Has anyone opened an investment account with Chase? How do you like it?

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I haven't had ant issues with Chase. I bank there so was easier to have all in one place. Plus higher balances gives status, and you get a few perks. Since it's a full service bank, their app and website aren't trade specific, so you have a few more clicks. Maybe not as many analytical tools. 100 commission free trades if you open a you invest account. I wouldn't use their advisors for actively managed as they charge about 1.3%. Only thing that bothers me is if you are a mutual fund investor, they don't track tax lots per purchase, but instead give a single cost basis no matter how many different times you've bought the same fund...in other words, no tax loss harvesting.

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