[ONGOING] 3/28/25: Changes to Citi Personal Wealth Management

Coach Natalie
Coach Natalie Administrator, Moderator admin

Quicken Simplifi users who use Citi Personal Wealth Management may encounter an issue with their connection. We have a new bank option in Quicken Simplifi for this connection called "Citi - Wealth Management".

To disconnect from the old Citi Personal Wealth Management and reconnect to the new Citi - Wealth Management, please follow these steps:

  1. Make your Citi Wealth Management account(s) manual by following the steps here.
  2. Once you see the account(s) listed in the Manual Accounts section under Settings > Accounts, go back through the Add Account flow to reconnect to "Citi - Wealth Management".
  3. Carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.

Thank you!

ISS-11677906

-Coach Natalie

Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    ONGOING 4/11/25

    This Alert is still listed as ongoing. If you experience this issue in Quicken Simplifi, please be sure to follow the steps above!

    -Coach Natalie