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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/M… (View Post)6
I don't think you can change the account type from the mobile or web app. You have to do it from account details within the Windows or Mac application (View Post)6
I just spent an hour on the phone with Quicken support to troubleshoot the issue. I really just wanted to give them another data point to help get this fixed. The support rep didn't' fully comprehend… (View Post)2