Integrations · BanksConnect Citibank Online to Well
Connect Citibank Online through Plaid and Well reads your accounts, balances, transactions, and investment holdings, ready to categorise, reconcile against your invoices, and query in conversation.
What Well pulls from Citibank Online
Citibank Online feeds your accounts, balances, transactions, and investment holdings into Well through Plaid as a US brokerage connection. It is read-only; disconnect at any time from your workspace settings to revoke Citibank Online’s access.
| From Citibank Online | In Well | Relation | |
|---|---|---|---|
| Account | Workspace account | Syncs as | |
| Transaction | Bank transaction | Imports as | |
| Balance | Cash position | Updates |
- Sync mode
- incremental polling
- Refresh
- scheduled
- Direction
- Citibank Online → Well
Citibank Online bank details
- ACH routing numbers
- 021000089021001486021272655021308176021502040022000868022309239022310422026005652026009645026011882028000082028001489031100209031100908052002166066014085067004764067007156067011993091408983091409571091409681091409704091409717111901962111909867111915686113102329113193532122217056122220849122231935122401710122402159221172610226070238254070116266086554271070801271071402271970066271970312271971777271972064311972652321070007321070104321170282321170444321171184322070019322270055322270262322271096322271724322271779
- Institution type
- Brokerage
- Region
- United States
What Well reads through Plaid
- accounts
- balances
- transactions
- investment holdings
What Well does with your Citibank Online connection
Connect
Connect Citibank Online over Plaid: you authenticate with Citibank Online through Plaid's secure connection, so your bank login never reaches Well; Well holds only a read-only connection it cannot use to move money.
Sync
Well brings account, transaction, and balance in from Citibank Online on a recurring poll that fetches only what changed since the last read. The first sync backfills history in the background and the connection stays live after.
Enrich
Well resolves each Citibank Online entity into workspace account, bank transaction, and cash position, assigns categories, and links every record to an audit trail across the rest of your connected tools.
Available
Your data from Citibank Online lands in the workspace as workspace account, bank transaction, and cash position you can search, chart, and automate.
Questions Citibank Online unlocks
Ask in plain language. Well answers from your connected Citibank Online connection, resolved against the rest of your stack.
Ask anything about your Citibank Online connection
Ask about your Citibank Online connection…
Connect Citibank Online in three steps
- 01
Connect Citibank Online through Plaid
From Well's Connections panel, search for Citibank Online and click Connect. Well opens Plaid's secure flow, where you authenticate on Citibank Online's side. Your Citibank Online login never reaches Well, and Well receives a read-only connection. No credentials are stored in Well.
- AuthPlaid
- Accessread-only
- RegionUnited States
- 02
Map your entities
Well imports your Citibank Online accounts, balances, transactions, and investment holdings and brings each one into your workspace using the canonical mappings defined in Well's data-views layer. The first sync backfills the history Citibank Online makes available.
- Mappingpreconfigured by Well
- 03
Use the data
Use the data: ask questions in conversation, build records tables, categorise transactions, and reconcile them against your invoices. Citibank Online is read-only in Well, so nothing here can move money or change your account.
- First syncstarts as soon as connect completes
The Plaid handshake typically completes in about a minute. Well then pulls new transactions on a recurring poll; the first backfill runs in the background.
How Citibank Online stays secure with Well
Well connects to Citibank Online through Plaid, the bank-aggregation layer. You authenticate on Citibank Online's side; Well receives a read-only connection and never sees your bank login. Well can read your accounts, balances, transactions, and investment holdings, but cannot move money, initiate a payment, or change anything at Citibank Online. Disconnect any time from Well or your Plaid dashboard.
- granted
Read Citibank Online records
The accounts, balances, transactions, and investment holdings Citibank Online shares through Plaid, scoped by your authorisation.
- granted
Resolve account, transaction, and balance across your stack
Match identifiers in Citibank Online against the same entities your other connected tools expose, so each record carries cross-tool context.
- refused
Modify or delete Citibank Online records
Not granted; Citibank Online is read-only in Well. Write-back is opt-in per connector when a write surface exists.
- refused
Store Citibank Online passwords or session cookies
Authentication runs through Plaid tokens we never see.
Frequently asked questions about Citibank Online and Well
How do I connect Citibank Online to Well, and how long does it take?
From Well, open Connections, find Citibank Online, and click Connect. Well links Citibank Online through Plaid: you authenticate on Citibank Online's side in Plaid's secure flow, and Well receives a read-only connection. Your Citibank Online login never reaches Well. The handshake takes about a minute, and Well starts importing accounts, balances, transactions, and investment holdings right after.
What does Well pull into the workspace from Citibank Online?
Well brings in account, transaction, and balance from Citibank Online and reshapes each entity into your workspace: account becomes workspace account; transaction becomes bank transaction. Every record arrives with the source identifier preserved, so Citibank Online stays the source of truth while Well lets you query the data alongside the rest of your stack.
What does Citibank Online unlock once it is connected to Well?
Once Citibank Online is connected, every record it exposes is queryable from conversation, filterable in records tables, and available to your agents through your workspace. The data stays linked to its Citibank Online source, so you can always trace a workspace record back to the original.
How does Well match an account from Citibank Online to a workspace account in my workspace?
Each Citibank Online account is scored against the candidate workspace accounts in your workspace on identifier overlap, amount or quantity match, date proximity, and counterparty resolution. Matches above the auto-link confidence threshold flow through cleanly; below the threshold they queue for a one-click human review, with the most likely workspace account prefilled and the Citibank Online source attached.
How often does Citibank Online sync with Well, and what triggers a refresh?
Well polls Citibank Online regularly for account, transaction, and balance. The first connect pulls the historical window your account allows; subsequent reads only fetch what changed since the last sync, so the load on Citibank Online's side stays modest.
Can I disconnect Citibank Online and what happens to the data Well already pulled?
Open Connections > Citibank Online in Well and click Disconnect. Well drops the Plaid connection immediately and stops reading from Citibank Online; you can also revoke Well from your Plaid dashboard. The account, transaction, and balance Well already imported stay in your workspace by default; ask Support to purge them if your compliance flow requires it.
What is Citibank Online's routing number?
Citibank Online's ACH routing numbers are 021000089, 021001486, 021272655, 021308176, 021502040, 022000868, 022309239, 022310422, 026005652, 026009645, 026011882, 028000082, 028001489, 031100209, 031100908, 052002166, 066014085, 067004764, 067007156, 067011993, 091408983, 091409571, 091409681, 091409704, 091409717, 111901962, 111909867, 111915686, 113102329, 113193532, 122217056, 122220849, 122231935, 122401710, 122402159, 221172610, 226070238, 254070116, 266086554, 271070801, 271071402, 271970066, 271970312, 271971777, 271972064, 311972652, 321070007, 321070104, 321170282, 321170444, 321171184, 322070019, 322270055, 322270262, 322271096, 322271724, and 322271779. You never enter it by hand in Well, the connection runs through Plaid where you authenticate on Citibank Online's side, and the routing number is shown here as a reference.
Does Well read investment accounts from Citibank Online?
Yes. Citibank Online exposes investment holdings through Plaid, so alongside your accounts, balances, and transactions Well reads your holdings as a read-only feed, ready to categorise and query in conversation.
Which region does Citibank Online cover in Well?
Citibank Online is a US brokerage, connected through Plaid. Well reads its accounts, balances, transactions, and investment holdings as a read-only feed and never moves money or changes anything at Citibank Online.
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Ready to connect Citibank Online?
Connect once. Every account, transaction, balance from Citibank Online becomes searchable, queryable, and ready for your agents and tables. Disconnect any time.