Offer value details
Chase lists up to $3,000 for eligible Chase Private Client Checking customers who enroll with an offer code and complete qualifying new-money requirements, including eligible existing account holders.
Qualification requirements
Enroll with a personalized offer code by October 14, 2026. Meet with a Private Client Banker to open or upgrade; existing Chase Private Client Checking holders can skip that opening step. Transfer at least $150,000 in qualifying new money or securities to eligible accounts within 45 days, then hold at least $150,000 of qualifying new money in eligible accounts for at least 90 days from enrollment. Assets already held at Chase or its affiliates do not count. The bonus tier is determined on day 45.
Fees and costs
Chase lists a $35 monthly service fee that can be avoided with $150,000 or more in average beginning day balances across qualifying linked personal deposits or investments, or by linking an eligible checking account. New and converted accounts are not charged the monthly service fee for at least the first two statement periods. Bonus-eligible accounts and balances used for the fee waiver have different rules.
Availability
The offer requires a personalized offer code and a meeting with a Chase Private Client Banker. Account opening or upgrade is subject to approval and eligibility.
What to verify
- Investment balances may count for some requirements, but investment and insurance products are not FDIC insured and may lose value.
- Gains and losses from trading or market fluctuation do not count toward the 90-day balance requirement.
- Chase says bonuses are considered interest and will be tax reported when required.
Confirm current provider terms
Rates, rewards, fees, qualification rules, eligibility, and deadlines can change. Review the provider terms before applying.