General Information

• What’s happening with my First Republic deposit account(s)?
  Your First Republic account(s) will become a Chase account(s) on May 25, 2024, and will have a different name(s), requirements and pricing.
• Will my account and routing numbers change?
  Your account and routing numbers won’t change.
• Can I visit my Preferred Banking Office (PBO) to make transactions?
  You can visit your PBO for in-person transactions until May 24. Starting May 28, you can bank at any Chase branch. Visit chase.com/branch to find a location near you.
• Who can I call if I have questions?
  For banking needs through May 24, call the First Republic Client Care Center at 1-888-408-0288. After that, you can call Chase at 1-888-686-2593, or for Chase Private Client, call 1-800-228-7870.
• Will my First Republic privacy preferences transfer to Chase?
  Your privacy preferences will not transfer. Please visit chase.com/privacy to review consumer privacy notices. You will be able to update your privacy preferences after May 25.
• Where can I go for more personal account information?
  Please visit chase.com/MyPersonalAccounts for more information.

Online, Mobile and In-Person Access

• When will I be able to use Chase Online^SM Banking and the Chase Mobile^® app?
  If you already use Chase Online^SM Banking or the Chase Mobile^® app,¹ your First Republic account(s) will automatically be added to your Chase profile and you can use your Chase User ID and password to access them. If you don’t currently have a Chase User ID and password, you will receive instructions on what you’ll need to do.
• Can I continue to use First Republic for my transactions?
  You can transact on your deposit account(s) using First Republic online banking or mobile apps, in a Preferred Banking Office, or via your banker, or Client Care Center until May 24th.
• Will I still be able to add and view my external accounts in First Republic online and mobile platforms?
  No, previously added external accounts and the ability to add them will be removed as of May 25.
• I use a 3rd party service other than Quicken and/or QuickBooks to view my First Republic account(s). Will I need to take any action to maintain the connection with my accounts after the transition?
  Yes. We recommend you perform a final transaction update for your First Republic account(s) using your preferred third-party service by May 23. From May 24 – 27, the connection may not be available. Starting May 28, you can re-establish your connection using your Chase Online sign-in credentials and you will see up to 90 days of transaction history. If you choose to remove your First Republic accounts from the third-party, you may lose access to older transaction history.
• I use Quicken and/or QuickBooks to view my First Republic account(s). Will I need to take any action to maintain the connection with my account(s) after the transition?

  Yes. We recommend you perform a back-up file and final transaction update for your First Republic account(s) by May 23. Starting May 28, you can re-establish your connection using your JPMorgan Chase login credentials and you will see up to 90 days of transaction history. If you choose to remove your prior First Republic account(s) from the third-party, you may lose access to older transaction history. For more information on how to reconnect your accounts, visit:

  • Quicken
  • QuickBooks Desktop
  • QuickBooks Online

Debit and ATM Cards

• When will Chase send our new debit and ATM cards?
  You’ll receive a new debit or ATM card if you have an active First Republic card, which should arrive in early June.
• Will I still be able to use my First Republic debit or ATM card during the transition on May 25?
  Your debit or ATM card will continue to work during the transition to Chase account(s). Some transaction limits may apply, so we encourage you to plan ahead for any large purchases and cash needs.
• When will my First Republic debit card stop working?

  Your First Republic debit or ATM card will stop working:

  • Once you activate your new Chase card, OR
  • On July 15, 2024.
• Will recurring payments made using my First Republic debit card number continue?
  Many recurring payments you have set up using your debit card will be automatically updated with your new card number, however, you should reconfirm that the new card number has been updated with the recipient of the payment.

Deposits, Payments and Transfers

• Can I continue to use my checks?
  You can keep using your First Republic checks.
• Will all my payments and transfers continue?
  The online bill pay recipients you set up on firstrepublic.com and the First Republic mobile banking app will transfer to Chase, but you will need to reestablish any recurring or future dated bill payments and transfers scheduled to occur after May 24. You can do this with Chase Online^SM Banking or the Chase Mobile^® app¹ after May 27.
  
  

  Your Zelle^®2 payees will transfer to Chase, but you will need to re-enroll in Zelle^® using the Chase Mobile^® app or with Chase Online^SM Banking. Your last day to make a Zelle^® transfer from your First Republic account(s) is May 24.

• Will my existing direct deposits continue?
  Your direct deposit(s) will continue. 
• Will recurring ACH debits & credits continue?
  Recurring ACH debits and credits will continue.
• I schedule bill payments in Quicken and/or QuickBooks through First Republic’s Banking Online bill payment services. Can I continue to submit payments through Quicken and/or QuickBooks after my accounts transfer to JPMorgan Chase?
  No, Chase Bank does not offer bill payment services through Quicken and/or QuickBooks. Starting May 28, you will need to use a Chase bill payment service.

Statements and Documents

• Will I be able to access First Republic transaction history and copies of past statements and tax documents?
  You will see up to eighteen (18) months of transaction history, seven (7) years of your previous First Republic deposit account statements and 2023 tax statements on Chase Online^SM Banking.
  
  Please note that there may be changes to historical debit card and other transaction descriptions when reviewing your transaction history starting May 28. These are not new transactions, just modified descriptions for past transactions.
• Will my First Republic paperless preference for statements transfer to Chase?
  Your paperless preference will not transfer. You will need to re-enroll after May 27 with Chase Online^SM Banking.