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Charles Schwab vs Chase You Invest Trade 2019

StockBrokers.com | December 9th, 2019

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  3. Charles Schwab vs Chase You Invest Trade Review

Is Charles Schwab better than Chase You Invest Trade? After scoring brokers on over 4,000 data points for our 2019 review, Charles Schwab (84.06%) is better than Chase You Invest Trade (45.51%).

Charles Schwab

Best for IRA accounts - Open Account
Special Offer: $0 online stock, ETF, and options commissions at Schwab.

For investors seeking access to $0 stock and ETF trades alongside excellent research tools for performing market analysis, Charles Schwab will not disappoint. Charles Schwab is also our number one pick for IRA accounts and broader retirement investing. Read full review

Chase You Invest

Great for Chase Bank Customers - Open Account
Special Offer: Enjoy up to $625 when you open & fund a new account with $25K+*.

Chase You Invest Trade provides current Chase Bank customers a convenient way to invest in the stock market. While Chase doesn't provide all the bells and whistles like some of its non-bank competitors, our testing found the site to be easy to use and reliable overall.Read full review.

Overall Rating

Feature Charles Schwab Chase You Invest Trade
Overall 4 3
Charles Schwab Review Chase You Invest Trade Review

Trading Fees

Feature Charles Schwab Chase You Invest Trade
Minimum Deposit $0.00 $0.00
Stock Trade Fee (per trade) $0.00 $2.95
ETF Trade Fee $0.00 $2.95
Options Base Fee $0.00 $2.95
Options Per Contract Fee $0.65 $0.75
Mutual Fund Trade Fee $49.95 $0.00
Broker Assisted Trades Fee $25.00 $25.00
Commissions & Fees 4.5 4.5
Winner check_circle

Margin Rates

Feature Charles Schwab
Open Account 		Chase You Invest Trade
Open Account
Under $24,999.99 9.33% N/A
$25,000.00 to $49,999.99 8.83% N/A
$50,000.00 to $99,999.99 7.88% N/A
$100,000.00 to $249,999.99 7.83% N/A
$250,000.00 to $499,999.99 7.58% N/A
$500,000.00 to $999,999.99 6.08% N/A
Above $1,000,000.00 5.75% N/A
Commissions & Fees 4.5 4.5
Winner check_circle

Account Fees

Feature Charles Schwab Chase You Invest Trade
IRA Annual Fee $0.00 $0.00
IRA Closure Fee $50.00 $75.00
Returned ACH Fee $25.00 N/A
Returned Wire Fee $25.00 N/A
Stock Certificate Processing Fee $100.00 N/A
Stock Certificate Delivery Fee N/A N/A
Paper Statement Fee $0.00 $6.00
Paper Confirmation Fee $0.00 N/A
Domestic Wire Fee $25.00 $30.00
International Wire Fee $25.00 $30.00
Commissions & Fees 4.5 4.5

Investment Options

Feature Charles Schwab Chase You Invest Trade
Stock Trading
 Yes Yes
OTCBB / Pink Sheets
 Yes Yes
Options Trading
 Yes Yes
Complex Options Max Legs
 4 1
Futures Trading
 Yes No
Forex Trading
 No No
Commission-Free ETFs all 0
Mutual Funds (No Load)
 7291 3500
Mutual Funds (Total)
 9978 3500
Bonds (US Treasury)
 Yes Yes
Bonds (Corporate)
 Yes Yes
Bonds (Municipal)
 Yes Yes
Advisor Services
 Yes Yes
International Trading
 Yes No
Offering of Investments 4.5 3
Winner check_circle

Order Types

Feature Charles Schwab Chase You Invest Trade
Order Type - Market
 Yes Yes
Order Type - Limit
 Yes Yes
Order Type - Stop
 Yes Yes
Order Type - Trailing Stop
 Yes No
Order Type - Contingent
 Yes No
Order Type - MultiContingent
 Yes No
Order Type - OCO
 Yes No
Order Type - OTO
 Yes No
Order Type - OTOCO
 Yes No
Offering of Investments 4.5 3
Winner check_circle

Trading Platforms

Feature Charles Schwab Chase You Invest Trade
Desktop Platform (Windows)
 Yes No
Desktop Platform (Mac)
 Yes No
Web Platform
 Yes Yes
Paper Trading
 No No
Trade Journal
 Yes No
Watch Lists - Total Fields
 125 4
Heat Mapping
 Yes No
Platforms & Tools 4.5 2.5
Winner check_circle

Charting Features

Feature Charles Schwab Chase You Invest Trade
Charting - Trade Off Chart
 Yes No
Charting - Indicators / Studies
 41 21
Charting - Drawing Tools
 15 0
Charting - Historical Trades
 No No
Charting - Corporate Events
 Yes Yes
Charting - Automated Analysis
 Yes No
Charting - Save Profiles
 Yes No
Charting - Study Customizations
 7 1
Charting - Custom Studies
 No No
Platforms & Tools 4.5 2.5
Winner check_circle

Day Trading

Feature Charles Schwab Chase You Invest Trade
Stock Alerts - Basic Fields
 Yes No
Stock Alerts - Advanced Fields
 Yes No
Streaming Time & Sales
 Yes No
Streaming TV
 Yes No
Direct Market Routing - Stocks
 Yes No
Direct Market Routing - Options
 No No
Ladder Trading
 No No
Trade Hot Keys
 Yes No
Level 2 Quotes - Stocks
 Yes No
Level 2 Quotes - Options
 Yes No
Trade Ideas - Backtesting
 Yes No
Short Locator
 No No
Order Liquidity Rebates
 No No
Winner check_circle

Mobile Trading Apps

Feature Charles Schwab Chase You Invest Trade
iPhone App
 Yes Yes
Android App
 Yes Yes
Apple Watch App
 Yes No
Trading - Stocks
 Yes Yes
Trading - After-Hours
 Yes No
Trading - Conditional Orders
 No No
Trading - Mutual Funds
 Yes Yes
Trading - Simple Options
 Yes Yes
Trading - Complex Options
 Yes No
Trading - Option Rolling
 No No
Touch / Face ID
 Yes Yes
Winner check_circle

Mobile App Features

Feature Charles Schwab Chase You Invest Trade
Watch List Syncing
Yes Yes
Stock Alerts
 No No
Charting - After Hours
 No No
Charting - Drawing
 No No
Charting - Study Customizations
Yes No
Heatmapping
 Yes No
Stream Live TV
 Yes No
Barcode Lookup
 No No
Mobile Trading 4 3.5
Winner check_circle

Research Overview

Feature Charles Schwab Chase You Invest Trade
Research - Stocks
 Yes Yes
Research - ETFs
 Yes Yes
Research - Mutual Funds
 Yes Yes
Research - Pink Sheets / OTCBB
 Yes No
Research - Fixed Income
 Yes No
Screener - Stocks
 Yes Yes
Screener - ETFs
 Yes Yes
Screener - Mutual Funds
 Yes Yes
Screener - Options
 Yes No
Screener - Bonds
 Yes Yes
Misc - Portfolio Builder
 Yes No
Misc - Portfolio Allocation
 Yes Yes
Research 5 4
Winner check_circle

Stock Research

Feature Charles Schwab Chase You Invest Trade
Stock Research - Reports
 8 1
Stock Research - Earnings
 Yes No
Stock Research - Insiders
 Yes No
Stock Research - Metric Comp
 Yes No
Stock Research - SEC Filings
 Yes No
Stock Research - Social
 Yes No
Stock Research - Balance Sheet
 Yes No
Stock Research - Cash Flows
 Yes No
Stock Research - News
 Yes Yes
Stock Research - ESG
 No No
Research 5 4
Winner check_circle

ETF Research

Feature Charles Schwab Chase You Invest Trade
ETFs - Strategy Overview
 Yes No
ETFs - Top 10 Holdings
 Yes Yes
ETFs - Sector Exposure
 Yes Yes
ETFs - Risk Analysis
 Yes No
ETFs - Performance Analysis
 Yes Yes
ETFs - Ratings
 Yes Yes
ETFs - Morningstar StyleMap
 Yes Yes
ETFs - Reports
 Yes No
Research 5 4
Winner check_circle

Mutual Fund Research

Feature Charles Schwab Chase You Invest Trade
Mutual Funds - Strategy Overview
 Yes No
Mutual Funds - Prospectus
 Yes No
Mutual Funds - Reports
 Yes No
Mutual Funds - Fees Breakdown
 Yes No
Mutual Funds - Top 10 Holdings
 Yes Yes
Mutual Funds - Asset Allocation
 Yes Yes
Mutual Funds - Sector Allocation
 Yes Yes
Mutual Funds - Country Allocation
 Yes Yes
Mutual Funds - StyleMap
 Yes Yes
Mutual Funds - 3rd Party Ratings
 Yes Yes
Research 5 4
Winner check_circle

Options Trading

Feature Charles Schwab Chase You Invest Trade
Option Chains - Streaming
 Yes No
Option Chains - Total Columns
 44 6
Option Chains - Greeks
5 0
Option Chains - Quick Analysis
 Yes No
Option Analysis - P&L Charts
 Yes No
Option Probability Analysis
 Yes No
Option Probability Analysis Adv
 Yes No
Option Positions - Greeks
Yes No
Option Positions - Adv Analysis
 Yes No
Option Positions - Rolling
 Yes No
Option Positions - Grouping
 Yes No
Platforms & Tools 4.5 2.5
Winner check_circle

Beginners

Feature Charles Schwab Chase You Invest Trade
Has Education - Stocks
 Yes Yes
Has Education - ETFs
 Yes No
Has Education - Options
 Yes No
Has Education - Mutual Funds
 Yes No
Has Education - Fixed Income
 Yes No
Has Education - Retirement
 Yes Yes
Paper Trading
 No No
Videos
 Yes Yes
Webinars (Monthly Avg)
 50 0
Webinars (Archived)
 Yes No
Live Seminars
 Yes No
Progress Tracking
 No Yes
Interactive Learning - Quizzes
 No Yes
Investor Magazine
 Yes No
Education 4.5 3.5
Winner check_circle

Banking

Feature Charles Schwab Chase You Invest Trade
Retail Locations
 357 5000
Member FDIC
 Yes Yes
Checking Accounts
 Yes Yes
Savings Accounts
 Yes Yes
Credit Cards
 Yes Yes
Debit Cards
 Yes Yes
Mortgage Loans
 Yes Yes
No Fee Banking
 Yes No
Banking 4.5 5
Winner check_circle

Overall

Feature Charles Schwab Chase You Invest Trade
Charles Schwab Review Chase You Invest Trade Review
Overall 4 3
Winner check_circle

Comparing brokers side by side is no easy task. For our annual broker review, we assess over a dozen brokers on hundreds of different variables to find the best online broker. Yielding a database of over 4,000 data points, let's compare Charles Schwab vs Chase You Invest Trade.

To start this comparison, first, we will take a look at the online broker commission rates for placing regular stock and options trades. Chase You Invest Trade charges $2.95 per stock trade which is $2.95 more than Charles Schwab which charges customers $0 per trade. For options trading, Chase You Invest Trade has a base fee of $2.95, and Charles Schwab a base fee of $0. Charles Schwab's per contract rate of $0.65 is less than Chase You Invest Trade which charges $0.75. It's important to note that not all brokers charge a flat fee per trade. Thus, it is important to read the full commission notes for each broker, which we include with each online broker review.

Next to commission rates, being able to trade what you want is important. Chase You Invest Trade supports Stock Trading, Options Trading and Mutual Funds while Charles Schwab supports Stock Trading, Options Trading, Mutual Funds and Futures Trading. Looking at mutual funds, Chase You Invest Trade trails Charles Schwab by 3,146 total mutual funds, with Charles Schwab offering 5846 and Chase You Invest Trade offering 2700.

Trading access aside, by comparing popular features and functionality, we can break down relevant differences between both brokers. Neither broker offers virtual trading. Taking a look at mobile trading, Chase You Invest Trade supports the iPhone App and Android App while Charles Schwab supports the iPhone App, iPad App and Android App. Not to be left out, online banking is also a nice benefit for many investors, and some brokerages provide these services to clients. Both Charles Schwab and Chase You Invest Trade offer Checking Accounts, Savings Accounts, Debit Cards, Credit Cards and Mortgage Loans.

Overall, between Charles Schwab and Chase You Invest Trade, Charles Schwab is the winner.

Charles Schwab Review
Chase You Invest Trade Review

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All pricing data was obtained from a published web site as of 02/18/2019 and is believed to be accurate, but is not guaranteed. For stock trade rates, advertised pricing is for a standard order size of 500 shares of stock priced at $30 per share. For options orders, an options regulatory fee per contract may apply.

*INVESTMENT PRODUCTS: NOT A DEPOSIT · NOT FDIC INSURED · NO BANK GUARANTEE · MAY LOSE VALUE

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