Chase Connect Chase ConnectSM enables middle market clients to control cash flow and manage banking activities for their business. PLEASE NOTE: This page contains fillable form PDFs that may not be supported in Chrome or Firefox. Learn more at. Specific service features include: Information Reporting, Payments and Transfers, Check and Statement Services and System Administration. 0000015614 00000 n Editorial Note: This content is not provided by Chase. Any legal analysis, legislative updates or other content and links should not be construed as legal or professional advice or a substitute for such advice. saving. An IOLTA-eligible institution pays interest rates or dividends to IOLTA customers comparable rates paid to similarly situated non-IOLTA customers, as required under amended Business and Professions Code sections 6091.2, 6212, and 6213 effective January 1, 2008. The grantor or trustee will have to fund the account by personally depositing the funds from whatever source is available to them, according to the plan set by the trust. Maintaining the Integrity of the Profession, Compendium on Professional Responsibility Index, MCLE Requirements for Certified Specialists, Instructions for Essay Questions and Performance Test, Multistate Professional Responsibility Examination, Lawyer Assistance Program Support Services for Law Students and Applicants, Further Investigation and Informal Conferences, Multijurisdictional Practice (MJP) Program, Out-of-State Attorney Arbitration Counsel (OSAAC), Volunteer Opportunities to Assist Veterans and Service Members, Californias IOLTA-Eligible Financial Institutions. Chase's website and/or mobile terms, privacy and security policies don't apply to the site or app you're about to visit. These pooled accounts are Interest on Lawyers Trust Accounts (IOLTA) accounts. If you do not have Adobe Acrobat Reader, please go to Adobe's website to, Small to Mid-market 401(k) Plan Solutions, Principles for Successful Long-Term Investing, Retirement Plan Tools & Resources Overview. Many offer rewards that can be redeemed for cash back, or for rewards at companies like Disney, Marriott, Hyatt, United or Southwest Airlines. Past performance is not a guarantee of future results. Eligible accounts include qualifying Chase personal checking and savings accounts, and J.P. Morgan investment accounts (opened in a Chase branch and serviced by a J.P. Morgan Private Client Advisor or Financial Advisor). are collective trust funds established and maintained by JPMorgan Chase Bank, N.A. We focus on helping our client design a specific mortgage that is customized to meet their long and short term financial goals.
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