4 ms·
Is it a cash account or a brokerage? I figured it was an additional .8% to whatever you're already making
by thebean11 6y ago
Is it a cash account or a brokerage? I figured it was an additional .8% to whatever you're already making
- joubert 6y agoFrom https://account.chase.com/consumer/banking/chaseprivateclient https://account.chase.com/consumer/banking/chaseprivateclien...: "Within 45 calendar days, transfer a total of $250,000 or more in new money or securities to a combination of eligible checking, savings and/or investment accounts (excludes Chase business checking and savings accounts, any You InvestSM, J.P. Morgan retirement accounts and CDs), and maintain the balance for at least 90 days." But note, another requirement is: "Meet with a Private Client Banker by January 15, 2021 to upgrade your account to Chase Private Client."