Bank Of America Private Banking
Chase Private Client Banking Phone Number

By Phone Existing Accounts 1-800-CHASE38 (1-800-242-7338) Online/Mobile Banking Technical Support 1-877-ChasePC (1-877-242-7372).
Make purchases with your debit card, and bank from almost anywhere with your phone, tablet or computer and at our 16,000 Chase ATMs and nearly 5,000 branches nationwide. Savings Accounts and CDs It’s never too early to begin saving.

As a Chase Private Client customer, you get a private banker and dedicated J.P. Morgan financial advisor. Other benefits include: Banking fee waivers, including no ATM fees worldwide, no foreign transaction fees, no fees for wires, cashier's checks, counter checks, and money orders, no stop payment fee, and no overdraft of insufficient funds fees. 1 Chase Home Lending offers $500 off of the processing fee for Chase Private Clients with combined assets of $150,000 - $499,999 in eligible Chase deposit and/or J.P. Morgan Wealth Management accounts or waiver of the entire processing fee (up to $1,150 for most loans) for $500,000+ in such eligible accounts. These fee savings apply to the full spectrum of residential mortgage types, including.

Chase Private Client offers premium relationship perks to those with $250,000 on deposit with Chase. It is worth it? Find out the benefits in this in-depth review.

What Is Chase Private Client
How to Qualify
Pros & Cons
Dedicated Advisors
Banking Benefits
Credit Card Benefits
Loan Benefits
Investment Benefits
Business Benefits
Family Member Privileges
Arts and Culture Program

Note: The information for the Chase Private Client has been collected independently by CreditDonkey. The details on this page have not been reviewed or provided by the bank.

Chase Private Client Promotions

Request an offer code online by providing your email address.
Meet with a Private Client Banker by the offer stated date to upgrade to Chase Private Client.
Within 45 calendar days, transfer a total of $250,000 or more in new money or securities to a combination of eligible Chase accounts.
Maintain at least $250,000 balance for at least 90 days from the date of funding.
The $2,000 bonus will be deposited into your Chase Private Client Checking account within 10 business days after completing the above requirements.

Chase Private Client Checking has no monthly service fee. However, you must maintain the average daily balance of $250,000 in any combination of qualifying deposit and investment accounts to enjoy the benefits of Chase Private Client.

As a Chase Private Client customer, you get a private banker and dedicated J.P. Morgan financial advisor. Other benefits include:

Banking fee waivers, including no ATM fees worldwide, no foreign transaction fees, no fees for wires, cashier's checks, counter checks, and money orders, no stop payment fee, and no overdraft of insufficient funds fees
Higher daily limits for ATM withdrawals, debit card purchases, remote check deposits, and QuickPay with Zelle
Free 3x5 Safe Deposit Box (20% discount on larger boxes)
Free personal check designs
Rate discounts for home and auto loans
Access to a portfolio line of credit at a competitive rate
Art & Culture card granting free admission to museums in select cities

The new money cannot be existing deposits, funds, or securities held by you at Chase or its affiliates.
Eligible accounts include qualifying Chase personal checking and savings accounts, and J.P. Morgan investment accounts (opened in a Chase branch and serviced by a J.P. Morgan Private Client Advisor or Financial Advisor).
Ineligible accounts include: You Invest accounts, any J.P. Morgan retirement accounts, CDs, insurance products, fixed and variable annuities, J.P. Morgan Fund Accounts, 529 plans, attorney trust accounts, client fund trust accounts, and Government or Non-Profit accounts.
Gains and losses to qualifying investment balances from trading or market fluctuation will not be counted for purposes of meeting the balance requirements.
You can only participate in one Chase Private Client Checking, Chase Sapphire Checking, or You Invest new money bonus in a 12-month period.
Bonuses are considered interest and will be taxable.

What Is Chase Private Client?

Chase Private Client (CPC) is an elite relationship status for high-balance Chase banking and investment customers. You get a more personalized banking experience tailored to your needs.

You get exclusive benefits, including:

A private banker
A private advisor to help with your investment strategy
Banking fee waivers
Discounted rates for home and auto loans
Guidance to help with your business needs

Not only is it a banking relationship, it's a personal relationship. You can build yours today.

Read on to learn more about each benefit in detail. City racing mod for pc. And we'll share our thoughts on whether they're worth the high requirement.

Who Chase Private Client is Best For?

High net worth individuals who leave large balances in checking or savings.
Those who regularly require banking services, such as wire transfers and money orders.
Those who want an all-inclusive banking and investment experience.

How to Qualify?

To qualify, you must maintain an average daily balance of $250,000 or more across any combination of qualifying personal checking, savings, and/or investment accounts with Chase. You'll be invited to upgrade to Chase Private Client.

There is no membership fee to join. All you have to do is maintain the minimum balance. However, there have been reports that you can still retain your CPC status if your balance falls below $250,000.

Qualifying Accounts Include:

Bank Of America Private Banking

Chase Personal Checking and Savings Accounts (excluding Chase Premier Savings)
Chase Liquid Cards
Investment and Annuity Products (excluding any You Invest, J.P. Morgan retirement accounts and CDs)

There have been some reports of people who were invited to join CPC with less than $250,000 and given time to meet the requirement. This largely depends on your history with Chase and relationship with your banker.

You can also join Chase Private Client if you have an immediate family member who is a CPC. Read more about it below.

Chase Private Client Banking Phone Number

Pros & Cons

Pros

Dedicated advisors to provide guidance
Personal relationship with your banker
Banking fee waivers
Discount rates on home and auto loans
Benefits extend to adult immediate family members
Dedicated phone line

Cons

Not all branches offer CPC services
Low interest rates compared to online only banks
Must have $250,000 with Chase
No longer bypasses the Chase 5/24 rule
Arts & Culture card is limited use

Now let's review the Chase Private Client program in detail.

Dedicated Advisors

When you become a Chase Private Client, you'll get a team of advisors to help you find the best financial solutions for your goals. You get:

Private Client Banker
Your private banker will oversee your banking relationship, guide you through your benefits, and find the best solutions.
Your banker will also connect you to other dedicated Private Client experts for loans and business banking needs.
Not all Chase branches offer CPC services and have a Private Client Banker. Find a branch here.
JP Morgan Private Client Advisor
A dedicated advisor will work with you to understand your full financial picture and plan a custom investment strategy to meet your goals.
Business Banking Advisor
If you have a small business, you'll get a dedicated advisor and a team of specialists who can help find the best business solutions.

Banking Benefits

Fee Benefits:

No monthly service fee when you link a CPC Checking account

Chase Private Banking Phone Number