Citi logo
Citi Personal Wealth Management

Get a Complimentary
Financial Checkup with Citi Wealth Advisor

Contact us today to learn how we can help you achieve your financial goals and explore new possibilities.
Icon: Wealth Advisor
Discuss your expectations and concerns while prioritizing your goals into needs, wants and wishes.
Icon: Investment platform
Explore what-if scenarios to boost your confidence and finalize your plan.
Icon: Citi® Online and Citi® Mobile
Track your progress and make adjustments to the plan as needed.
Icon: Financial Planning
Evaluate and modify your plan continually as your life evolves.
Person use tablet version of Citi Wealth Advisor app

Contact us today

Do you currently have a Citi Personal Wealth Management Financial Advisor?

WE LOOK FORWARD TO SPEAKING WITH YOU

Have Questions? Please call 1-877-693-4543. TTY: We accept 711 or other Relay Service..

A Citi representative will be contacting you within 2 business days.
If you would like to be in touch sooner, please call 1-877-693-4543.
TTY: We accept 711 or other Relay Service..

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 https://www.citi.com/investorinfo/. If you prefer paper copies, please contact your advisor or call us at (800) 846-5200. TTY: We accept 711 or other Relay Service..

Citi logo

As described in the Citigroup Global Markets Inc. (CGMI) Descriptive Brochure (also known as Form ADV) for Financial Planning, the preparation and delivery of a comprehensive written Financial Plan tailored to the client’s individual financial circumstances constitutes an investment advisory relationship. The investment advisory relationship terminates either when CGMI delivers a Financial Plan to the client or as otherwise described upon notice or information received from CGMI. Upon delivery of the written Financial Plan, there is no obligation on the part of the client or CGMI to implement the written Financial Plan.

Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Global Markets Inc. (CGMI), member SIPC. Citigroup Life Agency LLC (CLA) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). CGMI, CLA and Citibank, N.A. are affiliated companies under the common control of Citigroup Inc.

© 2023 Citigroup Inc. Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup Inc. or its affiliates, used and registered throughout the world.

Terms & Conditions Privacy Notice at Collection Do Not Sell or Share My Personal Information Accessibility