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Unable to Link Citi Brokerage Account (Edited)

richarddchen

I'm able to link (or access) all my Citi accounts - checking, saving, credit cards - but not Citi brokerage account.

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Coach Aldair

Hi @richarddchen,

Thanks for reaching out! I'm sorry you're having trouble linking your Citi brokerage account in Quicken Simplifi.

Could you provide a bit more information about what happens when you try to link the account? For example, does the brokerage account not appear in the list of available accounts, or do you receive an error message?

Please also share a screenshot of what you're seeing so we can get a better understanding of the issue. Make sure to cover any personal information.

Thanks!