About This Integration

Want to track your Citi investments, manage your portfolio, or trade more efficiently using a 3rd-party trading tool? App developers use SnapTrade to connect to Citi as well as many popular brokerages around the world in a single integration. This is because SnapTrade makes it secure and seamless to connect brokerage accounts to fintech apps. This means your data stays safe with bank-level encryption and you’re always in control.

How to Connect to the Citi API

Once taken to the SnapTrade connection portal, here are the steps you can take to connect your Citi account:

Step 1 - Agree to SnapTrade’s Terms and Conditions (only done the first time you connect an account)

Step 2 - Click “Continue” to be linked out to Citi's website to complete the authentication process

Step 3 - Login to your Citi account via their website

Step 4 - Agree to the Citi Access User Agreement

Step 5 - Select the accounts you want to share

Once you’ve completed these steps, you’ll be redirected to the app.

Is It Safe to Connect My Citi Account?

At SnapTrade, security is our top priority. We understand that when you connect your brokerage account, you want to be sure your data is safe, private, and fully under your control. That’s why we follow the highest security standards and are SOC 2 Type 2 compliant. Here’s what this means for you:

• Bank-Level Encryption– Your data is secured when sharing
• Full User Control – You can disconnect your account from any app at any time
• OAuth access - Your credentials aren't shared with us or any app

Frequently Asked Questions

Does Citi have a developer API?

Yes, Citi has a developer API which is made available to SnapTrade.

Does the Citi API support trading?

No, SnapTrade's integration with Citi does not offer the ability to place trades.

How can I remove my account from an app?

You can disconnect your account anytime from within the app and/or directly from your settings in Citi.

Does SnapTrade support Citi two factor authentication?

Yes, SnapTrade supports two factor authentication on the Citi integration.

Status

Beta: Production-ready, with ongoing validation and improvements.