Get more from a personalized relationship

Chase Private Client gives you and your family priority service, exclusive perks and benefits, and tailored guidance to help you maximize your ever-evolving life.1

Why Chase Private Client - Discover the benefits of a more personal financial experience

Access priority service, perks and benefits, and personalized investing guidance from J.P. Morgan Wealth Management.

01

Banking

Lower fees and priority service for your personal banking needs. Your Private Client Banker will show you how.

  • No Chase fees on most everyday banking transactions including:
    • No ATM fees worldwide.2
    • No Chase fee on incoming or outgoing wire transfers.3
    • No fees on the first four overdrafts during the current and prior 12 statement periods.4
  • Higher limits on Chase Private Client debit card purchases and ATM withdraws, as well as Zelle® limits.
  • Special entertainment perks and access to exclusive online and in-person events.
  • Manage cash flow, identify payment solutions and explore financing options with your Business Banking team.
Explore Private Client Banking

02

Lending

Access borrowing programs with the help of your Private Client Team.

  • You may be eligible for a rate discount up to 0.5% based on new and existing balances when buying a new home or refinancing.5 Ask your Home Lending Advisor for more information.
  • Receive a 0.25% discount off a standard auto purchase rate when you apply for financing online with Chase.6



Explore Lending for Private Clients

03

Investing with J.P. Morgan

Experience a more personal approach With J.P. Morgan Wealth Management.

  • Work with a J.P. Morgan Private Client Advisor who gets to know your family’s goals — down to the smallest details — so they can help you develop a personalized strategy.
  • Navigate changes in the market, and in your life, using an investment strategy built with J.P. Morgan’s global research and expertise.
  • No matter where you are, get a clear view of your finances in one, secure place by connecting your outside accounts on our Chase Mobile® app.7
  • Have a direct line to your dedicated advisor, whether it’s over the phone, on video chat, or at your local branch.

Explore J.P. Morgan Wealth Management

 

INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

 

Dedicated to Private Client

Dedicated to Private Client -Meet the professionals who make it happen

Your Chase Private Client team helps you manage the everyday and plan the extraordinary.

01

Private client banker

Your primary point of contact

From day-to-day banking to tapping the full potential of your team of specialists, this is your key to making the most of your Private Client relationship.

02

J.P. Morgan Private Client Advisor

Investment guidance tailored to you

Your J.P. Morgan Private Client Advisor helps you develop a personalized investment strategy that's guided by your goals and informed by J.P. Morgan's expertise.

03

Home lending advisor

For your next major purchase

Borrow with confidence. Your dedicated specialist provides customized advice and solutions for your home lending needs.

04

Business relationship manager

Your connection to Chase Business Services

This specialized team member is focused on your business needs by helping manage cash flow, finding payment solutions and providing financing options. 

FAQ - Common questions about Chase Private Client

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