Originally Posted by
fishfood
What does it mean that you upgraded to JPMPC but not were able to upgrade to JPM Checking...? Were you able to keep your self-managed brokerage account?
I agree that they need to figure their things out before rolling out the program.
I received the below email….
Congratulations! Based on your eligible account balances of over $750,000, you are now in J.P.
Morgan Private Client. As a J.P. Morgan Private Client, you have access to concierge-level service and can upgrade to J.P. Morgan personal checking and savings accounts.
Contact your dedicated banker to learn how to take advantage of these benefits.
…….
However, I was not able to login to the JPM personal checking. There was an app to download (brown JPM), but it kept giving an error and referring back to the Chase app. Banker said she would call technical support and figure out why. Said there were 100 clients and this is the first time it has happened. But was transparent they are still in the pilot phase.
Yes - I did not change self managed to a managed account, and the email arrived about 30 days after meeting the required average balance.