Welcome to JPMorganChase!
LATEST UPDATES:
Together, we’ve made significant progress integrating your accounts to JPMorganChase systems—as we work through remaining integration efforts, here’s what you need to know:
- You may need to provide additional documentation required by Know Your Client regulations or needed to keep your account(s) open and in good standing—check your email, we’ll send you these documents via Docusign if this impacts you.
- We’ve extended the waiver for our Deficit Earnings Allowance fees until September 30. This means you won’t be charged for these fees until the October billing cycle.
- If you use Data Direct services, the current supporting platform will decommission on November 8.
- If you require a daily wire limit of $500k or more, please enable dual control in Chase Connect® no later than September 30.
- Biller and Payment Solutions services powered by Transactis will discontinue on October 31 at 7 p.m. ET.
- Payments data transmissions services and server connectivity are fully integrating to our platform this year. Please engage your technical team to prepare for upcoming transmission connectivity testing and updates.
Here’s help for getting started!
To help you navigate your new banking platform, J.P. Morgan Access® or Chase Connect®, we’ve created the J.P. Morgan Access® Quick Start Tip Sheet and our Chase Connect® Go-To Guides for Connect to help with everything from how to entitle users to initiating payments and much more.
Having trouble logging in?
If you’re having trouble logging in or have a question, you can work with your Security/System Administrator (SA) to troubleshoot. If you’re an SA and are having trouble, contact our Integration Support team to assist with your credentials.
If you need help resetting your password, you can follow the steps on the log-in screen for your platform and use the credential information we’ve sent to your email. If you can’t find them, our integration support team will be happy to help.
Key reminders
- September 30, 2024: fee waivers expire and Deficient Earnings Allowance fees will start to be debited.
- If you've opened a self-directed Money Market Fund (MMF), please ensure you’re taking the necessary actions to place purchases and make redemptions. Your Security Administrator (SA) must log into Access and entitle two users on the Liquidity Portal: one to initiate a MMF trade and the second to approve and release the trade. Once your entitlements are set up, you’ll be able to initiate a trade. For more information, visit our Direct Invest MMF page. For questions related to Liquidity Portal entitlements, please contact your banker.
- If you haven’t already, enroll in fraud protection services, entitle your users and activate your alerts on your new online banking platform to ensure your accounts are protected. Step-by-step instructions are available to guide you:
J.P. Morgan Access®:
ACH Transaction Block
Check Positive Pay
Chase Connect®:
Check Fraud Protection Services and ACH Debit Block
- For accounts opened since February 6, SAs will need to complete all set up tasks to ensure you can transact on your accounts. This includes activating and entitling user accounts and enrolling in necessary functions on your respective digital banking platform(s).
- If you haven’t logged in to your new platform and completed your setup requirements, you will not be able to access your accounts on your new JPMorganChase platform until these steps are complete.
- Be sure that you’ve completed any forms or other documentation we asked you to sign.
Your transition questions
— answered
How we’re organized—our lines of business
Our company is a leading global financial services firm with assets of $2.6 trillion, operations worldwide and a rich, 200-year history. We are a leader in investment banking, financial services for consumers and small business, commercial banking, financial transactions processing and asset management. The organization of our lines of business reflect these specializations and the unique products and services required to serve our clients.
Depending on your financial services needs, you may receive communications from other parts of our business about accounts you have that align with that business’ focus.
How we’re organized—our coverage model
Our commitment to service excellence is one of the many reasons clients choose JPMorganChase. Providing quality service makes it easy to do business with us and helps us develop and sustain long-lasting relationships founded on client satisfaction. Our coverage model includes your relationship manager, who is your lead point of contact and oversees a team of lending, underwriting, treasury and client service professionals to ensure seamless delivery of our products, services and expertise. Our client service team assists with a wide range of matters related to the daily operation of your banking services, including assistance with online platforms, documentation and transactions.
In the coming weeks, we’ll introduce your dedicated team and continue building our relationship with you.
Your new branch locations
Beginning May 28, 2024, you’ll gain access to more than 4,700 Chase branches; you can visit chase.com/branch to view branch locations near you. Our branches will begin providing your banking services in place of First Republic’s Preferred Banking Offices, which are closing. Please continue using your Preferred Banking Office(s) until closure on May 24, 2024.
You’ve got a business to run.
And we're here to help.
Read about some of our products and services across Treasury, Embedded Finance, Connectivity and more.
Additional resources
First Republic Bank transition
First Republic is now part of JPMorganChase, check here for the latest transition updates and links to frequently asked questions about your previous First Republic Accounts.
J.P. Morgan client resource center
We are a global full-service provider of cash management, liquidity, trade and escrow solutions.
I have more questions. How do I contact JPMorganChase?
We understand that a key part of a smooth transition is providing answers to your questions quickly and accurately. That’s why we’ve set up transition teams that specialize in the specific products and services you use.
You’ll find the contact information for your designated team in the communications we’re sending to your organization throughout the transition period.
