Brokerage
Review Citi investment connections on PRO or higher. Confirm country and account coverage, available holdings and cash, update timestamps and any missing activity or cost basis.
Connection status
Available in checked catalog
Connection type
Brokerage
Country coverage
Availability varies by institution, account type, and provider coverage
Method
Read-only account authorization
Minimum plan
PRO or higher
Guide reviewed: . Catalog evidence: . The checked catalog includes this exact connection. Your account country, permissions and the accounts offered during authorization still determine coverage.
Connection guide
Open Accounts & imports and choose Brokerage & exchange sync. Search for Citi; review the listing's country, minimum plan and availability before choosing Connect.
Continue through the selected institution's secure connection flow. Follow its current sign-in requirements and approve the accounts you want Fillfolio to display.
Return to Fillfolio and check the Citi accounts, positions and cash. Review source times and coverage notices. Activity and cost basis depend on the account data supplied.
Open Holdings or the account view. Compare quantity and current value with source records; use personal P/L only where reliable cost basis exists. Keep missing fields unavailable.
Review Citi's connection status and last sync time in Accounts & imports. Institution updates and public market quotes have separate timestamps. A manual brokerage refresh uses your plan's monthly credits; Google Sheets and AI reads use available stored data.
Compare the Citi entry's country and plan with the account you want to authorize. Similar names can identify different connections. Use the current directory and the offered account list rather than assuming this guide covers another entry.
Use Manage on the existing connection and follow its secure authorization flow. Return to review the next import result. Check the notice before creating another connection for the same account.
Compare positions, account cash and available activity separately. Missing cost basis leaves personal P/L unavailable. Keep a manual record only for accounts or activity you intend to maintain yourself, without duplicating synchronized holdings.
Fictional example
Fictional amounts illustrate field coverage, not an instrument offered by this institution. Review each account and asset separately. A current value can be available while history or cost basis remains incomplete.
Practical uses
Review supported positions and balances across connected investment accounts in one portfolio view.
Review investments across accountsSee the institution and account behind each synchronized holding rather than flattening away its origin.
Show cost basis and activity only when the connected account provides enough reliable data.
Use your data
Questions
PRO or higher covers this reviewed connection. Review the country and account coverage in the current listing. Additional entries with a similar name can use different account coverage or plan requirements. Check the exact listing before authorizing.
Supported investment positions and account cash, with cost basis and activity where the institution supplies them. Account types and fields can differ, and missing data remains explicitly unavailable.
Positions and cash do not establish complete activity history. Available history depends on the institution, account type, connection permissions, and history window. Check the connection's coverage status before using activity as a complete ledger.
Positions and cash may be available while activity history or cost basis is incomplete. Coverage depends on the institution, account type, and permissions. Fillfolio does not enable trading. Institutions and connection providers can change account coverage, permissions, authentication requirements, and maintenance status.
No. Fillfolio is read-only portfolio tracking software. It cannot trade, transfer, approve, sign, or move money.
Fillfolio is not affiliated with, endorsed by, or sponsored by Citi. Citi and its marks belong to their respective owner. This page describes technical compatibility only. Fillfolio is portfolio tracking software, not investment, tax, or legal advice.
