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.

young girl playing piano with her mother
young girl playing piano with her mother

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 the experts at J.P. Morgan.

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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 wire transfers and debit card purchases abroad.
  • No foreign exchange rate adjustment fees2 for debit card usage or ATM withdrawals abroad.
  • Adjustable spending and withdrawal limits3 on debit cards for family members and caregivers.
  • Improve cash flow, identify payment solutions and explore financing options from your Private Client business banking team.

Explore Private Client Banking
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02

Credit Cards & Lending

Access Exclusive Credit And Borrowing Programs With The Help Of Your Private Client Team.

  • Select from an array of benefit-packed Chase credit cards4, including the Chase Sapphire Reserve® card.
  • Discounted loan rates5 and guidance from Private Client home lending specialists.
  • Discounted rates on auto purchase and refinance loans.6
  • Competitive rates and discounts when you use eligible securities in your portfolio to secure a line of credit7.



Explore Credit Cards & Lending
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03

Investing

Move Closer To Your Goals With Personalized Assistance From The Investment Experts At J.P. Morgan.

  • Receive a free Goals Based Analysis8, a detailed look at how your finances measure up to your vision for the future.
  • Direct access to J.P. Morgan global expertise and investment insights — guidance and empowerment to make better financial decisions
  • Access to our timely and informative Our Thinking global insights.
  • Unlimited commission-free9 online stock, ETF and options10 trades with You Invest℠ by J.P. Morgan.



Investing with J.P. Morgan

 

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

Meet the Professionals Who Make It All Happen

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

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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.

A woman and her financial advisor

02

Private Client Advisor

Investment Guidance You Can Trust

Develop personalized, long-term investing strategies with the help of J.P. Morgan’s global insights and investing expertise. We’ll develop a strategy that helps you reach your goals.

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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.

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04

Business Relationship Advisor

Your Connection to Chase Business Services

This specialized team member can help you improve cash flow, identify payment solutions and provide financing options.

"It’s a trust I haven’t felt in a long, long time."

–Tom, Chase Private Client since 2015

We helped Tom realize his dream of retiring (and spending more time with the grandkids). As his J.P. Morgan Private Client Advisor says, “We’re able to paint that picture for people, understand what they want to do in retirement, and figure out how to get them there.”

FAQ

Common Questions About Chase Private Client

Have another question for us? Let's connect.