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.