Re: Citibank OSU Cdnection Methos

John Pollard <[email protected]> Sat, 20 Jan 2024 19:36:28 -0600
Newsgroups alt.comp.software.financial.quicken
Organization A noiseless patient Spider
Message-ID <[email protected]>
On 01/20/24 8:43 AM, Ken Blake wrote:
> 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.

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).