Preferred Client Program

The Preferred Client Program is no longer available for customer enrollment. However, for BBVA customers who are still enrolled in this program, this page will provide the detailed information about the features of your program.

Benefits

Preferred Client  (first level benefits)

To have qualified for Preferred Client, you must have had a BBVA consumer checking account and:

  1. Have had $25,000 - $99,999 in qualifying balances.1 or
  2. Have had a BBVA mortgage of at least $250,000.

Benefits Include:

  • Access to 24/7 assistance via a special Premier Personal Banking telephone service line (formerly known as the Preferred Client Service Unit) 
  • No monthly service charge for Build-to-Order Checking
  • No quarterly service charge (monthly in Arizona) for consumer Basic Savings 
  • Preferred Gold Visa Check Card with higher daily ATM and purchase limits ($500/$5,000)2
  • Complementary Preferred Client checks and cashier's checks
  • No delivery fee for checks you order
  • Complimentary access to MyBlocks Planning Tools3

 

Preferred Client Plus (second level benefits)

To have qualified for Preferred Client Plus, you must have had a BBVA consumer checking account and either:

  1. Have had $100,000 or more in qualifying balances1 or
  2. Have had a BBVA mortgage of at least $450,000

Benefits include all listed above plus the following:

  • No monthly service charge for CompassLink, Build-to-Order Checking or Money Market Account
  • Automatic rebates of other banks' ATM fees
  • No fee to use another bank's ATM
  • Complimentary image and paper statements
  • Up to 6 non-sufficient funds Rebates Per Year4 
  • Domestic and International Wire Transfer Fee Rebates - both incoming and outgoing4
  • Free small-sized safe deposit box5
  • Unlimited "stop payment" fee rebates on checks
  • Preferred Platinum Visa Check Card 
    • Rebate of International Service Fee
    • Even higher daily ATM and purchase limits ($1,000/ $10,000)

Important Terms and Disclosures

Important Terms and Disclosures: Preferred Client and Preferred Client Plus enrollment was subject to eligibility. Preferred Client and Preferred Client Plus programs are no longer available for customer enrollment.

Qualifying balances for Preferred Client and Preferred Client Plus programs: At the time of your enrollment into either the Preferred Client or Preferred Client Plus program, qualifying balances include consumer checking, savings and money market accounts, principal balance on loans, lines of credit, outstanding balance on credit cards, investments, and 50% of CD balances, but exclude first lien mortgage loans, insurance, trust and business accounts.

2 Visa Check Cards: Visa Check Cards are subject to approval, which may include credit approval. Certain terms, conditions and exclusions apply to the Visa Debit Card benefits. Please refer to your Guide to Benefits for further details.

MoneyGuidePro MyBlocks Planning Tools: Schedule a meeting with a Financial Consultant for access to MyBlocks or to review your current financial situation and to consider your future needs, goals and objectives. Securities and investment products are offered through BBVA Investments, a division of BBVA Securities Inc. Member FINRA and SIPC and an affiliate of BBVA USA. Insurance products are offered through BBVA Insurance Agency, Inc., an affiliate of BBVA USA. BBVA USA and its affiliates are not affiliated with MyBlocks Planning Tools. The projections and other information generated by MoneyGuidePro regarding the likelihood of various investment outcomes are hypothetical in nature, are not guarantees of future results and do not reflect actual investment.

The following fees are eligible for rebate at the customers request:

  • NSF Item - Returned Item
  • NSF Charge - Paid Item
  • Extended Overdraft Fee. Each Preferred Plus customer may have a total of 6 of these fees waived per year.
  • International and Domestic Wire Transfer Fees: Rebate available by customer request only.

Safe deposit boxes are subject to availability. 50% discount on larger sizes where available.

*Customer Service number may not be available on bank holidays.

BBVA USA an Equal Housing Lender

BBVA USA an Equal Housing Lender NMLS #402936.

Investment and Insurance Products:
ARE NOT DEPOSITS ARE NOT FDIC INSURED
ARE NOT BANK GUARANTEED MAY LOSE VALUE
ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY