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  • Quicken Privacy Statement (Canada)

  • Contact details for our privacy officer

    At Quicken, we pride ourselves in our commitment to protecting your privacy. We want you to know how personal information about you is used, collected and disclosed.

    Personal information is information that can be used to identify or contact you individually, and other information required to provide the products and services you have requested. Typically, this includes your name, e-mail address, mailing address, telephone number and credit card number.
It does not include contact information about a person in their business capacity, such as the name, title, business address, or telephone number of an employee of an organization.

    All inquiries or complaints regarding privacy should be directed to the privacy officer by mail, fax or e-mail at the addresses below. Inquiries will be responded to in accordance with the legislated timeframes.

    MAIL
    Quicken
    Attention: Privacy Officer
    3760 Haven Avenue
    Menlo Park, CA
    94025

    FAX
    Attention: Privacy Officer
    FAX: 1-650-618-1484


    Change privacy preferences

    To change your privacy preferences and personal information, please contact us at the below:

    EMAIL
    privacyofficer@quicken.com

    MAIL
    Quicken
    Attention: Privacy Officer
    3760 Haven Avenue
    Menlo Park, CA
    94025

    FAX
    Attention: Privacy Officer
    FAX: 1-650-618-1484


    Quicken Canada’s 10 privacy principles

    Quicken’s 10 Privacy Principles are modeled after the principles established in Canada's Personal Information Protection and Electronic Documents Act, or PIPEDA. Read more about them on this page.

    1. Accountability

    2. Identifying Purposes

    3. Consent

    4. Limiting Collection

    5. Limiting Use, Disclosure and Retention

    6. Accuracy

    7. Safeguards

    8. Openness

    9. Individual Access

    10. Challenging Compliance


    Accountability

    Quicken is responsible for maintaining and protecting personal information about you in our care or control. We have designated a Privacy Officer who is accountable for compliance with our policies and PIPEDA.

    We sometimes use outside companies, called third parties, to help us provide the product or service you request. Regardless of the location of these third parties, Quicken requires these third parties to comply with Canadian privacy legislation and Quicken's Privacy Principles. Certain third parties may be located in the United States and therefore may also be subject to US legislation.

    Identifying purposes

    You have a right to know how your information will be used. We will explain why we need your information before or when we collect it, if the purpose is not already clear.

    We will assume that the purpose is clearly identified when we use your personal information to:

    • Fulfill your product or service request.

    • Process your payment, including recurring payments when you request them.

    • Update you as to the status of your order.

    • Alert you to important product revisions or updates.

    • Ensure that you are properly registered to receive technical support for certain products.

    Quicken may use your personal information for secondary purposes such as:

    • Telling you about special discounts or offers on Quicken upgrades or new products and services.

    • Inviting you to participate in customer surveys or other opinion-gathering devices.

    • Providing you with special offers from other companies made available to Quicken customers.

    • Telling you about educational events, such as training seminars, conferences and online training sessions.

    • We may also display ads in the Quicken application for Quicken or third party services that we feel may be of interest. These ads are not targeted in any way or based on your personal information or behavior through the Web site.

    Aggregate data is general information about groups of customers, and does not identify individual customers. Quicken may combine your information with that of other individuals to create aggregate data which we will use to improve our products and services and develop new ones. For example, we may tell a third party how many people purchased a certain product, but not that you personally purchased a specific item.

    Quicken will not disclose your personal information to any third parties without your consent, except under the following limited circumstances:

    • As is reasonably required to fulfill your service or product requirements, provided such third parties shall be bound to appropriate privacy requirements.

    • To comply with a legal process such as a law, regulation, search warrant, subpoena, court order or law enforcement request.

    • To resolve a contractual dispute regarding your use of a Quicken product, service or related account, or if your account may be involved in illegal activities.

    • To protect the personal safety of other users or members of the public in an emergency.

    Consent

    Quicken will only collect, use and disclose your personal information with your knowledge and consent, except where permitted or as required by law. Quicken will not rent, sell, or otherwise distribute your personal information without your permission. Your consent to use your personal information will be implied for the following purposes:

    • Fulfilling your product or service request.

    • Updating you as to the status of your order.

    • Alerting you to important product revisions or updates.

    • Ensuring that you are properly registered to receive technical support for certain products.

    You control any future secondary use of your personal information, such as sharing it with marketers. You can prevent future secondary use of your information by "opting out" when Quicken collects your information or at any time by simply contacting us. Opting out only applies to the secondary purposes because we may need to contact you regarding the usability of your product or alert you of important product revisions or updates., so that we can process payment and registration for the service.


    Limiting collection

    Quicken will only collect personal information for the purposes we've identified or for the primary uses as we've described above. We will always do this fairly and legally. There are several ways we'll collect information:

    • Through the purchase of products or services.

    • Through registrations of purchased products, services or technical support.

    • Through completed Quicken rebate or coupon certificates that are filled out and mailed in.

    • Through requests for information.

    • From third parties who you authorized to share such information.

    Whenever we ask for information that is not required for us to provide the product or service you requested, we will mark those questions appropriately as optional.

    Cookies

    Quicken uses a variety of Web technologies on our Web sites. Among these are cookies, which are pieces of information that our Web sites provide to your browser. Cookies allow us to track overall site usage and determine areas users prefer. Cookies also allow us to customize your visit to our Web sites by recognizing you when you return. Cookies cannot be used to see any other data on your computer, nor can they determine your e-mail address or identity.

    Most browsers accept and maintain cookies by default. Check the "Help" menu of your browser to learn how to change your cookie preference. You can choose to decline cookies while at our Web site, but this may limit your ability to access certain areas of the Web site.

    With or without cookies, our Web sites track usage data, such as the source address that a page request is coming from, your IP address or domain name, the date and time of the page request, the referring Web site (if any) and other parameters in the URL. We use this data to better understand Web site usage in the aggregate so that we know what areas of our Web site users prefer. This information is stored in log files and is used for aggregated and statistical reporting. This log information is not linked to personal information gathered elsewhere on the site.

    Quicken Web sites may include banner advertisements or links to third-party Web sites. Advertising networks that serve ads may assign different cookies to you. Those cookies may be used to track your involvement with the advertising site. You may choose not to accept these cookies. Quicken does not control these parties, and you should review their privacy policies to learn more about what, why and how they collect and use personal information. For information about online behavioral advertising and consumer opt out for the OBA self regulatory program, visit  http://www.aboutads.info/choices/ .

    Co-branded sites

    Our co-branded sites are clearly identified by both a Quicken and a third-party logo. Quicken Canada’s Web sites may provide links to third-party Web sites, such as those of online advertisers and companies which have been carefully screened by Quicken. On these sites, third-parties and Quicken may collect information about you. Quicken is not responsible for the actions of these third-parties, and Quicken's collection of personal information is in accordance with our privacy practices. We encourage you to review their privacy policies to learn more about how they collect, use and share personal information.


    Limiting use, disclousure and retention

    Quicken will not use or disclose your personal information other than for the purposes for which it was collected, with the exception of receiving your consent or as permitted or required by law. When providing information in response to a legal inquiry or order, we will verify its validity and only disclose information that is legally required.

    Quicken is a multi-national company and is able to leverage high quality technology resources in multiple countries in order to maintain its high security standards. As such, some personal information may be shared within Quicken and stored in countries outside of your home country.

    Quicken will keep personal information only as long as necessary for the identified purposes or as required by law. Quicken will follow internally set guidelines and use care in the disposal, destruction, or de-identification of personal information to prevent unauthorized parties from gaining access to personal information.


    Accuracy

    Quicken will keep your personal information as accurate, complete and up-to-date as necessary for the identified purposes for which it was collected. We encourage you to let us know if your contact information changes.

    To change your privacy preferences and personal information, please go to Updating your privacy preferences and personal information


    Safeguards

    We protect personal information and tax return information in our possession and control by using security safeguards appropriate to the sensitivity of the information. Quicken works to protect personal information from loss, misuse and unauthorized alteration using industry-recognized security safeguards. We restrict internal access to personal information to select members of Quicken's staff.


    Openness

    This policy is an overview of information about our policies and practices relating to the management of personal information. Any changes or modifications to our privacy practices will be posted in this policy for 30 days before they take effect. We will not make retroactive changes to the practices associated with your personal information without your consent.


    Individual access

    Subject to exceptions as permitted or mandated by law and subject to your written request for such information, Quicken will inform you of the existence, use and disclosure of your personal information and give you access to that information. You have the right to challenge the accuracy and completeness of your information and have it amended as appropriate.


    Challenging compliance

    You may contact us with questions, comments or complaints regarding Quicken's privacy policy and practices. Please contact Quicken's Privacy Officer, whose contact details are located at the top of this page.

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Corporate Headquarters: 3760 Haven Avenue, Menlo Park, CA 94025

Important footnotes and disclaimers

Purchasing the subscription entitles you to Quicken for 12 months. Full payment will be charged to your card immediately. At the end of the 12-month period, this subscription will automatically renew and you will be charged the then-current price (prices subject to change), unless you cancel before the renewal date. For full details regarding your subscription policy, please consult Quicken Terms of Use. You can manage your subscription at your My Account page. Included with your subscription are monitoring alerts and data download from participating financial institutions or other parties which are available for 12 months immediately after you purchase your Quicken subscription; customer phone support, online features and services vary, require internet access and/or may be subject to change, application approval, fees, additional terms and conditions. 275+ Canadian participating financial institutions as of September 12, 2022.

Quicken is a registered trademark of Rocket Mortgage, LLC, used under license.

Standard message and data rates may apply for sync, e-mail and text alerts. Visit www.quicken.com/canada/content/stay-connected-your-money for details. Quicken app (“App”) is compatible with iPad, iPhone, iPod Touch, Android phones and tablets. Not all Quicken desktop features are available in the App. The App is a companion app and will work only with Quicken 2017 and above desktop products. Mobile app is not designed to function for use outside of Canada.

Free, ongoing enhancements and updates are on a when-and-if-available basis through end of the subscription period.

30-day money back guarantee: If you’re not satisfied, contact Quicken within 30 days of purchase with your order confirmation for a full refund of the purchase price.

Illustrations © Adam Simpson. All rights reserved.

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