Error when adding Citi accounts to mobile (updated topic)
Karen Vierra
Member ✭✭
Lost my ability to sync to Mobile with Citi Cards. Notation received: "A connection to your financial institution could not be established". This started with the new setup requirements from Citi. I was able to get the main account setup to work. Does someone have a solution for this?
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I’m having the same issue. Started when Citi updated their security. I was able to authorize my desktop to correct the one step update but the mobile sync has not corrected5
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> @woodinlb said:
> Go to https://citi.com/datamanatement and then perform the fix account on the quicken app on your phone. Worked for me today.
I tried this today and it worked for me. I went to the citi website, activated the 10 minute timer, and swiped my citi credit card account on the app to the left to "Fix it". It took a few seconds, the error message went away, and all recent transactions showed up.5 -
meoge
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I was able to get this to work today also. I didn't make any changes to my direct connection for citi since that was already working. I logged into my citi account and went to profile/More Settings/Manage Desktop Apps. I had 1 active ID for "Quicken Windows 2018". This is my direct connection that I had setup earlier. I clicked the Add Access button and then opened Quicken desktop app (windows) and went to Mobile & Web. I clicked on the Account Settings gear and then checked the box for my citi account to attempt to sync it to the cloud. I hit Update Accounts, this is where I would get the error before but this time it succeeded! Looking at my Manage Access page in my citi account I now have a 2nd Active ID with the same name "Quicken Windows 2018" but a different No. and different registerd date times. I've closed Quicken and opened it up a couple times and ran one step update and all seems to be working fine so I'm going to say this is fixed.6
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MIDIPanic
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Fixed. Thanks CITI for addressing the problem.
Similar to the fix for the desktop app, by tuning on the 10 minute access timer on our CITI accounts (we have two different CITI logins), both accounts and their associated credit cards sync in the Quicken Mobile App by simply loading the app and waiting for the normal auto-sync to complete on the app. The confusing thing is that CITI has two similar links under the security setting for managing third-party access to our accounts: "Apps with Account Access" and "Manage Desktop Apps". You need to turn on the 10 minute timer under "Manage Desktop Apps" for BOTH Quicken's desktop app AND for the mobile app. Hopefully CITI will make this less confusing in the future.5
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Answers
However, I'm not able to get Mobile/Web Sync to work. I think this is a different topic that needs to be addressed.
I have gone to mobile web - add or remove accounts and made ssure that account is selected, butg when I sync I get the error message.
Can this be corrected?
Thanks
Is someone working on this issue? Or, better yet, has someone found a solution that I'm not seeing?
> Thanks for your response...Yes, I knew about this, and took care of it. Citi is showing that I have 1 account: Quicken Windows 2018.
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> However, I'm not able to get Mobile/Web Sync to work. I think this is a different topic that needs to be addressed.
Agree. I think the Mobile/Web sync issue is a different issue. Got Quicken Citi to work, can't get Mobile/Web sync to work. Think the issue lies with something I can't control.
I suggest you remove the Citicards accounts from being sync'd to the Quicken Cloud. Just before you add the accounts back to the list of accounts to be sync'd to the Quicken Cloud, log in to the citi.com web site and approve access.
Premier on Windows 10
Since I still can't get Citi to work in the Mobile and Web function, I worked directly with Support. The Mobile and Web issue was escalated by the person I was working with, and I hope to hear back some time next week.
By the way, before I contacted Quicken Support, I contacted Citi. They blew me off, just like you.
This tells me I should expect to see all the accounts I have set up in the OSU function in the Desktop App to be duplicated in the Companion Web App. However, it seems the Companion Web App is using the settings from the Mobile and Web function instead. I know this because I've been unable to set up my Citi account in the Mobile and Web function, even though the account is okay in OSU.
It seems that both the Mobile and the Web apps are both pretty useless, right now!
> Lost my ability to sync to Mobile with Citi Cards. Notation received: "A connection to your financial institution could not be established". ....
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Similar here: Beneath all three of my CITI card accounts in the mobile app, I see "Connectivity Error: Swipe to fix". After selecting the "FIX IT" button in the mobile app, the error I get for all three of my CITI credit card accounts in the mobile app is: "We are unable to connect to to Citibank Credit Card at this time. Please try again later."
This has been ongoing for over two weeks. It did seem to start around the time that I had to reconnect the desktop app due to CITI's new security requirements (https://citi.com/datamanagement).
Hopefully someone from Quicken who monitors the forum can let us know if there is a universal solution in the works for this. I think it would save Quicken support numerous individual support calls.