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What is the National Investor Center?

Learn more about the National Investor Center
Professional investment support when you have questions or want another opinion.
What is a Relationship Manager

What is a Relationship Manager
Your Citigold® Relationship Manager (RM) helps to simplify banking with personalized guidance, regular updates and attention to your priorities.
  • Assists with everyday banking and financial needs
  • Helps simplify your finances with access to Citi professionals
  • Connects you with the latest Citi products, services and resources
What is a Financial Advisor

What is a Financial Advisor
Your Citi® Personal Wealth Management Financial Advisor (FA) helps you build a plan connecting your future with your present - from retirement and education planning to daily finances.
  • Helps you identify and reach your goals
  • Helps simplify your finances through access to Citi professionals
  • Provides guidance in terms you can understand

Share Your Screen With A Phone Representative

During your call, you may be asked to share your screen for a faster, more efficient experience. If you agree, the phone representative you're speaking with will give you a Service Code to enter below.

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

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Share Your Screen With A Phone Representative

During your call, you may be asked to share your screen for a faster, more efficient experience. If you agree, the phone representative you're speaking with will give you a Service Code to enter below.

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