Please update your browser.

We don't support this browser version anymore. Using an updated version will help protect your accounts and provide a better experience. 

Update your browser

Please update your browser.

We don't support this browser version anymore. Using an updated version will help protect your accounts and provide a better experience.

Update your browser

Close

We’ve signed you out of your account.

You’ve successfully signed out

We’ve enhanced our platform for chase.com. For a better experience, download the Chase app for your iPhone or Android. Or, go to System Requirements from your laptop or desktop.

You Invest Portfolios

Our robo-advisor will manage your portfolio. And keep it on track.

Designed by us, matched to you

Automated but Still Human

Our robo-advisor is automatic, but we add a personal touch to help keep you on track: a team of specialists who monitor the market and adjust the portfolios as needed.

Simple to Start

Answer a few quick questions and get automatically matched to a portfolio based on your risk tolerance and goals.

Invest in Funds, Not Fees

Our advisory fees are as low as $0.15 a month when you open and fund an account with $500. One price, no hidden management fees.

Low fees, low minimum balance

Open a You Invest Portfolios account with as little as $500 and a 0.35% advisory fee. One price, no hidden management fees.

Enter the amount you'd like to invest to estimate your advisory fee. For full details, see our disclosure (PDF).

Open an account

We’ll help keep you on track

Our resources make it simple to monitor your investments.

Adjust with the market

Let our technology and team of specialists keep your portfolio balanced for you. Our technology automatically adjusts the portfolio based on market trends that could impact your investments.

Follow your performance

Monitor your investments as often as you like using our performance-tracking charts.

Protect your assets

If you’re thinking of retiring, invest with a glide path strategy that's designed to reduce your exposure to risk as you near your retirement date.

Balance your risks and rewards

Our portfolios—with risk profiles ranging from conservative to aggressive—are built with a mix of J.P. Morgan ETFs and cash, and seek to manage risk and maximize returns based on your needs. Retirement portfolios that use our glide path strategy will automatically adjust these allocations over time.

Conservative

75% Fixed Income
25% US & International Equities

  • Low risk tolerance
  • Relatively short time horizon
  • Three years minimum to invest

Appropriate for the investor...

Who seeks both investment stability and modest income potential from an investment portfolio.

Moderate

50% Fixed Income
50% US & International Equities

  • Moderate risk tolerance
  • Longer time horizon

Appropriate for the investor...

Who seeks relatively stable growth with a lower level of potential income than with the Conservative Profile.

Growth

25% Fixed Income
75% US & International Equities

  • Relatively high risk tolerance
  • Longer time horizon

Appropriate for the investor...

Who isn’t focused on current income and seeks above-average growth, with the main objective of capital appreciation.

Aggressive

10% Fixed Income
90% US & International Equities

  • High risk tolerance
  • Long time horizon

Appropriate for the investor...

Who seeks high growth potential with a portfolio that may fluctuate more frequently and over longer time periods.

Compare account types

Want to see all the details? Read our full plan comparison (PDF).

General Investment

Individual taxable account

This is a standard individual or joint investment account.

Consider this if:

You want the flexibility to invest as much as you want—and withdraw your money at any time.

$500 minimum

 

Traditional IRA

Retirement account

You can contribute funds that may be tax-deductible, and plan to pay taxes on your withdrawals in retirement.

Consider this if:

You think your tax rate will be lower once you reach retirement.

$500 minimum.

 

Roth IRA

Retirement account

If eligible, contribute after-tax dollars now, and get tax-free withdrawals on qualified distributions later.

Consider this if:

You think your tax rate will be the same or higher once you reach retirement.

$500 minimum.

 

Find more ways to invest

Research and trade your own investments, on your terms.

Personalized financial strategies built for you and your goals.

LEARN MORE ABOUT OUR FIRM AND INVESTMENT PROFESSIONALS AT FINRA BROKERCHECK.

To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS (PDF) and Guide to Investment Services and Brokerage Products.