Just got this email:
An Invitation to Experience Chase Private Client
As a valued Chase customer, we are pleased to invite you to upgrade to Chase Private Client, where you will experience premium banking privileges, priority service, and special relationship benefits.
I don't have 250k in checking, is there a monthly fee for CPC? Or do I just go for it? (sorry if this is the wrong place to ask)
Same here.
Please go in and let us know how it goes
Good Morning Shie123,
Thanks again for reaching out to us. Our Chase Private Client teams have the tools and resources available to help with all aspects of finances. It all starts with getting to know you, your family, and your goals. By understanding your unique needs, and what you want to accomplish, we will be able to create a customized approach. The Chase Private Client website has a lot of great information, including client testimonials, interviews with our employees, and access to videos about planning and our investment capabilities.
Chase Private Client can be an ideal solution for clients that have between $500,000 and $10 million in household assets. Your dedicated team can go into greater detail regarding a wide array of banking and investment solutions, including fee structure and minimum balance requirements. To get started, we can begin a Chase Private Client relationship with any client who can meet a minimum balance of $250,000 between deposits and investments in personal assets. This would not include real estate, loan balances or business assets.
Is this something you may be interested in?
Sincerely,