How do I link an account in Citadel Money Manager?

Frequently Asked Question
To link an account
- On the Home page, click or tap the Link Account button in the widget bar. Alternately, click or tap the link account icon (
) above the first account group or the Link Account tile below the account groups. A list of frequently chosen financial institutions appears.
- Select a financial institution by either:
- Clicking or tapping the financial institution’s name or logo.
- Typing the name or URL of the financial institution in the Search box. As you type, a list of matching financial institutions appears from which you can select the appropriate match.
- To link an account, provide the credentials you use to log into the online banking system at the external financial institution, then click Continue. If the account requires multi-factor authentication (MFA), you will be prompted to supply the additional information, such as a secure access code.
- All accounts returned are visible by default. Click or tap the Hidden/Visible toggle for each account that you want to hide from the summary of accounts section of the Home page and in the widgets.
- (Optional) Repeat steps 2 through 4 to link more accounts held at other financial institutions.
- Click Continue.

Note: If account aggregation is delayed (for example, due to a slow server), you can continue adding more accounts while aggregation continues in the background.
After you link accounts, they appear in a Linked Accounts group on the Home page, providing a full financial picture. You can reorder and group accounts, as necessary.