To open a You Invest Trade account, all you need is a valid Social Security number and a U.S. home address. Apply now.

If you have questions about your You Invest account, please call us at 1-800-392-5749, Monday-Friday from 8 AM to 9 PM and Saturday 9 AM to 5 PM ET.

There is no minimum amount required to open a You Invest Trade account. Apply now.

We save your application for several days. To continue working on your application, open the menu in the top left corner of your Chase dashboard. Under ‘Explore Products’, select ‘Application status’, then select ‘See your pending investment account applications’ to view your Application Status page.

First, open the menu in the top left corner of your Chase dashboard. Under ‘Explore Products’, select ‘Application status’, then select ‘See your pending investment account applications’ to view your Application Status page. If your application is not on the Application Status page and you haven’t received a submission email, then there may have been an error. If you need help, call us at 1-800-392-5749, Monday–Friday from 8 AM to 9 PM and Saturday from 9 AM to 5 PM ET, and tell us this code: NCSC-1014. 

An individual retirement account (IRA) is a type of account that you can use to hold assets for your retirement. You can set up either a traditional IRA or a Roth IRA. They have different tax benefits and different rules.

Apply to open a You Invest Trade IRA here.

To open a managed IRA assigned to a financial advisor, please visit your local Chase branch.

You can learn more about IRAs here.

You can learn more about J.P. Morgan investment products here.

To open a You Invest Trade account online, apply here.

You can also visit a Chase branch and speak with a financial advisor about our investment products.

With a You Invest Trade account, you can trade stocks, bonds, mutual funds and exchange-traded funds (ETFs) by yourself. Click here to learn more.

You can open the following types of accounts with You Invest Trade:

• Individual Brokerage Account
• Joint Brokerage Account
• Roth IRA
• Traditional IRA

Click here to learn more.

We’ll review your application within 1 business day. We’ll reach out if we have any questions, and you’ll get an email notification when we’ve processed your application.

With You Invest Trade, you can open a joint brokerage account online. A joint brokerage account is shared by one or more individuals. You Invest Trade offers three types of joint brokerage accounts.

Joint Tenants with Rights of Survivorship (JTWROS):  The most common account type. Both you and co-applicant will have equal interest in account assets. Upon the death of a joint tenant, the ownership of the assets is retained by the surviving joint owner. This account is not available to Louisiana residents.

Joint Tenants in Common (TIC):  Those on this account have equal interest in account assets. If an account holder dies, their share of the assets will be inherited by their estate or beneficiary while the surviving tenant will continue to own their share.

Joint with Community Property (CP):  An account for married couples. You and co-applicant will have equal interest in account assets. If an account holder dies, their assets will be inherited by their estate or beneficiary depending on the law of their home state. This account is only available in Washington, Idaho, Wisconsin, California, Nevada, New Mexico, Arizona, Texas and Louisiana.

Click here to learn more.

You can learn more about fees and commissions associated with a You Invest Trade account here.

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 potential 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.

A beneficiary inherits the assets held in an investment account in case of the account holder’s death. You can list multiple beneficiaries on your investment accounts. There are three types of beneficiaries:

• An individual is a specific person who will receive the assets in your account.
• An entity is an organization that will receive the assets in your account.
• A trust that you have named in your will or in a trust agreement may inherit the assets.

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.

A beneficiary is an individual, entity or trust that inherits your assets in case of your death.

Each individual needs their own separate online Chase profile when opening a You Invest Trade joint brokerage account.