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.
- posted
3 months ago
Citibank OSU Cdnection Methos
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- posted
3 months ago
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).
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- posted
3 months ago
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.
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- posted
3 months ago
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.]
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- posted
3 months ago
Thank you. I'll do this in a few minutes.