For those who are interested in a better banking opportunity, Chase Private Client is a wealth management program designed to help opulent clients manage their assets and provide them with special perks that can save you time and money.
As a special offer, enjoy a $1,250 bonus when you join Chase Private Client. Within 45 days, transfer a total of $250,000 or more in qualifying new money or securities to a combination of eligible checking, savings and/or investment accounts, and maintain the balance for at least 90 days. This offer available to existing Chase customers only.
One of the main features of this program is having a Private Client Banker. They will work closely with you to help you make the most out of your banking relationship. Read more below.
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Chase Private Client Summary
What’s Chase Private Client?
Chase Private Client is a program offered to select Chase clients that keep a considerable amount of money in Chase investment and banking accounts. Think of it like an elite status at a bank instead of an airline.
Chase Private Client has a range of exclusive benefits for top Chase clients, from premium banking solutions, personalized attention, and expert advisors and investment capabilities. It’s personalized banking and investment solutions tailored to meet your needs.
As a Chase Private Client, you’ll be assigned a team of banking professionals to help you determine and map out your financial goals. That includes a Private Client Banker and a J.P. Morgan Private Client Advisor. You can reach out to them over the phone, via email, or at a local branch to get advice and guidance when you need it.
Chase Private Client is available to individuals who maintain an average daily balance of $250,000 or more in any combination of qualifying linked deposits and investments.
Qualifying accounts are things like Chase personal checking and savings accounts, select Chase Retirement CDs, select Chase Retirement Money Market Accounts, investment and annuity products, and more. Balances in certain retirement plan investment accounts, such as Money Purchase Pension and Profit Sharing Plans, do not qualify.
You can also gain access to Chase Private Client benefits if you share an account with an immediate family member who is a Chase Private Client. This account is not available to those under the age of 18.
There are numerous benefits by being a Chase Private Client member.
As a Chase Private Client member, you’ll have your own private client banker and private client advisor.
Private bankers can guide you through premium banking solutions, provide you with priority service, and connect you with other experts for mortgage and business banking needs.
The downfall is that Chase doesn’t have branches everywhere and not every branch has a Chase private client banker available. You may want to check Chase locations around you to see if there are any Chase Private Client bankers to service you.
Personal advisors have the expertise of J.P. Morgan investment professionals to develop tailored investment strategies that focus on your specific goals and advise you on relevant economic trends.
Chase generally recommends actively managed investments, as opposed to passive investments. If that’s not what you’re looking for, there’s no need to invest your assets with Chase.
One of the major perks of the Chase Private Client program is that you can avoid paying select fees. Many of these benefits are great for travelers who frequently rack up ATM fees and/or wiring fees when traveling overseas.
There are plenty of benefits with the Chase Private Client program and ways to minimize banking costs that add up over time. One of the best parts is, existing Chase customers can enjoy a $1,250 bonus when joining Chase Private Client after meeting specific requirements.
Your private client banker will walk you through all the benefits and savings you can receive as a client. You’ll receive priority service, family benefits, business tools, 24/7 support, and financial specialists when you need them. In addition, receive travel benefits, making it more convenient to see the world.
This is a good option for those who meet the minimum requirement amount. Plus, you can learn how to manage your assets or bring your index funds without paying premium.
For other alternatives, check out our featured bank bonuses. You may find other type of savings accounts that can offer you a better return. In addition, consider if you’d rather go with investment options that have lower costs or better returns. In addition, see our list of Chase credit cards to find special bonuses and premium rewards.
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|HSBC Choice Checking Member FDIC||$200 Cash||Review|
|Huntington Asterisk-Free Checking®||$150 Cash||Review|
|Huntington 5 Checking||$200 Cash||Review|
|Chase SapphireSM Checking||60,000 Points||Review|
|Chase Total Checking® + Chase SavingsSM||$350 Cash||Review|
|Chase Premier Plus CheckingSM||$300 Cash||Review|
|Chase College CheckingSM||$100 Cash||Review|
|Chase Private Client||$1,250 Cash||Review|
|TD Bank Premier CheckingSM||$300 Cash||Review|
|TD Bank Convenience CheckingSM||$150 Cash||Review|
With the Chase Sapphire Preferred® Card:
• Earn 60,000 bonus points after you spending $4,000 in the first 3 months. (That's $750 toward travel when redeeming via Chase Ultimate Rewards®)
• Named "Best Credit Card for Flexible Travel Redemption" by Kiplinger's Personal Finance, June 2018
• Earn 2X points on travel and dining at restaurants worldwide
• Earn 1X point per dollar spent on all other purchases outside of the travel & dining category
• No foreign transaction fees to worry about
• You're able to get 1:1 point transfer to leading airline and hotel loyalty programs
• Your points get 25% more value when redeeming for airfare, car rentals, cruises, & hotels, via Chase Ultimate Rewards.
• There are no blackout dates or travel restrictions - just as long as there's available seating on the flight - you're able to book via Chase Ultimate Rewards
Learn More About This Card Here