You Invest Portfolios

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Get invested and stay invested easily with You Invest Portfolios. Now available on Chase.com and the Chase Mobile^® app.

Open an account

Smart portfolios managed for you

You Invest Portfolios are designed and managed with the expertise and technology of J.P. Morgan so you can invest online and on the Chase Mobile® app.

Get matched with a portfolio that’s right for you.
Easily fund your account and receive help with rollovers.
Let the expertise of J.P. Morgan manage the portfolio for you.
Take advantage of our technology, which can help protect your retirement assets over time.

The power of J.P. Morgan in a digital platform

You Invest Portfolios is exclusively available online and in the Chase Mobile app. The portfolios are built with a mix of J.P. Morgan ETFs and designed to help you meet your goals.

Managed by our experienced team

Our portfolios are designed with J.P. Morgan expertise and managed by our experienced team, who monitor the markets and make adjustments to your portfolio as needed.

Personalized allocations

We determine a mix of J.P. Morgan ETFs tailored to your risk tolerance and goals.

Built to keep you on track

Our technology tracks your portfolio daily, rebalances as needed and, for certain investment goals, automatically reduces a portfolio’s exposure to risk over time.

See how it works

Get started investing for less

Open a You Invest Portfolios account with as little as $500 and pay an advisory fee of 0.35% per year.

See how You Invest Portfolios work

See the features of You Invest Portfolios.

You Invest Portfolios demo videoOpens Overlay

How to get started

Use our simulation tool, which illustrates the likelihood of various investment returns over time.

Answer a few quick questions to set up a personalized portfolio.

Fund your account with $500 or more from your Chase checking or savings or from any outside account.

Get started

What’s the minimum amount to open a You Invest Portfolios account?

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You need at least $500 to open an account, so we can create a diversified portfolio that fits your goals, time horizon and risk profile.

What is the management fee for a You Invest Portfolios account?

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You Invest Portfolios charges 0.35% of the account balance per year.

See more information about pricing here.

Can I transfer my non-Chase investment account to a You Invest Portfolios account?

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Yes, you can transfer an external investment account (either the entire account or particular securities) to your You Invest Portfolios account. We’ll sell transferred securities for cash to invest into your account. The sale of these securities could result in redemption charges and/or create a taxable event. If a security cannot be sold off, it will need to be moved to a You Invest Trade or other brokerage account.

Do I need to already be a Chase bank customer to open a You Invest account?

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You can open a You Invest account right now, even if you’re not already a Chase bank customer.

What securities are in my portfolio?

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Your You Invest Portfolios account contains a selection of J.P. Morgan exchange-traded funds (ETFs) aligned with your risk profile, time horizon, and objectives. An ETF is a mix of stocks, bonds and alternative securities that’s bought and sold on an exchange. One ETF may hold hundreds of securities, helping to diversify your portfolio and reduce risk.

What does “rebalancing” mean?

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Rebalancing means adjusting your portfolio to stay on track for reaching your goals. Over time, shifting markets and transfers into or out of your account can send your portfolio and targeted risk level off course. J.P. Morgan’s portfolio management team rebalances your portfolio for you while you get on with the rest of your life.

To learn more about rebalancing, check out this article.

Questions?

Check out our FAQs to learn more about pricing and funding options.

You Invest Portfolios

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J.P. Morgan Advisor

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