J.P.Morgan Personal Investing Reviews 

Best investment jp morgan

This feedback is about the initial customer service's performance regarding the onboarding process. The experience has been very good, and I will keep this review up to date once I arrange more interaction with the business during the investment term.

When I needed a check on a transaction, Rajiyah responded quickly and clarified things for me without faff. I appreciated the quick response.

I have a Chase account and decided to respond to the reward offer to open an investment account with JPMorgan.
It was frustrating to have to create a new account, go through the whole process of providing all my details and reaffirming my identity only to find the reward offer was not linked!!
However, sorting this out was surprisingly easy and smooth.
I was able to get through to the JP Morgan help desk really quickly ( no automated menu) and the staff were extremely professional, knowledgeable, helpful and patient .
Erwin guided me through completion of setting up the account, raised an enquiry and phoned me back to confirm.
It has been SO nice to contact JPMorgan quickly and feel any problem with be dealt with quickly, politely and efficiently. A good experience overall.

I have a Chase current account, credit card and savings account. My app sent me a notification inviting me to open a JP Morgan investment account from the app. This I did, wasting 10 minutes reading T's &C's, and ploughing through half a dozen screens of information, until the app started to install a new app for JP Morgan investments. This not only required a new password and PIN, and the verification of my email and phone, but I then had to resubmit all of my personal data - address, NI Number and provide proof of ID!

Why!!! Seriously? I worked in IT for a variety of banks for over 40 years and I would have sacked anyone who suggested such an incompetent, lazy, time-consuming system design. JP Morgan Chase must have a customer database surely?

I have a Chase account. Chase have all of my information. JP Morgan investments and Chase are the same company. I would be able to view my investments in my Chase app. Why can't JP Morgan access my Customer data already held by Chase - given that I started the process from the Chase app while signed in!?

So I gave up. It was faster to create an entirely new Trading212 account than to open an investment account with my own bank.

But, I still get reminders from JP Morgan Chase to finish the account opening process, because I can't close my as yet unopened account.

I'm looking forward to the AI generated response. Several paragraphs of cut and paste waffle from the Ts & Cs.

I contacted JP Morgan to amend my personal details after getting married, I was dealt with by 2 gentlemen Stewart & Max, both of them were extremely polite and my request got dealt with promptly and efficiently and they dealt with me like a person not just a number. Thank you both for the excellent customer service

Really poor experience (THE WORST). I asked them to change my linked bank details, which should be a simple thing, but it has already taken over a week and still isn’t sorted.

The communication is slow and useless, with no clear explanation or proper timeline. For a company handling ISAs and investments, this is unacceptable.

I’m now looking to move my ISA to another provider.

It was good to talk to an actual person. They have made it so easy. No choices to make. Customer service was so helpful and patient. She talked me through everything I needed to know. I didn’t feel rushed not feel rushed. A big thank you.

Good customer experience thus far - Craig from the JPM Invest team was very helpful when I had queries on my Avios joining bonus!

Oscar explained my fees clearly and followed it up with a written confirmation.
He helped demystify the process.

In the 6 years I've been with them I've never had to query anything and the first time I did I received a very quick response which resolved my query straight away. My thanks to Michael who answered and Ervin who followed up.

Friendly agent called Stewart. Answered my query promptly

The chat system is so easy to use and you get a very quick response from the agent. Stewart responded to my question very quickly and managed to put my mind a rest within a couple of minutes. Will definitely use again

I have been very pleased with the customer service provided by Stewart and Georgina. They are so patient and helpful. I am 68 and don't always get things to work correctly online. Stewart will just spend the time and get things sorted for me. Thank you

Really helpful, clear and informative.

Thank you

Used the Chat function to ask about reopening a LISA that had been previously closed. Was connected with Megan C, who was super helpful and managed to get everything resolved for me in minutes! Hands down the best customer support I have experienced from a business in recent times. Real people with real solutions rather than endless bot loops with links to generic FAQs.

Have been with J.P.Morgan personal investing (aka Nutmeg) for a number of years now. It was easy to set-up a S&S ISA and even have different pots for different purposes or different risk levels.

Its not the fastest in the world with the twice weekly processing cycles, so maybe a couple of days before funds are invested or changes made, but that is mostly fine for my regular monthly investing. As a robo-investor fund it may not perform the best, but its performed well. The fees are not too bad, you can get better, but also worse out there.

I am now transferring out to a provider with lower fees and with the ability to have more say over where my funds are invested. On transfer out they charge for in-specie transfer, but this charge can be avoided by requesting that they liquidate the funds and send the cash (that has different impacts, e.g. time out of market, but you have the choice).

If you want a simple to use, reasonably "hands-off" investment where you do not have to do much of the work, this could be a good fit.

I needed technical support for my log-in & 2 step verification processes & Angela made this entirely pain-free & easy to understand.

Just opened an account, but then changed my mind. Asked on chat line to cancel it and was pleasantly surprised as to how friendly and efficient the process was. Agent Claire confirmed by email the next day that it had been completed. May have to reconsider my decision!