Chase Private Client | Banking

BANKING WITH CHASE PRIVATE CLIENT

Upgrade Your Banking and Your Expectations1

Overview

More Benefits Make The Difference

Starting with a Private Client Banker who works closely with you to help you make the most out of your banking relationship, there are many reasons to become a Chase Private Client.

Fee Benefits
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Save Time and Money

Your Private Client Banker will walk you through all the benefits and savings you can receive as a Chase Private Client.

Service Benefits
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More For You, Your Family and Your Business

Receive priority service, family benefits, business tools, 24/7 support, and financial specialists when you need them.
Travel Benefits
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Far-reaching Benefits at Home and Abroad

Our Arts & Culture Card gives you special access to cultural institutions in select cities, while our travel benefits make it more convenient to see the world.

 

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experience a higher standard

Save Time and Money

Fee benefits

  • No Monthly Service Fee on Chase Private Client SavingsSM accounts when linked to a Chase Private Client CheckingSM account2
  • No ATM fees worldwide3
  • No fees on wire transfers4

Higher limits

  • Higher Chase QuickDepositSM limits ($25,000 per day and $100,000 every 30 days)5
  • Higher Chase QuickPay® with Zelle® limits ($5,000 per day and $40,000 every 30 days)6
  • Higher daily ATM withdrawal limit (of up to $2,000)
  • Higher daily purchase limit (of up to $7,500 when you use your Chase Private Client debit card)

More extras

  • Receive a 3x5 Safe Deposit Box (20% discount on larger boxes; subject to availability)
  • Get free personal check designs when ordered through Chase (fees may apply for certain other supplies and expedited shipping)
  • Order cashier's checks, counter checks or money orders without paying fees
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Advantages All Around

More For You, Your Family and Your Business

Treat yourself

  • Build a personal relationship with a dedicated banker who provides guidance on the privileges and services available to you
  • Access a 24/7 Private Client Banking Services line in the U.S. just for Private Clients
  • Receive a rushed replacement debit or credit card almost anywhere in the world at no charge

Treat your family

  • Extend your benefits to an immediate adult family member who is a joint owner on your Chase Private Client deposit accounts7

Treat your business

  • Work with a dedicated Business Banking advisor who provides advice on achieving your business goals

  • Receive guidance from a team that specializes in helping improve cash flow, finding payment solutions and providing financing options

  • Take advantage of our business banking services, which offer no fee for electronic deposits for both Platinum Business Checking8 and Total Business Checking9, reduced minimum balance requirements on Chase Platinum Business CheckingSM or no monthly service fee on a Chase Total Business Checking® account

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More to experience

Far-reaching Benefits at Home and Abroad

Enjoy local arts and culture

  • Get special access to local institutions in select cities through the Chase Private Client Arts & Culture program; ask your Private Client Banker for more details

Bring more conveniences with you

  • No foreign exchange rate adjustment fees for debit card usage or ATM withdrawals in a currency other than US dollars
  • Choose from a selection of credit cards with distinctive travel benefits10

 

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“Because I know my team is looking at my whole picture—banking, investing, and business—I feel confident pursuing new opportunities.”

Christian, Chase Private Client since 2015

After finding success in the jewelry business, Christian wanted to start a new venture in real estate and architectural design. With guidance from his Private Client Banker, Syed, and his J.P. Morgan Private Client Advisor, Joannie, he was able to begin his next chapter while balancing short- and long-term goals.†

Take a Glimpse Into Your Financial Future

Save for tomorrow, make the most of today. Try our interactive tool and discover how a J.P. Morgan Private Client Advisor uses the power of probability to help you pursue your financial goals.

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FAQ

Answers to Common Questions About Private Client

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ACCESS MORE KNOWLEDGE

Our Thinking, Now All Yours

Benefit from J.P. Morgan’s insights and thought leadership that cover everything from investment strategies and retirement advice to market perspectives and economic outlooks.

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Investing

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How Can We Help You Reach Your Goals?

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CONTACT US
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FIND A BRANCH

Meet with a local Chase Private Client team and learn more in person.

Si tiene alguna pregunta, por favor llame o visite una sucursal local de Chase.

Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved.


JPMORGAN CHASE AND ITS AFFILIATES DO NOT PROVIDE TAX, LEGAL OR ACCOUNTING ADVICE. THIS MATERIAL HAS BEEN PREPARED FOR INFORMATIONAL PURPOSES ONLY, AND IS NOT INTENDED TO PROVIDE, AND SHOULD NOT BE RELIED ON FOR, TAX, LEGAL OR ACCOUNTING ADVICE. YOU SHOULD CONSULT YOUR OWN TAX, LEGAL AND ACCOUNTING ADVISORS BEFORE ENGAGING IN ANY TRANSACTION.

 

See Deposit Account Agreement (PDF) and Deposit Products & Services (PDF) for more information. Speak with a banker for current interest rates.

 

"Chase Private Client" is the brand name for a banking and investment product and service offering.

 

Bank deposit accounts, such as checking and savings, may be subject to approval. Deposit products and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.

 

Qualifying personal investments include the following: Prior end of month balances for investment and annuity products offered by JPMorgan Chase & Co. or its affiliates and agencies. Balances in certain retirement plan investment accounts, such as Money Purchase Pension and Profit Sharing Plans, do not qualify. Investment products and related services are only available in English.

 

JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (JPMS), a member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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

© 2018 JPMorgan Chase & Co.

1 Chase Private Client is available to individuals who maintain an average daily balance of $250,000 or more in any combination of qualifying linked deposits and investments. If total balances in qualifying deposits and investments do not meet the Chase Private Client requirements, Chase may contact you to help determine an alternate Chase product.

a) Qualifying personal and business deposit accounts you own include this account and up to 9 Chase Private Client Checking accounts, Chase High School CheckingSM accounts, Chase personal savings accounts (excluding Chase Premier SavingsSM), Chase Liquid Cards, CDs, Chase business checking and savings accounts (balances in attorney trust accounts and client fund trust accounts do not qualify), or certain investment management fiduciary and custody accounts, certain Chase Retirement CDs, or certain Chase Retirement Money Market accounts (balances in Chase Money Purchase Pension and Profit Sharing plans do not qualify).

 

b) Qualifying personal investments include the following: Prior end of month balances for investment and annuity products offered by JPMorgan Chase & Co. or its affiliates and agencies. Balances in certain retirement plan investment accounts, such as Money Purchase Pension and Profit Sharing Plans, do not qualify. Investment products and related services are only available in English.

 

2  For Chase Private Client SavingsSM accounts not linked to a Chase Private Client CheckingSM account, a balance at the beginning of each day of $15,000 or more must be maintained in your Chase Private Client SavingsSM account for the $20 Monthly Service Fee to be waived.

 

3 There is no Chase fee at non-Chase ATMs. Chase will refund ATM fees charged by the ATM owner. Some ATM owners 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. No Foreign Exchange Rate Adjustment Fee.

 

4 There are no Chase fees for incoming or outgoing wire transfers. Fees and taxes charged by other funds transfer systems or banks involved in the transfer still apply.

 

5 Chase QuickDepositSM is available for select mobile devices. Enroll in Chase OnlineSM and download the Chase Mobile® app. Message and data rates may apply. Subject to eligibility and further review. Deposits are subject to verification and not available for immediate withdrawal. Deposit limits and other restrictions apply. See chase.com/QuickDeposit for details and eligible mobile devices.

6 Chase QuickPay® with Zelle®: Both parties need a U.S. bank account; only one needs an eligible Chase account. Transfers between eligible Chase accounts and select participating Zelle member banks or Zelle app users are typically available within minutes (go to chase.com/quickpay to view participating banks). Transfers between eligible Chase accounts and non Zelle member banks not using the Zelle app could take up to 5 business days. Enroll on the Chase Mobile® app or Chase OnlineSM. Limitations may apply. Message and data rates may apply.

 

Zelle and the Zelle related marks and logos are property of Early Warning Services, LLC

 

7 Your family members must be upgraded to a Chase Private Client account to receive product and rate privileges. Minors under the age of 18 cannot be owners of a Chase Private Client CheckingSM account and therefore cannot receive all the benefits of Chase Private Client.

 

8 Transaction Fees will not be charged for all electronic deposits and the first 500 debits and non-electronic deposits each statement cycle. There will be a Transaction Fee of $0.40 for each debit and non-electronic deposit above 500. Electronic deposits are deposits made via ATM, ACH, wire, and Chase QuickDepositSM. Other fees may apply.

 

9 Transaction Fees will not be charged for all electronic deposits and the first 100 debits and non-electronic deposits each statement cycle. There will be a Transaction Fee of $0.40 for each debit and non-electronic deposit above 500. Electronic deposits are deposits made via ATM, ACH, wire, and Chase QuickDepositSM. Other fees may apply.


10 Accounts subject to credit approval. Restrictions and limitations apply. Chase credit cards are issued by Chase Bank USA, N.A. Offer subject to change. See associate for pricing and rewards details.

 

†Any testimonial presented is unpaid, may not be representative of the experience of other clients and is no guarantee of future performance or success.

 

Tools and Calculators: Tools and calculators are provided as a courtesy to help you estimate your financial needs. The results yielded by these tools and calculators are merely estimates and they do not guarantee available credit amount, potential savings, tax benefits or the like. Chase makes no warranty regarding the tools or calculators, nor regarding the results they produce. Should you have any questions about your financial situation, Chase strongly recommends that you consult with your own financial advisor.

 

The Private Client Mortgage Rate Program offers may not be combined with any other mortgage fee discounted offers such as the employee discount, etc. Home lending and deposit products offered by JPMorgan Chase Bank, N.A. Member FDIC

 

JPMorgan Chase reserves the right to change account type eligibility at any time. This offer is only available for new, residential first mortgage purchase loans submitted directly to Chase at a participating Chase bank branch. This offer is not transferable and may be discontinued at any time without notice. Geographic, product, amounts and other restrictions and limitations may apply.

 

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