How do I connect my Citibank brokerage and mortgage accounts?

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

  1. If you already have a Citibank brokerage or mortgage account 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 for your brokerage account or Citibank Mortgage for your mortgage account.
  4. Enter your credentials plus any other requested info.
  5. Mint will add the account and download all transactions from the past 90 days.