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Quicken Inc. E-Sign Act Policy Notice and Consent

Updated: April 27, 2022

Communications you receive in electronic form from us will be considered in writing.

By consenting to the terms of this Agreement, you acknowledge that your Quicken Inc. Account (i.e., your Simplifi Membership or Quicken Membership) is entirely internet based and is not designed to include the option to request paper delivery of communications, all of which will be delivered electronically. If you do not wish to receive electronic delivery of your communications, Quicken Inc. will not open your Quicken Inc. Account.

By using Quicken Inc. products and services (Products and Services) you hereby consent to this Notice and affirm that you have access to the hardware and software requirements identified below. In addition, you must review and accept the terms of these services. If you choose not to consent to this Notice or you withdraw your consent, you will be restricted from using Electronic Services.

Scope of Communications to Be Provided in Electronic Form:

Communications we provide to you in electronic form (“Electronic Communications”) may include, but are not limited to, disclosures and other notices regarding our Products and Services such as:

  • Terms of Use and notices and any changes thereto
  • All legal and regulatory disclosures and communications associated with related Products and Services
  • Privacy statement or notices and any changes thereto
  • Pre-payment disclosures, transaction receipts, and confirmations
  • Error Resolution policies and notices
  • Customer service communications (such as claims of error communications)

Method of Providing Communications to You in Electronic Form:

All Electronic Communications that we provide to you will be provided by any of the following means:

  • By electronic or email transmission with a hyperlink to the Quicken Inc. website, other website, or within the Simplifi or Quicken Applications where information is posted;
  • By text message or SMS to the mobile phone number associated with your Account (which may include a link to the information on the Quicken Inc. website); or
  • By electronic or e-mail transmission to your designated e-mail address.

How to Withdraw Consent:

You may withdraw your consent to receive Electronic Communications under this Notice by calling us at (650) 250-1900. Your withdrawal of consent will cancel your agreement to receive Electronic Communications, and therefore, your ability to use our Electronic Services. At our option, we may treat your provision of an invalid e-mail address, or the subsequent malfunction of a previously valid e-mail address, as a withdrawal of your consent to receive Electronic Communications.

Any withdrawal of your consent to receive Electronic Communications will be effective only after we have a reasonable period of time to process your withdrawal. In the meantime, you will continue to receive Electronic Communications. If you withdraw your consent, the legal validity and enforceability of prior Electronic Communications delivered will not be affected. In addition, you may experience a delay in obtaining information regarding your transactions.

How to Update Your Records:

It is your responsibility to keep your primary email address and mobile phone number true, accurate, and complete so that Quicken Inc. can communicate with you electronically. You understand and agree that if Quicken Inc. sends you an Electronic Communication, but you do not receive it because your primary email address on file or mobile phone number is incorrect, out of date, blocked by your service provider, or you are otherwise unable to receive Electronic Communications, Quicken Inc. will be deemed to have provided the Electronic Communication to you; however, we may deem your account inactive. You may not be able to transact using our services until we receive a valid, working primary email address from you.

If you use a spam filter or similar software that blocks or re-routes emails from senders not listed in your email address book, we recommend that you add Quicken Inc. to your email address book so that you can receive Electronic Communications from us.

You can update your address and contact information by signing into your account profile, reviewing, and updating the information stored on file. If you experience any problems, you can contact Quicken Inc. at (650) 250-1900.

Federal Law:

You acknowledge and agree that your consent to Electronic Communications is being provided in connection with a transaction affecting interstate commerce that is subject to the federal Electronic Signatures in Global and National Commerce Act, and that you and we both intend that the Act apply to the fullest extent possible to validate our ability to conduct business with you by electronic means.

Termination/Changes:

We reserve the right, in our sole discretion, to discontinue the provision of your Electronic Communications, or to terminate or change the terms and conditions on which we provide Electronic Communications. We will provide you with notice of any such termination or change as required by law.

Enforceability:

Whenever possible each provision of this Consent shall be interpreted in such a manner as to be effective and valid under applicable law. If any provision of this Consent shall be prohibited by or invalid under applicable law, such provision shall be ineffective only to the extent of such prohibition or invalidity, without invalidating the remainder of such provision or the remainder of such provision or the remaining provisions of this Consent.

Consent

By using the Products and Services, you adopt the check mark as your electronic signature, and you give your affirmative consent for Quicken to provide Electronic Communications to you as described herein. You further agree that your computer satisfies the hardware and software requirements specified above and that you have provided us with a current e-mail address at which we may send Electronic Communications to you.

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†Discounts are calculated based on the annual price. The final price may differ from the monthly discounted price multiplied by 12 months. All offers are for the first year only when you order directly from Quicken by October 11, 2023, 11:59 PT. Offer good for new memberships only. Subscription billed annually. Offers listed above cannot be combined with any other offers. Offer does not apply to Quicken Starter. Upon the end of your membership term, the subscription will automatically renew at the then-current rates, unless you or we terminate this agreement.

Quicken is a registered trademark of Rocket Mortgage, LLC, used under license. iPhone, iPod, iPad Touch are trademarks of Apple Inc., registered in the U.S. and other countries. Android is a trademark of Google Inc. Dropbox, PayPal, Yelp, and other parties’ marks are trademarks of their respective companies. Terms, conditions, features, availability, pricing, fees, service and support options subject change without notice. Corporate Headquarters: 3760 Haven Avenue, Menlo Park, CA 94025

* Footnotes and disclaimers

Monitoring alerts, data downloads, and feature updates are available through the end of your membership term. Online services require internet access. Third-party terms and additional fees may apply. Phone support, online features, and other services vary and are subject to change. 14,500+ participating financial institutions as of October 1, 2018.

Standard message and data rates may apply for sync, e-mail and text alerts. Visit https://www.quicken.com/go/apps for details. Quicken 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 2015 and above desktop products.

  1. Purchase entitles you to Quicken for the term of your membership (depending upon length of membership purchased), starting at purchase. Full payment is charged to your card immediately. At the end of the membership period, membership will automatically renew every year and you will be charged the then-current price (prices subject to change). You may cancel before renewal date. For full details, consult the Quicken Membership Agreement. You can manage your subscription at your My Account page.

If you are redeeming the free Quicken Starter product through the purchase of TurboTax, and you are currently in an active Quicken subscription and not within 6 months of your renewal date, you will have to return to this page within 6 months of renewal in order to redeem. Additionally, note that if you are currently subscribed to Quicken Deluxe, Quicken Premier or Quicken Home & Business, by redeeming the free Quicken Starter product, you will lose some of the features that are associated with your current higher-tiered product.

Quicken for Windows imports data from Quicken for Windows 2010 or newer, Microsoft Money 2008 and 2009 (for Deluxe and higher). Quicken for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity.

30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less shipping and handling fees. See https://www.quicken.com/30dayguarantee for full details and instructions.

Quicken for Mac software and the Quicken App are not designed to function outside the U.S.

The VantageScore provided under the offer described here uses a proprietary credit scoring model designed by VantageScore Solutions, LLC. There are numerous other credit scores and models in the marketplace, including different VantageScores. Please keep in mind third parties may use a different credit score when evaluating your creditworthiness. Also, third parties will take into consideration items other than your credit score or information found in your credit file, such as your income.

VantageScore®, Equifax®, Experian® and TransUnion® are registered trademarks of their respective owners.

All 2018 and newer versions of Quicken entitle users to 5GB of free Dropbox storage while subscription is in effect.

EQUIFAX is a registered trademark of Equifax Inc. The other Equifax marks used herein are trademarks of Equifax Inc. Other product and company names mentioned herein are property of their respective owners.

Portfolio tracking included with Quicken Premier and Quicken Home & Business on Windows.

Payment links are only available for Quicken Home & Business.

Certain features not supported on mobile apps.

Illustrations © Adam Simpson. All rights reserved.

© 2024 Quicken Inc. All rights reserved. Quicken is a registered trademark of Rocket Mortgage LLC, used under license.

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