Originally Posted by
RedSun
Not good. Only the joint accounts are part of the CPC.
Small Negative Change To Chase Private Client Status Benefits - Doctor Of CreditA reader who is a
Chase Private Client reached out to let us know about a negative change which Chase is implementing on those with Private Client status:
Previously, if you were a joint accountholder with a private client, you’d get full private client privileges and fee waivers, even on your other accounts which are not adjoined to the private client. However, they are now sending out notice of a change whereby every individual needs to have
$150,000 in their own balances to be considered Private Client and get fee waivers and the like.
Originally Posted by
HawkeyeFlyer
My wife and daughter have the benefits. My wife and I have all joint accounts and our Trust. My daughter and I also have a joint account. The definitely have the benefits
I do not want to argue with you. But that DP clearly says that the existing CPC relationship will only apply to the primary account holder. The joint account holders do not hold the CPC with their own accounts. This is very clear to me.
This is probably going to happen with LOTS of Chase CPC customers.