Chase - PFM fees (Personal Financial Management)

guess I need to check to see if I'm gonna be billed on my other user ID ?? as I'm currently not billed on the main ID that I currently use.

PFM Service Fees

In addition to any other fees set forth in the Agreement, there is a monthly service fee ("PFM Service Fee") for customers who subscribe to the PFM Service, except as otherwise noted below. You authorize us to deduct the PFM Service Fee each month, from the eligible personal or business checking account or asset management account you designate as your Primary Account.

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. There is no monthly service fee for use of the PFM Service by customers who only have a credit card account with us. The PFM Service Fee will be waived for Private Client Services and Private Banking customers. If you designate one of the following accounts as your Primary Account, the PFM Service Fee is $6.95 each month.

Premier Platinum Asset Management Account Premier Platinum Checking Premier Platinum Checking with Interest

Note that if you have one of the accounts listed above but do not designate it as your Primary Account, the PFM Service Fee of $9.95 will apply. Refer to your account statement to confirm the name(s) of your account(s).

The PFM Service Fee is in addition to any regular transaction fees that may be in effect for your account(s). However, if your Primary Account is either a Chase Basic Checking or Chase College Checking account, the monthly Bill Payment Service fee of $4.95 will be waived during your enrollment in the PFM Service. The Bill Payment Service fee will resume upon cancellation of the PFM Service unless (i) you also cancel the Bill Payment Service or (ii) your Primary Account is a Chase College Checking account linked to an eligible parent account (any Chase checking account other than Basic Banking, College Checking or High School Checking). If there are insufficient funds in your Primary Account, you authorize us to charge any other account of yours with us in order to pay such fees and charges.

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P.Schuman
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