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Yu
Yu

Anyone knows when Chase evaluate the asset I have with them each month? The stock I have there is now below 150K(on average in the last a couple of weeks), and I am wondering if I should downgrade to regular account to avoid $35 fee.

sg77

The terms say “each statement period: an average beginning day balance of $150,000 or more”. So my guess is that they would charge the fee on your next statement, based on your balances since the last statement. If your balance was high enough in the first couple weeks of the month, your average might still be above 150K.

SU
SU

William Charles it’s back again @ https://account.chase.com/consumer/banking/NE42373

Offer expires 01/19/2022

Save time and money with better banking benefits and special services, plus a $2,000 welcome bonus. Hereʼs how to get started:
1.Meet with a Private Client Banker by January 19, 2022 to open your new Chase Private Client Checking account1.

2.Within 45 days of coupon enrollment, transfer a total of $250,000 or more in new money or securities to a combination of eligible checking, savings and/or investment accounts (excludes Chase business checking and savings accounts, any J.P. Morgan Self-Directed Investing & Automated Investing accounts, J.P. Morgan Wealth Management retirement accounts and CDs), and maintain the balance for at least 90 days from coupon enrollment.*

3.Your $2,000 will be deposited into your account within 40 days.

There is a $35 Monthly Service Fee for Chase Private Client Checking OR $0 when you have at least one of the following each statement period: an average beginning day balance of $150,000 or more in any combination of this account and linked qualifying deposits/investments OR, a linked Chase Platinum Business CheckingSM account. Qualifying personal deposits include up to nine Chase Private Client Checking accounts, Chase High School CheckingSM accounts, Chase First CheckingSM accounts, personal Chase savings accounts (excluding Chase Premier SavingsSM), CDs, certain Chase Retirement CDs, or certain Chase Retirement Money Market accounts. Qualifying personal investments include balances in investment and annuity products offered through JPMorgan Chase & Co. and its affiliates and agencies. For most products, we use daily balances to calculate the average beginning day balance for such investment and annuity products. Some third party providers report balances on a weekly, not daily, basis and we will use the most current balance reported. Balances in 529 plans, donor-advised funds, and certain retirement plan investment accounts do not qualify. Investment products and related services are only available in English.

Jim
Jim

Mind verifying the link? When I go to the one you shared, it forwards me to the generic Chase checking page at https://personal.chase.com/personal/checking

I clicked around the CPC links, but no mention of the $2k bonus. Wonder if it’s a targeted/personalized link?

Thanks for sharing

Jim
Jim

Hi SU

Mind verifying the specific link for the CPC offer? Unfortunately, I’m only seeing the default checking page with the $225 Total Checking offer

Thanks

SU
SU

it could be region specific. NE maybe North East or something. it’s showing for me even in Incognito mode and while on VPN. are you sure you clicked on the link and not copy&paste?

Jim
Jim

Thanks much, it worked with a VPN (Illinois and Virginia, in my attemps).

I’m in California and neither regular Chrome nor Incognito worked — they would both immediately forward me to the above personal checking page…

JY
JY

Jim, Can you share what VPN you are using to get the link work? I couldn’t get the link to show with IPVanishVPN or AtlasVPN. I have set to Boston, New York, and Chicago. None of them worked. Always forwarded to default site.

Jim
Jim

I used a free VPN (Chrome extension called SetupVPN) and selected another US location, then the site loaded without issue. I had to do this in Incognito as, I’m guessing, my existing chase.com cookies prevented it from loading, even with the VPN

If you want to share your email address, I can input it to get the offer coupon sent

JY
JY

left1822@gmail.com and left1820@gmail.com. 2 please for my wife as well. Thank you so much.

JY
JY

Jim, thank you so much. Received both. I am so happy. I don’t know why I couldn’t get it work myself with setVPN and incognito mode.

Jim
Jim

Glad to help. Enjoy!

HarryTheFirstHarry
HarryTheFirstHarry

thanks, appears if you have a Chase cookie it will not show. I’m in North East as well and it initially did not show. Opened in incognito and then it showed.
And this is kind of reverse of what was discussed below which was that it would show only if you had a Chase account (and hence a Chase cookie)

FlyingBoat
FlyingBoat

There is a $35 fee if don’t maintain $150K balance. or have a linked business platinum checking account.

BBQman
BBQman

does Chase have any investment accounts with no fees?

Beep
Beep

Got a targeted email for this, expiring July 14, even though I just upgraded a week ago. William Charles

John
John

Would you mind sharing the coupon code if you will not need to use it? Thank you very much.

Beep
Beep

Got a coupon code from my “just for you” offers. Tried calling my local branch but they said I had to come in to set it up. Emailed ahead of time that I wanted the “full service brokerage” account. Kinda wish I’d asked about the new JPM “self-directed” accounts, but I’d guess from the terms “serviced by a JPM advisor” those wouldn’t qualify. They didn’t try to sell me on the managed accounts, but it seems like they’ll offer me “advice” for what JPM investment products to buy later. Whole process took about an hour including some grilling about my “whole financial picture” presumably so they can tailor the advice, hah. Highlight was the banker asking me why I have so many credit cards.

Ann Cruz
Ann Cruz

How did you get the code? I got one in the mail but can’t find it and they won’t give me the bonus unless I have a code.

Beep
Beep

The offer showed up on my “Just for you” offers page on the website; clicking through led me to the landing page where I was able to get a code emailed to me. I’ve also seen it pop up on the chase.com homepage before logging in on the browser I regularly use for the website.

Raylan
Raylan

Link is dead for me.

Raylan
Raylan

Never mind. Had to be signed into my Chase account for it to work. Which I guess makes sense, since the offer is an upgrade offer. If the link is dead for anyone, try signing into your existing Chase checking account, then copy/pasting link on top of the open browser window.

Stareeuy
Stareeuy

Anyone know definitively how long we need to keep the accounts active after receiving the bonus?

Joe
Joe

Did you find out? I also would like to know. There isn’t anything in the terms that the money needs to be there for a certain period other than maintaining it for 90 days but on the other hand it is a lot of money to forfeit by doing something stupid after waiting for 3 months.

Stareeuy
Stareeuy

I was not able to find out and I am a bit afraid to call in and ask

m44
m44

Is still still working for anyone? The page still exists and mentions an expiration date of 4/14/2021, but I have tried multiple times, but never received an email with the offer code. Does anyone know if a private client banker at a local Chase branch can add this offer while upgrading your account without this email code?

Randomguy
Randomguy

Try a different email address. I just got my code after doing that.

Randomguy
Randomguy

actually I think it’s working again. I got the code in both my old email address and new address.

Tom Lim
Tom Lim

Looks dead now?

Wonder if this has anything to do with You Invest automatically being converted to Self-Directed Investing?

m44
m44

Yeah, have tried many times over the past couple of days, but have yet to receive the offer code email. Not sure if this has anything to do with You Invest -> Self Directed investing change. Is that anything more than just a name change? From what I can tell, nothing really changed besides the name.