Existing balance requirements: Under the Relationship Pricing Program, participating customers who have at least $500,000 in existing eligible Chase and J.P. Morgan deposit accounts and/or J.P. Morgan Wealth Management accounts can save 0.125% off the standard rate. Participating customers with over $1 million can save 0.25%.
New money requirements: Additional rate discounts are available under the Relationship Pricing Program, based on the new deposit and/or investment assets transferred to Chase and/or J.P. Morgan Wealth Management respectively; and the mortgage loan amount. Rate discount is limited to one mortgage loan per customer. The maximum rate discount for all programs combined (including employee mortgage rate discounts) is 0.5%. Chase employees are only eligible for the new deposit and/or investment assets rate discount. Any existing funds or new deposit and/or investments funds that exit your accounts prior to closing will be deducted from your eligible transfer amount (you will not be penalized for changes in market value). If your loan amount changes prior to closing, the rate discount will be adjusted accordingly.
Account Eligibility: Qualifying personal banking and/or investment balances will be used in determining the appropriate mortgage rate discount. However, business, deferred compensation, student, custodial, 529b college savings, donor-advised funds, select retirement accounts and non-vested RSU accounts do not qualify.
Chase reserves the right to amend, terminate or withdraw the rate discount at any time without prior notice.