For customer service questions, call 1-800-935-9935. Chase offers its Private Client Banking customers discounted mortgage interest rates of varying levels based on the customer's total deposits and investments with Chase. Phone reps are available from 8:00 am, EST, till 9:00 pm. New money is defined as funds not transferred to You Invest from other Chase accounts or Chase affiliate accounts. Customers must open and fund a new You Invest Trade account with new money of $25,000 or more in cash or securities from a non-Chase or non-J.P. Morgan account and cannot be funds or securities held by Chase or its affiliates. This option does cost $25 unless the receiving account is a Chase Bank account. The broker-dealer is closed on Sundays. Chase First Banking helps parents teach teens and kids about money by giving parents the control they want and kids the freedom they need to learn. Features include: reporting, transaction services, inquiry and customer service, analytics and secure email. J.P. Morgan ACCESS provides treasury and investment professionals across the globe with a secure gateway to a wide range of financial transactions and account information, including trust, custody, trade and cash management services. Bank deposit accounts, such as checking and savings, may be subject to approval. 1 There is no Monthly Service Fee for Chase Private Client Checking SM when you have one of the following each monthly statement period: an average beginning day balance of $150,000 or more in any combination of this account and linked qualifying deposits a and investments b or , you have a linked Chase Platinum Business Checking SM account. For other questions about JPMorgan Chase, call 1-212-270-6000. Here are the tiers for the bonus: Get $200 for accounts funded with $25,000–$99,999; Get $350 for accounts funded with $100,000–$249,000 Annual Report (Call 1-212-270-0589 to request a print version) Career Opportunities Dividends and Other Stockholder Inquiries Grant Guidelines Media Contacts. Serving nearly half of American households, Chase offers a broad lineup of products and services ranging from personal banking to wealth management and business services. Member FDIC. J.P. Morgan Chase offers no brick-and-mortar offices. New money must be transferred within 45 days of account opening. “Chase Private Client” is the brand name for a banking and investment product and service offering, requiring a Chase Private Client Checking account. These hours are weekday hours. Chase is offering bonuses for funding a You Invest account with new money. Customer Service Next up is customer service, and things aren’t going to improve much here. Step Three: Contact Chase Once your account has a $0 balance, it’s time to contact Chase and request your account be closed. At day 45, the bonus tier will be determined The brokerage firm does say it is planning to launch an investment advisory service in the first half of 2021. Deposit products and related services are offered by JPMorgan Chase Bank, N.A. Currently, J.P. Morgan Chase is only offering self-directed accounts. Although we don’t know the specifics of this upcoming service, we suspect it’s probably a digital advisor. Chase has over 4,700 branches and about 16,000 ATMs available to customers across the country. These benefits can be extended to immediate family members of CPC clients who hold a joint account with Chase. Chase Private Client is a legitimate business that offers investors premium-level concierge style banking, investing, and financial planning services and advice. New Account Bonus. Otherwise a $35 Monthly Service Fee will apply. JPMorgan Chase. 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