Chase Private Client has a $1,250 bonus offer available to existing Chase Bank customers. If you’re not already a Chase banking customer, take a look at their Checking, Savings and Business account promotions here. Chase has bonus offers for several of their accounts. The Chase Premier Plus Checking℠ and Chase Total Checking® are two good Checking options with sign-up promotions.
Let’s review the offer below.
*Note: you can only participate in one Chase Private Client Checking, Sapphire Checking or You Invest new money bonus in a 12 month period.
*Find all Chase Bank offers here.
| OFFER LINK | OFFER | OUR REVIEW |
| Chase Premier Plus Checking℠ | $300 Cash | Review |
| Chase Total Checking® + Chase Savings℠ | $350 Cash | Review |
| Chase Total Business Checking® | $200 Cash | Review |
| Chase Sapphire℠ Checking | 60,000 Points | Review |
| Chase Private Client | $1250 Cash | Review |
| Chase College Checking℠ | $100 Cash | Review |
| You Invest℠ by J.P. Morgan | Up to $625 | Review |
Chase Private Client $1,250 Bonus Offer
Existing Chase Bank customers can earn a $1,250 bonus by joining Chase Private Client.
- Offer expires 6/15/2019
- Available in: AZ, CA, CO, CT, FL, GA, ID, IL, IN, KY, LA, MI, NJ, NV, NY, OH, OK, OR, TX, UT, WA, WI, WV
- Direct deposit is not required for this bonus
- No monthly fees for Chase Private Client status
How To Earn The $1,250 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 $1,250 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, and maintain the balance for at least 90 days.
- Receive $1,250 within 10 business days. Your money will be direct deposited into your account.
- Offer available to existing Chase customers only.
- Enjoy a $1,250 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, 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, FL, GA, ID, IL, IN, KY, LA, MI, NJ, NV, NY, OH, OK, OR, TX, UT, WA, WI, WV
Minimum Deposit to Open: $100
Monthly Service Fee: None
Insufficient Funds Fee: None
ATM Surcharge: None
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 Invest℠ 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).
Bottom Line
Chase Private Clients receive a variety of unique solutions and benefits, along with a dedicated internal team. There are no membership fees to be a Chase Private Client. You’ll need to maintain a minimum balance of $250,000 in any combination of qualifying personal or business deposits and investments. 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 Checking℠ accounts
- Chase personal Savings accounts (excluding Chase Premier Savings℠)
- Chase Liquid Cards
- Chase CDs
- Chase business checking and savings accounts (balances in attorney trust accounts and client fund trust accounts do not qualify)
This offer is obviously only for high cash flow customers. The $1,250 bonus does make storing $250,000 away for Chase Private Client status much more reasonable.
The best bank promotions are updated here. See the below pages to get started with some of the best offers:
- Chase Bank Offers. Read about several offers for their Checking, Savings and Business accounts. Chase usually offers the most sign-up bonuses of all the big banks.
- HSBC Bank Offers. Some big value offers available for their Checking accounts, with some requiring hefty deposits to qualify. They also have an online Savings account offering a very competitive rate.
- TD Bank Offers. TD Bank consistently offers great Checking account bonuses all year long. Savings account offers are less frequently available.
- BBVA Compass Offers. Bonus offers for their Checking accounts are only available for limited periods throughout the year. They also have great options for those looking for a free Checking account (no monthly fees).
| OFFER LINK | OFFER | OUR REVIEW |
| Chase Premier Plus Checking℠ | $300 Cash | Review |
| Chase Total Checking® + Chase Savings℠ | $350 Cash | Review |
| Chase Total Business Checking® | $200 Cash | Review |
| Chase Sapphire℠ Checking | 60,000 Points | Review |
| HSBC Premier Checking. Member FDIC | $750 Cash | Review |
| HSBC Advance Checking. Member FDIC | $350 Cash | Review |
| TD Bank Beyond Checking | $300 Cash | Review |
| Chase Private Client | $1,250 Cash | Review |
| Chase College Checking℠ | $100 Cash | Review |
| You Invest℠ by J.P. Morgan | $625 Cash | Review |
| HSBC Direct Savings. Member FDIC | 2.30% APY | Review |
| CIT Bank Savings Builder | 2.40% APY | Review |
| Barclaycard Arrival Plus® World Elite Mastercard® | 70,000 Miles | Review |
| Avianca Vuela Visa® Card | 40,000 Miles | Review |
