Follow these instructions to add or update your Citibank brokerage or mortgage accounts.
- 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.
- 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.
- In the search field, type and select Citi Personal Wealth Management for your brokerage account or Citibank Mortgage for your mortgage account.
- Enter your credentials plus any other requested info.
- Mint will add the account and download all transactions from the past 90 days.