General Information

• What happened to my First Republic deposit account(s)?
  Your First Republic deposit account(s) transitioned to JPMorgan Chase.
  
  First Republic online is now “view only.” Your online banking activity needs to be conducted on JPMorgan Chase’s digital platforms.
• Did my account and routing numbers change?
  Your First Republic account and routing numbers were transferred to JPMorgan Chase. Your account number did not change, but you will see a new routing number for your transferred First Republic deposit accounts in JPMorgan Chase online and mobile banking. Both your prior First Republic and the new JPMorgan Chase routing numbers will work to send and receive payments. You can continue to use either routing number until you are notified otherwise.
• Can I visit a Chase branch to make transactions?
  You can bank at any Chase branch. Visit chase.com/branch or visit to find a Private Bank Office.
• Did 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. You can update your privacy preferences on J.P. Morgan Online^SM or the J.P. Morgan Mobile^® app.
• 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.
• Do I need to take any action on my First Republic deposit account(s) that have now transitioned to Chase to claim my funds / outstanding checks?
  If you opened your deposit account(s) prior to May 1, 2023 or you have outstanding checks issued by First Republic prior to May 1, 2023, you must take action to claim ownership before November 4, 2024. This is an important Federal Deposit Insurance Corporation (FDIC) requirement.
  
  Claim your deposits:

  • Write a check on the account.
  • Make a deposit or withdrawal/payment to the account.
  • Schedule an automatic direct deposit or withdrawal/payment.
  • Initiate an online transfer between your deposit accounts.
  • Make a transaction at a Chase branch.

  Claim uncashed official bank checks issued on First Republic:

  • All bank drafts (such as official checks, cashier’s checks, dividend checks, interest checks and expense checks) issued on First Republic must be cashed prior to November 4, 2024.
  • If you have multiple deposit accounts that use the same tax identification number (TIN), you only need to take action on one account; the remaining deposit accounts using the same TIN will automatically be claimed.
  • Deposits or withdrawals from investment accounts or interest payments made by on checking or savings accounts do not qualify.

  If you are unable to take any of the above actions to claim your deposits, you can:

  • Write to First Republic at the address below and ask that your account(s) remain active.
  JP Morgan Chase Bank
  Unclaimed Property
  PO Box 650048
  Dallas, TX 75265-9937
  Or email a PDF of the signed letter to abandoned.property@jpmchase.com
  
  • Visit a Chase Branch and complete an account certification form with a banker.
  • Execute a new signature card at a Chase branch to change ownership on the account (e.g., add or remove a signer)
  • Contact Chase to update your address (if you need to change your address)

Online, Mobile and In-Person Access

• How do I access my transferred deposit account(s) at J.P. Morgan?

  Follow the instructions below based on your current digital access.
  
  If you already have a J.P. Morgan Online profile:

  • Simply sign in to J.P. Morgan Online. Your transferred account(s) was automatically added to your existing profile.

  If you used First Republic online banking and are new to J.P. Morgan:

  • Set up your account at chase.com/FirstRepublicSetup. You will need your Social Security number and your First Republic/JPMorgan Chase deposit account number (deposit account numbers have not changed).

  If you don’t know your First Republic/JPMorgan Chase deposit account number, log in to First Republic online banking and choose the ‘View account number’ button to see account numbers for your transferred accounts. If you did not use First Republic online banking and are new to J.P. Morgan:

  • Go to chase.com and choose the ‘Not enrolled? Sign up now’ link.
  • You will need your Social Security number and your First Republic/JPMorgan Chase deposit account number (deposit account numbers have not changed).
  • If you don’t know your First Republic/JPMorgan Chase deposit account number, you can find it on your First Republic checks.

  NOTE: Personal and business deposit accounts may need to be accessed on different digital platforms. You can add your other deposit accounts to your J.P. Morgan Online profile by following the steps here (this information is for Chase for Business^®, but the instructions are the same for J.P. Morgan Online).

  For online support and login issues, call 1-866-265-1727.

• How do I find my deposit account number?
  If you need your deposit account number to set up digital access at JPMorgan Chase, you can find it on First Republic checks or follow the instructions below.
  
  For First Republic Banking Online users: Account holders can find their deposit account numbers in the Account Transfer Center on Banking Online.
  
  For First Republic Corporate Online: Account holders and Corporate Online users can find their deposit account numbers on the dashboard homepage of Corporate Online.

• Can I continue to use my First Republic online banking now that my deposit account(s) have transitioned?
  Yes, but you can only view your information, not make any transfers and transactions. We won’t be updating deposit account information, balances and recent transactions on First Republic channels. Use J.P. Morgan Online and the J.P. Morgan Mobile^® app to see current balance information and recent transactions and to manage your account(s).
  
  We will, however, continue to update balances and transaction information for loan and investment accounts on First Republic online banking for any accounts that haven’t transferred yet. If you need help with those accounts, including making loan payments or transactions, call us at (888) 408-0288. We may not be able to process same-day payments and transactions, so please plan accordingly.
• 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 third-party service other than Quicken and/or QuickBooks to view my First Republic account(s). Do I need to take any action to maintain the connection with my account(s) after the transition?
  Yes. You can re-establish your connection using your J.P. Morgan Online^SM 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). Do I need to take any action to maintain the connection with my account(s) that have transitioned?
  Yes, you can re-establish your connection using your J.P. Morgan sign-in 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 account(s), visit:

  • Quicken
  • QuickBooks Desktop
  • QuickBooks Online

Debit and ATM Cards

• What ATMs do I have access to?
  First Republic ATMs have been decommissioned but, you have access to 15,000+ Chase ATMs. Visit locater.chase.com to find an ATM near you.
• 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 the earlier of October 1, 2024, or the date you activate your new J.P. Morgan Private Bank card.
  • You will receive a new J.P. Morgan Private Bank card in early June 2024 and will need to activate your new card. 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.

Deposits, Payments and Transfers

• Will all my payments and transfers continue?
  No. Any recurring or future dated (after May 24, 2024) bill pay, Zelle^®, wire or transfer payments you set up at First Republic were not transitioned to JPMorgan Chase and will need to be set up again with J. P. Morgan Online.^SM

  • The online bill pay recipients you set up on firstrepublic.com transferred to Chase, but you need to reestablish any recurring or future-dated bill payments and transfers. You can do this with J.P. Morgan Online^SM or the J.P. Morgan Mobile ^® app¹.
  • Your Zelle^®3 payees transferred to the Private Bank, but you will need to re-enroll in Zelle^® using the J. P. Morgan Mobile^® app¹ or with J. P. Morgan Online.^SM You can no longer make Zelle^® transfers from your First Republic account(s).
  • Preauthorized ACH scheduled transfers and preauthorized internal scheduled transfers that have been established through your banker did not transition with your accounts. You will need to utilize a comparable JPMorgan Chase service through Chase Online^SM Banking or the Chase Mobile^® app.¹
  • Direct deposits into your account will continue, as well as automated electronic payments (ACH) you have set up on the website of a third party (such as a utility company) to be deducted from your First Republic deposit account(s) using your checking or savings account number will continue.
• What payment types are unaffected and will continue now that my deposit accounts have transitioned?
  The following payment types are unaffected and will continue:
  

  • Direct deposit — direct deposits into your account will continue using your checking or savings account number.
  • ACH — automated electronic payments (ACH) you have set up on the website of a third party (such as a utility company) to be deducted from your First Republic deposit account(s) using your checking or savings account number will continue.
  • Automatic monthly payments for First Republic loans — if you are enrolled in the First Republic auto-debit program (automatic payments) and those payments are made from your First Republic deposit account(s) using your checking or savings account number, this service will continue.
• Can I continue to use my checks?
  Yes, you can continue using your current First Republic checks until they run out, as your First Republic account number and routing number were transferred over to JPMorgan Chase.
  
  If you'd like to order new JPMorgan or Chase–branded checks, you can place an order on J.P. Morgan Chase Online^SMor by visiting a Chase branch. Note that these new checks will have an updated JPMorgan Chase routing number.
• 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?
  No, J.P. Morgan Private Bank does not offer bill payment services through Quicken and/or QuickBooks. You will need to use a J.P. Morgan Private Bank bill payment service.
• Did incoming wire instructions change now that my First Republic deposit account transitioned to JPMorgan Chase?
  International Wires: Yes. For incoming international wires (both USD and FX), you must update your payment instructions to reflect J.P. Morgan Chase’s SWIFT BIC (CHASUS33).
  
  Domestic Wires: For incoming domestic USD wires, you can continue to use your First Republic Fed ABA routing number (321081669).
• Will I continue to have access to my Move Money activity history on First Republic online banking, including historical transfers, Zelle^® activity, wires, mobile check deposits, and bill payments?
  For First Republic Banking Online users: All Move Money functionality in First Republic Banking Online is disabled, including the ability to see activity by Move Money type (transfers, Zelle^®, wires, mobile check deposits, and bill payments).
  
  However, you can view up to 18 months of First Republic transaction history on your main and account dashboards, and view and save up to seven (7) years of First Republic historical statements and documents. Your information will roll off over time. Effective December 12, 2024, the First Republic Online Banking platform will be decommissioned and no longer accessible. Download historical statements and documents prior to this date.
  
  For First Republic Corporate Online: All money movement functionality in First Republic Corporate Online is disabled. However, transaction history for money movement services will remain available, with the exception of Bill Pay and Bill Center. Bill Pay is unavailable, and Bill Center will be unavailable after June 14, 2024.
  
  You can also view up to 6 months of transaction history on your main account dashboard, up to 18 months of history within Information Reporting, and up to seven (7) years of First Republic historical statements and documents.
  
  Your information will roll off over time. Effective December 12, 2024, the First Republic Corporate Online platform will be decommissioned and no longer accessible. Download historical statements and documents prior to this date.

Statements and Documents

• Can I access copies of past First Republic statements and tax documents?
  You can see 18 months of your transaction history, seven (7) years of your previous First Republic deposit account statements and 2023 tax statements on J.P. Morgan Online^SM.
  
  Please note that there may be changes to historical debit card and other transaction descriptions when reviewing your transaction history effective May 28, 2024. These are not new transactions, just modified descriptions for past transactions.
• Did my First Republic paperless preference for statements transfer to J.P. Morgan Online^SM?
  No, your paperless preference did not transfer. You will need to re-enroll with J.P. Morgan Online^SM.

Security

• Did my fraud alerts carry over automatically?
  No, you need to enroll and activate fraud alerts on J.P. Morgan Online^SM and the J.P. Morgan Mobile® app.