Some third party providers report balances on a weekly, not daily, basis and we will use the most current balance reported. For most products, we use daily balances to calculate the average beginning day balance for such investment and annuity products. Qualifying personal investments include balances in investment and annuity products offered through JPMorgan Chase & Co. Qualifying personal deposits include up to nine Chase Private Client Checking accounts, Chase High School Checking SM accounts, Chase First Checking SM accounts, personal Chase savings accounts (excluding Chase Premier Savings SM), CDs, certain Chase Retirement CDs, or certain Chase Retirement Money Market accounts. Deposit products and related services are offered by JPMorgan Chase Bank, N.A. “Chase Private Client” is the brand name for a banking and investment product and service offering, requiring a Chase Private Client Checking account.īank deposit accounts, such as checking and savings, may be subject to approval. See the Additional Banking Services and Fees, Interest Rates and Deposit Account Agreement for more information. YOU SHOULD CONSULT YOUR OWN TAX, LEGAL AND ACCOUNTING ADVISORS BEFORE ENGAGING IN ANY TRANSACTION. THIS MATERIAL HAS BEEN PREPARED FOR INFORMATIONAL PURPOSES ONLY, AND IS NOT INTENDED TO PROVIDE, AND SHOULD NOT BE RELIED ON FOR, TAX, LEGAL OR ACCOUNTING ADVICE. JPMORGAN CHASE AND ITS AFFILIATES DO NOT PROVIDE TAX, LEGAL OR ACCOUNTING ADVICE. Past performance is not a guarantee of future results.Īsset allocation/diversification does not guarantee a profit or protect against a loss. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P.
Any deductions taken by us, and our affiliates, may include processing fees charged by Chase. Financial institutions may deduct processing fees and/or charges from the amount of the incoming or outgoing wire transfers. dollars at either an ATM or on a purchase, foreign currency commissions and fees included in the exchange rate charged by third parties are excluded from Chase reimbursements.Ĥ For wire transfers, the “No Chase Fee” benefit applies to the Wire Transfer Fees section listed on the Fee Schedule of the Additional Banking Services and Fees, which can be found at /disclosures content. If you choose to convert an international transaction to U.S. There is no Foreign Exchange Rate Adjustment Fee when conducting transactions in a foreign currency. If for any reason the refund is not processed, please contact us. Some ATM owners/networks do not identify these fees in the information they send to us and, as a result, we may not automatically refund the fee. This benefit will begin the next business day after opening the account. Chase will refund ATM fees charged by the ATM owner/network.
³ There is no Chase fee at non-Chase ATMs. Once you open an account, schedule a meeting with your banker to help you get started, open additional accounts, and move funds over to Chase.
#PRIVATUS CARE SOLUTIONS SALARY PLUS#
No ATM fees worldwide³, plus no Chase fee 4 on incoming or outgoing wire transfers. Receive priority service, exclusive perks and benefits from Chase, plus investing strategies and insights from J.P. Investment products and related services are only available in English.
Balances in 529 plans, donor-advised funds, and certain retirement plan investment accounts do not qualify. ² Qualifying personal investments include balances in investment and annuity products offered through JPMorgan Chase & Co. ¹ 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. 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 deposits¹/ investments² OR, a linked Chase Platinum Business Checking SM account.
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