Christian Peter avatar
Written by Christian Peter
Updated over a week ago

With a broker account at J.P. Morgan Wealth Management, you gain access to thousands of investments, including stocks, ETFs, mutual funds and options. The broker also offers commission-free online trades and access to J.P. Morgan research to help you adapt to changes in the markets.

Connection via Open Banking

You can connect your Chase account to getquin via Open Banking. To do this, tap on "Openbanking" in the new portfolio creation, select Chase as broker and enter your login credentials.

Manual Import

If you don't want to use any of these import options, you can still create your transactions manually.

Want to learn more about this? Here is an article for you.

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