Linking CIT bank account for download tarnsactions

I am not able to link CIT bank account to my quicken since CIT changed their online services. Can anyone point me to updated instructions for linking CIT to Quicken on Windows??

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  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    Answer ✓
    I found this at the CIT Bank site, maybe that'll help.

  • Misterbill
    Misterbill Member, Windows Beta Beta
    edited February 2022
    So I have this working, but it's asking for a code sent via text message every time I download transactions [Removed-Disruptive]. Has anyone figured out a way around this? I'm thinking of just closing our accounts there, since their savings rate is no better than the other banks anymore (it was when we opened them).
  • I managed to link Quicken with my CIT bank account, but have the same issue as it sends a code to enter for download every time. A bit too much security, if ask me....
  • Misterbill
    Misterbill Member, Windows Beta Beta
    edited March 2022
    I managed to link Quicken with my CIT bank account, but have the same issue as it sends a code to enter for download every time. A bit too much security, if ask me....
    Yes, definitely excessive for read-only access. I closed our accounts, now my Quicken update runs quietly. Which reminds me, I told them why I closed it in a parting email. I need to go look for their reply.

    Update - just checked, and they claimed that the code was supposed to be a one-time thing when connecting to a third party. I told them that either that information is wrong, or it's broken.
  • Misterbill
    Misterbill Member, Windows Beta Beta
    Update -- CIT said "This is an issue that we are looking into with quicken,"
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