How do I connect my Citibank brokerage account?

Follow these instructions to add or update your Citibank brokerage accounts.

  1. If you already have a Citibank brokerage connected to your Mint account, first mark it as inactive. If you’re adding your account for the first time, skip to step 2.
  2. Select the plus sign in the top right corner of the app, then Add Account. Or, if you’re on the Mint website, select +Add Accounts from the top menu.
  3. In the search field, type and select Citi Personal Wealth Management.
  4. Enter your credentials plus any other requested info.
  5. Mint will add the account and download all transactions from the past 90 days.


Related Information:

What do I do if I can't find my bank, credit card or financial institution in Mint? 
How do I update my sign in information for my financial institution?