• 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 $725 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.

• 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 get unlimited commission-free online stock, ETF, and options trades. Options contract and other fees may apply*
• 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.