CHASE PRIVATE CLIENT Your team. Your benefits. For the future you’re building.
Your Chase Private Client relationship gives you access to a dedicated team, personalized wealth strategies, and banking benefits designed around you. Don’t have a J.P. Morgan Wealth Management advisor yet? Your banker can make the introduction. Schedule a meeting to make the most of all of it.
CHASE PRIVATE CLIENT BANKER Dedicated guidance for your financial life
Your Chase Private Client Banker is your direct point of contact, helping you unlock the full value of your relationship. Working alongside your J.P. Morgan advisor, they keep your banking, investing and lending in sync and bring in specialized experts as your needs evolve.
Your wealth strategy evolves with you
Your J.P. Morgan advisor takes the time to understand what you're working towards, then builds a wealth strategy designed around your life—one that adapts as you do. If you haven't yet connected with an advisor, your banker can introduce you.
Your team can expand with your needs
Remember that at any time, your Chase Private Client Banker can bring in specialized experts to support your business or lending needs.
Business Relationship Manager
Get specialized guidance for your business, including cash flow, payment solutions and financing from Chase Business Services.
Home Lending Specialist
Purchase or refinance a home with personalized guidance and relationship-based rates that reflect your Chase Private Client status.
ACCOUNT LINKING Share the benefit of your relationship
Link eligible deposit and investment accounts to share the benefit of your Chase Private Client relationship with those who matter most. The people you link accounts with will enjoy waived Monthly Service Fees. Plus, linked account balances contribute to the $150,000+ balance requirement to waive your Chase Private Client Monthly Service Fee.
PREMIUM BANKING BENEFITS Put your banking benefits to work
As a Chase Private Client, premium banking benefits are already yours:
- 24/7 priority customer service whenever you need it
- Waived fees on wire transfers and ATM withdrawals worldwide
- Security and account protection, so you can move money and manage your daily finances with confidence
- The Chase Mobile® app to view your full financial picture in one place
Your Chase Private Client Banker is always available to walk you through your benefits and answer any questions.
More ways your relationship works for you
As a Chase Private Client, your relationship extends into a broader set of benefits that complement and enhance your financial life.
Privileges cards
Give family members and caregivers the ability to make purchases and cash withdrawals from your Chase Private Client account—up to the spending limits you set.
CD ladders
Take advantage of a wide range of CD rates and customizable terms. Lock in a fixed rate at account opening for guaranteed returns that support your overall cash strategy.
Relationship rates
With our Relationship Pricing Program, you may be eligible for a rate discount between 0.05% and 1% based on new and existing balances when you buy or refinance a new home.
Exclusive events
As a Chase Private Client, you may receive invitations to in-person and virtual experiences, from cultural and sporting events to J.P. Morgan thought leadership seminars with financial industry experts.
Your identity and account are in good hands
Chase Credit Journey®
Access free resources to help monitor your credit and identity with Chase Credit Journey. Get alerts if your personal info is found on the dark web or a data breach. Plus, get round-the-clock support.
Secure banking and account protection
Your bank accounts are safeguarded with sophisticated security. Transact with confidence knowing we monitor for unusual debit card purchases.
FAQs
Account benefits and fees
As an existing Chase Private Client, you can continue to enjoy all of the premium banking benefits and services without any ongoing balance requirements. To waive the $35 monthly service fee, however, you must meet one of the following requirements each monthly statement period:
- $150,000+ average beginning day balance in this account or in combination with other linked qualifying personal deposits or investments
- Link your Chase Private Client Checking account to a qualifying checking account.
Schedule a meeting with your dedicated banker if you have questions about the monthly service fee.
You can waive the $35 monthly service fee by meeting one of the following requirements each monthly statement period:
- $150,000+ average beginning day balance in this account or in combination with other linked qualifying personal deposits or investments, or
- Link your Chase Private Client Checking account to a qualifying checking account.
Otherwise, a $35 monthly service fee applies, which covers priority service, exclusive perks, and benefits for Chase Private Client clients.
You can combine balances from your Chase Private Client Checking account and up to nine linked personal deposit accounts, including:
- Other Chase Private Client Checking accounts
- Chase Sapphire® Checking, Chase Premier Plus Checking℠, Chase Total Checking®, Chase Secure Checking℠, Chase College Checking℠
Balances from any of the following are also included:
- Chase High School Checking℠ and Chase First Banking℠
- J.P. Morgan Private Client Savings℠, Chase Private Client Savings℠, Chase Premier Savings℠, Chase Savings℠
- CDs, certain Chase Retirement CDs, and Chase Retirement Money Market accounts
- Certain investment and annuity products through JPMorganChase & Co. and its affiliates and agencies
Next Step: Schedule a meeting with your dedicated banker to review your accounts and maximize your benefits.
You can link your account to one of the following to waive the Chase Private Client Checking monthly service fee:
- Another Chase Private Client Checking account that has already met the balance requirement to waive the monthly service fee
- J.P. Morgan Private Client Checking Plus
- J.P. Morgan Classic Checking
- Chase Platinum Business Checking℠
For personal accounts, there must be a common owner. For business accounts, the owner of the linked personal account must be a direct owner of the business and signer on the business account.
Next Step: Schedule a meeting with your dedicated banker to review your accounts and maximize your benefits.
The Chase Private Client debit card is an exclusive debit card designed for Chase Private Client Checking account holders. It provides you with enhanced daily transaction limits—up to $3,000 in ATM withdrawals and up to $7,500 in purchases per day—giving you greater flexibility and access to your funds.
Next Step: If you need to request a new or replacement Chase Private Client debit card, simply schedule a meeting with your dedicated banker or call the 24/7 Chase Private Client service line at 1-888-994-5626.
With your Chase Private Client debit card, you benefit from enhanced daily spending limits designed to give you greater flexibility and convenience. Your daily purchase limit is up to $7,500, and your daily ATM withdrawal limit is up to $3,000.
Next Step: If you need to request a new or replacement Chase Private Client debit card, simply schedule a meeting with your dedicated banker or call the 24/7 Chase Private Client service line at 1-888-994-5626.
For a comprehensive list of account fees, refer to the Additional Banking Services & Fees document.
Next Step: For personalized guidance and to learn how to maximize your benefits, simply schedule a meeting with your dedicated banker.
Account maintenance
You can view your routing and account numbers securely in the Chase Mobile® app or by logging in to chase.com. Follow these simple instructions for easy access.
To add a joint owner (age 18 or older) and extend the Chase Private Client benefits to them, simply schedule a meeting with your dedicated banker.
You can request Privileges Cards for family members or caregivers, with customizable spending and withdrawal limits. Schedule a meeting with your dedicated banker to set up a Privileges Card.
As a Chase Private Client, you have access to dedicated customer service for personalized support and priority assistance. You can reach the Chase Private Client service team 24/7 by calling 1-888-994-5626. For in-person guidance, schedule a meeting with your dedicated banker at your local branch.
Fraud & security
You can take proactive steps to stay alert with free identity monitoring from Chase Credit Journey® on the Chase Mobile® app and on chase.com
- Receive alerts on personal data activity: Get alerts when your information is found in a data breach or on the dark web, or when there’s activity associated with your Social Security number.
- Get identity restoration assistance: If your identity is compromised, you can get personal assistance with identity restoration—and some expenses may be covered.
- Assistance if you lose your wallet: Get help if you lose any of your credit cards, your ID or other important documents, no matter where you are in the world
Next Step: Enroll in Credit Journey® to receive free identity monitoring and more via the Chase Mobile® app or on chase.com. For personalized support or questions about your coverage, connect with your dedicated banker.
If you detect unauthorized transactions, contact the Chase Private Client service team immediately by calling 1-888-994-5626. With fraud monitoring and zero liability protection, you are reimbursed for unauthorized debit card transactions when reported promptly.
Visit our card disputes page for step-by-step instructions to resolve unrecognized charges, or contact your dedicated banker for personalized support.
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