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I've opted in to Citadel Money Manager, but my history does not look any different, or 'cleansed'. What should I do?

Frequently Asked Question

When you first opt in to Citadel Money Manager by accepting the terms and conditions, it may several minutes to review your transaction history and apply the categorization. We will review the last 120 days of history for an account.  If you do not see the changes take place at first, you should see them upon next login.