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Frequently asked questions about account maintenance

Manage your account

Frequently asked questions

Account Maintenance

How do I change my paperless settings for investment statements?

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Going paperless makes it simple to stay organized and keep your information secure. You can enroll at chase.com or in the Chase Mobile app. 

 

Once you sign up, we’ll stop sending you paper statements; instead, you’ll get email notifications when your statement is available online. (Keep in mind: It can take up to 2 months to stop receiving paper statements.)

 

To enroll at chase.com: 

  1. On your Accounts page, open your profile (at top right) and choose “Account settings.”
  2. Under “Paperless,” check the box next to the accounts you want to make paperless.

 

To enroll in the app: 

  1. Open your profile (at top right) and choose “My settings.”
  2. Under “Account management," choose “Paperless” and check the box next to the accounts you want to go paperless.

How do I change my address?

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You can change your address for your You Invest accounts at chase.com or in the Chase Mobile app. 

 

At chase.com: 

  1. On your Accounts page, open your profile (at top right) and choose “Personal details.”
  2. Choose “Address” and make your changes. 

 

In the Chase Mobile app: 

  1. Open your profile (at top right) and choose “Personal details.” 
  2. Choose “Address” and make your changes.

What is a beneficiary?

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A beneficiary inherits an account’s assets in the event of the account holder’s death. For IRAs, you can designate one or more beneficiaries. For non-retirement accounts, you can use the “Transfer on Death” process to add one or more beneficiaries.

 

You can choose multiple beneficiaries for each investment account. There are 3 types of beneficiaries: 

 

  • An individual is a specific person who would receive the assets in your account.
  • An entity is an organization that would receive the assets in your account.
  • A trust that you’ve named in your will or in a trust agreement may receive the asset’s in your accounts.

How do I change my beneficiaries?

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You can edit, delete or add beneficiaries and Transfer on Death designations (for non-retirement accounts) at chase.com: 

  1. On your Accounts page, open the Main Menu (at top left).
  2. Under “Investments," choose “Beneficiaries” and make your changes.

How do I change my dividend and capital gains settings?

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You can update your dividend and capital gains elections at chase.com or in the Chase Mobile app. 

 

At chase.com: 

  1. On your Accounts page, open your profile (at top right) and choose “Investments.”
  2. Under “Investments," choose “Dividends and capital gains.”

 

In the Chase Mobile app: 

  1. Open your profile (at top right) and choose “Investments.”
  2. Under “Investments," choose “Dividends and capital gains.” 

 

Keep in mind: changes you make at the account level will only apply to future purchases and won’t carry over to your existing positions, so please don’t forget to update your settings for your existing securities. To see your individual holdings, choose “Show positions.” We’ll apply any changes made after the record date to the next dividend period. 

How do I change my contact information?

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It’s easy to update your contact information at chase.com or in the Chase Mobile app. 

 

At chase.com: 

  1. On your Accounts page, open the Main Menu (at top left) and choose “Profile & settings.”
  2. Under “Personal details,” choose the information you want to edit and then make your changes. 

 

In the Chase Mobile app:

  1. Open your profile (at top right) and choose “Personal details."
  2. Under “Personal details," choose the information you want to edit and then make your changes. 

What is a Trusted Contact Person (TCP)?

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A Trusted Contact Person (TCP) is someone you authorize us to contact if we have questions about your health status or current contact information. We may also contact your TCP about fraud or financial exploitation in connection with any of your accounts. A Trusted Contact Person is not a beneficiary and can’t make decisions about your account.

How do I change my Trusted Contact Person (TCP)?

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You can edit, delete or add a Trusted Contact Person (TCP) at chase.com or in the Chase Mobile app. 

 

At chase.com: 

  1. On your Accounts page, open the Main Menu (at top left).
  2. Under “Investments," choose “Trusted Contact Person” and make your changes. 

 

In the Chase Mobile app: 

  1. Open your profile (at top right) and choose “Investments."
  2. Under “Investments," choose “Trusted Contact Person” and make your changes.

What’s the difference between a Trusted Contact Person and a beneficiary?

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A Trusted Contact Person (TCP) is someone you authorize us to contact if we have any questions about your health status or current contact information. We may also contact your TCP about potential fraud or financial exploitation in connection with any of your accounts. A TCP can’t make decisions about your account and doesn’t have any ownership interest. 

 

A beneficiary is an individual, entity or trust that inherits your assets in case of your death but doesn’t have any involvement with your account while you’re alive.

How do I nickname my accounts?

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You can nickname your investment accounts to make them easier to remember and organize. 

 

At Chase.com:

  1. On your Accounts page, open the Main Menu (at top left) and choose “Profile & settings."
  2. Under “Accounts," choose “Nickname accounts." Under “Accounts settings," choose “Nickname accounts."
  3. You can give any of your accounts a nickname up to 20 characters long.