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Citi Wealth Investments unable to communicate with Quicken

mefriedman678

Citi Wealth Investments stopped working with Quicken several days ago, and has not resolved. Upon "Reset Account" the error that shows states "Sorry, We encountered an error. (It's not your fault)

Have tried creating a new Citi Wealth Investments account with no success as well.

Have called Citi Wealth Investments and they have no knowledge of any problem, and they have no solution to the problem.

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Quicken Jasmine

Hello All,

We now have an active alert regarding various error messages from Citi Personal Wealth Management. You may follow this link to access that alert which I suggest bookmarking for all further updates.

We apologize for any inconvenience caused in the meantime.

All comments

solmssen

I'm also having this issue. Quicken Support tried to tell me it was my account, and you're the first confirmation I've seen that it isn't - I appreciate it! I would bet dollars to donuts it has something to do with the change in domain name at Citi Personal Wealth Management site - it used to be at https://investments.citi.com and now it’s at the https://investments-citi.netxinvestor.com/, and just from the point of view of this simple country IT guy, that change was super spooky – it happened without warning or notice and really freaked me out. I would not be surprised if the DNS names for the server Quicken communicates with have been updated without any warning to Quicken.

Quicken Jasmine

Hello @mefriedman678,

Due to the nature of the error message, I suggest contacting Quicken Support directly for further assistance as an escalation may be in order. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

I apologize that we could not be of more assistance.

Hello @solmssen,

Do you have the ticket number that was provided to you during your interaction with Quicken Support? Do you use a different email address for your QID then for the Community? I was unable to locate any Support tickets using your provided information within the Community.

Let me know!

solmssen

Hi Jasmine, my ticket number was 11382026. [Removed - Personal Information]

get

Having same issue with Citi Personal Wealth Management for several days. Quicken error "It's not your fault" and fails quickly before asking for 2FA so I'd agree it may be a domain issue. Https://Investments.citi.com currently fowards to another domain, but I seem to remember that it did that before, although I'm not sure if it was the same domain. Has anyone had any success resolving?

solmssen

It didn't do the forwarding before, because my password manager wouldn't input into the new domain until I set it up as a new entry. That's one of the reasons why using a password manager is so important, because they check the actual domain you're entering credentials into, and can't be fooled by unicode characters etc., and also one of the reasons why the change freaked me out. This was not communicated to users at Citi personal wealth management at all - it really looked like a domain hijack.

SteveK_ORD

Same issue. Started on 11/11/2024. Frustrating.

todd270z

Same issue for about a week now…

Quicken Jasmine

Hello @solmssen,

If your financial institution has changed its URL, then it will require them to submit a request to have it changed within Quicken. For more detailed information regarding this topic, please take a moment to review the section titled "How can I fix an incorrect Homepage URL?" found in this support article.

I do apologize for any inconvenience! Thank you.

Quicken Jasmine

Hello All,

Thank you for taking the time to visit the Community to report this issue, though we apologize that you are experiencing this.

We have forwarded this issue to the proper channels to have this further investigated. In the meantime, we request that you please navigate to Help > Report a problem and submit a problem report with log files, a sanitized data file, and screenshots (if possible) attached in order to contribute to the investigation.

While you will not receive a response through this submission, these reports will help our teams further investigate the issue. The more problem reports we receive, the better.

We apologize for any inconvenience! Thank you.

(CTP-11489)

solmssen

@Quicken Jasmine - the url you're describing has changed, but is being forwarded to the correct one. I think the URL we're worried about is the name of whatever endpoint Quicken is using to download data may have changed. I'm calling Pershing tech support today (they handle the Citi online investments site, and we'll see how far we get…

cruciverbalist

In a separate posting, I am having the same problems as described here.

I called Citibank, and was advised that a message went out this morning (November 14, 2025) to the people on the Citibank helpdesk, announcing that the link between Quicken downloads and Citibank will be offline until the 1st quarter of 2025!

I do not know if it is possible for a broker to generate a .QIF file which you can import into Quicken or not.

It looks like those of us with Citibank portfolios are going to be out of luck for a considerable amount of time.

Quicken? Can you help Citibank resolve this?

Brad2

Same issue here. For the amount of issues I've had to help troubleshoot over the past few years, I should be getting paid by Quicken…or at least receive Quicken for free!!!

solmssen

I talked today to the Pershing tech help desk - this is the company behind the NetXInvestor backend that Citi uses. There is a ticket established and we'll see what happens. They are in communication with my Citi Wealth rep and I hope we learn something better than @cruciverbalist's scary info.

Dan2424

I have been experiencing the same problem for about a week. Old accounts are not working and no luck in creating a new account or file.

Dan2424

same problem

unknown

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mjxm

I have been experiencing the same problem for about a week. My Citi Bank and Citi Card sites are ok, but cannot reestablish download link with Citi Personal Wealth.

steven1390

I have been experiencing this login issue with CPWM since about Nov 10. As suggested by Quicken Jasmine, today I submitted an problem report to Quicken with log files, a sanitized data file, and screenshots.

fong424

Add another disappointed Citigold customer with a Citi Personal Wealth Management account. I can view my CPWM account via the Citi website and the familiar "Redirecting to partner website, it may take up to 10 seconds to load." 🙁

At least my checking and Citicard accounts are still connecting with Quicken.

DJ3

I spent 90 minutes on the phone with Javier who tried very hard to solve this problem…he has created a ticket along with a lot of my logs. i "almost" was able to open a new account at Pershing using my CPWM credentials and almost finished. I was able to get as far as them asking me if I wanted to rename some of my stocks or use the name they had. They clearly had access to my account because they only asked about stocks in my portfolio. After that it wouldn't let me go further and didn't create a portfolio. I am NOT optimistic…the change to NetXInvestor is definitely causing issues as their security protocols don't like redirects at all and probably just terminates the request.

Dan2424

I found a work around that works for me. For Quicken I used "Pershing Investments" instead of "Citi Personal Wealth Management" and it asks for the first three characters of the account number. From there all the accounts worked. A hassle changing the accounts in Quicken to Pershing, but I didn't want to wait for the CPWM error to be resolved.

adamo010

Same issue - but didn't use Pershing because it force use of the 'Simple' investment view (as opposed to 'Complete', with a register).

jainraje

My Citi bank and credit card accounts are downloading into quicken but despite my efforts, the Citi investment account does not link with quicken. It used link but a month ago it broken and even quicken support and citi support are unable to help fix. I’m leaning towards this is a Citi infrastructure issue.

GaryB1

Same problem. Suddenly stopped working. I'm convinced this is a Citibank issue. Contacted my Wealth Manager, who obviously would know nothing about it. He's going to have his assistant try and look into it. I'm not overly optimistic.

oblong

Same problem described by everyone on this page. Does anyone know whether it is possible to download a file of recent transactions from Citi Personal Wealth Management that could be imported into Quicken? I used this work-around for my regular Citi accounts in the past when encountering connection issues.

SteveK_ORD

Is there an update to this? Anyone find a workaround?

Quicken Janean

Hi @SteveK_ORD, this issue has been reported however, we do not yet have an update. Once we have more details, we will share them here. Thank you for your patience.

starunit

Yes, this is expected behavior. At least, it's the behavior I've come to expect. Quicken purports to have seamless connections to many Financial Institutions (FIs) but they always seem to be playing catch-up whenever an FI alters their system. It's almost as though they have no agreement with them at all. If it happened infrequently I'd have a different opinion, but it happens over and over again.

Marianna

I'm currently affected by both this issue with Citi Personal Wealth Management and a similar one with Barclay's. What I really dislike is that I never seem to get errors anymore when a connection breaks. I have to notice on my own that I'm not getting new transactions, then try to reset the connection. If that doesn't work, I have to deactivate and then try to reactivate. Usually that's when I discover that there is some sort of systemic issue. It kinda destroys the whole reason for using something like Quicken if you can't ever trust that it's giving you good information.

GaryB1

There is a work around…at least a temporary/partial one. Change your account from Citi to Pershing. You'll be able to link your accounts with an Express Web Connect connection, which will at least get you positions and balances…if not individual transactions.