General Information

• What’s happening with my First Republic deposit account(s)?
  Effective May 25, 2024, your First Republic Deposit accounts are transferring to J.P. Morgan Private Bank.
• 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
  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 or Private Bank office.
• When is the last day I can transact on my deposit account(s) with First Republic?
  You can transact using First Republic online banking or mobile apps, in a Preferred Banking Office, or via your banker or Client Care Center until May 24.
• Will my First Republic privacy preferences transfer to J.P. Morgan Private Bank?
  No, your privacy preferences will not transfer. Please refer to the Private Bank’s privacy notice, which was included in the information package you received about your new deposit accounts.
• What’s happening with my other First Republic accounts that have not yet transferred?
  Other First Republic accounts or features may transfer at different times, and you’ll receive separate communications about them, if applicable.

Online, Mobile and In-Person Access

• When will I be able to access J.P. Morgan Online and the J.P. Morgan Mobile® app?
  • Starting May 28, you will be able to use J.P. Morgan Online and the J.P. Morgan Mobile^® app to view and manage your J.P. Morgan Private Bank deposit accounts.
  • If you are an existing J.P. Morgan Online user, your transitioning deposit accounts will automatically appear on your profile.
  • If you do not currently have a J.P Morgan Online profile, you will receive instructions on how to enroll.
• Can I continue to use my First Republic online banking and mobile apps?
  • On May 25, First Republic online banking and mobile apps will become view-only for deposit accounts. Starting May 28, you can use J.P. Morgan Online and the J.P. Morgan Mobile® app to access current deposit account balances 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 J.P. Morgan 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

• Will I still be able to use my First Republic debit or ATM card during the transition May 24–27?
  Yes, continue to use your First Republic debit card until you receive your new J.P. Morgan Private Bank card. Some transaction limits may apply, so we encourage you to plan ahead for any large purchases and cash needs between May 24–27. Your purchase and withdrawal limits may change. Please see the J.P. Morgan Private Bank Combined Terms and Conditions for more information. Please note that we will only send a new card if you have an active First Republic card.
• When will J.P. Morgan Private Bank send out new debit and ATM cards?
  • You can continue to use your First Republic debit or ATM card until July 15, 2024, or until you activate your new J.P. Morgan Private Bank card.
  • You will receive a new J.P. Morgan Private Bank card in early June and will need to activate your new card by July 15, 2024. Your new card will have the same PIN but a new card number and expiration date. Your purchase and withdrawal limits may change. Please see the J.P. Morgan Private Bank Combined Terms and Conditions for more information. Please note that we will only send a new card if you have an active First Republic card.