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A seamless account transition that led to portfolio optimization

Situation

Daria, a long-term J.P. Morgan investment client, holds her checking and savings accounts with another institution due to her proximity to one of their branch locations. Concerned about how falling rates would impact her portfolio, she called her third-party bank to see what could be done to optimize her cash. She had difficulty reaching an advisor and was frustrated with the long wait times in between transfers. 

Our Approach

Given her strong relationship with J.P. Morgan, Daria reached out for advice on how she could optimize her portfolio during a falling rate environment. Although Daria had investments with J.P. Morgan, her team was unable to see the entirety of her wealth because she had assets in various external accounts. However, the team was still able to make recommendations using her current investments at J.P. Morgan, including cash management strategies for her deposit funds that aimed to address her short- and long-term liquidity needs.

Daria was impressed with the professionalism and personalization her J.P. Morgan team provided, and following the conversation, decided to transfer all her deposit assets from her old bank to J.P. Morgan Private Bank. A specialized team guided her through the entire process, helping to make the experience seamless and complete the transfer in just a few days. 

Outcome

Now with a full view of her balance sheet, Daria’s advisor saw that she had an opportunity to grow her investments. Daria began using J.P. Morgan OnlineSM to keep track of her accounts and integrate her advisor’s advice. She was pleased she could quickly and easily accomplish all her banking needs without visiting a branch.

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Important Information

All case studies are shown for illustrative purposes only, and are hypothetical. Any name referenced is fictional. Information is not a guarantee of future results.

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JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

 

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INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

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