How to Schedule an Appointment at Chase Bank

How to book an appointment at a Chase branch

You can schedule an appointment at Chase through their website, mobile app, or by calling the branch directly. The fastest method is usually the Chase mobile app or website, where you can pick your branch, choose a time slot, and confirm in seconds. If you prefer to speak with someone, call the branch number listed on Chase.com and ask for an available time.

Chase lets you book appointments for common tasks like opening an account, discussing loans, setting up business banking, or getting help with your existing account. You do not need an appointment for basic services like deposits or withdrawals, but scheduling one ensures a banker is ready for you when you arrive.

Key Takeaways

• The Chase mobile app and Chase.com both show available appointment times at your chosen branch, usually several days out.
• You can book an appointment for account opening, loan discussions, investment services, or account troubleshooting without waiting in line.
• Calling the branch directly works if you cannot find an open slot online or need to discuss what type of appointment you need.
• Bring your ID and any documents related to your reason for visiting — a recent pay stub for a loan discussion, for example.

Scheduling through the Chase mobile app

Open the Chase mobile app and tap the menu icon (three horizontal lines) at the bottom right. Select "Appointments" from the menu. The app will ask for your ZIP code or let you search by branch name. Once you choose your branch, you will see available time slots for the next several days, usually in 15-minute windows.

Select the time that works for you, then choose the reason for your visit from a dropdown menu — this might include "New Account," "Loan Discussion," "Account Help," or "Investment Services." Enter your name and phone number, then confirm. You will receive a confirmation on screen and usually a text message reminder the day before your appointment.

Scheduling through Chase.com

Go to Chase.com and look for "Appointments" in the top navigation menu, or search "schedule appointment" in the site search bar. Enter your ZIP code or branch name. The website will display available times at that location. Click the time slot you want, select your appointment reason, and enter your contact information.

The website process is nearly identical to the app — you will see the same time slots and appointment types. Some branches may have different availability on the website versus the app, so if you cannot find an open slot in one place, try the other. You will receive a confirmation email with your appointment details.

Calling your Chase branch directly

Find your branch phone number on Chase.com by searching for the branch address or ZIP code. Call during business hours and tell the person who answers that you want to schedule an appointment. They will ask what you need help with and what days and times work best for you.

Calling is useful if you are unsure what type of appointment you need, if you have a complex question that does not fit the standard categories, or if the online slots are full. The banker can also tell you if you need to bring specific documents or if a phone call would solve your issue faster than an in-person visit.

What to bring to your appointment

Always bring a valid photo ID — a driver's license, passport, or state ID card. Beyond that, what you need depends on your reason for visiting. If you are opening an account, bring your Social Security number and a recent utility bill or lease showing your current address. For a loan discussion, bring recent pay stubs, tax returns, and information about any debts you currently owe.

If you are troubleshooting an account issue, bring your account number or the card you are having trouble with. For investment or wealth management appointments, bring a summary of your current investments and your financial goals. When in doubt, call the branch ahead of time and ask what documents would be helpful — the banker can tell you exactly what to bring.

What happens if you need to cancel or reschedule

You can cancel or reschedule through the Chase app or website using the same appointment menu where you booked it. Look for your upcoming appointment and select "Cancel" or "Reschedule." The app and website will show you other available times at the same branch or let you cancel entirely.

If you booked by phone, call the branch back and give them your name and appointment time. They can reschedule you on the spot. Try to cancel or reschedule at least a few hours before your appointment time so the slot opens up for someone else and the banker can adjust their schedule.

When you should not use an appointment

You do not need an appointment for quick transactions like deposits, withdrawals, or balance inquiries. You also do not need one to ask a teller a straightforward question about your account. Walk in during branch hours and you will be helped in the order you arrive.

If you need something done urgently and cannot wait for an appointment slot, call the branch or visit in person. Many issues can also be handled through the Chase app or by calling Chase customer service at the number on the back of your card, which may be faster than waiting for an in-person appointment.

Frequently Asked Questions

Can I book an appointment more than a week in advance?

Most branches let you book one to two weeks ahead, though some allow longer. The Chase app and website show how far out you can schedule at your specific branch. If you need an appointment further in the future, call the branch directly and ask if they can hold a time for you or add you to a waitlist.

What if there are no available appointment slots?

Try searching for a different branch nearby — they may have more open times. You can also call the branch you prefer and ask when the next opening is, or ask if they can add you to a cancellation list. Many people cancel appointments, so slots often open up within a day or two.

Do I have to be a Chase customer to schedule an appointment?

No. You can book an appointment to open a new account even if you do not currently bank with Chase. If you are an existing customer, you can book for any service — account help, loans, investments, or business banking.

Can I do a video appointment instead of going to the branch?

Some Chase branches offer video appointments for certain services like account opening or loan discussions. When you book through the app or website, look for a "Video Appointment" option if it is available at your branch. You can also call and ask if video appointments are offered for what you need.

What if I miss my appointment?

Call the branch as soon as you realize you will not make it. This lets them open the time slot for someone else. You can reschedule through the app, website, or by calling. Missing an appointment does not affect your account or your ability to book future appointments.