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Professional Guidance when You Need It

Customize the Support You Need. Citi Personal Wealth Management offers a wide range of online investing and financial planning services for both the self-directed, do-it-yourself investor and to those who may want professional guidance from time to time. Citi Personal Wealth Management Financial Advisors are here for you with professional guidance when you want it. You can reach us at 1-877-357-3399.

Convenient Online Investing Tools and Resources

  • Access your account anytime online or by phone
  • Easily place trades online, check balances and view account history
  • Get quotes, follow the latest market events, read top news stories and research stocks, bonds, options and funds
  • Browse a variety of topics and articles to stay well–informed in your investing
  • Check out our online planning tools

A Wide Range of Products

Whether or not you receive professional guidance, you can choose from an array of financial portfolio products, including mutual funds, exchange–traded funds (ETFs), fixed–income investments, equities, options, individual retirement accounts (IRAs), 529 plans and select investment advisory products.

Learn more about the background of Citigroup Global Markets, and its registered/licensed professionals at Finra BrokerCheck.

INVESTMENT AND INSURANCE PRODUCTS: NOT INSURED BY THE FDIC • NOT INSURED BY THE FEDERAL GOVERNMENT OR ANY OTHER FEDERAL GOVERNMENT AGENCY, BY THE BANK, OR BY ANY AFFILIATE OF THE BANK • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, THE BANK OR AN AFFILIATE OF THE BANK • SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL INVESTED

Citigroup and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor.

Not all products are available in all account types.

Citi Personal Wealth Management is a business of Citigroup , which offers investment products through Citigroup Global Markets (CGMI), member . Insurance is offered through Citigroup Life Agency LLC (CLA). In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). CGMI, CLA and Citibank, are affiliated companies under the common control of Citigroup Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup or its affiliates, used and registered throughout the world.

Comparte Tu Pantalla Con un Representante Telefónico

Durante tu llamada, se te podría pedir que compartas tu pantalla para tener una experiencia más rápida y eficiente. Si estás de acuerdo, el representante telefónico con el que estás hablando te proporcionará un Código de Servicio para ingresar a continuación.

Si necesitas ayuda de un Representante de Citi, Contáctanos a través del chat o por teléfono.