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finder.com’s rating: 3.9 / 5.0
★★★★★
Chase Private Client is a relationship tier that’s only available to customers who have a balance of at least $150,000 across their Chase investment and banking accounts. If you qualify, you’ll get access to a dedicated banking and investing team, plus a long list of other perks.$35 per month
Fee
0.01%
APY
$150,000
Minimum deposit to open
Annual Percentage Yield (APY) | 0.01% |
---|---|
Fee | $35 per month |
To waive the fee | You can waive the fee when you have one of the following each month: - An average beginning day balance of $150,000+ in any combination of this account and linked qualifying deposits and investments - A linked Chase Platinum Business Checking account |
Minimum deposit to open | $150,000 |
Intro or bonus offer | Enjoy up to a $3,000 welcome bonus. Open a new Chase Private Client account; earn $1,000 when you deposit $150,000+, $2,000 when you deposit $250,000+ or $3,000 when you deposit $500,000+ in qualifying new money within 45 days of joining and maintain the balance for at least 90 days. |
ATMs | No ATM fees worldwide |
ATM transaction fee | $0 |
Out-of-network ATM fee | $0 |
Learn more | Apply now |
Review by
Peter Carleton is a writer that covers banking and investing, breaking down what you need to know about where you put your money. When Peter's not thinking about cutting-edge banking apps and robo-advisors, he runs a creative agency and spends his spare time cooking or reading.
Upgrading to Chase Private Client gives you access to a handful of benefits that make banking easier:
While this program has a lot to offer, there are still a few potential drawbacks to be aware of:
If you’re not at the required minimum, you’re looking for a better rate or you simply want to be sure you’ll have access to a branch location, you may want to compare your savings options to find an account that better suits your situation.
Request a meeting with a Private Client banker to review your qualifications through the Chase Private Client portal. Keep in mind that Private Client isn’t available at all branches, so you’ll need to locate one that offers it.
To qualify for Chase Private Client, you’ll need to have a daily balance of at least $150,000 across eligibile Chase accounts.
If you’re an existing Chase Private Client member, you can reach customer service at 888-994-5626. If not, visit the Chase Private Client website and fill out the contact form to have them reach out via phone or email.
All Chase personal, business and investment products work with Chase Private Client.
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★★★★★ — Average
★★★★★ — Subpar
★★★★★ — Poor
We analyze top checking accounts and rate them one to five stars based on factors that are most important to you. These factors include: monthly fees, the ease at which monthly fees can be waived, the breadth of ATM access, ATM and overdraft fees, and customer service.