Chase Private Client is a banking and investment product and service offering from Chase Bank. It is designed for customers with a combined balance of at least $150,000 across eligible deposit and investment accounts. Some key features and benefits of Chase Private Client include:
- Personalized attention: Customers have access to a dedicated Chase Private Client Banker who can provide personalized assistance.
- Investment guidance: Customers also have access to a J.P. Morgan Private Client Advisor who can provide personalized investment guidance tailored to their needs.
- No fees on everyday banking: Chase Private Client Checking account holders enjoy no fees on everyday banking, including no ATM fees worldwide and no Chase fee on incoming or outgoing wire transfers.
- Relationship pricing: Chase Private Client customers may be eligible for mortgage rate discounts based on new and existing balances when buying a new home or refinancing, as well as reduced average daily balance requirements on Chase Platinum Business Checking.
- Exclusive events: Chase Private Client customers may be invited to exclusive events ranging from family experiences to thought leadership-focused events featuring J.P. Morgan and other industry experts.
To become a Chase Private Client, customers must have a Chase Private Client Checking account, which requires meeting certain eligibility requirements.
