I am having trouble linking an external financial institution account; it won't accept my username and password.
Frequently Asked Question
To determine why your external account is not linking correctly, you will need to contact the external institution’s customer service department directly. The username and password must match exactly what you use to sign into your external account’s website. Citadel Money Manager retrieves data directly from your online account with that institution; therefore, they would be best able to assist you.