Learn more about Chase Private Client bonuses and promotions here.
For existing Chase Bank customers, they are now offering a $2,000 bonus offer to open a Chase Private Client account. If you’re not already a Chase banking customer, I recommend to see all options for their Checking, Savings and Business account promotions here. Two good Checking options with sign-up promotions are Chase Premier Plus CheckingSM and Chase Total Checking®
Let’s review the Chase Private Client offer below.
*Editor’s Note: You can only participate in one Chase Private Client Checking, Sapphire Checking or You Invest new money bonus in a 12 month period.
| PROMOTIONAL LINK | OFFER | REVIEW |
| New Eligible Chase Business Checking Account | $300 Cash | Review |
| Chase Total Checking® | $200 Cash | Review |
| Chase SavingsSM | $150 Cash | Review |
| Chase Private Client | $2,000 Cash | Review |
Table of Contents
Chase Private Client $2,000 Bonus Offer
Existing Chase Bank customers can earn a $2,000 bonus by joining Chase Private Client. Enjoy personalized perks and benefits you would receive from a large financial institution while allowing you to save time and money.
- Bonus Offer: Chase Private Client $2,000 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: No monthly fees
(Expires 11/23/2020)
How To Earn The $2,000 Bonus
- Enter your email address on the offer page to receive your Upgrade Code.
- Meet with a Private Client Banker to upgrade your account to Chase Private Client.
- Enjoy $2,000 bonus points 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, (excludes: Chase business checking and savings accounts, any You InvestSM, J.P. Morgan retirement accounts and CDs) and maintain the balance for at least 90 days. Offer available to existing Chase customers only.
- Receive $2,000 within 30 business days. Your money will be direct deposited into your account.
- Offer available to existing Chase customers only.
- Enjoy a $2,000 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, (excludes: Chase business checking and savings accounts, any You InvestSM, J.P. Morgan retirement accounts and CDs) and maintain the balance for at least 90 days. Offer available to existing Chase customers only.
- Experience a banking relationship that brings you more
- A team dedicated to you
- Banking with fewer fees
- Visit your nearest CPC branch
- Email my upgrade code
- Available in: 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
- There are no monthly fees for being a Chase Private Client. Just maintain the minimum $250,000 relationship balance in your qualifying accounts.
- Offer not available to existing Chase Private Client customers.
- Ineligible accounts: any You InvestSM accounts, Certificates of Deposit, insurance products; fixed and variable annuities; 529 College Savings Plans; any retirement accounts such as Traditional and Roth IRAs, Keogh, Simple IRAs, and 401(k) Plans.
- The qualifying new money or securities must be transferred from non-Chase or J.P. Morgan accounts and cannot be funds or securities held by Chase or its affiliates.
- You can only participate in one Chase Private Client Checking, Sapphire Checking or You Invest new money bonus in a 12 month period.
- Coupon is good for one time use.
- Bonuses are considered interest and will be reported on IRS Form 1099-INT (or Form 1042-S, if applicable).
Chase Private Client Perks & Benefits
- No annual rent for 3 x 5 Safe Deposit Box (subject to availability) and 20% discount for larger boxes
- No stop payment fees
- No fees for money orders, cashier’s checks, counter checks Access and admission to select arts and cultural institutions across the country
- No Chase fee at a non-Chase ATM – including international ATMs.
- ATM fees charged by the ATM owners are refunded up to 5 times per statement period
- Increased Chase QuickDeposit limits
- Increased limits for Chase QuickPay with Zelle
- $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)
- Special access and admission to selected arts and cultural institutions across selected cities through your Chase Private Client Arts & Culture Program.
- No foreign exchange rate adjustment fees for debit card usage or ATM withdrawals in a currency other than US dollars
Higher Limits
- Higher Chase QuickDepositSM limits ($25,000 per day and $100,000 every 30 days)
- Higher Chase QuickPay® with Zelle® limits ($5,000 per day and $40,000 every 30 days)
- Higher daily ATM withdrawal limit (of up to $2,000)
- Higher daily purchase limit (of up to $7,500 when you use your Chase Private Client debit card)
Author’s Verdict
All in all, Chase Private Client is a great choice for wealthy individuals who have at least $250,000 in investments and accounts in your Chase Accounts. Qualifying accounts for the total $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)
Additionally, benefits associated with your account can not only be extended to you, but also your immediate family members who hold a joint account with Chase. Ultimately, if you are looking to save more on maintenance cost and external fees, the $2,000 bonus does make storing $250,000 away for Chase Private Client status much more reasonable.
| PROMOTIONAL LINK | OFFER | REVIEW |
| Chase Business Checking Account | $300 Cash | Review |
| Chase Private Client | $2,000 Cash | Review |
| Chase Total Checking® | $200 Cash | Review |
| Chase SavingsSM | $150 Cash | Review |
| HSBC Premier Checking Member FDIC | $450 Cash | Review |
| HSBC Premier Checking Member FDIC | Up To $600 | Review |
| HSBC Advance Checking Member FDIC | $200 Cash | Review |
| HSBC Advance Checking Member FDIC | Up To $240 | Review |
| Huntington 25 Checking | $500 Cash | Review |
| Huntington 5 Checking | $200 Cash | Review |
| Huntington Asterisk-Free Checking® | $150 Cash | Review |
| Huntington Bank Unlimited Plus Business Checking | $750 Cash | Review |
| Huntington Bank Unlimited Business Checking | $400 Cash | Review |
| Huntington Bank Business Checking 100 | $200 Cash | Review |
| TD Bank Beyond CheckingSM | $300 Cash | Review |
| TD Bank Convenience CheckingSM | $150 Cash | Review |
| Axos Bank Basic Business Checking | $100 Cash | Review |
| Aspiration Spend & Save | $100 Cash | Review |
Any luck with the actual code ? I am being asked to provide one with my bank to confirm offer.
It says to enter your e-mail address on the offer page. I can’t even find the offer offer page.
Yes , same issue here. the page has expired. My banker said that if I can find a code , essentially any code from someone who was able to receive the email , it would still be eligible.
hey
please how can i order check from chase?
Hmm. I always consider these deals too good to be true, but I like how you’ve laid it all out. I’ll be forwarding this to a friend who is currently deciding where to open a checking account. Thank you.
what kind of interest rate is paid on $250000.00 deposit to receive $2000.00 bonus.
virtually none, but you have some investing options if you like. The requirement is only to keep the money there for 30 days, and keep the account open for 6 months. So you can really do other things with the money after 30 days, unless you want to invest with JP morgan.