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Create a Personalized Financial Plan

Prioritize What's Important to You

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.

Prioritize your goals according to your needs, wants, and wishes
Explore your possibilities by testing scenarios and different ideas
Implement your plan and put your chosen strategy into action
Track your progress and make changes as your life evolves

How Can I Get Started?

Citi Priority Clients

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 Branch

Citigold Clients

Schedule an appointment with your dedicated team to engage with Citi Wealth Advisor, our complimentary, digital financial planning solution for Citigold Clients.

Explore Citi Wealth Advisor

Access Our Financial Planning Tools

Take advantage of Citi's planning tools to help you achieve your financial goals.

Explore

Contact Us

1-877-357-3399

TTY: 1-800-788-6775

We're available Monday to Friday: 8 AM to 10 PM ET and Saturday: 9 AM to 7 PM ET

Find a Financial Advisor

Financial advisors are available Monday to Friday: 9 AM to 7 PM ET.

Investment Services are available Monday to Friday: 8 AM to 9 PM ET and Saturday: 9 AM to 7 PM ET.

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

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.

Citigroup Inc. 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.

For J.D. Power 2020 award information, visit jdpower.com/awards

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If you need assistance from a Citi representative, contact us via chat or phone

Create a Personalized Financial Plan

Prioritize What's Important to You

How Can I Get Started?

Citi Priority Clients

Citigold Clients

Access Our Financial Planning Tools

Contact Us

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