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You Invest Pricing



 You Invest by J.P.Morgan logo

Keep more of your money invested in your goals

You Invest Portfolios

Get a smart portfolio managed for you.

You Invest Trade

Trade on your own.

You Invest Portfolios pricing

With low advisory fees, You Invest Portfolios makes it easier to stay invested in your goals.

 Clear Pricing

One price, no hidden management fees.

 Advisory fee: 0.35%

Access to J.P. Morgan expertise at a low price.

 Minimum balance: $2,500

Start investing with low minimums.

Get started investing for less

Open a You Invest Portfolios account with as little as $2500 and pay an advisory fee of less than $1 a month.

Move the slider to estimate your advisory fee.

You Invest Trade pricing

Invest for FREE with You Invest Trade—offering some of the industry’s lowest online trading fees and no minimum so you can get started with ease.


For anyone opening or funding a You Invest Trade account.

100 commission-free online stock and ETF trades for one year - just $2.95 thereafter


For Chase Premier Plus Checking clients.

100 commission-free online stock and ETF trades every year - just $2.95 thereafter


For Chase Private Client, Chase Sapphire Banking, J.P. Morgan Private Bank and J.P. Morgan Securities clients.

Invest  online commission-free

Compare You Invest Trade to the competition

You Invest trading platform has some of the nation's lowest online trading fees.

As of August 21, 2019

Fund your account simply and securely

It’s easy to move cash, transfer securities or roll over existing retirement assets.

What are the fees and commissions associated with a You Invest Trade account?


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

Do I need a minimum amount to open a You Invest account?


You can open a You Invest Trade account and start trading with as little as $1. Apply now.

To open a You Invest Portfolios account, you need to deposit at least $2,500 so we can create a diversified portfolio that fits your goals. Apply now.

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


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

See more information about pricing here

Once I open my You Invest Portfolios account, what’s the minimum amount I need to keep in it?


In order for us to be able to continuously manage your portfolio, you need to keep at least $1,500 in your account at all times.

How will I know how many free U.S. equity and ETF trades I have available?


If you’ve received 100 free trades, the trade counter (at the top right on your “Order Entry” page) shows the total number of free trades remaining, along with the expiration date. Sapphire Banking, Chase Private Client, J.P. Morgan Securities and U.S. Private Banking customers receive unlimited free trades so there’s no counter.

If I don’t use all of my free trades within the year, do they roll over?


Your free trades are valid for 1 year only and don’t roll over. If you’re a Premier Plus checking customer, we’ll award you 100 new free trades each year. If you’re a Sapphire Banking, Chase Private Client, J.P. Morgan Securities or U.S. Private Banking customer, you’ll continue to receive unlimited free trades.


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