How to Schedule an Appointment at Chase Bank

The fastest way to book a Chase appointment

Call your local Chase branch directly. Look up the branch number on Chase.com, dial it, and tell the person who answers what you need — account help, loan discussion, safe deposit box access, or notary service. They will tell you the next available time and book you on the spot. Most branches can see you within a few days.

If you prefer not to call, you can book online through your Chase account or the Chase mobile app. Log in, find "Appointments" in the menu, select your branch and service type, and pick from available time slots. The app shows the same availability as calling, and you get a confirmation email right away.

Walk-ins are possible at most Chase branches during business hours, but you may wait 30 minutes to an hour depending on how busy the branch is. Calling or booking online means you skip the line.

Key Takeaways

• Call your branch directly or book through the Chase app or website to reserve a specific time slot instead of waiting in person.
• Most branches can see you within a few days, and appointment times are usually available during regular business hours plus some evening and Saturday slots.
• Tell the person booking what you need — account issues, loans, notary work, or safe deposit box access — so they can assign you the right person.
• If you book online and need to change the time, cancel through the app and rebook rather than calling to modify.

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 a new account, bring a second form of ID and proof of address, such as a recent utility bill or lease.

For loan appointments, bring recent pay stubs, tax returns from the last two years, and bank statements showing your savings. For safe deposit box access, bring only your ID. For notary service, bring the document you need notarized and a photo ID.

If you are meeting about an existing account issue, bring your account number or the card you use with that account. You can find your account number on a statement, in the app, or by calling the branch ahead of time.

Types of appointments Chase offers

Account and card services cover opening a checking or savings account, changing account settings, ordering a replacement card, or discussing account fees. These appointments usually take 15 to 30 minutes.

Loan consultations include mortgage pre-qualification, auto loan discussion, personal loan review, or refinancing options. These typically run 30 to 45 minutes and require you to bring financial documents.

Investment and wealth services are for customers who want to discuss investment accounts, retirement planning, or wealth management. These are usually by appointment only and may require a minimum account balance.

Safe deposit box access lets you rent a box to store valuables, documents, or jewelry. You can also access an existing box during your appointment. Notary services are available at most branches for a small fee and do not require an appointment, though booking one means you will not wait.

How to find your nearest Chase branch

Go to Chase.com and click "Find a Branch or ATM" at the top of the page. Enter your zip code or city name. The map shows all Chase branches near you, along with their hours, phone numbers, and which services each location offers.

Some smaller branches do not offer all services — for example, not every location handles mortgage applications or investment consultations. The branch locator tells you what each one can do. If your nearest branch cannot help with what you need, the locator will show you the closest one that can.

You can also call Chase customer service at 1-800-935-9935 and ask them to find a branch near you and check availability for your specific service type.

Appointment timing and what to expect

Most Chase branches are open Monday through Friday from 9 a.m. to 5 p.m., with some locations staying open until 6 p.m. or later. Many branches are also open on Saturday mornings, usually from 9 a.m. to 1 p.m. Sunday hours are rare and vary by location.

When you arrive for your appointment, check in at the desk or with the greeter near the entrance. They will confirm your name and what you are there for, then direct you to the right person. Most appointments start within 5 to 10 minutes of your scheduled time.

If you are running late, call the branch as soon as you know. They can usually hold your slot for 15 minutes, but calling ahead keeps the person waiting for you from moving on to another customer.

Canceling or rescheduling your appointment

If you booked through the app or website, log back in, find your appointment, and click "Cancel." You can then rebook a different time slot right away. This takes less than a minute.

If you booked by phone, call the branch back and give them your name and the appointment time. They will cancel it and offer you new times. You can also cancel through the app even if you booked by phone — the branch system is linked.

Cancel as soon as you know you cannot make it. This frees up the time slot for another customer and means the branch is not holding a spot for you.

When you cannot reach your branch by phone

If the branch line is busy or you get voicemail, try calling back 15 minutes later. Branches are busiest mid-morning and mid-afternoon on weekdays. Early morning, lunch hours, and late afternoon are usually quieter.

You can also book online through the Chase app or website without calling. The app shows real-time availability and does not depend on reaching someone by phone.

If the branch has no appointments available for several days, that usually means it is temporarily full. Check back the next day — cancellations open up slots regularly. You can also ask about nearby branches that may have earlier times.

Frequently Asked Questions

Do I need an appointment to visit Chase, or can I just walk in?

You can walk in, but you may wait 30 minutes to an hour. Booking an appointment means you skip the line and see someone at a set time. Most branches can fit you in within a few days if you call or book online.

Can I do my banking over the phone or video instead of going to the branch?

For many account questions, yes. Call 1-800-935-9935 or use the Chase app to handle transfers, payments, card orders, and account changes. Video appointments are available for some services through the app. In-person appointments are needed for opening new accounts, loan discussions, safe deposit boxes, and notary work.

What if I need to see someone about a problem with my account?

Call your branch or the main customer service line and describe the issue. They will either solve it over the phone or book you an appointment with someone who can. If it is urgent, mention that when you call — some branches can fit urgent issues in faster.

How long does a typical appointment take?

Account services usually take 15 to 30 minutes. Loan consultations run 30 to 45 minutes. Safe deposit box setup takes about 10 minutes. Notary work takes 5 to 10 minutes. The person booking your appointment will give you a time estimate.

Can I book an appointment for someone else?

No. The person whose account or service is involved needs to be present and bring their ID. If you are helping a family member, you can call the branch together or have them book their own appointment.