• Open a You Invest Trade account through the link provided above.
• Fund your account with qualifying new money within 45 days and on day 45 your incentive tier will be determined.
• If you maintain the balance for 90 days, Chase will deposit your bonus within 10 business days.
• Bonuses will be determined by your total fund amount as follows:

• Chase You Invest Mobile Application- use the application wherever you are and monitor trading.
• The account must maintain at least a $25,000 balance for at least 90 days from the date of funding (losses due to market fluctuation will not be taken into account).
• Fund, transfer or roll over your investments
• Access insights and education from J.P. Morgan
• Get tools that help you make good choices
• Diversify investments with Portfolio Builder

There are no monthly fees with this account.

Cash promotion is limited to one per customer and can only be applied to one new You Invest Trade account (Brokerage, Traditional IRA, or Roth IRA).

For the cash bonus:

• To enroll in the up to $625 offer, you must open an account through the offer page.
• Customers must open and fund a new You Invest Trade account with new money of $25,000 or more in cash or securities from a non-Chase or non-J.P. Morgan account and cannot be funds or securities held by Chase or its affiliates. New money must be transferred within 45 days of account opening.
• At day 45, the bonus tier will be determined
• The new money balance must be maintained in the account for at least 90 days from the date of funding (losses due to trading or market fluctuation will not be taken into account).
• Cash bonus will be credited to the account within 10 business days of these requirements being met.
• You can participate in only one You Invest, Chase Private Client Checking, or Sapphire Checking new money bonus in a 12 month period.
• Account types and other restrictions apply.
• Offer terms are subject to change and/or termination without advance notice.
• The value of the cash award may be considered miscellaneous income, and they may be required to send you, and file with the IRS, a Form 1099-MISC (“Miscellaneous Income”), or a Form 1042-S (“Foreign Person’s U.S. Source Income Subject to Withholding”) if applicable.
• You are responsible for any tax liability associated with the award.
• Please consult your own tax advisor if you have any questions about your personal tax situation.

For the free trades:

• Invest for Free refers to online commission-free trading in U.S. listed stocks and Exchange-Traded Funds (ETFs).
• The number of commission-free online trades is based on your relationship with J.P. Morgan Securities LLC and/or JPMorgan Chase Bank, NA.
• All customers receive up to 100 commission-free trades in each of two retirement and two non-retirement You Invest Trade accounts, and the trades must be used within one year of account opening .
• Joint accounts receive a maximum of 100 commission-free online trades, based on the primary account holder.
• Premier Plus Checking account customers qualify for 100 commission-free online trades annually (in each of two retirement and two non-retirement account per customer).
• Trades may not be allocated between accounts.
• Sapphire Banking, Chase Private Client, J.P. Morgan Securities line of business, and J.P. Morgan Private Bank customers qualify for $0 commissions on all You Invest Trade online U.S. listed equity and ETF trades (limited to two retirement and two non-retirement accounts per customer for Sapphire Banking and Chase Private Client customers).
• There are service fees or minimum qualifying deposit or investment balances for Premier Plus Checking, Sapphire Banking and Chase Private Client.
• The Private Bank and J.P. Morgan Securities businesses serve high net worth clients and also have investment or deposit eligibility requirements.
• Offer terms, relationship requirements and pricing are subject to change and/or termination without advance notice.
• Other fees and restrictions (including account types) apply.
• See youinvest.com/pricing for terms and conditions.

• You Invest helps improve your trading with a suite of tools like a portfolio builder, stock research and educational resources.
• Manage your Chase banking and JPMorgan investments all in one place, from your mobile device or computer.
• Get 100 free stock or ETF trades and purchase mutual funds for free anytime.
• Start trading with as little as $0 and pay only $2.95 per stock or ETF trade, and $1 per bond purchase.
• You Invest will be offering a hand-off investment option where JPMorgan’s investment experts will design, manage and balance your portfolio.

• You Invest only allows you to open a brokerage, traditional IRA or Roth IRA. If you want to open a trust, 529 or other type of account, you may want to consider another product.
• Unlike many other trading platforms, You Invest lacks features like a customizable desktop program and the ability to trade options.
• Chase is a large bank with many departments, so getting the help you need could be hard. Plus, with only branches in 28 states, you may not have access to in-person help.
• While this product allows you to manage your account and make trades from your phone, it lacks a search bar for quotes and doesn’t allow you to create watch lists.
• To use the Portfolio Builder feature, you’ll need to have an account balance of at least $2,500.