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Bancorp Investments. For U. Bancorp Investments: U. Bancorp Investments and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. Investment and insurance products and services including annuities are available through U. Bancorp Investments, the marketing name for U. Bancorp Investments, Inc.

Bancorp and affiliate of U. Bancorp Investments is registered with the Securities and Exchange Commission as both a broker-dealer and an investment adviser. To understand how brokerage and investment advisory services and fees differ, the Client Relationship Summary and Regulation Best Interest Disclosure are available for you to review.

Pursuant to the Securities Exchange Act of , U. Bancorp Investments must provide clients with certain financial information. The U. Bancorp Investments Statement of Financial Condition is available for you to review, print and download. Bancorp Investments Order Processing information. Municipal Securities Education and Protection— U. Bancorp Investments is registered with the U. An investor brochure that describes the protections that may be provided to you by the MSRB rules and how to file a complaint with an appropriate regulatory authority is available to you on the MSRB website at www.

Bank: Deposit products offered by U. Bank National Association. For information about options trading, including the risks, please review the "Characteristics and Risks of Standardized Options". Footnote3 An annual advisory fee of 0. The advisory fee does not include underlying fees and expenses charged by the ETFs in your account. However, ETF expenses paid to J. Morgan will be rebated or offset against the advisory fee.

For additional fee details, see the J. Morgan Automated Investing account. The initial minimum deposit amount must be made within 60 days. To learn more about J. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Past performance is not a guarantee of future results.

JPMorgan Chase and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your personal tax, legal and accounting advisors for advice before engaging in any transaction.

Bank deposit accounts, such as checking and savings, may be subject to approval, credit card and home lending products are offered by JP Morgan Chase Bank N. Member FDIC. Message and data rates may apply. Insurance products are made available through Chase Insurance Agency, Inc.

Products not available in all states.

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