Personal banking | J.P. Morgan Private Bank (2024)

Wealth can mean freedom and security, but managing it requires time and know-how. That’s why J.P. Morgan Private Bank provides you with personalized services and a range of premium banking products for every aspect of your financial life. You’ll have easy access to your money, when and where you need it, and an experienced Client Service team focused on you. Plus, you’ll partner with professionals who understand your goals and will work with you to help you reach them, utilizing the latest mobile and online technology to facilitate it all.

Our team is dedicated to helping you live your life the way you want, so that you can think less about managing money and more about enjoying it. We’ll help you manage your finances, monitor your accounts, distribute funds to your family and more.

Banking that follows your lead

Managing personal finances is, well, personal. Everyone has a unique approach. Our job is to identify which of our banking services match your lifestyle.

Here’s what you can expect:

  • A service experience that is centered around your and your family’s needs
  • Powerful mobile and online platforms for secure banking anytime, anywhere
  • Access to thousands of Chase branches across the country, and fee-free access to ATMs around the world
  • Dedicated J.P. Morgan team members and client service professionals who cover your entire relationship with J.P. Morgan

A focus on the bigger picture

We help you look at your entire financial picture to make banking more efficient and more focused on your needs. Our Client Service team gets to know you on a personal level and manages your full J.P. Morgan relationship. The team can assist with everything from day-to-day transactions to more complex money movement and currency requests, all with a personalized focus on the security of your information and assets.

Our personal banking products

Our team is experienced in managing both everyday cash needs and complex balance sheets to help you achieve your personal and financial goals. We take the time to understand the unique personal and professional needs of our clients, and our banking products reflect that.

Our personalized offerings for your banking needs include:

  • Checking
  • Savings
  • Certificates of Deposits
  • Time Deposits

We deliver a personalized and hassle-free banking experience that allows you and your family to bank the way you want.

Cybersecurity where you need it most

As your net worth grows, so does your need for security. We’re well aware of many of the risks, schemes and threats out there, and we work to keep your wealth as safe as possible. Our cybersecurity safeguards constantly monitor your accounts to help protect against fraudulent activity.

In working with J.P. Morgan Private Bank, your accounts are backed by our strength as a global financial institution that invests hundreds of millions of dollars every year to protect our clients’ interests and assets.

On-boarding with style

From the moment you begin a relationship with us, we take care of every last detail. A Banking Personal Assistant will help you set up your new accounts, just the way you like them. We’ll make sure your online bill payments and direct deposits transition seamlessly.

Shared access for ease—and accountability

If you have people who may need to make cash transactions on your behalf—family members, household staff, other employees—you can give them access to an account they can draw from directly and securely, while you keep the control. It’s all possible with theChase Privileges Debit Card, which allows you to establish preset withdrawal and purchase limits.

For your young children and dependents, you can give them joint checking accounts with the same benefits as yours— no fees, no minimums, etc. Your kids will also have access to mobile technology and cybersecurity, all monitored and guided by the same specialists who look after your own accounts.1We’ll help instill the basic financial management skills that will serve them for a lifetime. We recommend starting early. Your kids will thank you for it.

1J.P. Morgan Online SM access is granted to children 13 years or older.

Personal banking | J.P. Morgan Private Bank (5)

Talk to your J.P. Morgan team to learn more about banking with us.

CONTACT US

LEARN MORE About Our Firm and Investment Professionals Through FINRA Brokercheck

To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please reviewour J.P. Morgan Securities LLC Form CRS andGuide to Investment Services and Brokerage Products.

JPMorgan Chase Bank, N.A.and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered throughJ.P. Morgan Securities LLC("JPMS"), a member ofFINRAandSIPC.Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Please read theLegal Disclaimerin conjunction with these pages.

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 INVESTED

Personal banking | J.P. Morgan Private Bank (7) Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.Not a commitment to lend. All extensions of credit are subject to credit approval.

Personal banking | J.P. Morgan Private Bank (2024)
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