Freedom Rise
Who is the Freedom Rise marketed for?
new to credit and students
What are the 3 main credit bureaus?
Experian, Equifax, and Transunion
What is the age range for the high school account?
13-17
How can clients send money to someone outside of Chase from their mobile device?
What is the annual fee for the Freedom Rise?
0
Which credit bureaus does Chase use for credit journey?
Experian
What is the age range for the college checking account?
17-24
What option do clients have to deposit checks into their account?
Quick deposit
How much do you have to have in a chase checking or savings account to increase your odds of approval?
$250
What is the ideal credit usage?
30% or less
Name 4 ways you can waive the fee on a Chase Savings
Explains the steps for setting up digital wallet
-click on account balance
-manager account
-digital wallet
-add card to apple pay
How much will Chase give you for setting up automatic payments?
$25
Name 3 factors that impact your credit score.
payment history, credit history, credit usage, total balances, credit checks, available credit
How can parents open a First Banking account? (Name 2)
Online or AAO
What are the 2 options for setting up autosave?
When I get a deposit and on a schedule
How long will Chase give you to bring your account balance up to ***, in hopes to increase your approval odds?
4 days( includes weekend)
Which factor has the biggest impact on your credit score?
Payment history, 40%
Name all of the ways students can waive the $12 fee on the college checking account.
She proof of school, Direct deposit of $500/month, min balance of $15
Name 5 goals under wealth plan
Retirement, education, home, major purchase, travel, caregiving, gifts & donations, custom