Accounts
What is the maximum age for a college account?
25
How much is the cash back on the Freedom Rise?
1.5%
What are the 3 main credit bureaus? Which one is credit journey powered by?
Transunion, equifax, experian. experian
What is it called when you deposit a check through your phone?
QuickDeposit
True or False: we can use a digital picture of an ID if the student does not have the original
False
What is the monthly service fee on a college account? (starting Aug. 24th)
15
Who is the freedom rise tailored for?
new to credit and students
What are 3 factors that impact your credit?
Payment history, credit history, credit usage, total balances, credit checks, available balance
Walk me through the steps of adding a digital wallet to an apple phone.
click on account, manage account, digital wallet, apple pay, add card to apple pay
What IDs are required to open a college account for a US citizen
State issued ID/ DL license, 2nd form, proof of enrollment
Name 4 ways somebody can waive the monthly service fee on a chase savings.
$300 or more, $25 autosave, linked for overdraft protection when in a college account, younger than 18, linked to a premier plus checking, sapphire checking, or CPC checking
How can a student increase their chances of being approved for the freedom rise?
$250 within 4 days of application
Name the 3 ways you can help someone with Chase MyHome
Affordability calculator, purchase rates, refinance rates
What is the standard daily Zelle limit for new customers?
$500
What IDs can we use for student with an F1 visa?
Passport and I20
At what age does a High School Checking turn into a Total Checking?
19
What is the annual fee for the Freedom rise?
0
What is the minimum % you have to put in Chase MyHome
3%
Name the 2 types of options for autosave.
On a schedule and when I get a deposit
What IDs can we use for a student with a J1 visa?
Passport and DS-2019
Name 3 types of schools that would qualify for a college account?
college, trade school, technical school, vocational school
How can clients earn the $25 statement credit?
Enroll in autopay within 90 days
Name 5 types of long-term goals.
Education, home, major purchase, travel, caregiving, gifts & donations, custom
Name 2 out of the 3 types of alert categories that clients can set up.
balances, payments, and transactions
What IDs can we use when opening an account for an OFAC resident.
green card, I9, passport, US proof of address