Originally Posted by
SanDiego1K
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.
Not even sure you need to do that. About one month after I crossed the $150k threshold in all of my accounts, I noticed when I logged in that my checking accounts had gone from SAPPHIRE CHKG to CPC CHKG. Called my local branch and they confirmed it was automatic.