Investment Plans
Compare Top Investment Plans from Leading U.S. Banks
Explore the most trusted investment options in one place, with real-time comparisons and expert-backed insights, to make smarter financial decisions.
Chase Bank – J.P. Morgan Self-Directed Investing
Annual rate :
No minimum investment
- Access to a wide range of investment options, including fractional shares.
- Integrated platform with Chase Mobile® app for seamless account management.
- Promotional cash bonuses for qualifying new accounts.
Citibank – Citi Personal Wealth Management
Annual rate :
No minimum investment.
- Dedicated financial advisors offering customized portfolio planning.
- Access to a broad range of investment products, including mutual funds and ETFs.
- Integrated with Citi's digital banking platform for convenient account monitoring.
Bank of America – Merrill Guided Investing
Annual rate :
1,000 minimum investment
- Personalized investment strategies aligned with your financial goals.
- 24/7 access to accounts online and via mobile.
- Low annual advisory fee of 0.45%.
Wells Fargo – Intuitive Investor®
Annual rate :
500 minimum investment
- Automated investing with professional guidance.
- Access to a wide range of ETFs.
- Low annual advisory fee of 0.35%.
U.S. Bank – Automated Investor
Annual rate :
1,000 minimum investment
- Low annual advisory fee of 0.24%.
- Access to investment professionals for guidance.
- Integration with U.S. Bank's digital banking platform.
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