Offer value details
Chase lists a Chase Private Client Checking bonus of up to $3,000 for eligible customers who open or upgrade and complete qualifying new-money activities.
Qualification requirements
Meet with a Chase Private Client Banker, open or upgrade by October 14, 2026, transfer at least $150,000 in qualifying new money or securities to eligible accounts within 45 days, and hold at least $150,000 in eligible accounts for at least 90 days from offer enrollment.
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.
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.