Citibank cancelling out linked accounts on updates

Alan NY
Alan NY Quicken Windows Subscription Member ✭✭
edited April 18 in Investing (Windows)

I have several Citibank accounts under different ID's, for banking, business and Costco. Upon updating, some of the accounts under 1 ID are unlinked and nothing update. When I manually reset or even deactivate that account, it will unlink other accounts under different ID and then not recognize there is an active account. I will repeat the process and then other accounts will drop out. It's an endless loop

Comments

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Alan NY,

    Thank you for letting us know you're encountering an issue. To clarify, I noticed you posted this discussion in the Investing section. Is this a problem you're encountering with investment accounts?

    Based on your description of the issue, it sounds like connecting the accounts under one userID causes accounts under another userID to get disconnected. What error message/code are you seeing when this happens?

    Citi offers a lot of different connection options. Are you trying to connect all the userIDs under one connection option, or have you tried using a different option for each userID?

    Screenshot 2025-04-18 at 5.28.00 PM.png

    I look forward to your response!

    Quicken Kristina

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Alan NY,

    I haven't seen a response from you. Do you still require assistance?

    Thank you!

    Quicken Kristina

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