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How do I connect my Citibank brokerage account?

SOLVEDby TurboTax246Updated almost 2 years ago

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

  1. If you already have a Citibank brokerage account connected to your Mint account, 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
  3. In the search field, type and select Citi Personal Wealth Management
  4. Enter your sign in info
  5. Mint will add the account and download all transactions from the past 90 days

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