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Old Feb 25, 2021 | 8:29 am
  #164  
SanDiego1K
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Originally Posted by imdream1
does anyone know the $250k transfer qualification? do i need to transfer additional 250K on top of what i have now in Chase? or total 250k is good enough?
eg, if i have 150k now, would additional 100k work? thanks
From personal experience, you do not need to transfer more. But you do need to contact Chase, perhaps by going into a branch and meeting with an employee. I was told that in the past month, requirements for a Chase Private Client account have dropped from $250K to $150K.
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