NOTE that as of April 1, 2016, Quicken has changed ownership and is no longer a part of Intuit. In order to fully respect your privacy preferences, for a limited time, any opt out request you make to Intuit regarding Quicken will apply to both Intuit and Quicken. All privacy questions sent from this site will be answered by Quicken.
For customers of Quicken.com and Quicken branded desktop and mobile products and services (collectively “Quicken”), below is information about how Quicken collects, uses, and shares your information. This Privacy Statement does not apply to Intuit products and services that do not display or link to this statement or that have their own privacy statements.
What is Personal Information?
“Personal Information” means data that identifies you and is associated with a specific person. Personal information does not include information that is anonymous and aggregated or is no longer identifiable to a specific person (i.e. de-identified).
Information We Collect
Quicken collects many kinds of information in order to operate effectively and provide you the best products, services and experiences we can. We collect information when you provide it to us, such as when you purchase a product, register, sign in, or call us for support. We may also automatically collect information when you use our sites, products and services. We also may get information from other companies or third parties. We automatically collect this information in a variety of ways, including from web forms, through technologies like cookies, web logging, and software on your computer, mobile, or other devices. The type of information we collect may depend on the Quicken features you use and may include: name and contact information; your user name and password; payment and financial data; information that includes third party content and functionality, (if you use third party-connected services); usage data (i.e. information about how you interact with various products and services, including third party products and services); contacts and relationship information; information about the devices you may use to connect to products and services; and feedback information, if you as a user provide us feedback and suggestions. Quicken is a personal financial management service that can automatically download financial information, such as current account balances and transactions. To provide you with this service, we may need to access your online financial accounts.
How We Use Your Information
Quicken uses the information we collect to operate, improve and personalize the products and services we offer, to run our business, to develop new products, or to market to you Quicken and other products and services that we believe you might be interested in.
We use your information, including your personal information to:
- Operate our business, including informing you about your account or provide security updates
- Improve your experience with our products and services
- Develop new products and services
- Advertise, promote, or market our or our partners' products and services
- Comply with applicable laws or respond to lawful legal process from law enforcement and government agencies
- Protect Quicken or Intuit’s rights
We may also use your de-identified, or anonymized and aggregated information, for academic, research, policy, analytics, or marketing purposes, as described in more detail below.
Reasons Why We Share Personal Information
Except as described in this statement, we will not, without your permission, sell, publish or share information you entrust to us that identifies you or any person.
We may share your personal information with vendors or affiliates working to provide a service for you as needed to complete any transaction or provide any service you have requested or authorized, or when required by law or to respond to legal process.
We may also share or disclose your personal information with Intuit affiliates and subsidiaries. We may share or disclose your personal information to protect our customers; to maintain the security of our services; to detect, prevent or report fraud, criminal activity, or violations of our terms of service/use; to protect the health and safety of our customers or the general public; and to protect our rights and property. We will not share your personal information with third parties to use for their direct marketing purposes or benefit.
We reserve the right, in our sole discretion, to share or disclose your personal information with law enforcement, government officials, and other regulatory agencies.
We may use non-personal information (i.e. de-identified data or anonymous or aggregate information) for academic, research, policy, or marketing purposes. We may share or make this information available (but never in a way that identifies you personally) to:
- Third parties for research, policy, analytics, or academic purposes, and those third parties may publicly report the findings of their research or analysis;
- Organizations that conduct research into consumer spending; and
- On a community level, users of the service for purposes of comparison of their personal financial situation relative to the broader community.
If Quicken or its assets are acquired by another company, or in the event of a merger, consolidation, change in control, transfer of substantial assets, reorganization, or liquidation, we may transfer, sell, or assign to third parties, information concerning your relationship with us, including, without limitation, personal information that you provide and other information concerning your relationship with us. Such third parties will assume responsibility for the personal information collected by us in connection with our business operations or through our sites and such third parties will assume the rights and obligations regarding such information as described in this Quicken Privacy Statement.
Security of Your Data
Quicken takes the security of your data seriously. We use technical and administrative security measures such as, but not limited to, firewalls, encryption techniques, and authentication procedures, among others, to maintain the security of your online sessions. Security of your data stored on your desktop or accessed other than through a Quicken online service is your responsibility.
Accessing Your Information
You may access, review, and update your name, e-mail address, user ID, password, and physical address any time via Quicken.com. If you registered for third party services through us, you may access your personal information with such third party services directly. You may choose to close or request that we delete your account and your associated data at any time.
We will use commercially reasonable efforts to remove your data, although some information may be retained. For example, some information may be retained on a server or media, if necessary to help ensure continued availability of our products and services. In general, we retain your personal information as long as necessary to provide the services you have requested. We may retain personal information to comply with law, prevent fraud, resolve disputes, trouble shoot problems, enforce our terms of service, and as otherwise permitted by applicable law.
We may send periodic product or service-related alerts, weekly summaries, notifications, newsletters, promotions, or other information via phone, e-mail, in-product messaging and text. You may choose to stop receiving some product alerts by indicating your preference in your account profile or settings.
You may also follow the unsubscribe instructions in the e-mail or text message you receive. Please note that certain service-related messages that we send are necessary for the proper functioning and use of the Quicken product and services and you may not have the ability to opt -out of those messages.
Where Your Data May Be Located
The data we process may be transferred to, stored, and processed in, the United States or any other county in which Quicken or its affiliates, subsidiaries, or service providers maintain operations. By using and providing information to us through our service, you agree and consent to the transfer, storage, and processing of your data to any such country in connection with the service.
Your Usage Data
When you first register to use Quicken, we capture your information as specified in the product registration screens, including e-mail address and physical address. On an ongoing basis, we collect basic information about your computer configuration and how you use Quicken. In some cases we may offer you third party products and services that can be accessed through Quicken, or as part of a Quicken service. We may collect information regarding your connection to and use of these products and services. These reports (including usage data) are sent to us to help us improve our products, to verify product or service functioning, to diagnose and correct problems, and to support our user base. These reports generally include information about: things like computer configuration, such as computer type or monitor resolution; application use, such as the features that you use most often or time spent on parts of our site; and other information that relates to usage patterns and third-party products and services that our users access through Quicken. We may record IP address, browser type, and operating system and app version. We will never share your usage data with third parties for their direct marketing purposes, but there may be times when we share it with our vendors or partners who are under a contractual obligation to protect the privacy of this information, and who have a legitimate need to know the data (for example, to provide the service that we have contracted with them to provide). We may also utilize usage data to determine what Quicken products and services we think you would like to be informed of. You are always free to opt out from any marketing communications from us by following the unsubscribe instructions in any marketing e-mail we send. We may share anonymous or de-identified usage information as described earlier under the heading, “Reasons Why We Share Personal Information.”
Cookies; Web Beacon and Similar Technologies
Synchronizing Your Service Using Desktop Software
Some Quicken services or features running on your computer or mobile device may require an Internet or on-line connection. When you are connected to the Internet from within the software we may also include product updates and messages, service information, and help content in the Internet transmissions. Some of our Web-enabled products and services synchronize with the information on your computer to help keep the data accurate and provide additional online services. In some cases, you can manage the frequency of these updates. Quicken Connect accounts use sync services as part of transaction download and cannot be disabled.
When you access certain services or features from a Quicken program running on your computer, we will log the connection (such as the link you clicked on or the update service you are using) and we may also collect information (such as usage information) about your product, system or other technical data that will help us direct you to the appropriate information or service or to improve the service itself.
Automatic Software Product Update
For users of our installed products, Quicken will check for new updates when the user initiates a refresh or when the user asks Quicken to check for updates. If a new update is available, the user may be notified of the new patch and asked for permission to download and install the same. In some cases, if a user does not install the patch after several days, the patch may install automatically or the user may be prevented from using the product unless the patch is installed. To prevent these automatic updates a user may adjust settings for updates in the operating system.
Intuit ID is a service that allows you to sign-in to a variety of Intuit products, services, and sites. This will remain in effect as a service that Intuit provides to the Quicken organization. As part of the Intuit ID service we will collect certain information for security purposes in order to verify your identity, or to reset your password if you cannot access your account. Some products and services may require added security and you may be asked to provide additional information. The e-mail address and password that you use to sign up for your Quicken or Intuit account are your "credentials" that you will use to authenticate with our network. We assign a unique ID number to your credentials to identify you and associated information.
Location Data; Do Not Track
If you choose to use product or service that uses information about your location, we may collect location information from your device and will notify you of this collection. You may control or disable the sharing of location information via your device setting and/or the service.
We do not respond to Do Not Track Signals (“DNT”) signals at this time. To learn more about how DNT works, please visit http://allaboutdnt.com/.
Quicken does not knowingly collect information from children. Quicken.com and Quicken products and services are not intended for children under the age of 13.
Trustee Privacy Seal Program
Quicken is certified through TRUSTe’s Privacy Seal Programs. In order to obtain certification, Quicken disclosed its information privacy practices to TRUSTe for its review to verify compliance with TRUSTe’s requirements. Our compliance with the TRUSTe program is viewable on the validation page available by clicking the TRUSTe seal.
Changes to Our Privacy Statement(s)
We may update this Privacy Statement periodically. If we make material changes to the way we process your personal information, we will provide you notice via our service or by some other means, such as via e-mail or in-product notification. Please review any changes carefully. If you agree with the changes, continue to use our products or services. If you object to any of the changes and no longer wish to use our services, you may close your account(s). All changes are effective immediately upon posting and your use of our product or service after a notice of material change or posting of an updated Privacy Statement shall constitute your consent to all changes.
Other Important Privacy Information
If you have questions or concerns regarding this Privacy Statement, our security practices, or our information processing practices, please contact us by writing to firstname.lastname@example.org, or by calling or chatting with our customer care team: www.quicken.com/contact-support.
Additional Service or Feature Specific Privacy Information:
Below is additional privacy related information about specific Quicken features that you might find important:
Quicken.com Investing Center
To use the Investing Center you must be a registered user of a currently supported version of Quicken software and you must have an Intuit ID and password. When registering, we verify your Intuit ID, password and Quicken software version year to allow you access to Quicken.com services. For more information, see http://investing.quicken.com.
PayTrust and Quicken Bill Pay
PayTrust and Quicken Bill Pay are services that allow you to manage online payment of your bills. We have a relationship with Metavante Payment Services, LLC to make the PayTrust online payment service available to you.
The PayTrust or Quicken Bill Pay enrollment page is hosted by a Metavante Payment Services LLC, on our behalf. When enrolling online for PayTrust or Quicken Bill Pay, we or Metavante will request your Social Security number and date of birth. This information is necessary to verify your identity at the time of enrollment. Your date of birth and the last four digits of your Social Security Number may be used to verify your identify and prevent fraudulent use of your account information in the event you contact Customer Service for assistance. This information will also be used to verify critical information about you, including your contact information, in relation to your payment service. Bank account information, such as account number, type and routing transit numbers, is used to process your payment and service fees. Your information is transmitted securely. The PayTrust or Quicken Bill Pay enrollment page is hosted by a third party, Metavante Payment Services LLC, on our behalf. Metavante is not permitted to use your information for anything other than to provide you the services you are requesting. For a description of Metavante's privacy practices, click here.
To update your Quicken Bill Pay contact information, logon to your account here, go to the "My Profile" menu and select "Update Your Profile". You can also call Quicken Bill Pay at 1-877-486-8844.
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