Wachovia to Wells Fargo Quicken/ Quickbooks Fee Changes

In a letter to me dated June 8, 2011 about the transition from Wachovia to Wells Fargo --

From page 68 of the Wells Fargo Consumer Disclosure Booklet 2 covering AL, CA, FL, GA, MI, NJ, NY, PA, TN and TX

"Fee Changes"

"If you have enrolled for accessing information directly from Quicken or Quickbooks, you will continue your existing fee structure after your accounts convert to Wells Fargo providing you change the Financial Institution in Quicken to Wells Fargo for your converted accounts before October 31, 2011."

Since I pay nothing for Quicken because I have a Wachovia Crown Classic (over 50) account, I expect to pay nothing for Quicken after the conversion on April 23. If I call Wells Fargo and they tell me something different, I will cite this letter.

Reply to
Arnie Goetchius
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See the thread below starting July 3, 2011.

Reply to
Green Eggs & NoSpam

From: "Green Eggs & NoSpam"

You mean the thread Arnie replied to within three hours of the original post ?

Reply to
David H. Lipman

Arnie Goetchius has written on 7/19/2011 12:33 PM:

Follow-up on my call to the local W-F branch manager.

Spoke with the Service Mgr who called me back today to say that a charge may appear each month but it would be removed automatically within a day or two.

IS this any way to run a bank???

Reply to
Cy Burnot

From: "Cy Burnot"

I have seen instances where a institution charges a fee and then credits a fee in the same bill. However, there is something very wrong in charging a fee and stating the fee will be credited within a few days and be repeated monthly.

Persomnally, I'd walk away from that institution.

Reply to
David H. Lipman

It's never appeared on my bill. And if you ever find a bank that is well run from a retail customer's point of view, please let me know.

Reply to
nobody

in the same

Every cell phone carrier, my cable company and DirecTV all do it. I don't need, or even want, to see their internal accounting. It's very annoying.

Reply to
nobody

My Wachovia accounts converted to Wells Fargo 7/23-25. Today I see a debit to my account of $3.00 for "Consumer Quicken Banking". I will wait a couple of days to see if it is removed.

Reply to
Arnie Goetchius

Arnie Goetchius wrote in news:j0p3ng$dfg$ snipped-for-privacy@dont-email.me:

Don't wait. Bother the customer service people. That's what they are for. They LOVE being helpful, especially to polite people like you, Arnie. Really ...

Reply to
Han

Arnie Goetchius wrote in news:j0p3ng$dfg$ snipped-for-privacy@dont-email.me:

Mine converted as well. Everything looks OK and the insructions they sent to set things up in Quicken worked fine. So far no new charges.

Reply to
Porter Smith

From: "Han"

I agree.

Don't sleep on your rights.

Reply to
David H. Lipman

Thanks for your kind words. I talked to them today and they fixed it. Turns out I had set up a PMA account before the transfer and they linked my Quicken fee structure to that account rather than the accounts that were transferred from Wachovia. They are changing the "linkage" and I will now be grandfathered so there will be no fee.

Reply to
Arnie Goetchius

Arnie Goetchius wrote in news:j0pujg$70a$ snipped-for-privacy@dont-email.me:

Good for you. Glad you called now.

Reply to
Han

And a final followup, they did not charge me at all this month (so far) so they did not have to remove anything, automatically or manually! :-)

Reply to
Cy Burnot

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