Connect Citizens Bank to Silvia

Before You Start

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

• Choose the Citizens Bank listing for the institution at citizensbank.com. Check the website shown in the connection window because other banks have similar names.
• Review Citizens’ account-data permission request and complete any sign-in verification. Citizens may request a one-time password to confirm your identity.

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 Citizens Bank Listing

   Search for Citizens 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 Citizens Bank. 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

• Citizens says data-sharing permission lasts 12 months and then needs renewal. Use Reconnect on your existing Silvia connection when prompted to renew access.
• If an account is missing, first check whether it appears in your Citizens online profile. Personal and business account visibility can differ. If the account is visible at Citizens but its information is wrong in Silvia, contact Silvia support.