Using Quicken With Chase

Ken Hall said

I have Chase with Value Checking (minimum $500, or service fees)

I use Quicken with DirectConnect. No problems, no fees, nada.

Maybe I'm grandfathered? My bank was BankOne before Chase bought 'em.

hth

"Q_Lover" wrote in news:45f9cfee$0$97273$892e7fe2 @authen.yellow.readfreenews.net:

Same here. Waiting to see what will happen when Chase switches my Bank of New York accounts ...

Amazing. I got Quicken because a friend who banks at the same place I do suggested it and says he pays nothing to use it. I've been with this bank for 25+ years and they absolutely refuse to let me use Quicken unless I pay this outrageous fee.

-- Ken

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. I have yet to try to tie it in to Quicken... I make two entries... one in Quicken and one on the bank's website. Quicken does download transactions from the sites, so I suspect I could do it with one entry in Quicken if I knew how...

PeterH

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

Ken Hall said

This thread peaked my interest (no pun intended).

See the following Chase link:

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.

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....

Ken

I just set my girlfiend up with online banking at National City. She loves it. I was going to turn her onto Quicken someday. This thread made me wonder if she was going to have to pay too?

Not according to this:

And they do DirectConnect - like God intended it to be.

Maybe it's time to dump Chase....

hth

No question about it. It was time a long time ago. Their service is so bad this was a last ditch measure to avoid having to change banks. This was their last chance.

Based on my experience, I would not recommend anyone use Chase (aka JP Morgan, BankOne, Chemical Bank, Texas Commerce, etc.)

-- 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.

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...

Ken Hall said

Not to discount your experience, but I've had no problems with Chase. If I ever began to, I'd be exiting stage-left with you. ;-)

I'm now banking at Wachovia.

-- Ken

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!

"Andrew" wrote in news:qzFKh.2005$ snipped-for-privacy@newsfe12.lga:

I went from a Chase HELOC to a BoNY HELOC, since the rate was lower, and I didn't like the way Chase worked (still don't really like them). I'll have to wait and see what happens to the HELOC during and after the switchover.

And when you open an account at a place that does what you want, make sure they know that that's why you are coming to them!

Good point Marc. So if they change their rules later on and you leave, good to have it on record that you weren't bul******ng thenm in the first place.

I tried to, but the email bounced. I laughed out loud. It was the perfect ironic ending.

-- Ken

222 16517 body >When y'all leave Chase (and good for you!), I do hope that you are also

I tried to, but the email bounced. I laughed out loud. It was the perfect ironic ending.

-- Ken