Chase

Overall Rating:

Primary businesses: Banking

Description: Provides retirement accounts and investment products for individuals and small businesses. Chase Investment Services is part of Chase's retail bank, a division of JPMorgan Chase.

History: Now one of the largest US banks, JPMorgan Chase's predecessor companies were founded in 1799.

Bottom-Line: May appeal to existing bank customers who just invest for the long-term in mutual funds.

Featured Offer

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Offer Details

JPMorgan Chase Bank, N.A. and its affiliates do not offer legal, tax or accounting advice. Clients are urged to consult with their own legal, tax and accounting advisors with respect to their specific situations.

Securities (including mutual funds and variable annuities) and investment advisory services are offered through Chase Investment Services Corp. (CISC) or affiliated brokers/dealers.


Editor's Ratings

Product Offering
Customer Service
Cost

Other Ratings

  • None available

Products

Mutual funds, managed accounts, and annuities.

Investments
Access to over 900 mutual funds
Managed Accounts
Professionally- managed investment portfolios for different goals
Insurance
Fixed and variable annuities, insurance products
Lending
Home mortgages, home equity loans, other credit products
Banking + Cash Management
Checking, savings, and money market accts, credit cards

Services

Strengths Advisors in-branches, links with bank accounts.

Website

Online access to account information. Trades generally executed by investment professional.

Phone

Customer service available during business hours.

Branch

Nationwide branch network.

Face to Face

Investment professionals in most branches nationwide.


Costs

Fees are charged for brokerage, or as a percentage of assets in managed accounts.

Brokerage

Fees for mutual fund investments, annuity purchases

Managed Accounts

Fees based on a percentage of assets in account

Retirement Accounts

IRAs may have annual fees depending on account value

Banking Services

Fees for linked accounts, banking and lending products based on account value

IRA Cost Estimator

Estimate your yearly trading and account fees with Chase

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