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Find J.P. Morgan Self-Directed (formerly You Invest℠ by J.P. Morgan) promotions and bonuses here. This is Chase’s online investing product. You can trade stocks, exchange-traded funds (ETFs), fixed income, and options. Find all other Chase Bank offers here. More investment promos here.
INVESTMENT AND INSURANCE PRODUCTS ARE: NOT A DEPOSIT • NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE
The following types of accounts are available with J.P. Morgan Self-Directed:
- Individual Brokerage Account
- Joint Brokerage Account
- Roth IRA
- Traditional IRA
There is no minimum amount required to open a J.P. Morgan Self-Directed account. You’ll get unlimited commission-free online stock, ETF, and options trades. Options contract and other fees may apply.
J.P. Morgan Self-Directed Promotions Review Below
J.P. Morgan Self-Directed Investing
- Get unlimited commission-free online stock, ETF, fixed income, and options trades when you open an account.
- $0 Online Commission trades
- Choose an account that’s right for you: General Investing, Traditional IRA or Roth IRA.
- Access our secure, easy-to-use trading experience online or through the Chase Mobile® app.
- Our powerful tools and resources are built to help you take control of your investments.
- Buy, trade, sell stocks online or the Chase Mobile App.
INVESTMENT AND INSURANCE PRODUCTS ARE: NOT A DEPOSIT • NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE
J.P. Morgan Self-Directed Investing Up To $600 Bonus (Targeted)
- What you’ll get: Up to $600 bonus. This offer is being targeted by Chase via email and ads.
- Where it’s available: Available nationwide
- How to earn it:
- Open a J.P. Morgan Self-Directed Investing account through the offer page
- You have 45 days to fund your account with qualifying new money. Your bonus will be determined on day 45.
- $300 when you fund with $100,000-$249,999
- $600 when you fund with $250,000 or more
- Maintain your new funds for 90 days and enjoy your bonus – they’ll add it directly into your account within 15 days.
- When it expires: 10/10/2021
The information for the J.P. Morgan Self-Directed Investing account has been collected independently by MoneysMyLife. The product details on this page have not been reviewed or provided by the bank.
J.P. Morgan Self-Directed Investing Up To $400 Bonus (Targeted)
- What you’ll get: Up to $400 bonus. This offer is being targeted by Chase to existing Self-Directed Investing customer.
- Where it’s available: Available nationwide
- How to earn it:
- Customers must have an open J.P. Morgan Self-Directed Investing account.
- Add $25,000 or more in new money by moving cash, transferring securities, or rolling over existing retirement assets from another institution.
- Assets from J.P. Morgan Securities LLC or its affiliates are not eligible.
- New money must be transferred within 45 days of coupon enrollment.
- At day 45 from coupon enrollment, the bonus tier will be determined in the following manner:
- If your new money inflow is $25,000-$99,999, your cash bonus is $100
- If your new money inflow is $100,000-$249,999, your cash bonus is $200
- If your new money inflow is $250,000+, your cash bonus is $400
- The new money balance must be maintained in the account for at least 90 days from coupon enrollment (losses due to trading or market fluctuation will not be taken into account).
- When it expires: None listed
The information for the J.P. Morgan Self-Directed Investing account has been collected independently by MoneysMyLife. The product details on this page have not been reviewed or provided by the bank.
*My Investments Disclosure
I’m constantly tweaking my investment strategies as I gain more insight and as investment options evolve. Below is my current lineup.
- Thinkorswim platform from TD Ameritrade. This is the desktop platform I currently use to trade Stocks & Options. My strategies are always evolving but my main focus currently is on selling Put Options.
- Vanguard funds. As the great Warren Buffett recommends, I invest a good portion into an S&P 500 index fund directly with Vanguard. Most of my investments here are in the VOO Vanguard S&P 500 ETF. With an Expense Ratio of just 0.04%, this is a great way to diversify and save a great deal on fees. I’ve also decided to diversify further with the total stock market, investing in the VTI ETF with Vanguard.
- Wealthfront. If you’re a good number of years before reaching retirement, many finance experts suggest going with a robo-advisor. With so many good reputable robo-advisors on the market, I decided on Wealthfront based on their track record, client reviews, and because I’ve been able to waive all management fees through their referral program.
- Fundrise. I wanted to have an alternative to stocks and bonds, and decided to dip my toes in the private real estate arena with Fundrise. I’m not all-in on this strategy just yet, and only have a small account open.
- Online Savings. This is how I store my emergency funds. The best online Savings accounts will provide much better rates than your traditional big banks will. Rates aren’t good during this current macroeconomic environment. Click the link to compare the nation’s best rates.
- Bitcoin and cryptocurrency. I have minimal investments in Bitcoin and the cryptocurrency space. Be sure to click the link to get the latest offers for free Bicoin and more.
| OFFER LINK | OFFER | OUR REVIEW |
| Chase Business Complete Banking℠ | $300 Cash | Review |
| Chase Total Checking® | $225 Cash | Review |
| Chase Secure Banking℠ | $100 Cash | Review |
| TD Bank Beyond Checking | $300 Cash | Review |
| TD Bank Convenience Checking℠ | $150 Cash | Review |
| HSBC Premier Checking | $450 Cash | Review |
| Axos Business Checking | $100 Cash | Review |
| Aspiration Checking | $150/$200 Cash | Review |
| Ally Invest | Up To $3,000 | Review |
| Betterment | Up To 1 Year Free | Review |
| BlockFi | Up To $250 BTC | Review |
| Voyager (code BH5F1A) | $25 In BTC | Review |
| TradeStation | $100 Bonus | Review |
| Coinbase | $10 In BTC | Review |
| Robinhood | Free Stock | Review |
| Motley Fool | Stock Advisor Discount | Review |
Nobody mentions the fine print- safekeeping fee= $4 per position, per month. Unless you are just going to invest in a couple index funds, this fee is nuts. https://www.chase.com/content/dam/chase-ux/documents/personal/investments/youinvest_trade_fee_commish_schedule.pdf
Excellent point. The $4 per position per month safekeeping fee quickly negates the benefits of the Chase/JPM brokerage offer.