Re: Citibank OSU Cdnection Methos

Ken Blake <[email protected]> Sun, 21 Jan 2024 06:51:00 -0700
Newsgroups alt.comp.software.financial.quicken
Message-ID <[email protected]>
On Sat, 20 Jan 2024 19:36:28 -0600, John Pollard <[email protected]>
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).


Thank you. I'll do this in a few minutes.