Edited by: Keri Stooksbury
& Kellie Jez
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Chase Private Client is a program offered to select Chase clients that keep a substantial amount of money in Chase investment and banking accounts. It’s sort of like elite status at a bank instead of an airline.
Here is what you need to know about the benefits of being one of their Private Clients, and how to qualify.
Chase Private Client (CPC) offers products and services including banking perks, lower or no fees, mortgage benefits, and investment strategies and insights.
First, here’s an overview of what you’ll get when joining the program (including the current bonus), as well as where it’s available:
To qualify as a Chase Private Client, you need to have a daily average of $150,000 in Chase investments and accounts.
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. For example, if one of your parents is a Chase Private Client and you share a checking account with them, you can also receive the Private Client benefits.
There is no cost to become a Chase Private Client, but it is by invitation only. If you are interested in requesting a meeting to go over your qualifications to become a Chase Private Client, submit this form online.
Hot Tip: If you have a family member that is a Chase Private Client, you can open a joint checking account with them and you will then be eligible for CPC benefits as well.
If you are currently a Chase Private Client, you can call 1-888-994-5626 for customer service.
If you are interested in becoming a Chase Private Client, you can fill out the request form here or talk to your local Chase branch.
Not all Chase branches offer Chase Private Client services. CPC advisors are available at select Chase branches plus dedicated Chase Private Client locations.
To find a location near you, enter your zip code in the CPC Find A Branch tool.
Chase Private Client is an elite status of sorts for Chase customers who have at least $150,000 in investments and accounts at Chase. These benefits can be extended to immediate family members of CPC clients who hold a joint account with Chase.
The perks offered included fee waivers, lower minimums for some accounts, investment advisement, and lower mortgage rates.
The information regarding the Chase Private Client was independently collected by Upgraded Points and was not provided nor reviewed by the issuer.
To qualify as a Chase Private Client you need to have a daily average of $150,000 in Chase investments and accounts.
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.
Chase Private Client is a banking and investment product offered to select Chase customers. Benefits include lower or no fees, business banking perks, lower mortgage rates, a personal banker, and investment advisors.
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UP's Bonus Valuation
This bonus value is an estimated valuation calculated by UP after analyzing redemption options, transfer partners, award availability and how much UP would pay to buy these points.