Two of my accounts require me to change their OSU connection method: Costco Citibank Visa and my wife's Citibank Master Card.
As usual, I've forgotten how to do this. Any help would be greatly appreciated.
Citibank OSU Cdnection Methos
Jan 20, 2024
Last reply: 2 years ago
4 Replies
The basic process is to Deactivate the account(s) in question for downloading, then Re-Activate them.
To reactivate, I recommend using the Add Account process. When Quicken "discovers" your accounts at the financial institution, you should see each listed in a dialog that allows you to "Add", "Link" or "Do not download" each discovered account.
Make sure you "Link" each discovered account (that you are trying to Re-Activate) to the correct existing Quicken account (one you Deactivated before you started the Add Account process).
I just noticed this discussion in the Quicken Community:
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You may want to take precautions before deactivating/reactivating.
You might even consider holding off on the changeover for a while - if possible.
Here's another Community discussion which seems to have a somewhat more beneficial conclusion.
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[NOTE: I have no Citi accounts, so am unable to test any of this.]
Thank you. I'll do this in a few minutes.
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