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Trouble Adding a Second Citibank Credit Card to Quicken

Savvy Investor

I have been a Quicken user for more than 25 years. I am running Quicken Classic Premier for Windows, Version 27.1.67.7.

Recently, Citibank acquired the AAdvantage MasterCard program from Barclays Bank. I have for many years had a Barclay's AAdvantage MasterCard, which was set up for automatic download in my Quicken file. This card has now been transferred to Citi.

I also have a Costco Anywhere Visa Card issued by Citibank, and this card is set up for automatic download in my Quicken file. The downloads for this account have worked flawlessly for many years.

I deactivated the former Barclays MasterCard from automatic download and then attempted to use the Add Account tool to add my new Citibank AAdvantage MasterCard to my Quicken file.

I received this message: "Citibank needs you to authorize your accounts."

I proceeded to the next window (the sign-in window) and entered my username and password, which I regularly use to access the Citibank website. I was surprised when my sign-in credentials were not accepted, and I received this message: "Please enter a valid username and/or password and try again."

I tried three additional times with the same result. I then attempted to log on to the Citibank website with these same username and password, and my login was successful.

Thus, I am stuck. Quicken does not recognize my Citibank username and password, and I am unable to update my Citibank credit card accounts. Furthermore, my Costco Anywhere Visa Card by Citi has been deactivated and is no longer set for automatic download (I am now receiving a CC-800 notice with this account).

The fundamental problem is that Quicken no longer recognizes my Citibank username and/or password, and I am therefore unable to add, modify, or update my Citibank credit card accounts.

[Edited - Readability]

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Comments

LFrederich

I am having exactly the same problem. Quicken user for over 35 years. I don't know what to try next.

Quicken Kristina

Hello @Savvy Investor & @LFrederich,

Thank you for letting us know you're encountering this issue. To assist with this issue, please provide more information:

When did you first notice this issue?
Have you had to do anything to set up the AAA MasterCard on Citi's website?
- Did you have to create new login credentials for the account?
Are you able to view the account when you log in directly on Citi's website?
- Are you redirected to another site when viewing the account?
Which connection option are you selecting in Quicken?
- Do you encounter the same issue, regardless of which option you select?
Which browser are you using?
- Do you get the same results when you set an alternate browser as your default?
Have you contacted Citi about this issue?

I look forward to your reply!

NotACPA

@Savvy Investor @LFrederich

What's set as your default browser? I had the same problem, using Firefox, until I temporarily switched my default browser to Chrome. Then, the connection to Citi (for my formerly BarclayBank AAdvantage card) worked.

As soon as I got it working, I switched back to Firefox.

Savvy Investor

Thanks, Quicken Kristina, for your prompt response.

My problem first showed up on May 6 or May 7 when I received an email from Citibank informing me that the credit card formerly issued by Barclays had been successfully transported to Citibank and was now linked with my existing Citibank Costco Visa Card and available for use.

I had already deactivated the Barclays card from OSU through Barclays and decided I could now reactivate it through CitiBank using the Add an Account Tool. That resulted in the message that CitiBank was requiring me to reauthorize my CitBank accounts. The only account I had with CitiBank was the Costco Visa Card.

To set up the former Barclays MasterCard with CitiBank, I used the same username and password I had been using for access to my CitiBank Visa card. I received a message that the username and/or password was invalid.

I then tested the username and password by logging directly onto the CitiBank website. I had no trouble logging in, and I saw that both credit card accounts were listed.

While attempting to remedy this problem, I have accessed the CitIBank website multiple times, but I have not spoken with a CitiBank service rep. It seems to me that the problem lies at the Quicken end rather than with CitiBank.

My default browser has long been Microsoft Edge, but I switched to Chrome in an attempt to resolve my problem. Chrome is the only other browser installed on my computer. Unfortunately, switching to Chrome has not resolved this issue.

The connection method for my existing CitiBank Costco Visa card is express web connect. I have not attempted any change.

The end result is that I was unable to set the former Barclays MasterCard up for OSU with CitiBank and I have lost the ability for OSU with my CitiBank Costco Visa card, presumably because I was unable to reauthorize my account.

Both cards show on the CitIbank website as unauthorized for Quicken access.

My CitIBank Costco Visa account is now flagged on Quicken as needing attention.

Savvy Investor

PROBLEM HAS CLEARED UP, BUT I HAVE NO EXPLANATION FOR THE ORIGINAL CAUSE OR THE SOLUTION.

This afternoon I again tried to reauthorize my Citi Bank credit card accounts (after numerous failed attempts over three days). It simply worked this time with Chrome as my default browser (after failing previously with Chrome). I am happy to have the problem resolved, and hopefully it will not return. Thanks to all who offered suggestions.

Quicken Kristina

Thank you for the follow-up,

I'm glad to hear the issue is resolved!

I suspect the fix was probably something that Citi did on their end.

If you need further assistance, please feel free to reach out!

LFrederich

I made chrome my default browser and it still wouldn't let me log in. The instructions said to link to Citi Cards. I already have an account under my name - this Aviator card is in my husband's name. I log in to the same website to access both accounts. So I decided to try to add the account from Citibank, and it worked. I got way more transactions than I wanted, but I can deal with that. Thanks for the help and the responses. I've had way too many technical difficulties in the last week or so.

NotACPA

I've also got a Citi Mastercard that was acquired from BarclayBank. Under TOOLS, Account List, the Financial Institution is shown as Citi Cards, NOT Citibank.

And my default browser is Firefox, but I had to switch (I think to Chrome) for the initial connection to work, but immediately thereafter I switched back to Firefox and have had not problems.

Your browser doesn't matter in subsequent connections between Q and the banks once the initial connection is made.

Quicken Kristina

Hello @LFrederich,

We haven't heard back from you in a while. Do you still need assistance?

Check back and let us know! Thank you.

Quicken Kristina

Hello again,

Checking in once more before this thread is closed.
Let us know if you still need assistance.

Thank you!