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.
Whether you’re purchasing or refinancing your home, your Home Lending Advisor will find a solution.Home Loan Benefits
We have you covered with your car needs – from the purchase of a new car, or receiving a discount from an auto manufacturer.Auto Loan 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 Services
A Personalized Approach To Home Loans
- Chase Private Client mortgage processing fee waiver up to $1,150 based on existing balances1
- Relationship Pricing Program with mortgage rate discounts up to 0.50% based on new and existing balances2
- Receive customized advice and solutions from a dedicated Home Lending Advisor
- Your home lending team includes loan processors and underwriters who are focused on Chase Private Clients
Find a nearby home lending advisor who knows your area and your needs.
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
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.