Chase Mobile® App for Investments Tour

Chase Mobile^® app tour for investments

This video demonstrates how to get the most out of your investment account on the Chase Mobile^® app. Learn how to fund your investment account, find stocks and ETFs that fit your financial goals, place a trade and review your positions right on your phone.

1. Sign in to the Chase Mobile^® app
2. Swipe left on one of your investment accounts to trade, transfer and more
3. Tap your investment account for details
4. Tap “Fund your account” to start investing; you can transfer money or securities to fund your account
5. Tap the search icon in the top right corner to find quotes on stocks, ETFs and more; tap the bell icon at the top right to add market alerts
6. Tap Explore to discover investment ideas and see the latest research; tap the search icon to find quotes on stocks, ETFs and more
7. Choose Trade to buy or sell stocks, ETFs, mutual funds and more
8. Tap Transfer to send cash or securities
9. See More to check positions, track your portfolio’s performance over time, find statements and documents, create a watchlist and more
10. Tap the “Profile & Settings” icon at the top right to review and change your investment settings
11. Choose “Settings” and tap “Investments”; from here, you can choose beneficiaries, change your dividend reinvestment and more