Unable to Add Citi Brokrage Accounts

System Member admin
This discussion was created from comments split from: Ally and Citi not updating.


  • lockmk
    lockmk Member
    I am a new Quicken Premier user and have connected QP with all my financial accounts. However, it will not find my 2 Citi brokerage accounts, only the 2 cash accounts I have with them, whatever I do. Help!
  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @lockmk,

    Thank you for reaching out to the Community to tell us about your issue, though I apologize that you are experiencing this.

    We will need some additional information in order to better assist you further.

    Could you please provide which version of Quicken you have currently running?
    • Help > About Quicken

    When accessing your brokerage accounts online; do you use the same or different login credentials than your cash accounts? Also, could you please provide the URL web address you sign into online to access your Citi brokerage accounts?

    Please, check back and let us know! Thank you.
    -Quicken Anja
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