Citi private bank phone number

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Banking that opens the door to a spectrum of benefits.

Frequently Asked Questions

What is Citigold Private Client?

Citigold Private Client is the highest banking tier at Citibank, with premier investing from Citi Personal Wealth Management and numerous lifestyle benefits.

What are the key benefits of a Citigold Private Client relationship?

Citigold Private Client provides a wealth of opportunity for you and your family. With a Citigold Private Client relationship, you have a Wealth Team, advanced wealth planning, additional investing opportunities, premier banking, lifestyle benefits and privileges.

How do I begin a Citigold Private Client relationship?

A Citigold Private Client relationship starts with a checking account in a Citigold Account Package. To remain a Citigold Private Client, maintain a minimum combined average monthly balance of $1,000,000 in eligible linked banking, retirement and investment accounts.

Visit a Citibank Branch or call 1-888-500-5008 | Speech or Hearing Impaired Customers Dial: 711

Is there a monthly service fee?

There is no monthly service fee for the Citigold Account Package for Citigold Private Clients.

I already have a Citibank account, how do I upgrade to a Citigold Private Client relationship?

Simply Sign On and follow the steps to open an account, call or visit a Citibank branch.

How do I find a Citigold lounge or Citigold Client Center?

Citigold Private Clients have access to over 100 lounges located in cities around the world. Find a Citigold lounge at https://citigoldlounges.citi.com

COVID-19: Citigold lounges may be temporarily closed to protect the health and safety of our clients and employees. Visit https://citibank.com/locations to stay up-to-date on the branches and ATM locations near you.

What is the customer service number for Citigold Private Client?

The dedicated service line for Citigold Private Client is 1-888-500-5008 | Speech or Hearing Impaired Customers Dial: 711. You can reach a representative 24 hours a day, seven days a week.

How do I make an appointment with my Wealth Team?

Sign On and schedule an appointment online.

Sours: https://citigoldprivateclient.citi.com/financial/banking.html

Screenshots

Description

Citi Private Bank In View is designed for Citi Private Bank clients.
This digital banking experience provides our clients with a comprehensive view of their accounts. It enables our clients to explore their portfolios in detail, analyze and compare metrics and access publications around our core themes and views, with just a tap, pinch or swipe.
• View your asset allocation across regions, currencies and asset classes
• A 360° view of your entire relationship with Citi in one place
• Quick access to your holdings, performance and activity screens
With Citi Private Bank In View our clients can enjoy a more open, transparent, collaborative and personalized digital banking experience.


* Please note that this application is to be used exclusively by existing or future Citi Private Bank clients who have registered to use our Citi Private Bank In View service.
* Content provided by this Citi Private Bank In View app is not specifically created for clients in any particular jurisdiction and should not be considered as an offer or promotion to use our services.
* Not all features of Citi Private Bank In View will be available to users in all locations

Please contact your Client Service team if you have any questions.

Your trust and confidence in how we collect, use, and share information about you is a priority.
Review our privacy notice at https://www.privatebank.citibank.com/ivc/docs/InView-privacy.pdf and our notice at collection at https://www.privatebank.citibank.com/ivc/docs/InView-notice-at-collection.pdf to learn more about privacy at Citi.
Additionally, California residents may submit requests in connection with the California Consumer Privacy Act at https://online.citi.com/dataprivacyhub.

Version 7.2.0

• A 360° view of your entire relationship with Citi on a single screen
• One-click access to your holdings, performance and activity screens
• Confirmation of your trade activity
• Access to your statements, confirmations and tax information
• Minor enhancements to improve overall usability

Ratings and Reviews

Shows no improvement over the years

Still buggy and crashing

Performance improved and lot better

App is improved and better performance

Crashing!

Cannot login … always crashes

The developer, Citibank, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Location
  • Identifiers
  • Usage Data
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Information

Seller
Citibank, N.A.

Size
379.4 MB

Category
Finance

Compatibility
iPhone
Requires iOS 12.0 or later.
iPad
Requires iPadOS 12.0 or later.
iPod touch
Requires iOS 12.0 or later.
Languages

English, Portuguese, Simplified Chinese, Spanish

Age Rating
4+

Copyright
© 2017 Citibank N.A.

Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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Sours: https://apps.apple.com/us/app/citi-private-bank-in-view/id400258878
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Citi Private Bank In View

INVESTMENT PRODUCTS: NOT FDIC INSURED. NOT CDIC INSURED. NOT GOVERNMENT INSURED. NO BANK GUARANTEE. MAY LOSE VALUE.

Citi Private Bank is a business of Citigroup Inc. ("Citigroup"), which provides its clients access to a broad array of products and services available through bank and non-bank affiliates of Citigroup. Not all products and services are provided by all affiliates or are available at all locations. In the U.S., investment products and services are provided by Citigroup Global Markets Inc. "CGMI"), member FINRA and SIPC, and also Citi Private Advisory, LLC ("Citi Advisory"), member of FINRA and SIPC. CGMI accounts are carried by Pershing LLC, member FINRA, NYSE, SIPC. CGMI, Citi Advisory and Citibank, N.A. are affiliated companies under the common control of Citigroup.

Outside the U.S., investment products and services are provided by other Citigroup affiliates. Investment Management services (including portfolio management) are available through CGMI, Citi Advisory, Citibank, N.A. and other affiliated advisory businesses. Neither Citigroup nor any of its affiliates provides tax or legal advice.

Notice at Collection | CA Privacy Hub | Tax Compliance & Regulatory Info | CGMI Financial statement | PSD2 API | MAS Electronic Payments Guidelines | Accessibility | Important disclosure | Terms & Conditions  | The Sustainable Finance Disclosure Regulation

To learn about CGMI and Citi Advisory investment business, as well as our relationship with you, please review our Form Client Relationship Summary.

© 2016 - 2021 Citigroup Inc. All Rights Reserved.

Sours: https://www.privatebank.citibank.com/contact-us
Citi Private Bank’s approach to ESG investing

Citi Private Bank In View

INVESTMENT PRODUCTS: NOT FDIC INSURED. NOT CDIC INSURED. NOT GOVERNMENT INSURED. NO BANK GUARANTEE. MAY LOSE VALUE.

Citi Private Bank is a business of Citigroup Inc. ("Citigroup"), which provides its clients access to a broad array of products and services available through bank and non-bank affiliates of Citigroup. Not all products and services are provided by all affiliates or are available at all locations. In the U.S., investment products and services are provided by Citigroup Global Markets Inc. "CGMI"), member FINRA and SIPC, and also Citi Private Advisory, LLC ("Citi Advisory"), member of FINRA and SIPC. CGMI accounts are carried by Pershing LLC, member FINRA, NYSE, SIPC. CGMI, Citi Advisory and Citibank, N.A. are affiliated companies under the common control of Citigroup.

Outside the U.S., investment products and services are provided by other Citigroup affiliates. Investment Management services (including portfolio management) are available through CGMI, Citi Advisory, Citibank, N.A. and other affiliated advisory businesses. Neither Citigroup nor any of its affiliates provides tax or legal advice.

Notice at Collection | CA Privacy Hub | Tax Compliance & Regulatory Info | CGMI Financial statement | PSD2 API | MAS Electronic Payments Guidelines | Accessibility | Important disclosure | Terms & Conditions  | The Sustainable Finance Disclosure Regulation

To learn about CGMI and Citi Advisory investment business, as well as our relationship with you, please review our Form Client Relationship Summary.

© 2016 - 2021 Citigroup Inc. All Rights Reserved.

Sours: https://www.privatebank.citibank.com/client-support

Number phone private citi bank

Citi Private Bank

Subsidiary of Citigroup

Citi Private Bank, a subsidiary of multinational banking conglomerate Citigroup, markets Private banking services for ultra high-net-worth individual clients, including entrepreneurs and senior corporate executives. It has 60 offices in 23 countries. Citi Private Bank's major competitors are JP Morgan Chase, Goldman Sachs, Bank of America Private Bank, UBS, and HSBC Private Bank.[3][4]

Products & Services[edit]

Its Private banking services are divided between ultra-high net-worth clients, Family Offices and Law Firm groups, which focus on servicing the needs of ultra-high net-worth individuals, family offices and law firms and their lawyers. Formerly part of Global Wealth Management, Citi Private Bank is now part of Citi's Institutional Clients Group. Therefore, Citi Private Bank clients are treated as institutional investors rather than consumer banking clients. The Citi Private Bank's Investment solutions group provides wealth advisory services to the bank's clients.

Account Requirements[edit]

To qualify for a Citi Private Bank account, one must have a net worth of at least US$25 million. This requirement is waived for law firm clients and qualified high net worth individual clients.[5][6][7]

References[edit]

External links[edit]

Sours: https://en.wikipedia.org/wiki/Citi_Private_Bank
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Thank you for your interest in Citigold Private Client.

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 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. | Speech or Hearing Impaired Customers Dial: 711

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.

As a Citigold Private Client, you can receive banking and lending services, including The Citigold Account Package, from Citibank, N.A. (“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 SIPC. Citigroup Life Agency LLC (“CLA”) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). Citigold Private Client Relationship Managers are employees of Citibank and are employees and registered representatives of CGMI. Citibank, CGMI, and CLA are affiliated companies under the common control of Citigroup Inc.

Citi logo

© 2021 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.

Privacy | Notice at Collection | CA Privacy Hub
Sours: https://citigoldprivateclient.citi.com/contact/

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