Get More From A Personalized Relationship1
Priority service. Exclusive benefits. Investment guidance. And an unparalleled focus on your needs — now and in the future. Welcome to Chase Private Client.
Why Chase Private Client - Personalized Service, Exceptional Benefits
Access the very best of Chase. Customers receive priority service, perks and benefits, and personalized investing guidance from J.P. Morgan.
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 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 Exclusive Credit And Borrowing Programs With The Help Of Your Private Client Team.
- Discounted home loan rates5 and personalized guidance from your home lending specialists.
- Discounted rates on auto purchase financing and select Jaguar and Land Rover vehicles.6
Explore Lending for Private Clients
03
Investing With J.P. Morgan
Experience A More Personal Approach To Wealth Management With J.P. Morgan.
- 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 All Happen
Your Chase Private Client team helps you manage the everyday and plan the extraordinary.
01
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
Whether you’re looking forward to retirement, saving for your family’s education, or simply growing your wealth over time, our dedicated advisors will meet you wherever you are on your journey, to help you get closer to your goals.
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
-
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.
-
Chase Private Clients receive priority service, premium banking with no ATM fees worldwide, personalized investment guidance, exclusive benefits, and the support of a dedicated banker and advisor.
-
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.
-
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.
Learning and Insights – Learn From Our Expertise
Learning and Insights
Browse the latest research, articles and insights from J.P. Morgan specialists to help you make the most of your investments.