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Citi Personal Wealth Management

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

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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.

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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.

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