Re: Citibank OSU Cdnection Methos

On Saturday, January 20, 2024 at 7:36:30 PM UTC-6, John Pollard wrote:
> 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).

I just noticed this discussion in the Quicken Community:  http://tinyurl.com/2s3sb8w2 
You may want to take precautions before deactivating/reactivating.

You might even consider holding off on the changeover for a while -
if possible.