I am trying to add my Citadel Investment accounts to Citadel Money Manager, how can I add all my Investment accounts?
Frequently Asked Question
Citadel’s Investment accounts would be listed under each financial institution you have investments with. You will need to have a username and password set up on each of your investments’ website directly to link the account(s) with Citadel Money Manager. Once you have set up your usernames and passwords, search for these financial institutions in Citadel Money Manager and enter your credentials to link your investment accounts.