Welcome to your new Chase Private Client Checking℠ 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 in this account, or in combination with any other linked qualifying personal deposits or investments OR link this account to a qualifying checking 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.
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.
Relationship rates and exclusive events
You may be eligible for relationship rate discounts and invitation-only events.
Higher limits
Higher ATM cash withdrawals and debit card purchases when you use your Chase Private Client debit card.
$35 or $0 Monthly Service Fee
You can avoid the fee by having one of the following each monthly statement period:
$150,000+ average beginning day balance in this account, or in combination with any other linked qualifying personal deposits or investments
OR
Link this account to a qualifying checking account
Save on Monthly Service Fees:
It's now easier to reduce your Monthly Service Fee to $0. We've expanded the list of personal deposit and investment accounts that can be linked to your Chase Private Client Checking account to meet the $150,000+ balance requirement.
Plus, enjoy no Monthly Service Fees on linked deposit accounts.
Meet with your dedicated banker to learn more and make sure you're getting the most out of your banking relationship.
J.P. Morgan Wealth Management can help you make the most of your money
As part of your CPC relationship, you have access to a dedicated J.P. Morgan Private Client Advisor to build a personalized financial strategy that can evolve with your needs.
Personalized advice, right in your community
Work one-on-one with your dedicated advisor who’s committed to understanding your needs and helping you reach your goals.
Focus on what matters most to you
Your advisor will help you design a custom portfolio based on what’s important to you – whether that’s buying a home, planning for retirement, or travel.
Navigate change together
You can count on your advisor to build an actionable plan for your future and help navigate any changes that come your way.
Chase Private Client Checking FAQs
Account benefits and fees
While many benefits come with your Chase Private Client Checking 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 Checking when you have one of the following each monthly statement period:
- Option 1: $150,000+ average beginning day balance in this account, or in combination with any other linked qualifying personal deposits or investments
- Option 2: Link this account to a qualifying checking 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 Checking account, including:
- Other Chase Private Client Checking accounts
- Chase High School Checking℠
- 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.
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.
Our card disputes page provides steps to help you resolve concerns.
Si tienes alguna pregunta, por favor, llama o visita una sucursal local de Chase.