Citi Personal Wealth Management's approach to planning is designed to help you manage your investments with your specific financial situation in mind. Our digital financial planning solutions allow you to explore the what ifs
in your life and create a flexible plan for them.
Meet with a Citi Priority Advisor in a branch or by phone to create a flexible financial plan. Call (1-800-788-6775) to set up a meeting.
Find a BranchSchedule an appointment with your dedicated team to engage with Citi Wealth Advisor, our complimentary, digital financial planning solution for Citigold Clients.
Explore Citi Wealth AdvisorTake advantage of Citi's planning tools to help you achieve your financial goals.
ExploreCiti). 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 and Related Information for Retirement Accounts 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.
As a Citigold client and as a Citi Priority client, you can receive banking and lending services, including The Citigold Account Package and the Citi Priority Account Package, from Citibank, Citibank
), Member FDIC and Equal Housing Lender NMLS# 412915, along with financial planning and investment products as a client of Citi Personal Wealth Management, a business of Citigroup Inc. that offers investment guidance, products, and services through Citigroup Global Markets Inc. (CGMI
), member . Citigroup Life Agency LLC (CLA
) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). Citigold Relationship Managers are employees of Citibank and are employees and registered representatives of CGMI. Citi Priority Advisors are Citi Personal Wealth Management Financial Advisors and are employees and registered representatives of CGMI. Citibank, CGMI, and CLA are affiliated companies under the common control of Citigroup Inc.
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