grp2c wrote: ↑Mon Sep 28, 2020 3:14 pm
Thrifty Femme wrote: ↑Mon Sep 28, 2020 3:03 pm
snowman wrote: ↑Mon Sep 28, 2020 3:02 pm
Is traditional IRA account eligible for $2K CPC offer? Or is this for taxable accounts only? Thanks.
Yes, non-Chase IRAs are eligible.
have you confirmed this with the chase representative
Accounts that qualify for your new money deposit:
Personal Checking and Savings accounts
Eligible J.P. Morgan investment accounts (opened in a Chase branch and serviced by a J.P Morgan Private Client Advisor or Financial Advisor)
Accounts that do not qualify for your new money deposit:
Business Checking and Savings accounts
Any You InvestSM accounts
Any J.P. Morgan retirement accounts (such as Traditional and Roth IRAs, Keoghs, SEP and SIMPLE IRAs, and 401(k) plans)
Fixed and variable annuities
J.P. Morgan Fund Accounts
529 College Savings Plans
Attorney trust accounts
Client fund trust accounts
Government or Non-Profit accounts
Yes, I confirmed non-JPM retirement accounts are eligible. IRAs are investment accounts, specifically brokerage accounts. I had an offer with slightly different language on opening the account. My offer was targeted, but I'm pretty sure you can go to chase.com/ PrivateClient to find the promo.
Take advantage of this offer before 10/01/2020
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Say Hello To So Much More With Chase Private Client.
Priority Service, No Fees On Everyday Banking, More Benefits And A $2,000 Bonus
Schedule A Phone Meeting
Complete These Steps To Receive Your Bonus
01Upgrade Your AccountSpeak with a Private Client Banker by 10/01/2020 to upgrade your account.1 Schedule a phone meeting below.
Your Upgrade Code: <random alphanumeric code>
Schedule A Phone Meeting
Or drop in a Chase branch at your convenience.
02Transfer Your $250,000Within 45 calendar days, transfer a total of $250,000 or more in new money to a combination of eligible checking and/or savings and/or investment accounts (excludes any You InvestSM, J.P. Morgan retirement accounts and CDs)* and maintain the balance for at least 90 days.
See below for Bonus/Account and other important information.Chase Private Client is available to individuals who maintain an average daily balance of $250,000 or more in any combination of qualifying identified deposits and investments.1
Enjoy Your $2,000
Your bonus will appear in your new account within 30 business days after completing qualifying activities.
Experience A Banking Relationship That Brings You More.
A team dedicated to you.
No Fees On Everyday BankingNo ATM fees worldwide.2
Discounted rates on new and refinanced mortgages.3
Travel BenefitsFar-reaching benefits at home and abroad.Get Started TodaySpeak with a Private Client Banker and be on your way towards $2,000. Schedule your phone meeting here or find your nearest branch.
Si tiene alguna pregunta, por favor llame o visite una sucursal local de Chase.
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If you have concerns about the authenticity of this message, please visit chase.com/CustomerService for options on how to contact us.IMPORTANT INFORMATION
*Bonus Account Information: To receive the $2,000 bonus: 1) Meet with a Private Client Banker to upgrade to Chase Private Client CheckingSM account. 2) Within 45 calendar days, transfer a total of $250,000 or more in qualifying new money or securities to a combination of only eligible accounts:
Eligible Accounts: qualifying Chase personal and business checking and savings accounts, as well as J.P. Morgan investment accounts (opened in a Chase branch and serviced by a J.P. Morgan Private Client Advisor or Financial Advisor).
Ineligible Accounts: any You InvestSM accounts, any J.P. Morgan retirement accounts (such as Traditional and Roth IRAs, Keoghs, SEP and SIMPLE IRAs, and 401(k) plans); CDs; insurance products; fixed and variable annuities; J.P.Morgan Fund Accounts; 529 College Savings Plans; attorney trust accounts; client fund trust accounts; as well as Government or Non-Profit accounts.
The qualifying new money cannot be existing deposits, funds or securities held by you at Chase or its affiliates. AND 3) Maintain at least a $250,000 balance for at least 90 days from the date of funding (gains and losses to qualifying investment balances from trading or market fluctuation will not be counted for purposes of meeting the balance requirements). After you have completed all the above requirements, we will deposit the bonus in your existing Chase Private Client Checking account within 30 business days. To receive this bonus, enrolled checking accounts must be open and in good standing at the time of payout. The Annual Percentage Yield (APY), for Chase Private Client Checking effective as of 07/27/20 is 0.01% for all balances in all states. Interest rates are variable and subject to change. Additionally, fees may reduce earnings on the account. You can only participate in one Chase Private Client CheckingSM, Chase SapphireSM Checking or You InvestSM new money bonus in a 12 month period from the last enrollment date. Coupon is good for one time use and only one bonus per account. Bonuses are considered interest and will be reported on IRS Form 1099-INT (or Form 1042-S, if applicable).
Chase Private Client Relationship
1Available to individuals who maintain an average daily balance of $250,000 or more in any combination of qualifying identified depositsa and investmentsb. If total balances in qualifying deposits and investments do not meet the Chase Private Client requirements, Chase may contact you to help determine an alternate Chase product.
a)Qualifying personal and business deposit accounts you own include Chase personal checking and savings accounts, CDs, Chase business checking and savings accounts (balances in attorney trust accounts, client fund trust accounts, and Government or Non-Profit accounts do not qualify), or certain investment management fiduciary and custody accounts, certain Chase Retirement CDs, or certain Chase Retirement Money Market accounts.
b)Qualifying personal investments include balances in investment and annuity products offered by JPMorgan Chase & Co. or its affiliates and agencies. Balances in 529 plans and certain retirement plan investment accounts do not qualify. Investment products and related services are only available in English.
2There is no Chase fee at non-Chase ATMs. Chase will refund ATM fees charged by the ATM owner/network. This benefit will begin the next business day after opening the account. 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. If for any reason the refund is not processed, please contact us. There is no Foreign Exchange Rate Adjustment Fee when conducting transactions in a foreign currency. If you choose to convert an international transaction to U.S. 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.
3The Chase Mortgage Rate Program offers Chase Private Clients rate discounts of 0.125% for total deposits and investments in personal accounts of $250,000 – $999,999 or 0.25% for $1,000,000+ for purchase and refinance transactions. These discounts apply to the full spectrum of residential mortgage types, including fixed-and adjustablerate products for jumbo and conforming mortgages. For fixed-rate mortgages the Private Client Mortgage Rate Program discount is for the life of the loan and until the first adjustment on adjustable-rate mortgages (ARM).For the Adjustable-Rate Mortgage (ARM) product, interest is fixed for a set period of time, and adjusts periodically thereafter. At the end of the fixed-rate period, the interest and payments may increase. The APR may increase after the loan consummation. The mortgage rate disclosed at the time of the application will be based on current eligible banking and investment balances held by the customer(s) at JPMorgan Chase excluding any funds associated with the mortgage, such as down payment or closing costs. JPMorgan Chase does not require that customers structure or hold their balances in any particular type of account in order to qualify for a loan or the Private Client Mortgage Rate Program, nor does JPMorgan Chase require customers to purchase any nontraditional banking products or services (such as brokerage accounts) from affiliates like J.P. Morgan Securities LLC. Personal banking and investment balances will be used to determine the appropriate mortgage rate discounts. Business accounts do not qualify for mortgage rate discounts.
All home lending products are subject to credit and property approval. Rates, program terms and conditions are subject to change without notice. Not all products are available in all states or for all amounts. Other restrictions and limitations apply.
"Chase Private Client" is the brand name for a banking and investment product and service offering.
Bank deposit accounts, such as checking and savings, may be subject to approval. Deposit products and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.
You Invest is a business of J.P. Morgan Securities LLC offering self-directed brokerage (You Invest Trade) and investment advisory services (You Invest Portfolios).
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
1. Upgrade existing account to Chase Private Client Checking.
2. Enter coupon code.
3. E-Coupon Receipt: A printed receipt will be provided.
Offer Expires: 10/01/2020
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTEDABOUT THIS MESSAGE
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