{ "media_type": "text", "post_content": "Anyone uses Chase Private Banking services? Recently received an invitation but wondering if its useful?", "post_id": "606b74970545fe0022d5e368", "reply_count": 9, "vote_count": 2, "bowl_id": "59064a3cb12379001006592c", "bowl_name": "Personal Investment Chatter" }

Anyone uses Chase Private Banking services? Recently received an invitation but wondering if its useful?

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No, I don’t keep 150k with Chase since their investment products are comically expensive. It’s just a better version of their bank account. Higher limits, no wire fees, no overdraft fees for the first few, etc. And a dedicated private banker

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I do have a you invest account, which just changed names to something I don’t remember. I only have it to keep the mid tier checking account fee free.

I don’t think it really gets you much. What did they tell you the benefits are?

I have chase private banking and find it ho hum. Its fine and I don’t plan to move because of the “work” of setting up all my payees again in a new website. They keep trying to sell me services (most of which I cannot due do to work and any that I have done I’ve thought it was a waste of time...)

I’ve looked into it but haven’t been that excited by it. I have heard you can get discounted loan rates for refi or new mortgage which might be nice, but not sure if it’s worth it.

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