鶹ֱ

Skip to main content

Welcome to your new Chase Private Client 鶹ֱ℠ account

 

Here’s how you can set up your account and enjoy all that comes with it

 

Download the Chase Mobile® app for convenience and security

 

  • Access your account from anywhere
  • You can see your account activity to help identify transactions that are not yours, set up notifications, lock your cards and more.

Add money to your account so your Monthly Service Fee is $0

 

The Monthly Service Fee is $0 when you have a $150,000 average beginning day balance or more in any combination of this account and linked qualifying deposits/investments OR you link a Chase Platinum Business 鶹ֱ℠ account. Otherwise, a $35 Monthly Service Fee applies.

Meet with your Chase Private Client Banker to connect with your team of financial specialists

 

Your Chase Private Client Banker helps you manage your everyday banking needs and is also your connection to professionals you can call on for guidance—or even special rates and benefits.

 

Plus, you can tap into the investment experience of a J.P. Morgan Private Client Advisor for advice that’s tailored to your individual needs.

 

Start taking advantage of your account benefits today, including:

 

 

No fees on everyday transactions

 

No ATM or foreign exchange fees worldwide and no Chase fees for wire transfers.

 

Preferred rates and exclusive perks

 

You may be eligible for an exclusive auto rate discount and invitation-only events.

 

Higher limits

 

Higher ATM cash withdrawals and debit card purchases when you use your Chase Private Client debit card.

Reduce your Monthly Service Fee from $35 to $0

No $35 Monthly Service Fee if you do one of the following:
 

Have a $150,000 average beginning day balance or more in any combination of this account and linked qualifying deposits/investments.
 

OR
 

Link a Chase Platinum Business 鶹ֱ℠ account.

Your investment goals guide how J.P. Morgan Wealth Management services your needs

 

With a strategy designed for you, and informed by J.P. Morgan’s research and insights, you can grow and manage your wealth.

 

Circle graph displaying real estate, charitable giving, retirement, liquid savings, and education allocation strategies

 

Your strategy is uniquely yours

 

If you work with a J.P. Morgan Private Client Advisor, you can develop a personalized investment strategy that's guided by your goals and informed by J.P. Morgan's investment expertise.

Confidence zone - probability of 80%

 

Feel more confident in your future

 

J.P. Morgan's goal is to get you to the "confidence zone." We'll help you prioritize what's most important and design your strategy to help you get there.

Graph with certain life events, such as inheritance

 

Together, we navigate change

 

You can count on J.P. Morgan to help you understand how certain life events and market cycles affect your path forward, and help adjust your strategy to stay on track.

Chase Private Client 鶹ֱ FAQs

 

 

 

Account benefits and fees

 

While many benefits come with your Chase Private Client 鶹ֱ account, you must use your Chase Private Client debit card to take advantage of these higher limits on everyday transactions:

  • Daily ATM withdrawal limit up to $3,000
  • Daily purchase limit up to $7,500

Schedule a meeting with your Chase Private Client Banker who can help you request a Chase Private Client debit card or call the 24/7 Chase Private Client service line at 1-888-994-5626.

There is no Monthly Service Fee for Chase Private Client 鶹ֱ when you do at least one of the following each statement period:

  • Option 1: Keep an average beginning day balance of $150,000 or more in any combination of this account and linked qualifying Chase checking, savings and other balances
  • Option 2: Have a linked Chase Platinum Business 鶹ֱ℠ account

Otherwise, there is a $35 Monthly Service Fee for the priority service, exclusive perks and benefits that come with Chase Private Client.

You can count the balances of up to nine personal deposit accounts when linked to your Chase Private Client 鶹ֱ account, including:

  • Other Chase Private Client 鶹ֱ accounts
  • Chase High School 鶹ֱ℠
  • Chase First Banking℠
  • Personal Chase savings accounts (excluding Chase Premier Savings℠)
  • Chase CDs, and certain Chase Retirement CDs or Chase Retirement Money Market accounts

Balances in personal investment and annuity products offered through JPMorgan Chase & Co. and its affiliates and agencies also count toward the balance requirement. 

 

Schedule a meeting with your Chase Private Client Banker to learn more.

You can find more detailed information about general account fees in the Additional Banking Services & Fees document.

 

We also recommend scheduling a meeting with your Chase Private Client Banker to help understand and make the most of your new benefits, like no fees on everyday banking, preferred pricing on home and auto lending, and other featured perks.

Account maintenance

 

You can find them using the Chase Mobile app or on chase.com by following these simple directions.

Anyone over the age of 18 can be a joint owner on your account and take advantage of the same benefits you get as a Chase Private Client. Schedule a meeting with your Chase Private Client Banker who can help you add a joint owner to your account.

You can authorize Privileges Cards for family members or caregivers that have adjustable limits on spending and withdrawals. Schedule a meeting with your Chase Private Client Banker who can help you set up a Privileges Card.

 

Fraud & security

 

Setting up Account Alerts can help safeguard your account. For example, you can set an alert to notify you if there’s a transaction above a level you select. Set up Account Alerts on the Chase Mobile® app or at chase.com.

With Fraud Monitoring, we may notify you of unusual debit card purchases. Plus get reimbursed for unauthorized debit card transactions when reported promptly with Zero Liability Protection.

Our card disputes page provides steps to help you resolve concerns.

Si tienes alguna pregunta, por favor, .