UPDATE: Chase/Bank One Merger Super Fun For Customers

Earlier, Sharon complained how the BankOne/Chase merger messed up her online banking. Despite several calls to the customer service, she was unable to fix her problem.

She’s in luck. We’ve got the dope on how to do it.

Tom, another Bankone customer affected by the merger writes he’s had no problem linking accounts and managing his bills and finances through Quicken. That’s after he followed these instructions, found on the Chase website.

Download the instructions,
here
. [pdf]

“I was as leery as the next person when I found out the two online services would be ‘merging.’ I also use Quicken and was almost sure that my last four years of perfectly maintained transactions would go to hell in a handbasket once I started using chase.com,” he says.

Since following the instructions, Tom says he has, “successfully downloaded all of my transactions, for free, all week long.”

Now, why couldn’t any of the four different customer service representatives direct Sharon to that same info?

UPDATE
: We are stupid. These are the very same instructions that Sharon referred to in her email. But the system only got activated after clicking the $10 a month option. She now waits to see if she will be charged for that. Sigh. Reading is hard.

Previously: Chase/Bank One Merger Super Fun for Customers

Comments

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  1. Ben Popken says:

    Dustin writes:

    “The Chase/BankOne “instructions” PDF won’t help that person that wants to continue to use Quicken (or MS Money) to do her banking. The service that keeps your financial software and the bank in sync without having to visit the bank’s website is called CheckFree and it costs the bank money, so they charge the consumer. I bank with Union Bank and they charge me $6.95 per month. All of my credit cards and other bank accounts allow me to download transactions to Money, but only Union bank allows me to (1) Write and check in Money and submit it without visiting the web site and (2) Synchronize my Checking account, automatically downloading transactions, without having to log in or visit the bank’s web site. It’s worth the seven bucks to me.”