Two separate Citi accounts won't work at the same time

Halfcent
Halfcent Quicken Windows Subscription Member

I have two separate Citi credit card accounts. They each have separate logins and nothing to do with each other. Quicken allows me create these accounts separately, however fails to allow these accounts to exist independently in on-line transaction downloads. In the password vault, it will only store one set of credentials for Citi at a time. When I run one-step update, it will find one account, but then produce an error saying it can't find the other and that it must have been "closed" and I should delete the other account. That's because its trying to find it using the login credentials of the first account. Hence, I can only track one account at a time on-line.

Please fix this.

Comments

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Since you're using passwords to connect to Citi, that tells me that the downloading method you're using is Direct Connect, a downloading method that Citi moved away from (supposedly) in favor of Express Web Connect+ (EWC+) some time ago. All of my Citi credit card Accounts in Quicken use the EWC+ protocol, even though each and every one of the credit card accounts use different User Names and Passwords at the web site citi.com. The EWC+ protocol doesn't use User Names and Passwords, it instead uses "tokens." So now if I look in my Password vault all of these Ciit Quicken Accounts indicate "Not Required."

    Up until the changeover on the part of citi from Direct Connect to EWC+ all of my credit card Accounts did use Direct Connect and all of them updated at once when I kicked off a One Step Update.

    I wonder if some element of this conversion from Direct Connect to EWC+ has something to do with what you're seeing here? Have you tried converting both of these Accounts to EWC+?

  • sreebang
    sreebang Quicken Windows Subscription Member

    Have same issue, cannot have two separate accounts.