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Subject Author Date
Chase - and PFM fees for Quicken Phil Schuman 07-25-2006
Posted by Phil Schuman on July 25, 2006, 1:31 pm
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We have been using Quicken for downloading account activity
from our Bank One / now Chase Premier accounts for several years.
Recently we opened a new High School Checking account
along with a new regular savings account.
A few days after that, the Quicken downloads stopped working.
Also, it appears from the Chase online web that there is a PFM fee
for using Quicken downloads... PFM = Personal Finance Manager (software)
Did this change recently, or did we just get caught in some oversight ?

tnx -



Posted by gklatv on July 26, 2006, 9:28 am
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>From Chase "Online Services Agreement" (section "PFM Service Fees"), it
seems that there should be no charge for you to access your account
services from Quicken (transfers, BillPay, etc) if you've had that free
from BankOne before the merger.
However, I think that the downloads that stopped working is a separate
issue.
If you still unable to download by now, try to deactivate the account
from the online access, then activate it back. Should this not solve
the problem, call the bank.
Good luck!


Phil Schuman wrote:
> We have been using Quicken for downloading account activity
> from our Bank One / now Chase Premier accounts for several years.
> Recently we opened a new High School Checking account
> along with a new regular savings account.
> A few days after that, the Quicken downloads stopped working.
> Also, it appears from the Chase online web that there is a PFM fee
> for using Quicken downloads... PFM = Personal Finance Manager (software)
> Did this change recently, or did we just get caught in some oversight ?
>
> tnx -


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