How do I setup a recurring transfer in my JP Morgan Chase account?

Introduction

J. P. Morgan Chase is a banking company that has two major divisions: J. P. Morgan, which handles investment banking and Chase, which handles consumer banking. Customers of each division can transfer money to other accounts, using the J. P. Morgan and Chase websites and apps.

What You'll Need

There are two different kinds of transfers you can make: transfers between two accounts you control and wire transfers between your account and someone else's account at another bank.You can also easily transfer money between your own checking and savings accounts from your online account dashboard.

Go to the Chase home page.

Chase home page
To transfer money between your J. P. Morgan account and your account at another bank, skip to step 18.
To send a wire transfer from your J. P. Morgan account, skip to step 23.
To send a wire transfer from your Chase account, skip to step 12.
To transfer money between your Chase account and your account at another bank, continue with the next step.

Enter your Chase username and password in the sign in widget on the right side of the screen to sign in to your account.

Click on the "Pay and transfer" tab.

A dropdown menu will appear.

Select the "External accounts" option.

Pick "Add external account."

Enter the account number and the routing number for your account at another bank.

Follow the prompts to verify the account you are linking. This may take a few days.

From the "Pay and transfer" menu, choose the "Transfer money" button.

Select the sending and receiving accounts.

Enter the amount you wish to send and a date to send it.

Click "Transfer money."

Do not proceed with additional steps.

Sign in to the Chase app, then tap "Pay & Transfer."

Tap "Wires & global transfers."

Choose a recipient for the transfer and an account to send from.

Enter the amount and date of the transfer then tap "Next."

Tap "Schedule Wire."

Tap "Close."

Do not proceed with further steps.

Go to the J. P. Morgan Online sign in page and sign in to your account.

J. P. Morgan Online sign in page

Click on "Pay & transfer" then select "Transfer money."

Select "External account," then "Link external account," and then follow the prompts to link your external bank account.

From the "Transfer money" option of the "Pay & transfer" tab, choose the sending and receiving accounts.

Enter the amount and date, click on "Next," then confirm.

Do not continue with further steps.

Once you are signed in to your J. P. Morgan account, click the "Pay & transfer" tab and then select "Wires & global transfers."

Choose "Schedule a wire," select sending and receiving accounts, then enter an amount and a date.

Click on "Next," then on "Schedule Wire."

Conclusion

If you need any help with a Chase transfer, call a Chase customer service agent for assistance. You can reach one 24 hours a day, seven days a week. If you need help with a J. P. Morgan transfer, call a J. P. Morgan customer service agent 24 hours a day, seven days a week.