Can you transfer an existing IRA to J.P. Morgan?
Yes, you can perform an account transfer from your existing traditional or Roth IRA to J.P. Morgan. If you choose to open a J.P. Morgan Self-Directed Investing, your current assets will stay the same when you transfer. If you choose a J.P. Morgan Automated Investing account, your current assets might be sold to invest in the J.P. Morgan portfolio that best fits your stated financial goals.