How will the brokerage window work and what will it cost to use?
The self-directed mutual fund window will provide participants with the opportunity to invest in thousands of mutual funds using the brokerage arm of JPMorgan, referred to as JPMorgan Invest. More details on this option are included in the guide. This option will not be available until after the conversion is complete in early July. The annual account fee of $50 is being waived by JPMorgan through December 2007.
