{"id":485,"date":"2024-11-05T23:38:47","date_gmt":"2024-11-05T23:38:47","guid":{"rendered":"https:\/\/diversiview.online\/partner-directory\/?p=485"},"modified":"2025-06-13T02:32:04","modified_gmt":"2025-06-13T02:32:04","slug":"chase","status":"publish","type":"post","link":"https:\/\/diversiview.online\/partner-directory\/chase\/","title":{"rendered":"Chase"},"content":{"rendered":"\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-1 wp-block-columns-is-layout-flex\" style=\"margin-top:0;margin-bottom:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image alignwide size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Chase-Integration-Logo-Diversiview.png\" alt=\"Chase Integration logo - Diversiview\" class=\"wp-image-481\" srcset=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Chase-Integration-Logo-Diversiview.png 800w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Chase-Integration-Logo-Diversiview-300x300.png 300w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Chase-Integration-Logo-Diversiview-150x150.png 150w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Chase-Integration-Logo-Diversiview-768x768.png 768w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-9e684c586687bcfb3da57a31f6b27150\" style=\"padding-right:var(--wp--preset--spacing--70);padding-left:var(--wp--preset--spacing--70)\"><strong>Website<\/strong>: <a href=\"https:\/\/www.chase.com\/\">https:\/\/www.chase.com\/<\/a><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-0d54e182247d4e2b2ad7ddbb18b0ffa1\" style=\"padding-right:var(--wp--preset--spacing--70);padding-left:var(--wp--preset--spacing--70)\"><strong>Affiliation<\/strong>: Integration<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-a5906a1caa7f1343861494cbd97cbf6b\" style=\"padding-right:var(--wp--preset--spacing--70);padding-left:var(--wp--preset--spacing--70)\"><strong>Description<\/strong>: Chase is a major U.S. bank that offers a user-friendly online trading platform that allows investors to trade stocks, ETFs, options, and mutual funds. With features like real-time quotes, advanced charting tools, and research insights, Chase provides a comprehensive platform for both beginner and experienced investors. <\/p>\n<\/div>\n<\/div>\n\n\n\n<h1 class=\"wp-block-heading has-black-color has-text-color has-link-color has-large-font-size wp-elements-2e11e4c637fb4c67d2935f6b2ac2176f\" style=\"font-style:normal;font-weight:400\">Import Your Portfolio from Chase<\/h1>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-e0d2804314835252802891c22d8f2b9a\" style=\"font-size:25px\">1. Access the Portfolio Entry Section:<\/h2>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-2af2c57aca90adf19305bcd2245a2e56\">\n<li>From your Diversiview dashboard, select the &#8220;more&#8221; button in the \u201cImport From Your Platform\/Broker\u201d section. If choosing this method, skip to step 3.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-37-1024x576.png\" alt=\"Getting started with Diversiview import your portfolio from Chase.\" class=\"wp-image-522\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-37-1024x576.png 1024w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-37-300x169.png 300w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-37-768x432.png 768w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-37.png 1366w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:1px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-text-align-center has-ast-global-color-8-color has-text-color has-link-color wp-elements-73dfe9f2ad199abf44de6bf7523ab0c6\">Or<\/p>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-f5bd80cb0b0b07f7fb7a7484e2beea80\">\n<li>From your Diversiview dashboard, locate and click <img loading=\"lazy\" decoding=\"async\" width=\"120\" height=\"37\" class=\"wp-image-506\" style=\"width: 120px;\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/New-Portfolio-button-in-Diversiview.png\" alt=\"New portfolio button in Diversiview\"> on the top right-hand corner of the webpage. This will take you to the New Portfolio page.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1366\" height=\"768\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview.png\" alt=\"Create a new portfolio to analyse and optimise in Diversiview.\" class=\"wp-image-508\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview.png 1366w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview-300x169.png 300w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview-1024x576.png 1024w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview-768x432.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-595d9433233c3f11f4194bdc9cb74bfc\" style=\"font-size:25px\"><strong>2. Select your Broker:<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-60cb6585434a7862c9b763861a9d0d60\">\n<li>Select the &#8220;Import from a Broker&#8221; tab and click <img loading=\"lazy\" decoding=\"async\" width=\"110\" height=\"35\" class=\"wp-image-511\" style=\"width: 110px;\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Link-broker-button-in-Diversiview.png\" alt=\"Link broker button in Diversiview.\"> and choose &#8220;Chase&#8221;. For a full list of integrated brokers, <a href=\"https:\/\/diversiview.online\/blog\/connecting-your-brokerage-account-with-snaptrade-on-diversiview\/\">click here<\/a>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/05\/19-1024x576.png\" alt=\"Getting started with Diversiview link your Chase account.\" class=\"wp-image-62\" style=\"width:700px\"\/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-56f2fa31190899d8f14724ec5b763944\" style=\"font-size:25px\"><strong>3. Connect your Chase Account:<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-54afff76539907c1b598f5856613dce7\">\n<li>After picking Chase, select <img loading=\"lazy\" decoding=\"async\" width=\"110\" height=\"30\" class=\"wp-image-512\" style=\"width: 110px;\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Connect-button-in-Diversiview.png\" alt=\"Connect button in Diversiview\">. You will be redirected to the Chase website to complete an authentication process. Log in to your Chase account using your credentials.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-36-1024x576.png\" alt=\"Getting started with Diversiview connect your Chase account and complete the authentication process\" class=\"wp-image-513\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-36-1024x576.png 1024w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-36-300x169.png 300w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-36-768x432.png 768w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-36.png 1366w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-4-1024x576.png\" alt=\"Getting started with Diversiview use SnapTrade to connect your Chase account.\" class=\"wp-image-492\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-4-1024x576.png 1024w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-4-300x169.png 300w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-4-768x432.png 768w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-4-1536x864.png 1536w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-25a0df440a9427b91c45ef002901b46e\" style=\"font-size:25px\"><strong>4. Import Your Portfolio:<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-d1dbb88b6661c806c5e5afc1699364ea\">\n<li>Once your login details are accepted, you&#8217;ll receive a prompt stating \u2018Connection Complete.\u2019 Click on the yellow \u2018Go Back to Lensell\u2019 button to return to the New Portfolio page.<\/li>\n\n\n\n<li>Your Chase account is now connected. In the new drop-down menu, choose the account you wish to import. Click on the green \u2018Load Holdings\u2019 button, and your securities with their weightings will be automatically populated.<\/li>\n\n\n\n<li>You can analyse portfolios of up to 25 investments for 5 credit points or you can analyse larger portfolios (maximum 40 investments) for 10 credit points.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-e7606c10a5b05bfee20c275126397a38\" style=\"font-size:25px\"><strong>5. Adding Another Broker (Optional):<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-75195d1041567c2b3be10e137c10f288\">\n<li>Under the drop-down menu where you select your account, click on &#8216;Revoke Access to Chase&#8217;. Revoking access ensures a clean slate for adding a new brokerage. Once access is revoked, simply repeat the process from Step 3 with a different brokerage.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-b2a78d91a1f3bbde5cc0b089d003e19d\" style=\"font-size:25px\"><strong>6. Analyse Your Portfolio:<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-8cea463257a3122b78020eca1f1186fd\">\n<li>After importing your portfolio, click the blue &#8220;Analyse Portfolio&#8221; button. You will be redirected back to your dashboard whilst Diversiview analyses your portfolio.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/05\/22-1024x576.png\" alt=\"Getting started with Diversiview analyse your portfolio imported from your portfolio or broker.\" class=\"wp-image-65\" style=\"width:700px\"\/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-4e4b52e7be3f1d4072b682b89dc9b930\" style=\"font-size:25px\"><strong>7. View Your Analysis Report:<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-06cd40a74592916374c2b9ecaa7d2bf6\">\n<li>Within a few minutes, your personalised portfolio analysis report will be ready for viewing on your Diversiview dashboard. This report offers valuable insights into your portfolio&#8217;s asset allocation, risk profile, and potential areas for improvement.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/05\/23-1024x576.png\" alt=\"Getting started with Diversiview review your Portfolio Analysis Report.\" class=\"wp-image-66\" style=\"width:700px\"\/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-ast-global-color-8-color has-text-color has-link-color wp-elements-f222ecd9adc1e94f88dad10e07cfb3fc\">By following these steps and exploring the additional resources provided, you&#8217;ll be well on your way to making informed investment decisions.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Website: https:\/\/www.chase.com\/ Affiliation: Integration Description: Chase is a major U.S. bank that offers a user-friendly online trading platform that allows [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_seopress_robots_primary_cat":"none","_seopress_titles_title":"Diversiview Integration | Chase - US Stock & ETF Analysis","_seopress_titles_desc":"Easily import your Chase investments into Diversiview. Gain access to portfolio performance analysis and optimization to maximise expected portfolio return.","_seopress_robots_index":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[6,36],"tags":[8,9,16,29],"class_list":["post-485","post","type-post","status-publish","format-standard","hentry","category-broker","category-integration","tag-broker","tag-integration","tag-portfolio","tag-webull"],"_links":{"self":[{"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/posts\/485","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/comments?post=485"}],"version-history":[{"count":3,"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/posts\/485\/revisions"}],"predecessor-version":[{"id":586,"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/posts\/485\/revisions\/586"}],"wp:attachment":[{"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/media?parent=485"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/categories?post=485"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/tags?post=485"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}