Overview - More Ways to Reach Your Goals
Your Private Client Banker introduces you to your team of specialists and benefits and solutions available to you.
Home & Auto Loans
Whether you’re buying, refinancing, or improving a home, your Home Lending Advisor will find a solution. We also have you covered with your car needs – from the purchase of a new car or receiving a discount from an auto manufacturer.Home & Auto Loan Benefits
Choose from a variety of Chase credit cardswith features and benefits to fit your lifestyle. Credit Card Benefits
Access competitive rates and fee benefits when you use eligible securities with J.P. Morgan to secure a line of credit. Your Private Client Team will show you how.Lending Benefits
Home & Auto Loan Benefits - Preferred Rates And Priority Service
A Personalized Approach To Home Loans
- Enjoy a discounted rate when you purchase or refinance a home with the Chase Private Client Mortgage Rate Program (based on your total Chase deposits and J.P. Morgan Investments)
- Receive customized advice and solutions from a dedicated Home Lending Advisor
- Get additional support from a dedicated Chase Private Client Home Lending team, including underwriters and processors
Money-Saving Home Equity Benefits
- Receive up to 1.25% off the standard variable rate for home equity line of credit (HELOC)
- No origination fee and a $50 annual fee waiver
- Access funds online and transfer cash to checking or savings account
Discounted auto rates and offers
Find a nearby home lending advisor who knows your area and your needs.
Credit Card Benefits - Special Rewards for Travel
Chase Sapphire Reserve®
- Receive a $300 annual travel credit each account anniversary year
Chase Sapphire Preferred®
- Enjoy 2x points on travel and dining at restaurants worldwide, plus other premium travel rewards
Visit Your Banker Or Find A Branch For More Details
This product is available to you if you don't have any Sapphire card and have not received a new cardmember bonus for any Sapphire card in the past 48 months.
Securities-Based Lending Benefits - Access Funds Without Liquidating Investments
Tap The Borrowing Power of Your Portfolio
- Use eligible securities in your portfolio to secure a line of credit
- Enjoy no annual fees, no origination fees, and a competitive rate
- Easily access funds without liquidating investments and changing your strategy
Get The Flexibility You Need
- Use securities-based lending for a range of goals, such as education expenses, home renovation projects, or short-term real estate financing
- Talk to your Private Client Advisor for more information about the risks and benefits of securities-based lending to see if it's right for you
"It’s a dream to have this house — and know that when I’m done working, I can return to the things that really matter."
After years of planning, Laura had her eyes on her dream home. Annika, her Private Client Banker, introduced her to a Chase lending specialist who helped her save up and secure a discounted mortgage rate.†
FAQ - Common Questions About Chase Private Client
Our Thinking Insights for Private Clients
J.P. Morgan insights and thought leadership provide timely market insights, information about retirement, and more.