How to Schedule an Appointment at Chase Bank

The fastest way to book a Chase appointment is through the Chase mobile app or website, where you can pick a date and time at your nearest branch without waiting on the phone

Chase offers three ways to schedule an appointment: online through their website or app, by phone, or by walking into a branch and asking the staff to book you. The online method is fastest because you see available time slots when ready and confirm your appointment in seconds. Phone appointments take longer because you have to wait for a representative, but they work if you do not have internet access or prefer to speak with someone directly. Walk-in requests work too, though the branch may not have an opening for several days.

You will need to know which Chase branch you want to visit and what you need help with — whether that is opening an account, discussing a loan, resolving a problem with your card, or something else. Chase uses this information to assign you to the right person and block out enough time. If you are not sure which branch is closest to you, the Chase website has a branch locator tool.

Key Takeaways

• The Chase mobile app and website let you see available appointment times and book when ready without calling.
• You need to select your branch location and describe what you need help with before you can see open time slots.
• Phone appointments take longer but work if you cannot use the app or website, and you can reach Chase at 1-800-935-9935.
• Walk-in requests are possible but may result in a wait or an appointment scheduled for a future date.
• Bring your ID and any documents related to your reason for the visit — such as a statement, loan paperwork, or card information.

Scheduling through the Chase website or app

Go to chase.com and look for the "Appointments" or "Schedule an appointment" link, usually found in the main menu or under "Customer Service." On the mobile app, tap the menu icon (three horizontal lines) and select "Appointments." You will be asked to enter your zip code or allow the app to use your location to find nearby branches.

Once you see the list of branches, select the one you want to visit. The next screen will ask you to choose the reason for your visit from a dropdown menu — options typically include "Open an account," "Credit card," "Mortgage or home equity," "Personal loan," "Business banking," or "Other." Select the one that matches your need. Chase uses this to route you to the right banker and reserve the correct amount of time.

After you select a reason, the system shows you available dates and times for the next two to four weeks. Pick the date and time that work for you, then enter your name, phone number, and email address. Chase will send you a confirmation email and a reminder text or email before your appointment. Save your confirmation number in case you need to reschedule.

Booking by phone

Call Chase at 1-800-935-9935 and tell the representative you want to schedule an appointment. Have your zip code ready so they can look up branches near you. Tell them which branch you prefer and what you need help with. The representative will check the calendar and offer you available times. This process usually takes 5 to 10 minutes depending on how busy the phone line is.

The representative will confirm your name, phone number, and email address and send you a confirmation. Ask them to repeat your appointment date and time before you hang up to make sure there are no mistakes. If you do not receive a confirmation email within a few minutes, call back to verify the appointment was recorded.

What to bring to your appointment

Bring a government-issued photo ID — a driver's license, passport, or state ID card. If you are opening an account, bring a second form of ID if possible, such as a Social Security card or birth certificate, because Chase may need to verify your identity more thoroughly.

Bring any documents related to your reason for the visit. If you are discussing a loan, bring recent pay stubs and tax returns. If you are opening a business account, bring your business license and EIN letter. If you are there about a problem with your card or account, bring your statement or the card itself. Having these documents ready means the banker can help you faster and may not need to schedule a follow-up appointment.

Rescheduling or canceling an appointment

If you need to change your appointment, log back into the Chase app or website, find your appointment in the "Appointments" section, and select "Reschedule" or "Cancel." You will see the same calendar of available times and can pick a new date and time. Chase will send you a new confirmation.

You can also call 1-800-935-9935 to reschedule by phone. Try to reschedule at least 24 hours before your appointment so the branch has time to adjust their schedule. If you cancel within 24 hours, the branch may not be able to fill that slot, so they appreciate the notice even if it is short.

What happens if you miss your appointment

If you do not show up for your appointment, Chase does not charge you or penalize you. However, the banker will have blocked out time for you, so calling or rescheduling as soon as you realize you cannot make it helps them serve other customers. If you miss an appointment and still need help, you can schedule a new one through the app, website, or phone.

If you are frequently unable to make appointments, consider scheduling at a time you know you can keep, or ask whether the banker can help you by phone or video instead. Some Chase bankers can handle certain tasks remotely, such as discussing account options or reviewing a loan process.

Frequently Asked Questions

Can I schedule an appointment for someone else?

No, Chase requires the person visiting the branch to schedule the appointment themselves using their own name and contact information. If someone else needs an appointment, they will need to schedule it. If you are helping an elderly relative or family member, you can help them use the app or website, but their name must be on the appointment.

How far in advance can I book an appointment?

The Chase app and website typically show available times for the next two to four weeks. You can book as soon as you see an opening. If you need an appointment further out, call 1-800-935-9935 and ask the representative whether they can schedule beyond what the online system shows.

What if my branch does not have any open appointments?

Try selecting a different branch nearby — it may have more availability. You can also call 1-800-935-9935 and ask whether the branch can fit you in or suggest an alternative location. Some branches are busier than others, especially on Fridays and at the end of the month.

Do I need an account with Chase to schedule an appointment?

No, you can schedule an appointment whether or not you have a Chase account. If you are opening an account, you do not need one yet. If you are an existing customer, having your account number ready helps, but it is not required to book the appointment.

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

Some Chase bankers offer video appointments for certain services, such as opening an account or discussing a loan. When you schedule through the app or website, look for a "Video appointment" option if it appears. If you do not see it, call 1-800-935-9935 and ask whether video is available for what you need.