Re-establish Download for an Account Deleted in Quicken

Chet-NYC62
Chet-NYC62 Quicken Windows Subscription Member ✭✭✭
edited August 2024 in Download, Add/Update Accounts (Windows)

I have a Citibank brokerage account that is dormant- it exists at Citibank but is just empty. I marked it as closed in a Quicken well over a year ago. Since there is no way to reverse that, I deleted the account and tried to add it back.

When I go to Add Account and log into Citi, the account is there, I check it approve access, but it never goes through. My other Citi accounts are just fine.

Am I doing something wrong? Does the account need to have a transaction in it? (The last transaction would be back in 2022.)

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  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    My guess would be that you aren't doing anything wrong. It is more likely that even though the account is being shown in the reauthorization page, Citibank isn't sending that information to Intuit because something farther down the line of their system knows that it is "dormant" and blocks sending it.

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