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.
Get the latest thinking from our J.P. Morgan strategists to help you
make informed investment decisions. Learn more
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.
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 transfers2 and debit card purchases abroad.
- No Chase Foreign Exchange Rate Adjustment Fees for debit card usage or ATM withdrawals in a currency other than US dollars3 for debit card usage or ATM withdrawals abroad.
- Adjustable spending and withdrawal limits4 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
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 cards5, including the Chase Sapphire Reserve® card.
- Discounted loan rates6 and guidance from Private Client home lending specialists.
- Discounted rates on auto purchase and refinance loans.7
- Competitive rates and discounts when you use eligible securities in your portfolio to secure a line of credit8.
Explore Credit Cards & Lending
03 - Investing
Move Closer To Your Goals With Personalized Assistance From The Investment Experts At J.P. Morgan.
- Receive a free Goals Based Analysis9, 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-free10 online stock, ETF and options11 trades with You Invest℠ by 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.
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 - 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.
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 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."
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
-
To enjoy the benefits of being a Chase Private Client, you need to maintain an average daily balance of $250,000 or more. This can be in any combination of qualifying personal or business deposits and investments1. If your total balance doesn’t meet our requirements, we may work with you to determine an alternate Chase product.
-
Chase Private Clients receive unique solutions and priority service from a dedicated internal team who know you personally, not just your financial needs. Experience what it’s like to know your banker’s name, and call or email them at any time.
-
There are many benefits on most products and services, and we find that different people have their own favorites. Some people love having fewer monthly fees, such as no Chase fees on wire transfers and withdrawals at non-Chase ATMs. In addition, we will refund ATM fees charged by the ATM owner. Others love that you can travel with no foreign exchange rate adjustment fees on debit card purchases, and get access to free Arts & Culture Passes in select U.S. cities (where available) that let you explore all the best your city has to offer. We even find that many people sign up for Chase Private Client excited about one benefit, only to make the most of other benefits they hadn’t considered before.
-
There are no Chase membership fees, but you must maintain a minimum relationship balance of $250,000.
-
Small Business Specialists provide financing options and advice, help businesses improve 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 Total Business Checking® account. Learn more about Chase Business Banking.
Our Thinking Insights for Private Clients
Our Thinking
J.P. Morgan insights and thought leadership provide timely market insights, information about retirement, and more.
College knowledge: Debunking 529 plan myths
Learn how to maximize the potential tax advantages for 529 savings plans by understanding these common myths.
Making your financial future more “SECURE”
How will some of the biggest legislative reforms in years affect your retirement and education investments? Get up to speed on the “SECURE” Act.