What the relationship includes
Private Client combines a Premium Checking account, priority servicing and access to a J.P. Morgan-style advisory team through a single banker. Your banker coordinates lending, deposits and investment strategy so you are not repeating your situation to three different departments.
- No fees on wires, cashier’s checks, stop payments or out-of-network ATM withdrawals
- Relationship rate boost of 0.15% APY on savings and CD balances
- Priority underwriting on mortgage and securities-based lending
- Dedicated line answered by your banking team, not a queue
Eligibility
You qualify with an average daily balance of $250,000 or more across deposit and investment accounts, or with a Evermont mortgage of $1 million or more originated in the last three years.
- Relationship minimum$250,000 combined
- Monthly service fee$0 while qualifying
- Savings rate boost+0.15% APY
- Lending prioritySame-day preliminary review
Investment and insurance disclosure
Investment products are offered through Evermont Bank’s advisory affiliate. Evermont Bank is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority. Investment products are not deposits, are not covered by the FSCS and may lose value. Asset allocation and diversification do not guarantee a profit or protect against loss.
