Skip to main content
Your browser is out of date and not supported. We recommend you update your browser for a better online banking experience. Learn More
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