Chase Private Client Bonus: For Chase Bank customers, there is currently an enticing offer of up to $3,000 bonus available for opening a Chase Private Client account.
Chase Private Client $3,000 Bonus Offer
Chase Bank existing customers have the opportunity to earn a $3,000 bonus by becoming a member of Chase Private Client. Experience tailored advantages and privileges typically associated with major financial institutions, all while saving both time and money.
- Bonus Offer: Up to $3,000 Bonus
- Availability: AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, MI, MS, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, TN, TX, UT, VA, WA, WI, WV (Bank Locator)
- Credit Inquiry: Soft Pull
- Direct Deposit Requirement: None
- Monthly Service Fee: A $35 Monthly Service Fee applies for Chase Private Client Checking. However, it’s waived if you meet any of the following criteria each statement period: an average beginning day balance of $150,000 or more in any combination of this account and linked qualifying deposits/investments OR have a linked Chase Platinum Business CheckingSM account.
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Chase Private Client Summary
- Unlock a potential bonus of up to $3,000 by initiating a new Chase Private Client CheckingSM account with qualifying actions.
- Connect with a Private Client Banker today to kick-start your Chase Private Client CheckingSM account. Set up your appointment at your nearest branch or through phone consultation.
- Prioritized service for everyday banking needs. Benefit from personalized assistance delivered by a dedicated Chase Private Client Banker, ready to cater to your requirements.
- Earn $1,000 upon depositing $150,000, $2,000 upon depositing $250,000, or $3,000 upon depositing $500,000.
- Experience fee-free ATM transactions worldwide.
- No Chase fees for incoming or outgoing wire transfers.
- Access higher limits for Chase Private Client debit card purchases, ATM withdrawals, as well as increased limits for Zelle® and Chase QuickDepositSM.
- Deposit products offered by JPMorgan Chase Bank, N.A. Member FDIC. These deposit products are FDIC insured up to the maximum amount permitted by law.
How To Earn The Bonus
- Experience the potential of receiving up to a $3,000 bonus by initiating a new Chase Private Client CheckingSM account with qualifying actions.
- Within 45 days of coupon enrollment, transfer new funds or securities meeting the eligibility criteria to a combination of eligible checking, savings, and/or J.P. Morgan Wealth Management non-retirement accounts (excludes Chase Personal and Business CDs, Chase business checking and savings accounts, any J.P. Morgan Self-Directed Investing & Automated Investing, J.P. Morgan Personal Advisors Accounts, and J.P. Morgan Wealth Management retirement accounts).
- Your bonus will be determined on day 45. Maintain your newly deposited funds for 90 days from coupon enrollment to enjoy your bonus, which will be credited to your account within 40 days.
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Fine Print
- Qualifying Accounts: Include eligible Chase personal checking and savings accounts, as well as J.P. Morgan Wealth Management non-retirement investment accounts (established at a Chase branch and managed by a J.P. Morgan Private Client Advisor).
- Ineligible Accounts: Exclude Chase business checking and savings accounts, J.P. Morgan Self-Directed Investing & Automated Investing accounts, and J.P. Morgan Wealth Management retirement accounts (such as Traditional and Roth IRAs, Keoghs, SEP and SIMPLE IRAs, and 401(k) plans); along with CDs; insurance products; fixed and variable annuities; J.P. Morgan Fund Accounts; 529 College Savings Plans; attorney trust accounts; client fund trust accounts; donor-advised funds; as well as Government or Non-Profit accounts.
- The newly deposited funds or securities must not already be held by you at Chase or its affiliates. Additionally, maintain a minimum of $250,000 in new funds for at least 90 days from the coupon enrollment date (trading gains and losses or market fluctuations on qualifying investment balances won’t be counted towards meeting balance requirements). Once all conditions are met, the bonus will be deposited into your existing Chase Private Client CheckingSM account within 40 days. Note that to qualify for this bonus, the enrolled account must remain open and unrestricted at the time of payout. Eligibility may be restricted based on account ownership, and fees may impact account earnings. You’re eligible for only one Chase Private Client CheckingSM new money bonus within a 12-month period from the last bonus coupon enrollment date. Each coupon is for one-time use, and only one bonus per account is permitted. Bonuses are categorized as interest and will be reported on IRS Form 1099-INT (or Form 1042-S, if applicable).
Chase Private Client Perks & Benefits
- Enjoy no annual rent for a 3 x 5 Safe Deposit Box (subject to availability), along with a 20% discount on larger boxes.
- Benefit from no stop payment fees.
- No charges for money orders, cashier’s checks, or counter checks.
- Access and admission to select arts and cultural institutions nationwide.
- No Chase fees at non-Chase ATMs, including international ATMs.
- Receive refunds for ATM fees charged by ATM owners, up to 5 times per statement period.
- Elevated limits for Chase QuickDeposit.
- Expanded limits for Chase QuickPay with Zelle.
- Experience $0 commissions on all You Invest Trade online U.S. listed equity and ETF trades (limited to two retirement and two non-retirement accounts per customer).
- Gain exclusive access and admission to chosen arts and cultural institutions across selected cities through the Chase Private Client Arts & Culture Program.
- No foreign exchange rate adjustment fees for debit card usage or ATM withdrawals in currencies other than US dollars.
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Higher Limits
- Increased Chase QuickDepositSM limits: $25,000 per day and $100,000 every 30 days.
- Elevated Chase QuickPay® with Zelle® limits: $5,000 per day and $40,000 every 30 days.
- Raised daily ATM withdrawal limit: Up to $2,000.
- Expanded daily purchase limit: Up to $7,500 when utilizing your Chase Private Client debit card.
Author’s Verdict
In summary, Chase Private Client offers significant advantages for affluent individuals with at least $250,000 across their Chase Accounts. Qualifying accounts contributing to the $250k requirement include:
- Your Chase Private Client account and up to 9 Chase Private Client Checking accounts
- Chase High School CheckingSM accounts
- Chase Savings accounts (excluding Chase Premier SavingsSM)
- Chase Liquid Cards
- Chase CDs
- Chase business checking and savings accounts (balances in attorney trust accounts and client fund trust accounts do not qualify)
Furthermore, benefits linked to your account can be extended not only to you but also to immediate family members holding a joint account with Chase. Ultimately, with the $2,000 bonus, storing $250,000 for Chase Private Client status becomes a more reasonable option, especially if you aim to reduce maintenance costs and external fees.
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