Problem authorizing Citi cards transactions downloads

I believe this issue affects only Citi Retail Services cards, not other Citi or Citibank cards. But confirmation of this by those who are having this issue is needed before appropriate troubleshooting steps can be suggested.

To see the list of Citi Retail Services cards that I am referring to, see this Announcement: Upcoming update for Citibank retail branded credit cards.

If your problem card is not on this list, please reply with with specific Citi card it is.

If you problem card is on this list it is very likely that you need to be trying to set up the download connection with the appropriate specific Add Account financial institution for that card…not with Citi Cards, Citibank or some of the other non-retail services Citi financial institutions.

To see if your card has a specific Add Account financial institution: Type in the name of the card in Add Account. For instance, for Citi Thank You Rewards card, type in Thank You, for Best Buy type in Best Buy, for Home Depot type in Home Depot. Then select the matching financial institution and try setting up the card with that.

Other steps that can help to establish a successful EWC+ download connection are as follows. Not everyone is reporting that these steps are helping but many are reporting that one or more (especially #1 and #2) helped them set up a successful connection.:

1. Back up your data file. Then make sure the credit card is Deactivated on the Online Services tab of Account Details. (If you do not see the Deactivate button, then you can know it has already been deactivated.)
2. Browser: Make sure all extension add-ons are temporarily disabled.
3. Browser: If the Privacy Setting is set to Strict, temporarily change it to Standard.
4. Browser: Whitelist (allow) cookies for the financial institution website.
5. Security Software: If you are using a VPN, temporarily disable it.
6. Security Software: If you are still running into issues setting up the download connection, temporarily disable your anti-malware/anti-virus/anti-ads software.

After successfully getting the download connection set up, you can re-enable everything you disabled.

Actually, no, I directed this toward everyone in this thread who is still having an issue setting up the download connection for their card(s). No one has said specifically which credit cards they are having issues with. And @Quicken Jasmine indicated you are having this issue with Citi Retail Services cards (at least that is what the Alert she'd posted is about) so I have assumed that the 2 cards at issue for you are Citi Retail Services cards.

Also, the failure modes are very consistent with the failure modes being reported for other Citi Retail Services cards.

So, if the two cards you are having issues with are included in the list of cards identified in that Announcement that I'd referenced then try following the steps that I'd posted.

But if the two cards you are having an issue with are not on that list, then specifically which cards are they and which Citi financial institution are you try to get them set up with?

I keep asking this because Citi has several different financial institutions for Citi financial accounts and selecting the correct one(s) can be critical to getting a successful download connection set up.

Thanks for confirming all of this. I know you are apprehensive about deactivating the one remaining connected card but if you do not do that you will not be able to reconnect the other two cards. Citi is one of those financial institutions that does not permit separately adding additional accounts while there still is one or more accounts already connected.

So if you really do wish to get your two other cards connected:

1. In the Opening Balance transaction of each of the 3 cards: Enter and save the dollar amount into the Memo field. (This is not essential to the set up process but sometimes when reconnecting accounts the Opening Balance dollar amount gets changed. By saving that amount in the Memo field it makes it very easy to identify when this has happened and to know how to correct it.)
2. Backup your data file.
3. Go to the Online Services tab of Account Details for the one account that is still connected: Make note of the exact Citi financial institution name that it is connected to.
4. Then click on the Deactivate button to deactivate that one connected card.
5. Go to Add Account and type in the exact name of the Citi financial institution and follow the prompts to complete the download connection setup process.
6. When prompted make sure to link the downloaded data to the appropriate accounts that are already in Quicken.
7. If the account balance(s) are incorrect: Check the dollar amount of the Opening Balance transaction. If needed, correct it to match what you previously entered into the Memo field.

If for some reason this does not resolve the issue for you: Follow the additional steps mentioned by @CaliQkn .

• @Morning Glory - Please clarify: Are you having connection issues with all of these cards or just with the Home Depot card?

Were you able to connect and download from any of these cards previously? If so, which ones? And, which Citi financial institution were you able to get them set up with? (There are many different Citi financial institutions in Quicken's Add Account. Many of them are set up for use with specific accounts or types of accounts. For instance you might be able to get your Citi credit cards set up for download with Citi Cards but your checking and savings accounts cannot be set up for download with Citi Cards even though they might all have the same login.

BTW, disabling Norton and enabling cookies is only part of the process. There are other steps that are needed and which often have a bigger impact on this type of connection issue than Norton and cookies.