Some third party providers report balances on a weekly, not daily, basis and we will use the most current balance reported. For most products, we use daily balances to calculate the average beginning day balance for such investment and annuity products. Qualifying personal investments include balances in investment and annuity products offered through JPMorgan Chase & Co.
Qualifying personal deposits include up to nine Chase Private Client Checking accounts, Chase High School Checking SM accounts, Chase First Checking SM accounts, personal Chase savings accounts (excluding Chase Premier Savings SM), CDs, certain Chase Retirement CDs, or certain Chase Retirement Money Market accounts. Deposit products and related services are offered by JPMorgan Chase Bank, N.A. “Chase Private Client” is the brand name for a banking and investment product and service offering, requiring a Chase Private Client Checking account.īank deposit accounts, such as checking and savings, may be subject to approval. See the Additional Banking Services and Fees, Interest Rates and Deposit Account Agreement for more information. YOU SHOULD CONSULT YOUR OWN TAX, LEGAL AND ACCOUNTING ADVISORS BEFORE ENGAGING IN ANY TRANSACTION.
THIS MATERIAL HAS BEEN PREPARED FOR INFORMATIONAL PURPOSES ONLY, AND IS NOT INTENDED TO PROVIDE, AND SHOULD NOT BE RELIED ON FOR, TAX, LEGAL OR ACCOUNTING ADVICE. JPMORGAN CHASE AND ITS AFFILIATES DO NOT PROVIDE TAX, LEGAL OR ACCOUNTING ADVICE. Past performance is not a guarantee of future results.Īsset allocation/diversification does not guarantee a profit or protect against a loss. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
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