The fastest way to book a Chase appointment is through the Chase mobile app or website, where you can pick a time slot at your nearest branch without calling

You can schedule an appointment at Chase in three ways: online through the Chase website or app, by phone at 1-800-935-9935, or by walking into a branch and asking the staff to book you. The online method is fastest because you see available time slots immediately and confirm your appointment in seconds. Phone and in-person booking work if you prefer to speak with someone, but expect to wait longer during busy hours.

Chase appointments are free and typically last 15 to 30 minutes, depending on what you need. You do not have to make an appointment for basic transactions like deposits or withdrawals — you can walk in anytime during branch hours. Appointments are most useful when you need to open a new account, discuss a mortgage or loan, resolve a problem with your account, or meet with a financial advisor.

Key Takeaways

  • Book online through the Chase app or website to see available times and confirm instantly without calling.
  • You can also call 1-800-935-9935 or visit your branch in person to schedule, but online is usually faster.
  • Appointments are free and work best for account openings, loans, problem-solving, or financial advice — not for routine deposits or withdrawals.
  • Bring your ID and any documents related to what you need help with, such as a mortgage application or account statements.
  • If you need to cancel or reschedule, do so through the app, website, or by calling the same number at least a few hours before your appointment.

Booking through the Chase mobile app

Open the Chase mobile app and tap the menu icon (three horizontal lines) at the bottom right. Select "Appointments" or "Schedule an appointment" — the exact wording varies by app version. The app will show you nearby branches and available time slots for the next several days.

Choose your branch, select a time that works for you, and enter what you need help with from a dropdown menu (account opening, loan discussion, account issue, etc.). Confirm your appointment and you will receive a confirmation number and a reminder notification before your appointment time. Save or screenshot the confirmation number in case you need to reschedule.

Booking through the Chase website

Go to chase.com and log into your account. Look for "Appointments" in the main menu or search bar. Enter your zip code or branch name, then select the location you prefer. The website will display available appointments for the next week or two.

Pick your time slot, describe what you need (from the same dropdown menu as the app), and confirm. You will see your confirmation number on screen and receive an email confirmation. If you do not have a Chase account yet, you can still book an appointment to open one — look for "Open an account" or "New customer appointment" on the Chase website.

Booking by phone

Call 1-800-935-9935 and tell the representative you want to schedule an appointment. Have your zip code or preferred branch name ready. The representative will check availability and book a time for you. Ask for the confirmation number and write it down.

Phone booking takes longer than online because you are waiting for a representative, especially during weekday mornings and lunch hours. If you are calling outside business hours, you can leave a callback request and a representative will call you back during the next business day.

Walking into a branch to book in person

Visit any Chase branch during business hours and ask a staff member at the desk or counter to schedule an appointment for you. They can often book you for a time later that day or within the next few days. This method works well if you are already nearby or prefer to speak face-to-face.

Branch hours vary by location, but most Chase branches are open Monday through Friday from 9 a.m. to 5 p.m., with limited Saturday hours. Check your specific branch's hours on the Chase website or by calling the branch directly before you go.

What to bring to your appointment

Bring a government-issued photo ID (driver's license, passport, or state ID) to any Chase appointment. If you are opening a new account, bring a second form of ID if possible, along with your Social Security number or tax ID. If your appointment is about a specific account issue, bring recent statements or documentation related to the problem.

For loan or mortgage appointments, bring recent pay stubs, tax returns, and bank statements so the banker can review your financial situation. If you are meeting about a credit card or line of credit, bring any existing Chase cards or account numbers. Bringing the right documents speeds up the appointment and means you may not need a follow-up visit.

Rescheduling or canceling an appointment

If you need to change your appointment time, reschedule through the Chase app or website using your confirmation number. You can also call 1-800-935-9935 to reschedule by phone. Try to reschedule at least a few hours before your appointment time so the slot opens up for another customer.

If you cannot make your appointment and do not reschedule, Chase may hold the time slot for a short period before releasing it. Rescheduling is free and takes just a few minutes through the app or website.

Frequently Asked Questions

Do I have to make an appointment to visit a Chase branch?

No. Appointments are optional. You can walk into any Chase branch during business hours for routine transactions like deposits, withdrawals, or account questions. Appointments are most helpful when you need something that takes longer, like opening a new account or discussing a loan, because you avoid waiting in line.

What if there are no available appointment times at my preferred branch?

Try selecting a different nearby branch or a different day. If all nearby branches are fully booked, call 1-800-935-9935 and ask if the representative can book you at a less busy location or put you on a waitlist for your preferred branch. You can also walk into the branch and ask staff to fit you in, though you may wait.

Can I book an appointment if I do not have a Chase account yet?

Yes. When you book online or by phone, select "New customer" or "Open an account" as your reason. Chase will schedule you with a banker who can walk you through account options and help you open one. Bring your ID and Social Security number.

How long does a Chase appointment usually take?

Most appointments last 15 to 30 minutes. Account openings and loan discussions may take longer if there are questions or if you need to sign documents. The banker will give you an estimate when you arrive.

What if I miss my appointment?

If you miss an appointment without canceling, Chase may contact you to reschedule. You can reschedule anytime through the app, website, or by calling 1-800-935-9935. Missing one appointment does not prevent you from booking future ones.