How to find stocks, ETFs, mutual funds, bonds and CDs with screeners.

How to find stocks, ETFs, mutual funds, bonds and CDs with screeners

Investment screeners are filters that help you find and compare investments based on criteria like price and industry. This video demonstrates how you can set up customized filters to identify securities that fit your investment strategy.

1. Sign in to your Chase account
2. Choose “Investments,” then “Find investments”
3. Choose the security type you’re interested in: pre-made lists are available or you can choose “Create a screen”
4. Apply filters to find securities: you can sort and organize results by data points;
   

   to remove criteria: delete filters from the results table, deselect a filter, or choose “Clear all”

5. Choose “Trade” to buy or sell, or select a security for more information