Q:

How do you access online retirement benefits from JPMorgan?

A:

Quick Answer

J.P. Morgan Asset Management offers online access to employee retirement accounts for plans that it manages at Retirementlink.JPMorgan.com, according to the company. It also provides a mobile application that allows smartphone and tablet users to view account details at any time. The Retirement Link website includes instructions for establishing online access, and once enrolled, account holders can view individual investments, make transfers or take loans, initiate or change contribution amounts, update beneficiary designations and download forms.

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Full Answer

J.P. Morgan Funds is a separate investment brokerage subsidiary of JPMorgan Chase & Co. that offers mutual funds, including ones designed to meet individual retirement needs, such as the SmartRetirement Target Date Fund. Shares of these funds can be purchased from, and details viewed through online access to, a regular J.P. Morgan investment account or Individual Retirement Account, according to JPMorganSmartRetirement.com.

Former employees of J.P. Morgan and Chase Manhattan Bank who have deferred compensation plans, 401(k) plans, or outstanding stock options or grants from one of the companies can access their retirement accounts online at MyRewardsAtWork.com, according to the Chase Alumni Association. This online portal also serves former employees of companies acquired by JPMorgan Chase, including Chemical Bank, Manufacturers Hanover, Bank One, Bear Stearns and Washington Mutual, as well as employees of financial companies that were previously acquired by one of those institutions.

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