First Republic: Transition FAQ (2024)

First Republic is now part of JPMorgan Chase.


Deposit Accounts Transition to
Chase for Business® — FAQ


Chase mailed a letter on April 8 to certain account holders with checking, savings and Certificate of Deposit accounts detailing account transition information. If you have questions, please visit chase.com/MyChaseBusiness or call us 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).


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Transition FAQ

Deposit Accounts to
Chase for Business
®


First Republic is now part of JPMorgan Chase.


Chase mailed a letter on April 8 to certain account holders with checking, savings and Certificate of Deposit accounts detailing account transition information. If you have questions, please visit chase.com/MyChaseBusiness or call us 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).


Return to FAQ home

Transition FAQ

Deposit Accounts to Chase for Business®


First Republic is now part of
JPMorgan Chase
.


Chase mailed a letter on April 8 to certain account holders with checking, savings and Certificate of Deposit accounts detailing account transition information. If you have questions, please visit chase.com/MyChaseBusiness or call us 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).


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General Information

  • What’s happening with my FirstRepublic deposit account(s)?

    Effective May 25, 2024, your FirstRepublic business deposit account will transition to JPMorganChase.

    After May 24, FirstRepublic online and mobile banking will be “view only.” Your online banking activity will need to be conducted on JPMorgan Chase’s digital platforms starting May 28.

  • Will my account and routing numbers change?

    Your account and routing numbers won’t change.

    Please note, that you will see a new routing number for your transferred FirstRepublic deposit accounts in JPMorganChase online and mobile banking. However, both your prior FirstRepublic and the new JPMorganChase routing numbers will work to send or receive payments.

  • Can I visit my Preferred Banking Office (PBO) to make transactions?

    Yes, 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 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 27, call the FirstRepublic 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 28, 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?
  • Where can I go for more information?

    Please visit chase.com/MyChaseBusiness/ where you can find the latest information on the FirstRepublic transition including answers to the most frequently asked questions.

  • What’s happening with my other FirstRepublic accounts?

    Other First Republic accounts or features may transfer at different times, and you’ll receive separate communications about them, if applicable.

  • Where can I find video tutorials for using Chase platform?

    You can find video tutorials here.

Online and Mobile Access

  • How do I access my transferred deposit account(s) at Chase for Business®?

    Follow the instructions below based on your current digital access.

    If you already have a Chase Business Online profile:

    • Simply sign in to Chase for Business®. Your transferred account(s) were automatically added to your existing Chase Business Online profile.

    If you used FirstRepublic online banking or mobile apps and are new to Chase for Business®:

    • 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 into First Republic online or mobile app and choose the ‘View account number’ button to see account numbers for your transferred account(s).

    If you did not use First Republic online banking or mobile apps and are new to Chase for Business®:

    • Go to chase.com/business 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 FirstRepublic checks.

    NOTE: Personal and business deposit account(s) may need to be accessed on different digital platforms. You can add your personal deposit account(s) to your business profile by following the steps here.

    For online and mobile banking support, call Chase at 1-800-935-9935.

  • How do I find my deposit account number?

    Deposit account and routing numbers are not changing when deposit accounts transition to JPMorgan Chase, effective May 25, 2024. If you need your deposit account number to set up digital access at JPMorgan Chase, you can find it on FirstRepublic checks or follow the instructions below.

    For FirstRepublic Banking Online and mobile app users: Account holders can find their deposit account numbers in the Account Transfer Center on Banking Online and the mobile app.

    For FirstRepublic Corporate Online and Corporate app users: Account holders and Corporate Online users can find their deposit account numbers on the dashboard homepage of Corporate Online.

  • Can I continue to use FirstRepublic online and mobile banking after my deposit account(s) transfer?

    Yes, but you will only be able to 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. Starting May 28, you can use Chase Business Online and the Chase Mobile® app1 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 FirstRepublic online banking and mobile apps 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 FirstRepublic 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 final transaction update for your FirstRepublic 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 ChaseBusinessOnline sign-in credentials, and you will see up to 90 days of transaction history. If you choose to remove your FirstRepublic account(s) from the third party, you may lose access to older transaction history.

  • I use Quicken and/or QuickBooks to view my FirstRepublic 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 backup file and final transaction update for your FirstRepublic account(s) by May 23. Starting May 28, you can re-establish your connection using your JPMorganChase login credentials, and you will see up to 90 days of transaction history. If you choose to remove your FirstRepublic 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

  • Will I still be able to use my FirstRepublic 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 will be decommissioned. As a reminder, you already have access to 15,000+ Chase ATMs.

    • 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

  • Will I continue to have access to my Move Money activity history on FirstRepublic online banking and mobile apps, including historical transfers, Zelle® activity, wires, mobile check deposits, and bill payments?

    For FirstRepublic Banking Online and mobile app users: All Move Money functionality in FirstRepublic Banking Online and mobile app will be disabled after May 24, 2024, 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 FirstRepublic 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. These platforms will be retired in the future, but we will notify you ahead of time.

    For FirstRepublic Corporate Online and Corporate app users: All money movement functionality in FirstRepublic Corporate Online and mobile app will be disabled after May 24, 2024. However, transaction history for money movement services will remain available, with the exception of Bill Pay and Bill Center. Bill Pay will be unavailable after May 24 and Bill Center will be unavailable after June 14.

    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 FirstRepublic historical statements and documents.

    Your information will roll off over time. These platforms will be retired in the future, but we will notify you ahead of time.

  • When is the last day my deposit account(s) will be serviced through First Republic?

    Friday, May 24, is the last day your deposit account(s) will be serviced through FirstRepublic. Please reach out to your banking and wealth teams or FirstRepublic Client Care Center at (888) 408-0288 to coordinate any services that could coincide with cutoffs and changes.

    Please be aware of the following details for Friday, May 24:

    • Preferred Banking Offices (PBOs) will close at 2:00 PM local time.
    • First Republic ATMs will be decommissioned. As a reminder, you already have access to 15,000+ Chase ATMs.
    • Wire, external and internal transfer, ACH, Bill Pay and Zelle® submission cutoff will be 12:00 PM PT / 3:00 PM ET.
    • First Republic Online and Mobile Banking will be temporarily unavailable starting at 12:00 PM PT / 3:00 PM ET. You will regain access over the weekend, but it will be “view only” and you will be unable to transact on those platforms going forward.
    • Remote Deposit cutoff will be 6:00 PM PT / 9:00 PM ET.
    • “Non-signers” will lose online and offline access to account at end of business local time. Except persons designated “Power of Attorney” on consumer accounts, who will retain access.
    • Plan to update payment instructions to reflect JPMorgan Chase’s BIC/SWIFT code (CHASUS33) for all incoming international wires after May 24. For incoming domestic USD wires, you’ll continue to use your current Fed ABA routing number (321081669).
  • What payment types are unaffected and will continue after my deposit accounts transfer?

    The following payment types will be unaffected:

    • 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 FirstRepublic deposit account(s) using your checking or savings account number will continue.
    • Automatic monthly payments for FirstRepublic loans — if you are enrolled in the FirstRepublic auto-debit program (automatic payments) and those payments are made from your FirstRepublic deposit account(s) using your checking or savings account number, this service will continue.
  • 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 24. If you need to make a wire during the transition period, please speak to your FirstRepublic team prior to May 24.

  • Will any payments and transfers I previously scheduled for after May 24 be processed?

    Payments and transfers scheduled to be paid after May 24 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 using your current FirstRepublic checks until they run out, as your FirstRepublic account number and routing number were transferred over to JPMorganChase.

    If you'd like to order new JPMorgan- or Chase-branded checks, you can place an order on JPMorganChase online banking or by visiting a Chase branch. Note that these new checks will have an updated JPMorganChase routing number.

  • I schedule bill payments in Quicken and/or QuickBooks through FirstRepublic’s Banking Online bill payment services. Can I continue to submit payments through Quicken and/or QuickBooks after my accounts transfer to JPMorganChase?

    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 FirstRepublic 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 FirstRepublic deposit account statements and 2023 tax statements on ChaseBusinessOnline.

    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 FirstRepublic paperless preference for statements transfer to Chase?

    No, your paperless preference will not transfer. You will need to re-enroll after May 27 with ChaseBusinessOnline.

Access and Security

  • Will my fraud alerts carry over automatically?

    No, you will need to enroll and activate fraud alerts on ChaseBusinessOnline or the ChaseMobile® 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 FirstRepublic, 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 28, you’ll be able to log in to ChaseBusinessOnline 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 FirstRepublic account-related services be available at Chase?

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

For more information on key dates, frequently asked questions and details about Chase products and services, please visit chase.com/MyChaseBusiness.

1 Chase Mobile® app is available for select mobile devices. Message and data rates may apply.

Privacy Center | Your Privacy Choices First Republic: Transition FAQ (1) | | Accessibility |

Deposit products and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.

Equal Housing Opportunity

Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. Past performance is not a guarantee of future results.

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, Member FINRA and SIPC. Certain advisory products may be offered through J.P. Morgan Private Wealth Advisors LLC (JPMPWA), a registered investment adviser. Trust and Fiduciary services including custody are offered through JPMorgan Chase Bank, N.A. (JPMCB) and affiliated trust companies. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA, JPMPWA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co.

INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED
• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
• NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
• SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

©2024 JPMorgan Chase & Co.

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