J.P.Morgan Wealth Management Get Started

You Invest Portfolios

Robo-advisor technology with a human touch.

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 markets 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. For full details, see our disclosures.

Invest in Funds, Not Fees

Our advisory fees are as low as $0.151 a month when you open and fund an account with $5002. One price, no hidden management fees3.

Here's how it works.

 View the features

01

Simulate how different portfolios may perform over time. Answer a few questions about your risk profile and goals, and get matched to a portfolio.

02

Transfer funds from your Chase banking account in real time, transfer securities or rollover a retirement account.

03

Our robo-advisor tracks your portfolio and rebalances it as the market changes. A portfolio with our glide path strategy can automatically reduce your exposure to risk as you near retirement.

Low fees. Low minimum balance.

Open a You Invest Portfolio account with as little as $5002 and a 0.35% advisory fee1. One price, no hidden management fees3. Enter the amount you'd like to invest to estimate your advisory fee. For full details, see our disclosures.

Open An Account

View Pricing

Your annual advisory fee1 (0.35%)

0dollars per month

We'll help keep you on track.

Our resources make it simple to track your performance.

Adjust with the market.

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

Follow your performance.

Monitor your investments using our performance-tracking charts.

Protect your assets.

For retirement, invest with our glide path strategy that's designed to reduce your exposure to risk as you near your retirement date.

 How A glide path works

Balance your risks and rewards.

Our portfolios — with risk profiles ranging from conservative to aggressive — are built with a mix of J.P. Morgan ETFs5 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.4

  • 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 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.

  • 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.

  • 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.

75%
50%
25%
10%

Fixed Income & Cash

25%
50%
75%
90%

US & International Equities

Chase Mobile® app ranked #1 among wealth management apps

Chase Mobile® app is ranked best in customer satisfaction
for wealth management mobile apps by JD Power.6

Chase Mobile® app ranked #1 among wealth management apps

Compare account types.

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

Individual taxable account

General Investment

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

Start here

Retirement account

Traditional IRA

You can contribute funds that may be tax-deductible7, 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

Start Here

Retirement account

Roth IRA

If eligible, contribute after-tax dollars8 now, and get tax-free withdrawals on qualified distributions9 later.

Consider this if...

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

$500 Minimum

Start Here

Still have questions?

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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 $500 so we can create a diversified portfolio that fits your goals. Apply now.

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Learn more about our firm and investment professionals at Finra Brokercheck.

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