terms using chase.com or the Chase Mobile® app.² Features include:

  • Unlimited commission-free online trades for stocks, ETFs and options³
  • Access to thousands of stocks, ETFs, fixed income, mutual funds and options
  • Tools and research to help you make informed investment decisions and build a diversified portfolio
  • No minimum balance fees

  Or, work one-on-one with a dedicated Private Client Advisor in your local community to create a financial strategy based on what’s important to you. Available features include:

  • Trusted expertise backed by J.P. Morgan’s market research and insights
  • Access to a range of managed, brokerage and insurance products to build your custom investment portfolio
  • Ongoing personalized financial advice on how your portfolio can adapt to the changes in the market, your life and your goals

  If you are unsure which option is right for you, please call (833) 542-0991, and an investment specialist can help. They are available Monday through Friday from 8 a.m. to 9 p.m. Eastern Time.

General Information

• Did I receive any tax documents from First Republic for my investment accounts?
  If you held First Republic investment accounts during 2023, you received 2023 tax documents from First Republic. Visit our tax documents page for more information here.
• When will other First Republic accounts transfer to JPMorgan Chase?
  First Republic accounts will transfer to JPMorgan Chase in phases over time. We’ll always notify you in advance of any account transfers. For information about other accounts, including deposit accounts, click here.​