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Subject Author Date
Using Quicken With Chase Ken Hall 03-15-2007
Posted by Ken Hall on March 16, 2007, 6:14 pm
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>Maybe it's time to dump Chase....

I'm now banking at Wachovia.

-- Ken

Posted by sh on March 20, 2007, 9:35 am
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 Good choice. I use them too, and they have great customer service. It's
no coincidence they get customer service awards year after year.

Ken Hall wrote:
>> Maybe it's time to dump Chase....
>
> I'm now banking at Wachovia.
>
> -- Ken

Posted by P.Schuman on March 16, 2007, 1:51 am
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> Ken Hall said
>
>>
>>>I have a home equity loan with ABN Amro (LaSalle Bank in these parts)
>>>and there is no charge for internet banking when tied to the home
>>>equity loan, even if nothing is outstanding.
>>
>> Yes. I know other banks charge nothing for the Quicken service. And
>> apparently Chase doesn't either depending on the humidity on the day
>> you want to do it. :)
>>
>> -- Ken
>>
>
> This thread peaked my interest (no pun intended).
>
> See the following Chase link:
> http://tinyurl.com/q5b9d
>
> <Quote/>
> The Personal Financial Management Service ("PFM Service") allows you to
> use personal financial management software ("PFM Software"), such as
> Microsoft® Money, Quicken®, or Quickbooks®, to access the Online Service
> to make bill payments and transfers and access account information such
> as balance and transaction history.
> ........
> If you were enrolled in the PFM Service via the Online Service prior to
> August 27, 2005, the PFM Service Fee in effect for you prior to August
> 27, 2005 continues to apply. If you subscribed to the PFM Service via the
> Online Service on or after August 27, 2005, the PFM Service Fee is $9.95
> each month, except as otherwise noted below. If you accessed BankOne.com
> via your PFM Software prior to March 26, 2006, your PFM Service Fees as
> of such date (if any) will continue to apply unless you were a
> QuickBooks® business user, in which case, your PFM Service Fee will be
> $9.95.
> </Quote>
>
> It appears grandfathering is the issue. I'm feeling very fortunate. I
> can't imagine paying $10/month to use Quicken - nor can I imagine paying
> bills without it. If they ever start charging I'd have to find another
> bank. Sorry....

my wife hates BankOne now Chase -
they have been a "problem" with anything we have wanted to do....
reading the "agreement", I can't believe anyone would PAY $10/month for
Quicken download capabilities...



Posted by P.Schuman on March 16, 2007, 1:46 am
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>I have become so frustrated with Chase's online banking system I
> decided to try interfacing to them with Quicken. I went out today and
> bought Quicken and during the setup it tried to connect to the bank
> and couldn't. Said the connection was rejected and I had to call
> Chase. I have now talked to four Chase people and they all say I
> have to pay $120 a year to use Quicken.
>
> Is there any way around these charges?
>
> -- Ken

What kind of account do you have ?
I think that may be part of it.
We have a "personal" checking, savings, and high school checking account -
all work with Quicken - no fees -
BUT - my small biz account requires a fee... so I din't use it with that
except for web info.



Posted by Andrew on March 16, 2007, 7:16 pm
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When y'all leave Chase (and good for you!), I do hope that you are also
letting their management know WHY! Nothing changes behavior of a
corporation faster (well, maybe Sarbanes-Oxley, but that was due to jail
threat perhaps....) than disgruntled customers who speak with their feet and
also let the company know why!
--
-------------------------------------------------------------
Regards -

- Andrew



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