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.

Set up your portfolio in a few easy steps.
Easily fund or roll over your investments.

Let the expertise of J.P. Morgan manage the portfolio for you.
Access online or from your mobile device anytime.

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

You Invest Portfolios is exclusively available online. The portfolios range from conservative to aggressive, are built with a mix of J.P. Morgan ETFs and designed to help investors like you meet many investment goals.

Managed by our experienced team

Our portfolios are designed and managed using the extensive research and investment experience of J.P. Morgan.

Diversified to meet your needs

We recommend portfolios built with a mix of J.P. Morgan ETFs that seek to manage risk and maximize returns based on your needs.

Built to keep you on track

Our technology tracks your portfolio daily and rebalances as needed.

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 less than 25¢ a month. One price, no hidden management fees.

Move the slider to estimate your 0.35% advisory fee.

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 to view potential performance 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 to your You Invest account. If you have securities that aren’t in the You Invest Portfolios model, we’ll sell them for cash to invest into your account, or ask you to transfer them to a You Invest Trade or other brokerage account. The sale of these securities could create a taxable event.

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.

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