Here you can find Chase You InvestSM by J.P. Morgan bonuses, offers, and promotions. You can find your Chase You Invest coupon here!
Chase is offering residents across the nation to earn up to a $625 bonus when you open a You Invest Trade account and complete the certain requirements. Learn more about You InvestSM by J.P. Morgan below!
The following types of accounts are available with You InvestSM Trade:
- Individual Brokerage Account
- Joint Brokerage Account
- Roth IRA
- Traditional IRA
If you are interested in opening a new account, be sure to apply as soon as you can! In addition, you can also check out other great promotions from banks such as HSBC Bank, Chase Bank, Huntington Bank, Discover Bank, TD Bank, BBVA Compass Bank or CIT Bank.
Table of Contents
Chase You Invest Summary
You Invest By J.P. Morgan $200, $300, $625 Bonuses
Chase is offering up to a $625 bonus when you open a You Invest Trade account and complete certain requirements.
- Account Type: You Invest Account
- Availability: Nationwide (Bank Locator)
- Credit Inquiry: Soft Pull, which does not affect your credit
- Minimum Opening Deposit: $0
- Direct Deposit Requirement: No
- Monthly Service Fee: None
With You Invest, you have two options. You can trade on your own or have your portfolios managed by a team of experts at J.P. Morgan. By opening an account today you can earn up to a $650 bonus simply by funding the account.
How To Earn The Bonus
- 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:
|$625||$250,000 or more|
|$300||$100,000 – $249,999|
|$200||$25,000 – $99,999|
- 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.
INVESTMENT PRODUCTS: NOT A DEPOSIT • NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE
You InvestSM by J.P. Morgan Information
|Minimum deposit to open||$0|
|Available asset types||Stocks
|Stock trade fee||$2.95|
|Corporate bond trade fee||$1|
|Account transfer fee||$75|
Chase You InvestSM Tiers
There are three tiers that determine the number and frequency of your commission-free trades. Keep reading to learn which one you’ll fall into.
- Standard Pricing: This tier is available to everyone. But fees apply after the first year. Read on to learn about the fees per trade.
- Relationship Pricing: This tier is reserved for Chase Premier Plus customers.
- Premier Pricing: These customers will receive an unlimited number of commission-free online stock and ETF trades. Premier pricing is reserved for the following clients:
You InvestSM by J.P. Morgan Pros and Cons
- 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.
- 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.
Check Out These Other Chase Promotions Below
Chase Bank has lots of other great accounts asides from the Chase You Invest Trade account. These accounts come with great sign-up bonuses as well. Check the table below for more Chase Promotions going on.
|Chase SapphireSM Checking||$1,000 Cash||Review|
|Chase Private Client||$2,000 Cash||Review|
|Chase Total Business Checking®||$200 Cash||Review|
|Chase Premier Plus CheckingSM||$300 Cash||Review|
|Chase Total Checking® + Chase SavingsSM||$350 Cash||Review|
|Chase Total Checking®||$200 Cash||Review|
|Chase SavingsSM||$150 Cash||Review|
|Chase College CheckingSM||$100 Cash||Review|
|You InvestSM by J.P. Morgan||$625 Cash||Review|
If you’re looking for a new brokerage account, Chase You Invest Trade account is a great account for beginner investors to start with.
The You Invest account is a great option for people without much investing experience looking to grow their money. The promotion can really help people start their investment journeys.
In addition, you will have access to J.P. Morgan’s education features that can help you develop your ideal investment strategies. I definitely recommend checking out this offer if this sounds like something you are interested in.
However, if this is not for you, be sure to check out our complete list of Best Bank Bonuses for all your banking needs!
Check back often for all the latest You Invest bonuses and coupons or check the Chase master list where we will constantly be updating with new promotions as they become available.