Chase You Invest Review

Chase You Invest

Chase You Invest is a business of J.P Morgan Securities LLC that provide their traders with self-directed brokerage and investment advisory services through the You Invest Trade and You Invest Portfolios respectively. The broker offers both existing Chase bank and non-Chase bank clients with a range of competitively priced instruments from different asset classes such as stocks, exchange-traded funds (ETFs), mutual funds, bonds, and more.

Chase You Invest Review Introduction

In this Chase You Invest review, we will take a look at some of the most important factors worth considering when choosing a broker for your online trading needs. This includes trading platforms, trading tools, research and education, account funding options, customer support and broker regulation.

You may also wish to view my best forex brokers based on countless hours that I have spent researching and testing hundreds of brokers, all of which you can see in my forex broker reviews. You can also use my free trading tool to compare brokers including Chase You Invest.

Chase You Invest Platforms & Tools

Chase You Invest Review - Trading Platforms
Chase You Invest Review – Trading Platforms

The broker owns the website wherein traders can directly research, trade & manage investments online without downloading or installing it. There are also the Chase mobile apps for Android and iOS devices which are downloaded from relevant app stores. This flexible trading platforms allow the clients to trade on the go from anywhere in the world, provided there is an internet connection.

Chase You Invest Research & Education

The Chase You Invest website has an area dedicated to learning and market insights with detailed articles and videos covering a range of topics for all levels of investors. These tools and expertise can be used to assist traders in making informed online investment decisions.

Chase You Invest Trading Accounts

The broker offers their traders a variety of account types to choose from, according to their individual investing needs. There is a questionnaire on the website to aid clients in choosing a suitable account type for them. The account types are thus;

  • You Invest Trade Brokerages: No trade/balance minimums, 24/7 access to online tools, 100 Commission-free online stock & ETF trades.
  • You Invest Trade Traditional IRA & Roth IRA: Savings Account for retirement.
  • You Invest Portfolio: $2500 minimum investment with an annual advisory fee of 0.35%, managed with the expertise & technology of J.P Morgan.
Chase You Invest Review - Account Application
Chase You Invest Review – Account Application

Chase You Invest Account Funding

The broker offers their traders wire transfer option for account funding, clients can also transfer investment from an investment account such as stocks, ETFs, mutual funds, or fixed income. Additional charges may apply when making deposits or withdrawals, and processing time vary with the financial institutions involved. Currency conversion fees may apply if clients are not funding their accounts in USD currency.

Chase You Invest Customer Service

Chase You Invest Customer Service offers prompt and efficient responses from the telephone support team from Monday to Friday, from 8 AM to 9 PM and Saturday from 9 AM to 5 PM. Clients can also visit one of the local branches throughout the United States.

Chase You Invest Regulation

Chase You Invest is a business of J.P Morgan Securities LLC who is a member of the Financial Industry Regulatory Authority (FINRA). The FINRA is a non-governmental organization that regulates member brokerage firms and exchange markets.

Chase You Invest Review Summary

Chase You Invest provides competitive trading fees on multiple asset classes with the backing of J.P Morgan who is listed on the stock exchange. However, the broker does not provide Forex, CFD, or cryptocurrency trading.

It is worth mentioning that some of the trading products and services in this Chase You Invest review may differ or not be available to traders in some countries due to regulations. As brokers terms can change over time, please verify all information is up to date directly from the Chase You Invest broker website which you can visit by using the link below.

Trading complex instruments can come with a high risk. You should consider whether you understand how investments and trading work and whether you can afford to take the high risk of losing all of your money.

Chase You Invest













  • Many tutorial videos and other educational materials
  • Web-based and mobile app trading platforms
  • Managed portfolios
  • A range of tradable instruments