Search found 5 matches

by fedfire
Mon Feb 25, 2019 10:47 am
Forum: Personal Investments
Topic: Chase YouInvest cost basis method
Replies: 44
Views: 5981

Re: Chase YouInvest cost basis method

Basically it looks like whatever is bought at Chase Youinvest can get the specid cost basis by selecting the lots. Whatever gets transferred to Chase Youinvest gets transferred at Average cost basis. Overriding the cost basis lets you switch to specId I will make a test trade soon to confirm this. ...
by fedfire
Mon Feb 11, 2019 9:19 am
Forum: Investing - Theory, News & General
Topic: ?Admiral share availability in other brokerages?[Yes, after a few weeks they are now appearing at other brokerages.]
Replies: 45
Views: 8291

Re: ?Admiral share availability in other brokerages?[Yes, after a few weeks they are now appearing at other brokerages.]

Just a heads up for Chase You Invest users. It looks like they added the Vanguard admiral funds as well as a bunch of Fidelity/Schwab funds this week. :happy How can you tell that they added new funds? I'm still seeing the old August 2018 PDF that lists their available mutual funds. I use the "Find...
by fedfire
Fri Feb 08, 2019 10:57 am
Forum: Investing - Theory, News & General
Topic: ?Admiral share availability in other brokerages?[Yes, after a few weeks they are now appearing at other brokerages.]
Replies: 45
Views: 8291

Re: ?Admiral share availability in other brokerages?[Yes, after a few weeks they are now appearing at other brokerages.]

Just a heads up for Chase You Invest users. It looks like they added the Vanguard admiral funds as well as a bunch of Fidelity/Schwab funds this week. :happy
by fedfire
Thu Nov 15, 2018 8:42 am
Forum: Personal Investments
Topic: You Invest by JP Morgan Chase
Replies: 184
Views: 29385

Re: You Invest by JP Morgan Chase

Great, thanks! This is the info I was looking for. We’re you able to transfer the IRA online? For me it is telling me to call them to make the transfer. Yeah I was able to do an in-kind transfer from Fidelity online. It was surprisingly simple, I just filled out the online securities transfer form ...
by fedfire
Wed Nov 14, 2018 9:50 pm
Forum: Personal Investments
Topic: You Invest by JP Morgan Chase
Replies: 184
Views: 29385

Re: You Invest by JP Morgan Chase

Can anyone confirm that $5000 in a Youinvest IRA counts as an investment balance for the purpose of getting their checking account monthly minimum and fee waived? I moved my IRA over to Chase You Invest so that I could get the premier checking without having to hit certain requirements every month....