CITIBANK BROKERAGE ACCOUNT

Important Message for Citibank Brokerage Users.

Important Message for Citibank Brokerage Users

To enable you with greater suitability while you trade, we would like to highlight the requirements for all customers trading with Citibank Brokerage on Equities and Exchange Traded Funds. You will be required to have the following before engaging in trades on the Citibank Brokerage platform:

  • A valid Risk Profile
  • Knowledge & Experience in relevant products

If you do not meet the above criteria, your access to trade on the Citibank Brokerage platform may be impacted. To facilitate a seamless trading experience, we encourage you to create/maintain a valid Risk Profile and Knowledge & Experience status with the bank and keep your investment particulars updated.

Click here to update the profile now.

Alternatively, you may contact your Relationship Manager for more details.

First Trade Free Terms and Conditions

  1. The promotion period is from January 1 2019 to December 31 2019 (the "Promotion Period").
  2. All Citibank Singapore Limited - International Personal Bank ("Citibank") Clients who do not have a Citibank Brokerage Account prior to January 1 2019 and who successfully open a Citibank Brokerage Account during the Promotion Period shall be eligible to participate in this promotion ("Eligible Clients"). Eligible clients will exclude clients who may currently have an existing brokerage account whether in their sole names or in joint names with other persons, or may have had a brokerage account with Citibank previously.
  3. Eligible Clients will receive a 100% rebate ("Rebate") on the brokerage commission charged on the first BUY trade successfully executed using their Citibank Brokerage Account(s) after the Citibank Brokerage Account is opened. Eligible Clients must execute their first BUY trade by the end of the third month of account establishment date.

    Citibank Brokerage account opened in the month of Last date to execute the first trade

    Citibank Brokerage account opened in the month of Last date to execute the first trade
    January 2019 March 31 2019
    February 2019 April 30 2019
    March 2019 May 31 2019
    April 2019 June 30 2019
    May 2019 July 31 2019
    June 2019 August 31 2019
    July 2019 September 30 2019
    August 2019 October 31 2019
    September 2019 November 30 2019
    October 2019 December 31 2019
    November 2019 January 31 2020
    December 2019 February 28 2020
  4. The Rebate will be credited into their Cash Trading Account by the end of the month after the month of trade (or such other date as Citibank may stipulate).
  5. An Eligible Client's account must be in good standing, and the Citibank Brokerage Account must not be closed prior to the crediting of the Rebate.
  6. An Eligible Client will continue to be bound by the Citibank terms and conditions and the terms and conditions governing the use of their Citibank Brokerage Accounts.
  7. Citibank's decision on all matters relating to this promotion will be final and binding. In the event of any inconsistency between these terms and conditions and any brochure, marketing or promotional materials relating to this promotion, these terms and conditions will prevail.
  8. Citibank assumes no responsibility for incomplete, lost, late, damaged, illegible or misdirected forms or email communication, for technical hardware or software failures of any kind, lost or unavailable network connections, or failed incomplete, garbled or delayed electronic transmission which may limit an Eligible Client's ability to participate in this promotion.
  9. Information collected through this promotion may be used in the operation and marketing of Citibank's products and services. Eligible Clients may receive via email, promotional news, service updates and other information about Citibank's products and services. Eligible Clients may choose, at any point, to unsubscribe from these mailings.
  10. Citibank reserves the right at its absolute discretion to terminate or amend this promotion or vary, delete or add to any of these terms and conditions from time to time without notice.
  11. In the event of any inconsistencies between the different languages of this document, the English language version shall prevail.

Important Disclosures:

Securities Disclaimer

This document does not constitute the distribution of any information or the making of any offer or solicitation by anyone in any jurisdiction in which such distribution or offer is not authorised or to any person to whom it is unlawful to distribute such a document or make such an offer or solicitation.

Some products and services may not be available in certain jurisdictions. You should consult your professional advisers as to whether you require any governmental or other consent or need to observe any formalities to enable you to utilise or purchase the products and services described on this website.

Securities investments are not bank deposits and involve risks, including the possible loss of the principal amount invested. Past performance does not guarantee future results. The price of securities can and does fluctuate, sometimes dramatically, and that any individual security may experience upward or downward movements, and may even become valueless. Therefore it is as likely that losses will be incurred rather than profit made as a result of buying and selling securities. This is the risk that customers should be prepared to accept. Investors investing in securities denominated in non-local currency should be aware of the risk of exchange rate fluctuations that may cause a loss of principal. Citibank is not recommending the Citibank Brokerage Account or giving any advice in relation to customers' securities investments. Customers will take complete responsibility for any losses resulting from their trading strategy. Brokerage account is not available to U.S. Persons and is not insured by the Federal Deposit Insurance Corporation.

Your individual investment holding(s) will not be actively monitored by Citibank Singapore Limited and Citibank Singapore Limited does not undertake to, and is not obliged to, undertake a review, manage or monitor your investment holding(s) or to track your investment holding(s).

Deposit Insurance Scheme

Singapore dollar deposits of non-bank depositors are insured by the Singapore Deposit Insurance Corporation, for up to S$75,000 in aggregate per depositor per Scheme member by law. Foreign currency deposits, dual currency investments, structured deposits and other investment products are not insured.

Citibank full disclaimers, terms and conditions apply to individual products and banking services.

HOLDRS are trust-issued receipts that represent your beneficial ownership of a specified group of stocks. HOLDRS trades in round lots of 100 shares and odd lots trading will be rejected by the stock exchange.

List of HOLDRS
BBH Biotech HOLDRS
BDH Broadband HOLDRS
BHH B2B Internet HOLDRS
EKH Europe 2001 HOLDRS
HHH Internet HOLDRS
IAH Internet Architecture HOLDRS
IIH Internet Infrastructure HOLDRS
MKH Market 2000+ HOLDRS
OIH Oil Service HOLDRS
PPH Pharmaceutical HOLDRS
RKH Regional Bank HOLDRS Trust
RTH Retail HOLDRS
SMH Semiconductor HOLDRS
SWH Software HOLDRS
TBH Telecomunicacoes Brasileiras S.A.
TTH Telecom HOLDRS
UTH Utilities HOLDRS
WMH Wireless HOLDRS

Steps to Fund Your Cash Trading Account

Step 1:

Click on "Payment & Transfers" and select "Single Payments & Transfers".

Step 2:

Under "Linked Account", choose the Cash Trading Account that you want to transfer funds to.

Step 3:

Select the account you want to transfer from.

Step 4:

Specify the amount you want to transfer and click "Next" to complete the transaction.

Steps to Buy and Sell Securities

Step 1:

Click on "Investment" and "Brokerage".

Step 2:

Click on "Trade Now".

Step 3:

Select the type of order you would like to place, Normal or Stop Loss order and enter the order details.

Steps to Track or Modify Orders

Step 1:

Click on "My Trades".

Step 2:

Select the market of the orders that you would like to view.

Step 3:

You can now make changes to your trades by selecting Modify or Cancel.

Steps to View Your Account or Portfolio

Step 1:

Click on "My Account".

Step 2:

Click on "Account Info".

Step 3:

Select the market of the account that you would like.

Step 4:

An overview of your Cash Trading Account will be displayed.

Step 5:

To view the stocks that you have in your portfolio, click on "Portfolio Holdings". Next, select the market of the portfolio you would like to view.

Steps to Set up Alerts and Watchlist

Step 1:

Click on "My Toolbox".

Step 2:

To create a new watchlist, click on "Watchlist".

Step 3:

Select the market that you want and click "Create Watchlist".

Step 4:

Enter the watchlist and stock details.

Step 5:

To create new alerts, click on "Alert".

Step 6:

Click on "Add New Alert".

Step 7:

Select the market that you want and click "Add New Alert".

Step 8:

Enter your alert details.