Mint HelpMint HelpIntuit

How do I connect my Citibank brokerage account?

SOLVEDBy Mint30Updated May 17, 2022

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

Was this helpful?

You must sign in to vote, reply, or post
Mint Intuit Mint