General Information

• What’s happening with my First Republic deposit account(s)?
  Effective May 25, 2024, your First Republic business deposit account will transition to JPMorgan Chase.
• Will my account and routing numbers change?
  No, your account and routing numbers won’t change.
• Can I visit my Preferred Banking Office (PBO) to make transactions?
  Yes, you can visit your PBO for in-person transactions until May 24th. Starting May 28th, you can bank at any Chase branch. Visit chase.com/branch to find a location near you.
• When is the last day I can transact on my deposit account(s) with First Republic?
  You will continue to have access to your funds throughout the transition; however, some services will be impacted between May 25-27. For the latest information on this transition, please visit chase.com/MyChaseBusiness.
• Who can I call if I have questions?

  Through May 27th, call the First Republic Client Care Center at 1-888-408-0288 for your banking needs.

  You can also visit chase.com/MyChaseBusiness for the latest details on this transition.

  Starting May 28th, call Chase at 1-888-823-2991, weekdays (8 a.m. to midnight Eastern Time) and Saturday and Sunday (8 a.m. to 8 p.m. Eastern Time).

• Will my First Republic privacy preferences transfer to Chase?

  No, your privacy preferences will not transfer.

  Please visit chase.com/MyChaseBusiness for more information.

  You will be able to update your privacy preferences with Chase after May 28th.

• Where can I go for more information?
  Please visit chase.com/MyChaseBusiness/ where you can find the latest information on the First Republic transition including answers to the most frequently asked questions.
• What’s happening with my other First Republic accounts?
  Other First Republic accounts or features may transfer at different times, and you’ll receive separate communications about them, if applicable.

Online and Mobile Access

• When will I be able to use Chase Business Online and the Chase Mobile® app?

  Starting May 28th, you will be able to use Chase Business Online and the Chase Mobile^® app¹ to view and manage your business deposit accounts.

  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 my First Republic online banking and mobile apps for my business deposit account?

  Starting May 25th, First Republic online banking and mobile apps will be view-only. Business deposit account information will not update or reflect current balances and recent transactions. Starting May 28th, you can use Chase Business Online and the Chase Mobile^® app¹ to see current balance information and recent transactions and to manage your accounts.

  Note that balance and transaction information for loan and investment accounts that have not yet been transferred will continue to update on First Republic online banking and mobile apps. However, you will not be able to make any payments or transfers for those accounts via online banking or the mobile apps.

• 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 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 Business 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 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

• Will I still be able to use my First Republic debit or ATM card during the transition on May 24-27?
  Yes, continue to use your First Republic debit card until you receive your new Chase debit or ATM card. Some transaction limits may apply, so we encourage you to plan ahead for any large purchases and cash needs between May 24-27.
• When will Chase send our new debit and ATM cards?

  Continue to use your First Republic debit or ATM card until you receive your new Chase card in early June. Your new card:

  • Will have the same PIN but a different card number and expiration date.
  • May have different purchase and withdrawal limits than you have today.
• Will ATM access be the same during the transition?

  First Republic ATMs may not be available or may have limited functionality. We will make every effort to minimize ATM disruptions, but please plan ahead for any potential ATM needs.

  • You will continue to have no-fee access to Chase ATMs.
  • You should continue to have non-Chase ATM access.
  • You may see an incorrect balance at the ATM.

Deposits, Payments and Transfers

• Can I make payments and transfers (e.g., online bill payments, account transfers, mobile check deposits, ACH and wires) May 25-27?

  You won’t be able to schedule payments from May 25-27.

  You won’t be able to send online wires after 3 p.m. Eastern Time Friday, May 24th. If you need to make a wire during the transition period, please speak to your First Republic team prior to May 24th.

• Will any payments and transfers I previously scheduled for after May 24th be processed?
  Payments and transfers scheduled to be paid after May 24th may need to be set up again after the transition.
• Will my existing direct deposits continue?
  Yes, direct deposits into your account and third-party payments deducted from your account will continue using your checking or savings account number and routing information.
• Can I continue to use my checks?
  Yes, you can continue to use your First Republic-branded checks until they run out.
• 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, JPMorgan Chase does not offer bill payment services through Quicken and/or QuickBooks. Starting on May 28, you will be able to use a Chase for Business^® 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 Business Online. 
  
  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?
  No, your paperless preference will not transfer. You will need to re-enroll after May 27th with Chase Business Online.

Access and Security

• Will my fraud alerts carry over automatically?
  No, you will need to enroll and activate fraud alerts on Chase Business Online or the Chase Mobile^® app¹ as soon as your account transitions.
• Will I automatically receive ACH Fraud Prevention Services and Check Fraud Prevention Services?

  No, if you were enrolled in these services at First Republic, you will need to re-enroll after your account transitions.

  Please visit chase.com/MyChaseBusiness for more information.

• Will my security token work on my new Chase account?

  No, if you currently use a security token to access your account, and will require one after the transition, your token will need to be replaced.

  Please visit chase.com/MyChaseBusiness for more information.

• How do I add or change the user entitlements on my account?

  Starting May 28th, you’ll be able to log into Chase Business Online to modify your authorized users and their user rights. We’ll provide you more information about this before your account transitions.

  Note: Some clients with multiple accounts/users will be invited to log in early to set up their user entitlements. They’ll be notified by email at the end of April.

Discontinued Services

• Will all my First Republic account-related services be available at Chase?

  Not all services will be available, and some will change. Visit chase.com/MyChaseBusiness for more information.