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      "text": "1. Represents matched pairs analysis based on cohorts of similar Chase customers, for which we observed change in deposits and investments (“D&I”) balances, revenue and attrition rates 21 months after the cohorts opened an investment account. Population limited to Chase banking customers who opened an investment account with us or a bank competitor between January ’19 and March ’19. Calculations based on internal data\n2. Defined as any household who had an existing relationship with one of the following sub-LOBs: Consumer Bank, U.S. Wealth Management, Card Lending, Home Lending, Auto Lending, and Business Banking upon opening a Self-Directed Investing account\n3. Includes accounts from Automated Investing, previously known as You Invest Portfolios\n4. Percentage growth may not tie due to rounding",
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