J.P.Morgan Personal Investing Omdömen 2 591

Rajiyah was knowledgeable, patient and professional ( overlooking my miserable attempt to pronounce her name after my second attempt) A credit to the company .

Lovely lady on the phone extremely patient and helpful

I am currently awaiting JPM completing an investigation into the transfer of an ISA from another provider as a cash ISA into JPM stocks and shares ISA.
Basically JPM requested the wrong ISA from another provider, that other provider promptly froze the stocks and shares ISA and sold off all the shares ready to transfer the cash amount to JPM before the transfer could be cancelled.
JPM are taking quite some time to investigate and I estimate I have spoken with a different person each time I have called or messaged.
I can’t say I get a good vibe about the JPM customer services although I have had some great customer service from Chase who I bank with and are part of the JPM brand.
I will update this review on completion of the investigation and findings of the Financial Ombudsman.

The agent Rajiyah is very courteous and helpful. My issue was resolved in no time!

Ervin understood my query very quickly and has chased the relevant department so hopefully this should be resolved imminently.

Needed some statement summaries quickly, the agent I spoke to (Rajyah A) was pleasant, direct and gave me what I needed very efficiently.

The experience with Masuma was excellent today. She walked me through every step required to resolve my problem.

As a new customer to JP Morgan, and wanting to seek guidance around transferring funds from a SIP into a Stocks & Shares ISA, I was quickly able to speak with one of the online advisers (Stewart) who understood what I was seeking to do, provided me with supporting information, and informed me of suggested next steps. I was then able to book a call in with a Wealth Advisor, reducing any anxiety I have and all responded to/booked in within a short timeframe. A great first impression.

Claire helped me through quite a tricky and complex problem today. She was friendly, easy to understand, professional and above all super knowledgeable. As a result I will now invest with JP Morgan rather than going elsewhere. Thank you Claire

Recently I had cause to query why a transfer from my ISA and General pot to my ISA account was not accessible. Andrea provided a prompt and comprehensive reply which impressed me and for which I was (and am) grateful. I hope her boss sees this.

Another long query with this company, due to technical problems. They are very patient and will assist until the problem is solved. Thank you Scott and and Will.

Lu - Thank you for your professional and friendly help.

Very knowledgeable and extremely helpful in answering questions I raised.

Mahdeen was very helpful - especially in the last few hours of the tax year !

Have been in contact with customer support for weeks to confirm that funds would be allocated to an ISA before the deadline of 5th April.

I followed their steps exactly, only to be told on the deadline day that the funds are not eligible to be allocated to an ISA.

Absolutely unacceptable and appalling customer experience.

Anita was extremely friendly and helpful. She managed to get me logged into my account in no time!

Chat functionally is exceptionally good. Contact via message takes two days so if something is needed urgently it can be a real pain.

After previously having spoken with 2 colleagues at JPM Personal Investing, Stewart was able to resolve the issues I had to create my personal investment account. He was patient, highly professional and extremely competent; his troubleshooting skills are admirable! I am ever grateful for Stewart’s tremendous help and tenacity in getting my account set up, bravo!

Ellie the customer service person helped me greatly

Had a problem in missing funds (error on my part) was able to quickly contact the team and resolve the situation quickly and smoothly all thanks to Joao!

Thanks again!