Author Topic: Chase Private Client Experience? (Read 24333 times)

u4 · « **on:** August 26, 2012, 06:53:41 PM »

Are there any advantages to be a Chase Private Client? Other than some minor fee waivers, (5 non-chase atm fees, wire transfers-I don't use, the occasional stop payment, an extra percent on a CD?). Chase has not made the case to become a Chase private client.
I am worried that they will keep calling me to invest with them, Also do I have to talk the same person at the branch when there is a problem?

ash · « **Reply #1 on:** August 26, 2012, 09:53:11 PM »

I know a guy who works in the private client area if u want let me know and i will have him call u

BAHayman · « **Reply #2 on:** August 26, 2012, 10:11:13 PM »

Quote from: u4 on August 26, 2012, 06:53:41 PM

Are there any advantages to be a Chase Private Client? Other than some minor fee waivers, (5 non-chase atm fees, wire transfers-I don't use, the occasional stop payment, an extra percent on a CD?). Chase has not made the case to become a Chase private client.
I am worried that they will keep calling me to invest with them, Also do I have to talk the same person at the branch when there is a problem?

Free admission to a couple museums in NYC...

I also hear they waive annual fees on CC's

Vosizderneias · « **Reply #3 on:** August 27, 2012, 01:24:09 PM »

Signed on to online banking the other day and got invited, but when I called they told me I don't qualify?! Took a pic on my comp of the screen and plan on going into a chase bank!

aj26 · « **Reply #4 on:** August 27, 2012, 01:48:23 PM »

I think you need 30million invested with Chase.
If you have that, you don't belong on this website

Dan · « **Reply #5 on:** August 27, 2012, 01:52:54 PM »

Quote from: aj26 on August 27, 2012, 01:48:23 PM

I think you need 30million invested with Chase.
If you have that, you don't belong on this website

Where did you get that from??

"Just who qualifies as mass affluent varies by bank, with JPMorgan Chase’s minimum for Private Client accounts generally at $500,000, although executives say customers with less can also qualify. Citigold offers access to customers beginning at $50,000."

http://www.nytimes.com/2012/03/11/business/to-increase-revenue-banks-go-after-affluent.html?pagewanted=all

Vosizderneias · « **Reply #6 on:** October 15, 2013, 05:21:25 AM »

Quote from: Vosizderneias on August 27, 2012, 01:24:09 PM

Signed on to online banking the other day and got invited, but when I called they told me I don't qualify?! Took a pic on my comp of the screen and plan on going into a chase bank!

So i went in to a chase branch with pic of my comp screen inviting me, however they didnt want to respect the invitation:(
Any tips?

yuneeq · « **Reply #7 on:** October 15, 2013, 08:52:17 AM »

Quote from: Vosizderneias on October 15, 2013, 05:21:25 AM

So i went in to a chase branch with pic of my comp screen inviting me, however they didnt want to respect the invitation:(
Any tips?

Bring $250k with you next time you walk in

Vosizderneias · « **Reply #8 on:** October 15, 2013, 08:59:53 AM »

aj26 · « **Reply #9 on:** October 15, 2013, 09:06:54 AM »

Not worth it, the bennies aren't so great

yuneeq · « **Reply #10 on:** October 15, 2013, 09:15:36 AM »

Quote from: Vosizderneias on October 15, 2013, 08:59:53 AM

Meh

Alternatively, ask to open a checking account, and while doing so, ask them what benefits you get if you put a couple hundred k in there. They'll probably try to convince you to join cpc, and you have 12 months to bring 250k, but can take advantage right away. Not many advantages besides convenience, investment banking (with a fee) and an extra 10k for the SP card.

ilherman · « **Reply #11 on:** October 15, 2013, 10:37:00 AM »

Quote from: Vosizderneias on October 15, 2013, 05:21:25 AM

So i went in to a chase branch with pic of my comp screen inviting me, however they didnt want to respect the invitation:(
Any tips?

They realized you're Jewish they stopped offering PCB for Jews

maxswanson · « **Reply #12 on:** October 15, 2013, 11:19:05 AM »

Quote from: aj26 on August 27, 2012, 01:48:23 PM

I think you need 30million invested with Chase.
If you have that, you don't belong on this website

Where do I belong?

@Yehuda · « **Reply #13 on:** October 15, 2013, 12:49:44 PM »

Quote from: ilherman on October 15, 2013, 10:37:00 AM

They realized you're Jewish they stopped offering PCB for Jews

Haha get the papers on it!

Vosizderneias · « **Reply #14 on:** October 15, 2013, 01:32:24 PM »

Quote from: ilherman on October 15, 2013, 10:37:00 AM

They realized you're Jewish they stopped offering PCB for Jews

Ok thats awkward, who says i look like a jew

Vosizderneias · « **Reply #15 on:** October 15, 2013, 01:34:02 PM »

Quote from: aj26 on October 15, 2013, 09:06:54 AM

Not worth it, the bennies aren't so great

Theres cool stuff, like being able to withdraw money from atm w/o fee... Really useful in israel

aj26 · « **Reply #16 on:** October 15, 2013, 01:38:30 PM »

Use cs

yoyo6713 · « **Reply #17 on:** October 15, 2013, 01:53:59 PM »

Quote from: Vosizderneias on October 15, 2013, 01:34:02 PM

Theres cool stuff, like being able to withdraw money from atm w/o fee... Really useful in israel

I use FirstRepublic bank and they allow free withdraw from any ATM free. The only requirement is min 3.5K in your checking account.

Vosizderneias · « **Reply #18 on:** October 15, 2013, 01:55:35 PM »

Quote from: aj26 on October 15, 2013, 01:38:30 PM

Use cs

whats cs?

Vosizderneias · « **Reply #19 on:** October 15, 2013, 01:56:20 PM »

Quote from: yoyo6713 on October 15, 2013, 01:53:59 PM

I use FirstRepublic bank and they allow free withdraw from any ATM free. The only requirement is min 3.5K in your checking account.

nice. Thanks for the advise, especially after america is blocking checks from outside of america now