When opening an account online, your rates, terms and conditions will be determined by your state of residence.
|State of Residence||Region|
|District of Columbia||DC Region|
|Georgia, S. Carolina, Tennessee||SD/Southeast Region|
|New Jersey||NJ Region|
|New York||NY Region|
|All other States*||SD/National Region|
*Alabama, Alaska, Arizona, Arkansas, Colorado, Delaware, Hawaii, Idaho, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, New Hampshire, New Mexico, North Carolina, N. Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, S. Dakota, Utah, Vermont, Washington, W. Virginia, Wisconsin and Wyoming. The National Region rates, terms and conditions also apply to accounts opened in the following military addresses, territories and possessions: Armed Forces Americas (AA), Armed Forces Europe (AE), Armed Forces Pacific (AP), American Samoa (AS), Guam (GU), Northern Mariana Islands (MP), Puerto Rico (PR) and US Virgin Islands (VI).
A global perspective
Whether you're following a plan or have questions about managing your finances, your Citigold relationship provides you with access to a sweeping breadth of financial resources to help, including the world class investment capabilities of Citi Personal Wealth Management.Go to footnote 1
Your Citigold relationship can help you do much more than manage your money. From exclusive experiences to travel advantages and relationship pricing, Citigold benefits offer enriching extras for your lifestyle.
When the time is right to travel again, your travel benefits will be waiting for you.
Citi). Not all products and services are provided by all affiliates or are available at all locations. CPB personnel are not research analysts, and the information in this Communication is not intended to constitute
research,as that term is defined by applicable regulations. to footnote reference 1
Important Information for You to Know About Our Business and Relationship With You
We are required to deliver two important disclosure documents about our business and relationship with you:
• Form Client Relationship Summary (“Form CRS”) is a brief summary of the brokerage and advisory services we offer.
• Regulation Best Interest Disclosure Statement is a more detailed description of the brokerage services we offer and our obligations under Regulation Best Interest when we make recommendations to you as your broker-dealer.
Please review both of these important documents online at http://www.citi.com/investorinfo/. If you prefer paper copies, please contact your advisor or call us at (800) 846-5200. TDD/TTY 1-800-788-6775.
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