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Connection help

Connect Citibank to Silvia

Follow these steps to find your Citibank account in Silvia, authorize a connection, and resolve common setup issues.

Before You Start

Have your Citibank login and access to your usual verification method ready. Check that you can sign in directly with your institution before starting.

  • Look for Citibank Online in the connection results. Choose the listing that matches the Citi website where you normally manage your account.
  • Have your Citi User ID and password ready. Complete the sign-in and any verification requested in the connection window, then review the accounts offered for sharing.

Connect Your Account

  1. Open Your Portfolio in Silvia

    Sign in and open Assets & Liabilities (or My Portfolio). Select Banks & Brokerages under Add an Asset. If your page has an Add button, choose Add asset first. On mobile, the + button opens the add options.

  2. Find the Right Citibank Listing

    Search for Citibank in the Add Account window. Choose the listing that matches your institution and account type. Banking, credit card, brokerage, and workplace accounts may use different listings.

  3. Follow the Connection Prompts

    Silvia opens the connection provider for the listing you selected. Follow the sign-in instructions and complete any verification requested by Citibank. You may be redirected to your institution to authorize access.

  4. Review Access & Select Your Accounts

    Review the requested data access, select the accounts you want to share when prompted, and complete the authorization. Available accounts and data depend on your institution and connection provider.

  5. Return to Silvia

    Finish the connection flow and return to your portfolio. Allow time for the initial sync, then check that your selected accounts appear. Balances, holdings, and transactions may arrive at different times where available.

If You Have Trouble Connecting

  • If your Citi login is rejected, use Citi’s Forgot User ID or Password option and confirm that you can sign in directly before trying again.
  • If a banking or card account is missing, check whether it appears under the same Citi User ID. Contact Silvia support if you can see it at Citi but it is not offered during connection.

Ready to Connect?

Open your portfolio, then follow the steps above to search for Citibank. You may be asked to sign in first.

Open Silvia to connect Citibank

Official Resources

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