Chase 00 Bank Private Client Coupon Bonus w/Qualifying Activities EX: 1/25/23

Description

You can receive only one Chase new money bonus in a 12-month period from the last bonus coupon enrollment date.
Offer Expires: 01/25/2023
Bonus Account Information:
To receive the ,000 bonus:
1)
Meet with a Private Client Banker to open or upgrade to Chase Private Client Checking
SM
account; if you already have a CPC checking account, skip to step number two.
2)
Within 45 days of coupon enrollment, transfer a total of 0,000 or more in qualifying new money or securities to a combination of only eligible accounts:
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Eligible Accounts:
qualifying Chase personal checking and savings accounts, and J.P. Morgan Wealth Management non-retirement investment accounts (opened in a Chase branch and serviced by a J.P. Morgan Private Client Advisor).
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Ineligible Accounts:
Chase business checking and savings accounts, any J.P. Morgan Self-Directed Investing & Automated Investing accounts, any J.P. Morgan Wealth Management retirement accounts (such as Traditional and Roth IRAs, Keoghs, SEP and SIMPLE IRAs, and 401(k) plans); CDs; insurance products; fixed and variable annuities; J.P. Morgan Fund Accounts; 529 College Savings Plans; attorney trust accounts; client fund trust accounts; donor-advised funds; as well as Government or Non-Profit accounts.
The qualifying new money cannot be existing deposits, funds or securities held by you at Chase or its affiliates.
3)
Hold the new money of at least 0,000 for at least 90 days from the coupon enrollment date (gains and losses to qualifying investment balances from trading or market fluctuation will not be counted for purposes of meeting the balance requirements). After you have completed all the above requirements, we will deposit the bonus in your existing Chase Private Client Checking
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account within 40 days. To receive this bonus, the enrolled account must not be closed or restricted at the time of payout. Eligibility may be limited based on account ownership. The Annual Percentage Yield (APY), for Chase Private Client Checking
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effective as of 9?/1?7/20?21 is 0.01% for all balances in all states. Interest rates are variable and subject to change. Additionally, fees may reduce earnings on the account.
You can receive only one Chase Private Client
Checking
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, Chase Sapphire
SM
Checking or J.P. Morgan Self-Directed Investing & Automated Investing new money bonus in a 12-month period from the last bonus coupon enrollment date. Coupon is good for one time use and only one bonus per account. Bonuses are considered interest and will be reported on IRS Form 1099-INT (or Form 1042-S, if applicable).