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
Already a Chase customer?
To upgrade an existing Chase checking account, meet with a banker or visit your local branch.
Schedule a meetingNew customer?
Open a Chase Private Client account and get more from a personalized relationship today.
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Monthly Service Fees
There is a $35 Monthly Service Fee for Chase Private Client Checking OR $0 when you have at least one of the following each statement period: an average beginning day balance of $150,000 or more in any combination of this account and linked qualifying deposits¹/ investments² OR, a linked Chase Platinum Business CheckingSM account.
¹ Qualifying personal deposits include up to nine Chase Private Client Checking accounts, Chase High School CheckingSM accounts, Chase First CheckingSM accounts, personal Chase savings accounts (excluding Chase Premier SavingsSM), CDs, certain Chase Retirement CDs, or certain Chase Retirement Money Market accounts.
² Qualifying personal investments include balances in investment and annuity products offered through JPMorgan Chase & Co. and its affiliates and agencies. For most products, we use daily balances to calculate the average beginning day balance for such investment and annuity products. Some third party providers report balances on a weekly, not daily, basis and we will use the most current balance reported. Balances in 529 plans, donor-advised funds, and certain retirement plan investment accounts do not qualify. Investment products and related services are only available in English.
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Receive priority service, exclusive perks and benefits from Chase, plus investing strategies and insights from J.P. Morgan Wealth Management.
No ATM fees worldwide³, plus no Chase fee4 on incoming or outgoing wire transfers.
Once you open an account, schedule a meeting with your banker to help you get started, open additional accounts, and move funds over to Chase.
³ There is no Chase fee at non-Chase ATMs. Chase will refund ATM fees charged by the ATM owner/network. This benefit will begin the next business day after opening the account. Some ATM owners/networks do not identify these fees in the information they send to us and, as a result, we may not automatically refund the fee. If for any reason the refund is not processed, please contact us. There is no Foreign Exchange Rate Adjustment Fee when conducting transactions in a foreign currency. If you choose to convert an international transaction to U.S. dollars at either an ATM or on a purchase, foreign currency commissions and fees included in the exchange rate charged by third parties are excluded from Chase reimbursements.
4 For wire transfers, the “No Chase Fee” benefit applies to the Wire Transfer Fees section listed on the Fee Schedule of the Additional Banking Services and Fees, which can be found at chase.com/disclosures content. Financial institutions may deduct processing fees and/or charges from the amount of the incoming or outgoing wire transfers. Any deductions taken by us, and our affiliates, may include processing fees charged by Chase.
Learn more about Chase Private Client
New customer?
Schedule a meetingAlready a Chase customer?
Schedule a meetingWhy 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:
- 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.
02
Lending
Access borrowing programs with the help of your Private Client Team.
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.
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.
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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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There is no Monthly Service Fee for Chase Private Client CheckingSM when you have one of the following each monthly statement period: an average beginning day balance of $150,000 or more in any combination of this account and linked qualifying depositsa and investmentsb or you have a linked Chase Platinum Business CheckingSM account. Otherwise a $35 Monthly Service Fee will apply.
To open a Chase Private Client SavingsSM account, you will be required to have a Chase Private Client Checking account.
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Chase Private Clients receive priority service, premium banking with no ATM fees worldwide, personalized investment guidance from J.P. Morgan Wealth Management, exclusive benefits, and the support of a dedicated banker and advisor.
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There is no Monthly Service Fee for Chase Private Client CheckingSM when you have one of the following each monthly statement period: an average beginning day balance of $150,000 or more in any combination of this account and linked qualifying depositsa and investmentsb or you have a linked Chase Platinum Business CheckingSM account. Otherwise a $35 Monthly Service Fee will apply.
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Small Business Specialists provide financing options and advice, help businesses manage their cash flow, and offer solutions for taking and making payments. Many business owners are eligible for a dedicated Business Banking Relationship Manager, who is specially trained and experienced to work with businesses. You also can take advantage of our Platinum Business services, which have no fee for electronic deposits. You have a choice of additional benefits, either a reduced minimum balance requirement on Chase Platinum Business Checking® account, or no Monthly Service Fee on a Chase Complete Business Checking® account. Learn more about Chase Business Banking.
In addition, if your Chase Private Client Checking account is linked to your Chase Platinum Business Checking account, you will not be assessed a Monthly Service Fee on your Chase Private Client Checking account, and there are no additional Chase fees for wire transfers.
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