Account Access: Login

Learn more about our new account access website

Informational Messages

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Supported Browsers

For the best experience on our site, we recommend using the latest version of the supported browsers listed below.
Some features may not function as expected using older versions.

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Existing User

Enter Your Username

Username

Forgot Username?

Password

Forgot / Reset password?

Remember my username

Do not check if this is a public or shared device.
Uncheck if you no longer want us to remember your username on this device.

If you know your username and password, we will not ask for personal information, such as account number or social security number, when you log in. Do not enter personal information if requested by email or pop-up.

New User

Register Now

To enroll, you will need your account number and certain personal information.

Once registered you will be able to:

View your account balance.
View your recent account activity.
Perform transactions.

Dalbar Mutual Fund Service Award 2019 Seal

2019 Dalbar Mutual Fund Award.

Celebrating 19 consecutive years of award-winning service!

EXISTING USER- LOGIN FORGOT USERNAME

FORGOT USER NAME

If you forgot your username please click on the Forgot Username link below the username field and follow the instructions on the Account Access: Forgot Username page.

LAST 4 DIGITS OF SSN/TIN

Please enter the last 4 digits of your Social Security Number or the Tax Identification number associated with this account

FUND IN WHICH YOU HAVE AN ACCOUNT

Please use the Search Funds feature to locate and select any of the funds associated with your account. Once you locate your fund, please select it and click on the Continue button at the bottom right of the Search Funds screen.

What if I have more than one Fund? You only need to select one of the funds associated with your account

Why can't I type in the Fund Name? Please use the Search Funds feature to ensure an exact match on your fund's name, class, symbol and number.

What if I don't know my fund information? Please refer to your Quarterly Statement. The fund information is displayed just below your account information.

ACCOUNT NUMBER

Please enter your account number exactly as it is displayed on your Quarterly Statement.

PASSWORD

If you need assistance, please call a Shareholder Services Representative at 1-800-480-4111. Our representatives are available Monday through Friday from 8:00 am to 7:00 pm ET.

SECURITY INFORMATION

Select your preferred mobile phone number or email address.

We will immediately send a security code to the device or email address selected.

Retrieve the security code, enter it into the website, and click Continue.

Click continue, and you will be directed to the Login page where you can log in to your account.

Why did I get the 'Your Account has been Locked' screen? This means that you entered incorrect Security Information. For your security your account has been locked. Please call a Shareholder Services Representative at 1-800-480-4111 and reference the error code on the screen. Our representatives are available Monday through Friday from 8:00 am to 7:00 pm ET.

EXISTING USER- ACCOUNT LOCKED SECURITY INFORMATION

EXISTING USER- INVALID PASSWORD

Why did I get the 'Invalid Password' Message? This means the password entered does not match the information we have on file. You will have three attempts to enter the correct password before your account is locked. If you need assistance Please call a Shareholder Services Representative at 1-800-480-4111 and reference the error code on the screen. Our representatives are available Monday through Friday from 8:00 am to 7:00 pm ET.

EXISTING USER- UNLOCK ACCOUNT

Why Did I get the 'Your Account has been Locked' Message? This message is displayed when the information entered does not match what is on file. For your security your account has been locked. You can select the Unlock Your Account button and follow the steps to unlock your account. If you need assistance Please call a Shareholder Services Representative at 1-800-480-4111 and reference the error code on the screen. Our representatives are available Monday through Friday from 8:00 am to 7:00 pm ET.

EXISTING USER-WE ARE UNABLE TO VERIFY YOUR INFORMATION

Why did I get the 'We are unable to verify your information' message? This message is displayed when the information entered does not match what is on file. For your security your account has been locked. If you need assistance Please call a Shareholder Services Representative at 1-800-480-4111 and reference the error code on the screen. Our representatives are available Monday through Friday from 8:00 am to 7:00 pm ET.

Security Enhancements

JP Morgan Funds is committed to keeping your personal information secure. For this reason, we may request additional information from you during log in. If you know your Username and Password, we will not ask for personal information such as Account Number or Social Security number when you log in. Do not enter personal information if requested via email or pop-up.