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View and Manage Mobile Deposits Using the J.P. Morgan Access Website

Follow these instructions to use the J.P. Morgan (JPM) Access website to view long-term deposit history (up to 10 years) and view deposit status and details.

View and Manage Mobile Deposits Using the J.P. Morgan Access Website

To view and manage deposit details using the JPM Access website, the Office of the Treasurer (OOT) must establish you as a J.P. Morgan Access user. Learn about getting set up as a J.P. Morgan Access user
 

  1. Launch jpmorganaccess.com  
  2. Enter your Username and click Continue
  3. Click I CONFIRM to verify the username that you entered
  4. Enter your Password and click LOG IN 
    This is the same Username and Password you use to log in to the JPM Access mobile application.

  1. Select the Receivables tab from the main menu
  2. Click OK from the Receivables Notices pop-up window
    Image of J.P. Morgan Access website showing how to navigate to the Receivables Portal

  1. Select the Receivables tab
  2. Select Transaction History
    Image of the J.P. Morgan Access website showing how to navigate to the Transaction History

  1. Refine your search by using various criteria available in the Filter panel
  2. Select Apply 
    A successful query returns results in the Transaction History viewing panel.
  3. Tick the Payment/Serial Number checkbox(s) 
    Tip: The Payment/Serial Number matches the actual check number.
  4. Select View to view payment details for all check-marked transactions in the next Transaction Details screen
    Image of the J.P. Morgan Access website showing how to view Transaction History

  1. Select the Remittances tab to view Project, Task, Award/Fund, and Expenditure Type/Object Code information. 
    The Transaction Details screen displays “read-only” transaction information.
    Image of the J.P. Morgan Access website showing how to view Transaction Details
What Happens Next?
Last Updated: Jul 21, 2023