Helping you achieve your financial goals
Be it planning for your children’s education, your retirement or leaving a legacy, we understand that you have different wealth goals at different stages of your life. Growing your assets is essential to meet these financial goals and Total Wealth Advisor* is a tool specially designed to support you through your wealth journey.
Total Wealth Advisor provides you with a holistic view of your financial health and gives you access to track and monitor the progress of your asset allocations in achieving your financial goals, in real-time.
Terms & Conditions apply.
HOW IT WORKS
Review your current financial assets with your Relationship Manager.
Set your financial goals.
Rebalance your assets according to your risk profile and goals.
Track and monitor the progress periodically via Citibank Online
(Asset Allocation vs Goals).
The Total Wealth Advisor online tool gives you a complete view of your asset allocation and allows you immediate access to a comprehensive and holistic view of your financial position.
Total Wealth Advisor Online
You will be able to review all your investments and financial status at a glance with this easy-to-use and intuitive online tool. You can easily track the progress towards your goals, view your current achievement of meeting your financial goals, and even view the performance of your investments by specifying the date range of the reports.
There are two types of report you can see online that provides you with the information for you to track your portfolio and goals.
- 1. Total Wealth Advisor Report
Allows you to download a PDF report which contains a summary of your asset allocation and the status of goal achievement.
- 2. Total Wealth Advisor
An interactive web-based tool that shows a graphical view of your financial status and goals.
Contact your Relationship Manager to set your goals today.
*Only valid for Citigold and Citigold Private Client. Don’t have a Citigold or Citigold Private Client account? Open an account with us.
TOTAL WEALTH ADVISOR
This document is intended to facilitate a discussion on your individual portfolio holdings and does not constitute any offer or solicitation of any investment products or services nor should the information be taken as financial advice. If in doubt, please consult your own legal, regulatory, tax and /or accounting advisors as you consider appropriate.
This document does not contain all information relating to your account(s) and is not intended to be a statement of account(s), and you should refer to your monthly statement for information relating to your account(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.